Generations Wealth, LLC
Q4 2025 13F Holdings
- Locationmason, OH
- Num holdings
28
- Value ($000)
$97,730
- Date Filed02/13/2026
- Form type13F-HR
- CIK0002070529
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $26.78M | 27 % | 676,317 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $19.85M | 20 % | 606,481 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $10.82M | 11 % | 96,792 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.58M | 7 % | 19,613 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $4.75M | 5 % | 46,569 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $3.09M | 3 % | 66,267 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $3.07M | 3 % | 44,072 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $2.94M | 3 % | 59,450 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $2.84M | 3 % | 47,775 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $2.04M | 2 % | 32,604 |
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