Generations Wealth, LLC
CIK 2070529 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- DFAC27.40%
- DFAX20.31%
- AVUS11.07%
- VTI6.73%
- AVUV4.86%
- DFUV3.16%
- DFAS3.14%
- VTIP3.01%
- DFAT2.91%
- VEA2.08%
Share classes counted separately84.67%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $26.78M | 27.40% | 676.32K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $19.85M | 20.31% | 606.48K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $10.82M | 11.07% | 96.79K shares | Prior unavailable — | — | ↗▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $6.58M | 6.73% | 19.61K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $4.75M | 4.86% | 46.57K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $3.09M | 3.16% | 66.27K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $3.07M | 3.14% | 44.07K shares | Prior unavailable — | — | ↗▾ |
| 08 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $2.94M | 3.01% | 59.45K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $2.84M | 2.91% | 47.77K shares | Prior unavailable — | — | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $2.04M | 2.08% | 32.60K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2070529 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Feb 13, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97729632
}Take these holdings further.
This page includes 28 of 28 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.