# EDGAR Filing Document

**Accession Number:** 0001637241
**File Stem:** 0001951757-25-000859
**Filing Date:** 2025-7
**Character Count:** 9940
**Document Hash:** 90eff65d3e7a822f721b60fbbdc42e30
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000859.hdr.sgml**: 20250715

**ACCESSION NUMBER**: 0001951757-25-000859

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250715

**DATE AS OF CHANGE**: 20250715

**EFFECTIVENESS DATE**: 20250715

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Genesis Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001637241

**ORGANIZATION NAME:**
- **EIN:** 452514898
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16868
- **FILM NUMBER:** 251125748

**BUSINESS ADDRESS:**
- **STREET 1:** 400 WASHINGTON STREET
- **STREET 2:** SUITE 308
- **CITY:** BRAINTREE
- **STATE:** MA
- **ZIP:** 02184
- **BUSINESS PHONE:** 781-344-1023

**MAIL ADDRESS:**
- **STREET 1:** 400 WASHINGTON STREET
- **STREET 2:** SUITE 308
- **CITY:** BRAINTREE
- **STATE:** MA
- **ZIP:** 02184

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Genesis Wealth Advisors LLC<br>**Address:** 400 WASHINGTON STREET<br>SUITE 308<br>BRAINTREE, MA 02184

**Form 13F File Number:** 028-16868

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Duval<br>**Title:** Chief Compliance Officer<br>**Phone:** (781) 344-1023

**Signature, Place, and Date of Signing:**

Daniel Duval  Braintree, MA  07-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $133290508

