account_balance

Investment manager · 13F filer · SEC CIK 2070529

Generations Wealth, LLC

Reported value$116Mas of Sep 30, 2026
Positions41 8 new, 3 sold out
Top 10 weight82.0%DFAC alone is 30%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 29.7% Added +7%
DFAX Dimensional ETF Trust 16.9% Added +10%
AVUS American Centy ETF Tr 11.5% Added +6%
VTI Vanguard Index FDS 7.0% Held
AVUV American Centy ETF Tr 4.2% Added +19%
VTIP Vanguard Malvern FDS 3.0% Added +20%
DFAT Dimensional ETF Trust 3.0% Held
DFUV Dimensional ETF Trust 2.4% Held
DIHP Dimensional ETF Trust 2.2% Added +8%
VEA Vanguard Tax-Managed FDS 2.0% Added +13%
DFAS Dimensional ETF Trust 1.7% Held
IVV iShares Tr 1.5% Added +80%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • SCHB $374K
  • IJR $252K
  • BRK-B $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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