Generations Wealth, LLC

Est. AUM

$103.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$27.4M	705040	26.60%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$20.6M	605775	19.98%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$11.1M	99689	10.76%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$7.3M	22685	7.07%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$5.2M	47087	5.05%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.4M	67391	3.27%	SOLE
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.4M	53732	3.26%	SOLE
8	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$3.3M	68873	3.24%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.8M	39862	2.75%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	37622	2.34%	SOLE
11	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.9M	60236	1.88%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$1.9M	2896	1.84%	SOLE
13	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.7M	6661	1.66%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$1.5M	3427	1.45%	SOLE
15	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.4M	30096	1.40%	SOLE
16	PROCTER & GAMBLE CO	COM	$1.0M	7146	1.00%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$957K	1602	0.93%	SOLE
18	VANGUARD BD INDEX FDS	SHORT TRM BOND	$867K	11051	0.84%	SOLE
19	ISHARES TR	CORE MSCI EAFE	$860K	9505	0.84%	SOLE
20	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$842K	21355	0.82%	SOLE
21	ISHARES TR	SHRT NAT MUN ETF	$603K	5662	0.59%	SOLE
22	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$598K	14171	0.58%	SOLE
23	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$340K	6449	0.33%	SOLE
24	CINCINNATI FINL CORP	COM	$339K	2157	0.33%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$326K	12990	0.32%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$263K	264	0.26%	SOLE
27	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$243K	3018	0.24%	SOLE
28	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$203K	5518	0.20%	SOLE
29	MICROSOFT CORP	COM	$187K	505	0.18%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.