Generations Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Mason, OH
CIK
0002070529
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 28 97,729 DFAC, DFAX, AVUS, VTI 13F-HR 2/13/2026 000207052926000001