# EDGAR Filing Document

**Accession Number:** 0001712671
**File Stem:** 0001712671-26-000005
**Filing Date:** 2026-4
**Character Count:** 9976
**Document Hash:** 98ce07966ea14bc769aefaecea261eeb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001712671-26-000005.hdr.sgml**: 20260429

**ACCESSION NUMBER**: 0001712671-26-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260429

**DATE AS OF CHANGE**: 20260429

**EFFECTIVENESS DATE**: 20260429

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Geneva Partners, LLC
- **CENTRAL INDEX KEY:** 0001712671

**ORGANIZATION NAME:**
- **EIN:** 680580610
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18099
- **FILM NUMBER:** 26914153

**BUSINESS ADDRESS:**
- **STREET 1:** 820 GENEVA PARKWAY N
- **STREET 2:** SUITE 106
- **CITY:** LAKE GENEVA
- **STATE:** WI
- **ZIP:** 53147
- **BUSINESS PHONE:** 262-248-1350

**MAIL ADDRESS:**
- **STREET 1:** 820 GENEVA PARKWAY N
- **STREET 2:** SUITE 106
- **CITY:** LAKE GENEVA
- **STATE:** WI
- **ZIP:** 53147

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Geneva Partners LLC<br>**Address:** 820 GENEVA PARKWAY N<br>SUITE 106<br>LAKE GENEVA, WI 53147

**Form 13F File Number:** 028-18099

**CRD Number (if applicable):** 000130768

**SEC File Number (if applicable):** 801-107776

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:** Valerie Lamp<br>**Title:** Managing Director<br>**Phone:** 262-248-1350

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

Valerie Lamp  LAKE GENEVA, WI  04-29-2026<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:** 63

