Generations Wealth, LLC - Q12026 Holdings

Generations Wealth, LLC holds 29 stocks with a total portfolio value of $ 102.99M as of Q12026. In Q12026, Generations Wealth, LLC added 2 new positions, increased stakes in 15 stocks, reduced 10 holdings, and fully exited 1 position. The largest holding is Dimensional Etf Trust (DFAC), representing 26.60% of the total portfolio.