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Generations Wealth

Latest statistics and disclosures from Generations Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002070529

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Positions held by Generations Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Generations Wealth

Generations Wealth holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	26.6	$27M	705k	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	20.0	$21M	606k	33.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	10.8	$11M	100k	111.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$7.3M	23k	320.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.1	$5.2M	47k	110.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.3	$3.4M	67k	49.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.3	$3.4M	54k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.2	$3.3M	69k	48.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$2.8M	40k	71.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.3	$2.4M	38k	64.08	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.9	$1.9M	60k	32.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$1.9M	2.9k	653.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.7	$1.7M	6.7k	257.35	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$1.5M	3.4k	436.79	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.4	$1.4M	30k	47.93	View chart
Procter & Gamble Company (PG)	1.0	$1.0M	7.1k	144.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$957k	1.6k	597.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$867k	11k	78.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$861k	9.5k	90.53	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$842k	21k	39.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$603k	5.7k	106.50	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$598k	14k	42.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$340k	6.4k	52.78	View chart
Cincinnati Financial Corporation (CINF)	0.3	$339k	2.2k	157.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$326k	13k	25.10	View chart
Costco Wholesale Corporation (COST)	0.3	$264k	264.00	997.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$243k	3.0k	80.58	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$203k	5.5k	36.76	View chart
Microsoft Corporation (MSFT)	0.2	$187k	505.00	370.17	View chart

Past Filings by Generations Wealth

SEC 13F filings are viewable for Generations Wealth going back to 2026

Generations Wealth 2026 Q1 filed May 5, 2026

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