Generations Wealth, LLC has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 41 total holdings held by the firm.
The largest holding in the portfolio is Dimensional ETF Trust US Corporate Equity 2 ETF, which represents 771,665 shares. This is followed by Dimensional ETF Trust International High Profit ETF with 76,514 shares and Dimensional ETF Trust World Ex US Core with 528,303 shares. The firm also holds significant positions in Vanguard Short-Term Bond Index Fund with 10,982 shares and Vanguard Morningstar Large Cap Growth ETF with 18,645 shares.
The top individual stock holdings include Procter & Gamble Co. with 5,435 shares, American Century ETF Trust US Equity ETF with 104,028 shares, and Dimensional ETF Trust US Small Cap ETF with 26,116 shares. Other notable positions include shares of Apple Inc., Microsoft Corporation, and Amazon.com Inc., each held in the thousands.
The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or dispositive power reported.
