Generations Wealth, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location mason, OHCIK 0002070529All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
28 | $97.73M | DFAC, DFAX, AVUS, VTI | 13F-HR | Feb 13, 2026 | 000207052926000001 |