DOSSIER · 13F-HR · Q2 2026

Generations Wealth, LLC

$105M in tracked AUM across 36 positions as of Q2 2026.

GW
CIK 0002070529 · last filed Jun 30, 2026
Total AUM
$105M
as of Q2 2026
Holdings
36
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Generations Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$32M720K30.3%
02
DFAX
DIMENSIONAL ETF TRUST
$18M479K16.7%
03
AVUS
AMERICAN CENTY ETF TR
$13M99K12.0%
04
VTI
VANGUARD INDEX FDS
$8M22K7.6%
05
AVUV
AMERICAN CENTY ETF TR
$4M35K4.1%
06
DFAT
DIMENSIONAL ETF TRUST
$4M52K3.5%
07
VTIP
VANGUARD MALVERN FDS
$3M59K2.8%
08
DFUV
DIMENSIONAL ETF TRUST
$3M52K2.7%
09
DIHP
DIMENSIONAL ETF TRUST
$2M71K2.3%
10
DFAS
DIMENSIONAL ETF TRUST
$2M26K2.1%

Filing history

2026Q2Jun 30
$105M 2.3%
36 positionsView →
2026Q1Mar 31
$103M 5.4%
29 positionsView →
2025Q4Dec 31
$98M
28 positionsView →