Generations Wealth, LLC
Generations Wealth, LLC reported 36 positions worth $105.3M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DFAC (30.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $31.9M | 30.31% | 719,635 | — | — | |
| ▸ 2 | DFAX | SH | $17.6M | 16.75% | 478,755 | — | — | |
| ▸ 3 | AVUS | SH | $12.6M | 11.99% | 98,584 | — | — | |
| ▸ 4 | VTI | SH | $8.0M | 7.64% | 21,737 | — | — | |
| ▸ 5 | AVUV | SH | $4.3M | 4.12% | 34,778 | — | — | |
| ▸ 6 | DFAT | SH | $3.7M | 3.47% | 52,335 | — | — | |
| ▸ 7 | VTIP | SH | $3.0M | 2.84% | 59,460 | — | — | |
| ▸ 8 | DFUV | SH | $2.9M | 2.73% | 52,245 | — | — | |
| ▸ 9 | DIHP | SH | $2.4M | 2.30% | 70,880 | — | — | |
| ▸ 10 | DFAS | SH | $2.2M | 2.07% | 26,498 | — | — |
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Frequently Asked Questions
What stocks does Generations Wealth, LLC hold as of Q2 2026?
Generations Wealth, LLC reported 36 positions worth $105.3M in its Q2 2026 13F filing. Largest positions: DFAC (30.3%), DFAX (16.7%), AVUS (12.0%), VTI (7.6%) and AVUV (4.1%).
What did Generations Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Generations Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.