Generations Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Generations Wealth, LLC held in its portfolio 28 assets valued at $97,729,632 (i.e. $97.73M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($26.78M), DIMENSIONAL ETF TRUST ($19.85M), and AMERICAN CENTY ETF TR ($10.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Generations Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 676317 | 26775376 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 606481 | 19850130 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 96792 | 10819456 | US EQT ETF |
| VANGUARD INDEX FDS | 19613 | 6575651 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 46569 | 4749109 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 66267 | 3087399 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 44072 | 3070501 | US SMALL CAP ETF |
| VANGUARD MALVERN FDS | 59450 | 2940385 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 47775 | 2844549 | US TARGETED VLU |
| VANGUARD TAX-MANAGED FDS | 32604 | 2036772 | VAN FTSE DEV MKT |
| ISHARES TR | 2916 | 1997286 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 60746 | 1923520 | INTL HIGH PROFIT |
| VANGUARD INDEX FDS | 5622 | 1569326 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 3035 | 1480656 | GROWTH ETF |
| PROCTER AND GAMBLE CO | 7994 | 1145650 | COM |
| VANGUARD BD INDEX FDS | 12360 | 974092 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 1546 | 969543 | S&P 500 ETF SHS |
| ISHARES TR | 9860 | 882076 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 21539 | 818466 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 15229 | 733581 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 14473 | 615971 | CORE FIXED INCOM |
| SCHWAB STRATEGIC TR | 12990 | 340728 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 6527 | 325707 | INTERNATNAL VAL |
| ISHARES TR | 2910 | 310497 | SHRT NAT MUN ETF |
| MICROSOFT CORP | 505 | 244229 | COM |
| AMERICAN EXPRESS CO | 604 | 223450 | COM |
| AMERICAN CENTY ETF TR | 2802 | 215811 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 5514 | 209715 | US HIGH PROFITAB |
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