Generations Wealth, LLC
Q1 2026 13F Holdings
- Locationmadeira, OH
- Num holdings
29
- Value ($000)
$102,993
- Date Filed 05/05/2026
- Form type13F-HR
- CIK 0002070529
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $27.4M | 27 % | 705,040 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $20.58M | 20 % | 605,775 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $11.08M | 11 % | 99,689 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.28M | 7 % | 22,685 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.2M | 5 % | 47,087 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $3.37M | 3 % | 67,391 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $3.36M | 3 % | 53,732 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $3.34M | 3 % | 68,873 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $2.84M | 3 % | 39,862 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $2.41M | 2 % | 37,622 |
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