Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Genesee Capital Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Genesee Capital Advisors, LLC (CIK 1652348) reported $317.3M across 172 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHB ($30.5M, 9.61%), FYX ($23.6M, 7.45%), FXL ($23.4M, 7.38%), SCHG ($17.7M, 5.58%), QQQ ($16.0M, 5.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHBSCHWAB STRATEGIC TR$30.5M9.61%1.1MTrimmed
2FYXFIRST TR EXCHANGE-TRADED ALP$23.6M7.45%163,889Added
3FXLFIRST TR EXCHANGE-TRADED FD$23.4M7.38%107,867Trimmed
4SCHGSCHWAB STRATEGIC TR$17.7M5.58%523,577Added
5QQQINVESCO QQQ TR$16.0M5.05%21,752Added
6AAPLAPPLE INC$12.4M3.92%42,969Added
7SPYSTATE STR SPDR S&P 500 ETF T$9.4M2.97%12,604Added
8AMDADVANCED MICRO DEVICES INC$6.6M2.07%11,318Added
9QQQINEOS ETF TRUST$6.6M2.07%115,720Added
10IGVISHARES TR$6.0M1.90%66,660Added
11MAGSLISTED FDS TR$5.2M1.65%81,468New
12MTUMISHARES TR$4.5M1.43%13,206Added
13NVDANVIDIA CORPORATION$4.4M1.39%22,051Added
14BRKBBERKSHIRE HATHAWAY INC DEL$4.2M1.32%8,348Trimmed
15KRESPDR SERIES TRUST$4.1M1.30%55,010New
16SOXXISHARES TR$4.1M1.29%6,412Added
17SPTLSPDR SERIES TRUST$4.0M1.27%153,899Trimmed
18GOOGLALPHABET INC$3.4M1.08%9,570Added
19IWMISHARES TR$3.3M1.03%10,849Trimmed
20PIZINVESCO EXCH TRADED FD TR II$3.0M0.94%53,585Added
21MSFTMICROSOFT CORP$2.8M0.89%7,575Added
22IDOGALPS ETF TR$2.7M0.84%64,520Added
23AMZNAMAZON COM INC$2.7M0.84%11,222Trimmed
24RDVYFIRST TR EXCHANGE TRADED FD$2.7M0.84%32,943Trimmed
25IWBISHARES TR$2.6M0.81%6,290Trimmed

Source: SEC Form 13F filings · as of 2026-06-30