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 251084 | 5940 | SH |  | SOLE |  | 0 | 0 | 5940 |
| ISHARES TR | MBS ETF | 464288588 |  | 5194446 | 55325 | SH |  | SOLE |  | 0 | 0 | 55325 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 12159372 | 175993 | SH |  | SOLE |  | 0 | 0 | 175993 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 286327 | 5373 | SH |  | SOLE |  | 0 | 0 | 5373 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 6892866 | 69541 | SH |  | SOLE |  | 0 | 0 | 69541 |
| MICROSOFT CORP | COM | 594918104 |  | 689848 | 1387 | SH |  | SOLE |  | 0 | 0 | 1387 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 580835 | 11009 | SH |  | SOLE |  | 0 | 0 | 11009 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5368486 | 108542 | SH |  | SOLE |  | 0 | 0 | 108542 |
| ISHARES TR | CORE S ETF | 464287200 |  | 8577734 | 13815 | SH |  | SOLE |  | 0 | 0 | 13815 |
| HARBORONE BANCORP INC NEW | COM NEW | 41165Y100 |  | 366253 | 31357 | SH |  | SOLE |  | 0 | 0 | 31357 |
| VANGUARD WELLINGTON FD | US QUALITY | 921935706 |  | 7923472 | 55131 | SH |  | SOLE |  | 0 | 0 | 55131 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 |  | 1262617 | 61055 | SH |  | SOLE |  | 0 | 0 | 61055 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 |  | 422153 | 37625 | SH |  | SOLE |  | 0 | 0 | 37625 |
| AGNC INVT CORP | COM | 00123Q104 |  | 359013 | 39066 | SH |  | SOLE |  | 0 | 0 | 39066 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 366559 | 3078 | SH |  | SOLE |  | 0 | 0 | 3078 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 522740 | 3871 | SH |  | SOLE |  | 0 | 0 | 3871 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 318087 | 2475 | SH |  | SOLE |  | 0 | 0 | 2475 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 394489 | 6326 | SH |  | SOLE |  | 0 | 0 | 6326 |
| MERCK  CO INC | COM | 58933Y105 |  | 265107 | 3349 | SH |  | SOLE |  | 0 | 0 | 3349 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 46137V548 |  | 219555 | 10710 | SH |  | SOLE |  | 0 | 0 | 10710 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 669898 | 6753 | SH |  | SOLE |  | 0 | 0 | 6753 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 226940 | 5245 | SH |  | SOLE |  | 0 | 0 | 5245 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 387553 | 8383 | SH |  | SOLE |  | 0 | 0 | 8383 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 2043869 | 31195 | SH |  | SOLE |  | 0 | 0 | 31195 |
| SPDR SERIES TRUST | BLOOMBERG EMERGI | 78464A391 |  | 3919306 | 183145 | SH |  | SOLE |  | 0 | 0 | 183145 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 687038 | 3758 | SH |  | SOLE |  | 0 | 0 | 3758 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 6573897 | 334549 | SH |  | SOLE |  | 0 | 0 | 334549 |
| NETFLIX INC | COM | 64110L106 |  | 267826 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 567056 | 1001 | SH |  | SOLE |  | 0 | 0 | 1001 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 7505639 | 137819 | SH |  | SOLE |  | 0 | 0 | 137819 |
| AMAZON COM INC | COM | 023135106 |  | 530266 | 2417 | SH |  | SOLE |  | 0 | 0 | 2417 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 231093 | 2413 | SH |  | SOLE |  | 0 | 0 | 2413 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 237586 | 240 | SH |  | SOLE |  | 0 | 0 | 240 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 218864 | 2753 | SH |  | SOLE |  | 0 | 0 | 2753 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 457173 | 3555 | SH |  | SOLE |  | 0 | 0 | 3555 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 926353 | 1679 | SH |  | SOLE |  | 0 | 0 | 1679 |
| AMERICAN COASTAL INS CORP | COM | 910710102 |  | 134174 | 12066 | SH |  | SOLE |  | 0 | 0 | 12066 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 1766697 | 90507 | SH |  | SOLE |  | 0 | 0 | 90507 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 282434 | 2382 | SH |  | SOLE |  | 0 | 0 | 2382 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 6637313 | 153570 | SH |  | SOLE |  | 0 | 0 | 153570 |
| IDEXX LABS INC | COM | 45168D104 |  | 214536 | 400 | SH |  | SOLE |  | 0 | 0 | 400 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2692983 | 17630 | SH |  | SOLE |  | 0 | 0 | 17630 |
| GE AEROSPACE | COM NEW | 369604301 |  | 274893 | 1068 | SH |  | SOLE |  | 0 | 0 | 1068 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 240540 | 4007 | SH |  | SOLE |  | 0 | 0 | 4007 |
| CAMBRIA ETF TR | SHSHLD YIELD ETF | 132061201 |  | 395252 | 6078 | SH |  | SOLE |  | 0 | 0 | 6078 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 262163 | 10189 | SH |  | SOLE |  | 0 | 0 | 10189 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 326059 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1670468 | 5480 | SH |  | SOLE |  | 0 | 0 | 5480 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 6951055 | 94405 | SH |  | SOLE |  | 0 | 0 | 94405 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 526946 | 2713 | SH |  | SOLE |  | 0 | 0 | 2713 |
| OUTDOOR HOLDING CO | COM | 00175J107 |  | 14840 | 11594 | SH |  | SOLE |  | 0 | 0 | 11594 |
| META PLATFORMS INC | CL A | 30303M102 |  | 701186 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 331312 | 1880 | SH |  | SOLE |  | 0 | 0 | 1880 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 2173008 | 106052 | SH |  | SOLE |  | 0 | 0 | 106052 |
| INVESCO EXCHANGE TRADED FD T | S MDCP400 PR | 46137V217 |  | 271549 | 5570 | SH |  | SOLE |  | 0 | 0 | 5570 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 20787826 | 33645 | SH |  | SOLE |  | 0 | 0 | 33645 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 568336 | 5162 | SH |  | SOLE |  | 0 | 0 | 5162 |
| UNION PAC CORP | COM | 907818108 |  | 207762 | 903 | SH |  | SOLE |  | 0 | 0 | 903 |
| APPLE INC | COM | 037833100 |  | 1709629 | 8333 | SH |  | SOLE |  | 0 | 0 | 8333 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 4050832 | 80582 | SH |  | SOLE |  | 0 | 0 | 80582 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1556637 | 17414 | SH |  | SOLE |  | 0 | 0 | 17414 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 670678 | 8034 | SH |  | SOLE |  | 0 | 0 | 8034 |

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