**Form 13F Information Table Value Total:** $208239189

      (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 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 |  | 2496674 | 29515 | SH |  | SOLE |  | 0 | 0 | 29515 |
| APPLE INC | COM | 037833100 |  | 379331 | 1495 | SH |  | SOLE |  | 0 | 0 | 1495 |
| BROADCOM INC | COM | 11135F101 |  | 9634801 | 31129 | SH |  | SOLE |  | 0 | 0 | 31129 |
| CATERPILLAR INC | COM | 149123101 |  | 7869070 | 10783 | SH |  | SOLE |  | 0 | 0 | 10783 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 516242 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| DEERE  CO | COM | 244199105 |  | 312632 | 555 | SH |  | SOLE |  | 0 | 0 | 555 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 5416947 | 33004 | SH |  | SOLE |  | 0 | 0 | 33004 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 571913 | 8149 | SH |  | SOLE |  | 0 | 0 | 8149 |
| ENTERPRISE PRODS PART LP | COM | 293792107 |  | 1523060 | 40250 | SH |  | SOLE |  | 0 | 0 | 40250 |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | 316092618 |  | 3401554 | 70077 | SH |  | SOLE |  | 0 | 0 | 70077 |
| FIDELITY COVINGTON TR | DIVID ETF RISI | 316092832 |  | 4933715 | 83902 | SH |  | SOLE |  | 0 | 0 | 83902 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 |  | 481029 | 13262 | SH |  | SOLE |  | 0 | 0 | 13262 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 |  | 679434 | 18123 | SH |  | SOLE |  | 0 | 0 | 18123 |
| COMFORT SYS USA INC | COM | 199908104 |  | 5773092 | 4186 | SH |  | SOLE |  | 0 | 0 | 4186 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 563095 | 15659 | SH |  | SOLE |  | 0 | 0 | 15659 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 551283 | 6007 | SH |  | SOLE |  | 0 | 0 | 6007 |
| GE VERNOVA INC | COM | 36828A101 |  | 7586514 | 8691 | SH |  | SOLE |  | 0 | 0 | 8691 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 13603360 | 47306 | SH |  | SOLE |  | 0 | 0 | 47306 |
| TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 |  | 799988 | 33514 | SH |  | SOLE |  | 0 | 0 | 33514 |
| HERSHEY CO | COM | 427866108 |  | 2688433 | 12932 | SH |  | SOLE |  | 0 | 0 | 12932 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 2147657 | 9319 | SH |  | SOLE |  | 0 | 0 | 9319 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 309048 | 3506 | SH |  | SOLE |  | 0 | 0 | 3506 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 8419849 | 120715 | SH |  | SOLE |  | 0 | 0 | 120715 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 321802 | 4765 | SH |  | SOLE |  | 0 | 0 | 4765 |
| ISHARES TR | CORE S ETF | 464287200 |  | 9677579 | 14815 | SH |  | SOLE |  | 0 | 0 | 14815 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 202130 | 1787 | SH |  | SOLE |  | 0 | 0 | 1787 |
| ISHARES TR | RUS 1000GRW ETF | 464287614 |  | 676348 | 1586 | SH |  | SOLE |  | 0 | 0 | 1586 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 447838 | 1806 | SH |  | SOLE |  | 0 | 0 | 1806 |
| KLA CORP | COM NEW | 482480100 |  | 6276688 | 4263 | SH |  | SOLE |  | 0 | 0 | 4263 |
| ELI LILLY  CO | COM | 532457108 |  | 4708473 | 5119 | SH |  | SOLE |  | 0 | 0 | 5119 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 2648891 | 12398 | SH |  | SOLE |  | 0 | 0 | 12398 |
| META PLATFORMS INC | CL A | 30303M102 |  | 6691459 | 11696 | SH |  | SOLE |  | 0 | 0 | 11696 |
| MODINE MFG CO | COM | 607828100 |  | 6994315 | 32275 | SH |  | SOLE |  | 0 | 0 | 32275 |
| MARATHON PETE CORP | COM | 56585A102 |  | 5425191 | 22218 | SH |  | SOLE |  | 0 | 0 | 22218 |
| MPLX LP | COM UNIT REP LTD | 55336V100 |  | 1997450 | 35000 | SH |  | SOLE |  | 0 | 0 | 35000 |
| MICROSOFT CORP | COM | 594918104 |  | 2761356 | 7460 | SH |  | SOLE |  | 0 | 0 | 7460 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 13944822 | 79959 | SH |  | SOLE |  | 0 | 0 | 79959 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 3494642 | 37858 | SH |  | SOLE |  | 0 | 0 | 37858 |
| PARKER HANNIFEN | COM | 701094104 |  | 4066711 | 4543 | SH |  | SOLE |  | 0 | 0 | 4543 |
| QUANTA SVCS INC | COM | 74762E102 |  | 372236 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2354487 | 4079 | SH |  | SOLE |  | 0 | 0 | 4079 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 8486034 | 44242 | SH |  | SOLE |  | 0 | 0 | 44242 |
| ISHARES TR | 0 3 MNTH TREASRY | 46436E718 |  | 1307115 | 12985 | SH |  | SOLE |  | 0 | 0 | 12985 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 256981 | 3771 | SH |  | SOLE |  | 0 | 0 | 3771 |
| SANDISK CORP | COM | 80004C200 |  | 1057989 | 1665 | SH |  | SOLE |  | 0 | 0 | 1665 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1661937 | 2555 | SH |  | SOLE |  | 0 | 0 | 2555 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 7360694 | 18073 | SH |  | SOLE |  | 0 | 0 | 18073 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 5016849 | 14845 | SH |  | SOLE |  | 0 | 0 | 14845 |
| VISA INC | COM CL A | 92826C839 |  | 417765 | 1382 | SH |  | SOLE |  | 0 | 0 | 1382 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 352396 | 4658 | SH |  | SOLE |  | 0 | 0 | 4658 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 8044073 | 29538 | SH |  | SOLE |  | 0 | 0 | 29538 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 5423406 | 21950 | SH |  | SOLE |  | 0 | 0 | 21950 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 638398 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 451867 | 756 | SH |  | SOLE |  | 0 | 0 | 756 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 955102 | 3711 | SH |  | SOLE |  | 0 | 0 | 3711 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 7088367 | 28288 | SH |  | SOLE |  | 0 | 0 | 28288 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 593836 | 1851 | SH |  | SOLE |  | 0 | 0 | 1851 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1472338 | 7504 | SH |  | SOLE |  | 0 | 0 | 7504 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 819088 | 5331 | SH |  | SOLE |  | 0 | 0 | 5331 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 318719 | 1387 | SH |  | SOLE |  | 0 | 0 | 1387 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 488359 | 7972 | SH |  | SOLE |  | 0 | 0 | 7972 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 407182 | 3064 | SH |  | SOLE |  | 0 | 0 | 3064 |
| SPDR SER TR | NYSE TECH ETF | 78464A102 |  | 1899555 | 7441 | SH |  | SOLE |  | 0 | 0 | 7441 |

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