What does Generation Capital Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Generation Capital Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

RBB FD INC

$13M259K9.4%

ISHARES TR

$9M172K6.4%

JANUS DETROIT STR TR

$9M170K6.3%

ALPHABET INC

$8M29K6.1%

APPLE INC

$6M25K4.5%

VANGUARD INDEX FDS

$6M10K4.5%

STATE STR SPDR S&P 500 ETF T

$5M7K3.3%

SPDR SERIES TRUST

$4M134K3.0%

ISHARES GOLD TR

$4M42K2.7%

VANGUARD BD INDEX FDS

$4M50K2.7%

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