Genesis Financial Group, LLC Portfolio Holdings

Genesis Financial Group, LLC

  • $172 Billion
  • Q4 2025

Genesis Financial Group, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $11.8B, Meta Platforms, Inc. with a value of $11B, Palantir Technologies Inc. with a value of $10.8B, Amazon Com Inc with a value of $8.11B, and Vanguard Ftse Emerging Mkts Et with a value of $6.29B.

Examining the 13F form we can see an increase of $172B in the current position value.

Genesis Financial Group, LLC is based out at Paramus, NJ

Below you can find more details about Genesis Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $54 Billion
Technology: $30.2 Billion
Consumer Cyclical: $21.5 Billion
Financial Services: $14 Billion
Communication Services: $11.5 Billion
Healthcare: $5.65 Billion
Industrials: $2.59 Billion
Basic Materials: $1.59 Billion
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.29 Billion 3.65% of portfolio
116,918
Q4 2025 New
$0
$6.03 Billion 3.5% of portfolio
62,802
Q4 2025 New
$2.1B
$4.41 Billion 2.56% of portfolio
21,457
Q4 2025 New
$0
$4.32 Billion 2.51% of portfolio
17,559
Q4 2025 New
$0
$3.27 Billion 1.9% of portfolio
6,699
Q4 2025 New
$0
$3.26 Billion 1.89% of portfolio
21,000
Q4 2025 New
$0
$3.15 Billion 1.83% of portfolio
56,820
Q4 2025 New
$0
$2.76 Billion 1.6% of portfolio
14,469
Q4 2025 New
$0
$2.15 Billion 1.25% of portfolio
30,040
Q4 2025 New
$0
$1.58 Billion 0.91% of portfolio
5,213
Q4 2025 New
$0
$1.56 Billion 0.9% of portfolio
2,537
Q4 2025 New
$0
$1.53 Billion 0.89% of portfolio
5,487
Q4 2025 New
$0
$1.49 Billion 0.86% of portfolio
8,384
Q4 2025 New
$0
$1.42 Billion 0.82% of portfolio
6,695
Q4 2025 New
$130B
$905 Million 0.53% of portfolio
2,283
Q4 2025 New
$0
$874 Million 0.51% of portfolio
9,764
Q4 2025 New
$0
$755 Million 0.44% of portfolio
8,535
Q4 2025 New
$0
$747 Million 0.43% of portfolio
10,610
Q4 2025 New
$0
$690 Million 0.4% of portfolio
4,375
Q4 2025 New
$0
$583 Million 0.34% of portfolio
4,130
Q4 2025 New
$0
$532 Million 0.31% of portfolio
10,512
Q4 2025 New
$0
$494 Million 0.29% of portfolio
27,973
Q4 2025 New
$0
$447 Million 0.26% of portfolio
2,110
Q4 2025 New
$0
$443 Million 0.26% of portfolio
3,598
Q4 2025 New
$24.1B
$421 Million 0.24% of portfolio
6,537
Q4 2025 New
$0
$415 Million 0.24% of portfolio
29,274
Q4 2025 New
$0
$386 Million 0.22% of portfolio
4,605
Q4 2025 New
$0
$354 Million 0.21% of portfolio
6,465
Q4 2025 New
$0
$305 Million 0.18% of portfolio
4,037
Q4 2025 New
$0
$309 Million 0.18% of portfolio
2,806
Q4 2025 New
$0
$277 Million 0.16% of portfolio
441
Q4 2025 New
$0
$251 Million 0.15% of portfolio
2,280
Q4 2025 New
$0
$241 Million 0.14% of portfolio
2,984
Q4 2025 New
$0
$208 Million 0.12% of portfolio
2,125
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $172 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 101 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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