You're signed outSign in or to get full access.
Genesis Private Wealth, LLC
GENESIS PRIVATE WEALTH, LLC is an investment adviser headquartered in Ashburn, Virginia, United States. It is registered with the SEC and operates as a wealth management and investment advisory firm. The company serves high-net-worth individuals and institutions with customized investment solutions. The firm is associated with The Lewis Financial Group and manages investment portfolios tailored to client goals. Year of foundation and employee count information are not publicly available.
Investment Strategy
GENESIS PRIVATE WEALTH, LLC provides wealth management and investment advisory services designed to meet the specific financial objectives of its clients. The firm strategizes bespoke portfolio construction based on client risk profiles, time horizons, and income needs, typically investing in diversified securities and asset classes. As an SEC-registered adviser, it emphasizes fiduciary responsibility, transparency, and disciplined risk management.
Latest 13F Filing Activity
Genesis Private Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 157 equity positions with a total 13F market value of $238M. The fund increased holdings in Janus Detroit STR TR, Ishares TR, SPDR Gold TR among other positions. Genesis Private Wealth, LLC reduced exposure to Servicenow Inc., Kenvue Inc., Vanguard Whitehall FDS among others.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 6.31% | $15.0M | 32,033 | $402.45 | $468.41 | +$1.6M |
F FBND | FIDELITY MERRIMACK STR TR | 5.62% | $13.4M | 289,359 | $44.96 | $46.24 | +$655.6K |
I IWD | ISHARES TR | 5.24% | $12.5M | 61,260 | $185.46 | $203.59 | +$775.3K |
G GLD | SPDR GOLD TR | 4.24% | $10.1M | 28,378 | $244.85 | $355.47 | +$1.5M |
C CGGR | CAPITAL GROUP GROWTH ETF | 3.90% | $9.3M | 211,182 | $37.19 | $43.92 | +$787.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more