Institutional Fund
Generations Wealth, LLC
Madeira, OHCIK 20705292 filings on record
Portfolio Value
$102.99M
Q1 2026
Holdings
29
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+5.4%
from $97.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust26.6%
- Dimensional ETF Trust20.0%
- American Centy ETF Tr10.8%
- Vanguard Index Fds7.1%
- American Centy ETF Tr5.1%
- Vanguard Malvern Fds3.3%
- Other27.3%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 705.0K | $27.40M | 26.6% | +28.7K | Added |
| 2 | Dimensional ETF Trust | 605.8K | $20.58M | 20.0% | −706 | Reduced |
| 3 | American Centy ETF Tr | 99.7K | $11.08M | 10.8% | +2.9K | Added |
| 4 | Vanguard Index Fds | 22.7K | $7.28M | 7.1% | +3.1K | Added |
| 5 | American Centy ETF Tr | 47.1K | $5.20M | 5.1% | +518 | Added |
| 6 | Vanguard Malvern Fds | 67.4K | $3.37M | 3.3% | +7.9K | Added |
| 7 | Dimensional ETF Trust | 53.7K | $3.36M | 3.3% | +6.0K | Added |
| 8 | Dimensional ETF Trust | 68.9K | $3.34M | 3.2% | +2.6K | Added |
| 9 | Dimensional ETF Trust | 39.9K | $2.84M | 2.8% | −4.2K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 37.6K | $2.41M | 2.3% | +5.0K | Added |
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