StockDriftsStockDriftsTop 36 Generations Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 30.31% | 719.6K | $31.9M | +2.07%(+14.60K) | $39.13(+17.54%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 16.75% | 478.8K | $17.6M | -20.97%(-127.02K) | $32.05(+18.11%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 11.99% | 98.6K | $12.6M | -1.11%(-1.10K) | $110.28(+19.23%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.64% | 21.7K | $8.0M | -4.18%(-948) | $331.22(+15.34%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.12% | 34.8K | $4.3M | -26.14%(-12.31K) | $100.82(+26.44%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.47% | 52.3K | $3.7M | -2.60%(-1.40K) | $59.11(+22.11%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 2.84% | 59.5K | $3.0M | -11.77%(-7.93K) | $50.00(-0.63%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.73% | 52.2K | $2.9M | -24.14%(-16.63K) | $45.71(+25.46%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.3% | 70.9K | $2.4M | +17.67%(+10.64K) | $31.29(+14.12%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.07% | 26.5K | $2.2M | -33.53%(-13.36K) | $69.06(+21.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.04% |
Generations Wealth LLC reports $105.32M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (30.3%), DFAX (16.8%) and AVUS (12.0%). The top 20 holdings account for 95.44% of reported assets. Its disclosed equity book has returned +12.37% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Generations Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2070529). View Generations Wealth LLC’s 13F filings on SEC