Generations Wealth, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    mason, OH
  • CIK
    0002070529
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

28

$97.73M
DFAC, DFAX, AVUS, VTI
13F-HR
Feb 13, 2026
000207052926000001