Generations Wealth, LLC
CIK: 0002070529SEC EDGAR →
Portfolio Value
$97.7M
Holdings
28
As of
Q4 2025
New Positions
28
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 676,317 | $26.8M | 27.40% |
| 2 | DIMENSIONAL ETF TRUST | 606,481 | $19.9M | 20.31% |
| 3 | AMERICAN CENTY ETF TR | 96,792 | $10.8M | 11.07% |
| 4 | VANGUARD INDEX FDS | 19,613 | $6.6M | 6.73% |
| 5 | AMERICAN CENTY ETF TR | 46,569 | $4.7M | 4.86% |
| 6 | DIMENSIONAL ETF TRUST | 66,267 | $3.1M | 3.16% |
| 7 | DIMENSIONAL ETF TRUST | 44,072 | $3.1M | 3.14% |
| 8 | VANGUARD MALVERN FDS | 59,450 | $2.9M | 3.01% |
| 9 | DIMENSIONAL ETF TRUST | 47,775 | $2.8M | 2.91% |
| 10 | VANGUARD TAX-MANAGED FDS | 32,604 | $2.0M | 2.08% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $95.4M | 97.7% |
| Consumer Defensive | 1 | $1.1M | 1.2% |
| Unknown | 1 | $882K | 0.9% |
| Technology | 1 | $244K | 0.2% |