Gen-Wealth Partners Inc

Gen-Wealth Partners Inc reported 722 holdings worth US$360M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Gen-Wealth Partners Inc reported 722 holdings worth US$360M as of Jun 30, 2026. Largest: Caterpillar, Inc., Coca-cola Company (the) and Walmart Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
722
Value as reported
US$360M

The filing in full

CompanySharesValue as reported% of portfolio
Caterpillar, Inc.5,425US$5.78M1.6%
Coca-cola Company (the)55,090US$4.48M1.2%
Walmart Inc.31,795US$3.6M1.0%
Micron Technology, Inc.2,852US$3.29M0.92%
Goldman Sachs Group, Inc. (the)3,188US$3.22M0.90%
Johnson & Johnson12,624US$3.21M0.89%
Jp Morgan Chase & Co.9,777US$3.2M0.89%
Microsoft Corp.8,442US$3.15M0.88%
Procter & Gamble Company (the)21,371US$3.13M0.87%
Chevron Corporation18,384US$3.05M0.85%
Amazon.com, Inc.12,746US$3.04M0.84%
Apple Inc10,454US$3.03M0.84%
Visa Inc.8,409US$2.89M0.80%
Cisco Systems, Inc.24,204US$2.84M0.79%
3m Company17,088US$2.77M0.77%
American Express Company7,887US$2.67M0.74%
Merck & Company, Inc.20,497US$2.63M0.73%
Nvidia Corporation12,852US$2.57M0.71%
International Business Machines Corporation9,073US$2.55M0.71%
Home Depot, Inc. (the)7,189US$2.54M0.70%
Advanced Micro Devices Inc3,967US$2.3M0.64%
Alphabet Inc (google) Class C6,441US$2.3M0.64%
Walt Disney Company (the)23,643US$2.28M0.63%
Amgen Inc.6,118US$2.22M0.62%
Sherwin-williams Company (the)6,147US$2.12M0.59%
Unitedhealth Group Incorporated5,074US$2.11M0.59%
Verizon Communications Inc.48,140US$2.04M0.57%
Mcdonald's Corporation7,474US$2.02M0.56%
The Travelers Companies, Inc.6,061US$2M0.56%
Lam Research Corporation4,336US$1.88M0.52%
Boeing Company (the)8,051US$1.74M0.48%
Quanta Services, Inc.2,117US$1.52M0.42%
Tesla, Inc.2,973US$1.25M0.35%
Palantir Technologies Inc.10,648US$1.24M0.35%
The J.m. Smucker Company10,742US$1.21M0.34%
Virtu Financial, Inc.20,178US$1.2M0.33%
Nike, Inc.28,320US$1.16M0.32%
Deere & Company1,807US$1.15M0.32%
Salesforce, Inc.7,314US$1.15M0.32%
Arcosa, Inc.7,766US$1.13M0.31%
Starbucks Corporation10,709US$1.09M0.30%
Caseys General Stores, Inc.1,325US$1.05M0.29%
Intellia Therapeutics, Inc.61,343US$1.04M0.29%
Bank Of America Corporation17,500US$997K0.28%
Eli Lilly And Company817US$980K0.27%
Msci Inc.1,708US$957K0.27%
Axon Enterprise, Inc.1,682US$943K0.26%
Block, Inc.11,990US$911K0.25%
Constellation Brands, Inc.6,397US$890K0.25%
Prologis, Inc.6,496US$880K0.24%
Brookfield Infrastructure Partners Lp Limited Partnership23,878US$871K0.24%
Cheniere Energy, Inc.3,545US$847K0.24%
Solventum Corporation10,904US$841K0.23%
Mplx Lp14,645US$825K0.23%
Comfort Systems Usa, Inc.411US$815K0.23%
Celanese Corporation17,370US$799K0.22%
Berkshire Hathaway Inc.1,578US$789K0.22%
Ge Healthcare Technologies Inc.12,321US$789K0.22%
Rollins, Inc.18,584US$776K0.22%
Cbre Group Inc5,754US$775K0.22%
Abbvie Inc.3,074US$774K0.22%
Hca Healthcare, Inc.1,961US$765K0.21%
Ulta Beauty, Inc.1,690US$762K0.21%
Meta Platforms, Inc.1,325US$746K0.21%
Uber Technologies, Inc.10,298US$743K0.21%
Adobe Inc.3,515US$721K0.20%
Caci International, Inc.1,543US$715K0.20%
Shopify Inc.6,114US$698K0.19%
Huntington Ingalls Industries, Inc.2,454US$687K0.19%
Broadridge Financial Solutions, Inc.4,872US$667K0.19%
Vertiv Holdings, Llc1,663US$557K0.15%
Carpenter Technology Corporation887US$547K0.15%
Cardinal Health, Inc.2,268US$539K0.15%
W.w. Grainger, Inc.395US$537K0.15%
Archer-daniels-midland Company6,803US$520K0.14%
Nextera Energy, Inc.5,912US$519K0.14%
General Dynamics Corporation1,461US$518K0.14%
Automatic Data Processing, Inc.2,258US$506K0.14%
Fastenal Company10,368US$498K0.14%
Ecolab Inc.1,736US$484K0.13%
Illinois Tool Works Inc.1,750US$473K0.13%
Church & Dwight Company, Inc.4,747US$460K0.13%
Intel Corporation3,246US$453K0.13%
Nucor Corporation2,017US$449K0.12%
C.h. Robinson Worldwide, Inc.2,325US$438K0.12%
Rtx Corporation2,304US$437K0.12%
Pepsico, Inc.3,212US$435K0.12%
Cincinnati Financial Corporation2,332US$432K0.12%
Franklin Resources, Inc.12,884US$429K0.12%
Air Products And Chemicals, Inc.1,451US$425K0.12%
Costco Wholesale Corporation450US$421K0.12%
Dover Corporation1,834US$411K0.11%
Howmet Aerospace Inc.1,524US$410K0.11%
W. P. Carey Inc. Reit5,669US$405K0.11%
Consolidated Edison, Inc.3,659US$405K0.11%
Colgate-palmolive Company4,355US$399K0.11%
West Pharmaceutical Services, Inc.1,106US$397K0.11%
Emcor Group, Inc.475US$394K0.11%
Emerson Electric Company2,740US$392K0.11%
Stryker Corporation1,235US$389K0.11%

Every holding of Gen-Wealth Partners Inc

Source

View original at SEC

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