SEC Form 13F

Generations Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$105,317,890
Positions36

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$31,922,988719,635
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$17,637,323478,755
AMERICAN CENTY ETF TRAVUSUS EQT ETF$12,626,67798,584
VANGUARD INDEX FDSVTITOTAL STK MKT$8,043,56021,737
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$4,338,90534,778
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$3,658,22952,335
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$2,986,67459,460
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$2,874,00452,245
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$2,418,76970,880
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$2,181,84826,498

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page