Generations Wealth, LLC
Portfolio value QoQ: +2.3% 13F does not disclose cash
Top 10 holdings weight84.21%
Top 25 holdings weight97.32%
Positions above 1%14
Effective number of positions6.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.35% Est. buys $4,526,193 · sells $12,808,949
New positions8
Increased8
Decreased18
Closed1
Portfolio value
$105.3M
Positions
36
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 36 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $31,922,988 | 30.31% | 719,635 | $4,525,145 | Up ×2 | ||
| DFAX | $17,637,323 | 16.75% | 478,755 | $-2,940,861 | Down ×2 | ||
| AVUS | $12,626,677 | 11.99% | 98,584 | $1,543,265 | Down ×1 | ||
| VTI | $8,043,560 | 7.64% | 21,737 | $765,985 | Down ×1 | ||
| AVUV | $4,338,905 | 4.12% | 34,778 | $-862,795 | Down ×1 | ||
| DFAT | $3,658,229 | 3.47% | 52,335 | $302,654 | Down ×1 | ||
| VTIP | $2,986,674 | 2.84% | 59,460 | $-379,526 | Down ×1 | ||
| DFUV | $2,874,004 | 2.73% | 52,245 | $-463,596 | Down ×1 | ||
| DIHP | $2,418,769 | 2.30% | 70,880 | $477,958 | Up ×1 | ||
| DFAS | $2,181,848 | 2.07% | 26,498 | $-653,570 | Down ×2 | ||
| VEA | $2,058,270 | 1.95% | 28,888 | $-352,548 | Down ×1 | ||
| VOT | $1,649,426 | 1.57% | 5,385 | $-64,783 | Down ×1 | ||
| VUG | $1,440,950 | 1.37% | 16,728 | $-55,930 | Up ×2 | ||
| VOO | $1,100,270 | 1.04% | 1,602 | $142,994 | |||
| PG | $1,044,302 | 0.99% | 7,122 | $12,086 | Down ×2 | ||
| IVV | $966,069 | 0.92% | 1,290 | $-925,628 | Down ×2 | ||
| DISV | $931,703 | 0.88% | 23,217 | $89,467 | Up ×1 | ||
| DFNM | $898,935 | 0.85% | 18,598 | $-543,567 | Down ×1 | ||
| IEFA | $872,118 | 0.83% | 9,030 | $11,630 | Down ×2 | ||
| BSV | $859,737 | 0.82% | 11,035 | $-6,772 | Down ×2 | ||
| NVDA | $412,586 | 0.39% | 2,062 | Up ×1 | |||
| DFIV | $401,489 | 0.38% | 7,432 | $61,133 | Up ×1 | ||
| CINF | $399,347 | 0.38% | 2,157 | $59,943 | |||
| SUB | $395,643 | 0.38% | 3,716 | $-207,360 | Down ×1 | ||
| SCHB | $373,903 | 0.36% | 12,911 | $47,854 | Down ×1 | ||
| AAPL | $366,041 | 0.35% | 1,265 | Up ×1 | |||
| AVEM | $341,961 | 0.32% | 3,544 | $98,770 | Up ×2 | ||
| COST | $329,221 | 0.31% | 352 | $65,761 | Up ×1 | ||
| IJR | $251,683 | 0.24% | 1,697 | Up ×1 | |||
| DUHP | $234,133 | 0.22% | 5,611 | $31,300 | Up ×2 | ||
| AMZN | $231,429 | 0.22% | 971 | Up ×1 | |||
| DFCF | $226,415 | 0.21% | 5,364 | $-371,885 | Down ×2 | ||
| IWM | $225,338 | 0.21% | 750 | Up ×1 | |||
| META | $208,981 | 0.20% | 371 | Up ×1 | |||
| BRK-B | $204,660 | 0.19% | 409 | Up ×1 | |||
| AXP | $204,303 | 0.19% | 604 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.