Genesis Private Wealth, LLC, an investment firm based in Ashburn, Virginia, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists 180 separate positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major technology holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, Broadcom Inc., and Advanced Micro Devices Inc. The firm also holds significant positions in healthcare companies such as Eli Lilly & Co., Gilead Sciences Inc., and Johnson & Johnson.
Within the financial sector, Genesis Private Wealth lists positions in JPMorgan Chase & Co., Bank of America Corp., Visa Inc., Mastercard Incorporated, and Wells Fargo & Co. The filing also includes several exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF, the Vanguard Total Bond Market ETF, and the Invesco Exchange Traded Fund T S&P 500 Equal Weight ETF.
Specific individual stock positions mentioned in the filing include Abbott Laboratories, Chevron Corporation, Prologis Inc., and Taiwan Semiconductor Manufacturing Company.
