Generations Wealth, LLC
•CIK: 2070529•Filing: Q4 2025
**Generations Wealth, LLC** manages $98M across a concentrated portfolio of 28 positions. The fund exhibits a significant overweighting toward specific names, notably holding DFAC at $26.8M and DFAX at $19.9M. Diversification is maintained through core holdings like VTI ($6.6M) and AVUV ($4.7M), alongside international exposure via VEA ($2.0M). This structure suggests a focused, high-conviction approach within select sectors.
Total AUM
$97.7M
QoQ Performance
N/A
Positions
11
Top 10 Concentration
84.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAX
AVUS
VTI
DFAC27.4%
DFAX20.3%
AVUS11.1%
VTI6.7%
AVUV4.9%
DFUV3.2%
DFAS3.1%
VTIP3.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other96.5%
ETF3.0%
Technology0.2%
Financial0.2%