§ 13F · FUND PROFILE
Generations Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 28Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$97.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 676K | $26.8T | 27.4% | NEW |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 606K | $19.9T | 20.3% | NEW |
| 3 | AVUS | AMERICAN CENTY ETF TR | 97K | $10.8T | 11.1% | NEW |
| 4 | VTI | VANGUARD INDEX FDS | 20K | $6.6T | 6.7% | NEW |
| 5 | AVUV | AMERICAN CENTY ETF TR | 47K | $4.7T | 4.9% | NEW |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 66K | $3.1T | 3.2% | NEW |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 44K | $3.1T | 3.1% | NEW |
| 8 | VTIP | VANGUARD MALVERN FDS | 59K | $2.9T | 3.0% | NEW |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 48K | $2.8T | 2.9% | NEW |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 33K | $2.0T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENERATIONS SIGNAL
AC read
Generations Wealth, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed