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Generations Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    madeira, OH
  • CIK
    0002070529
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

29

$102.99M
DFAC, DFAX, AVUS, VTI
13F-HR
May 5, 2026
000207052926000005

28

$97.73M
DFAC, DFAX, AVUS, VTI
13F-HR
Feb 13, 2026
000207052926000001