Investor
Generations Wealth, LLC
CIK 0002070529 · filed 2026-02-13 · SEC filing
13F book
$97.7M
Positions
28
Largest name
27.4%
Dimensional Etf Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 676.3K | $26.8M | 27.4% | — | Held |
| Dimensional Etf Trust | — | 606.5K | $19.9M | 20.3% | — | Held |
| American Centy Etf Tr | — | 96.8K | $10.8M | 11.1% | — | Held |
| Vanguard Index Fds | — | 19.6K | $6.58M | 6.7% | — | Held |
| American Centy Etf Tr | — | 46.6K | $4.75M | 4.9% | — | Held |
| Dimensional Etf Trust | — | 66.3K | $3.09M | 3.2% | — | Held |
| Dimensional Etf Trust | — | 44.1K | $3.07M | 3.1% | — | Held |
| Vanguard Malvern Fds | — | 59.5K | $2.94M | 3.0% | — | Held |
| Dimensional Etf Trust | — | 47.8K | $2.84M | 2.9% | — | Held |
| Vanguard Tax-Managed Fds | — | 32.6K | $2.04M | 2.1% | — | Held |
| Ishares Tr | — | 2.92K | $2M | 2.0% | — | Held |
| Dimensional Etf Trust | — | 60.7K | $1.92M | 2.0% | — | Held |
| Vanguard Index Fds | — | 5.62K | $1.57M | 1.6% | — | Held |
| Vanguard Growth Etf | — | 3.04K | $1.48M | 1.5% | — | Held |
| Procter And Gamble Co | PG | 7.99K | $1.15M | 1.2% | — | Held |
| Vanguard Bd Index Fds | — | 12.4K | $974.1K | 1.0% | — | Held |
| Vanguard Index Fds | — | 1.55K | $969.5K | 1.0% | — | Held |
| Ishares Tr | — | 9.86K | $882.1K | 0.9% | — | Held |
| Dimensional Etf Trust | — | 21.5K | $818.5K | 0.8% | — | Held |
| Dimensional Etf Trust | — | 15.2K | $733.6K | 0.8% | — | Held |
| Dimensional Etf Trust | — | 14.5K | $616K | 0.6% | — | Held |
| Schwab Strategic Tr | — | 13K | $340.7K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 6.53K | $325.7K | 0.3% | — | Held |
| Ishares Tr | — | 2.91K | $310.5K | 0.3% | — | Held |
| Microsoft Corp | MSFT | 505 | $244.2K | 0.3% | — | Held |
| American Express Co | AXP | 604 | $223.4K | 0.2% | — | Held |
| American Centy Etf Tr | — | 2.8K | $215.8K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 5.51K | $209.7K | 0.2% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.