Generations Wealth, LLC - Portfolio overview

Generations Wealth, LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 26.60%
2. DFAX - DIMENSIONAL ETF TRUST, 19.98%
3. AVUS - AMERICAN CENTY ETF TR, 10.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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