Portfolio (Quarterly) Guide ↗

Genesis Wealth Advisors, LLC

· CIK 0001637241

13F Portfolio $167M AUM 72 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 13 Added 16 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EBC	EASTERN BANKSHARES INC	Financial Services	21,234	$415K	0.28%	SOLD
2	VZ	VERIZON COMMUNICATIONS INC	Communication Services	5,245	$263K	0.18%	SOLD
3	—	AMERICAN COASTAL INS CORP	—	10,046	$113K	0.07%	SOLD

Sector Allocation

Financial Services 73.5%

Healthcare 10.3%

Technology 7.7%

Communication Services 2.6%

Industrials 1.9%

Consumer Cyclical 1.7%

Real Estate 1.1%

Utilities 0.7%

Consumer Defensive 0.5%