Generations Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Madeira, OH
CIK
0002070529
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
29
102,992
DFAC, DFAX, AVUS, VTI
13F-HR
5/5/2026
000207052926000005
Q4 2025
28
97,729
DFAC, DFAX, AVUS, VTI
13F-HR
2/13/2026
000207052926000001