13F Filings History of Generations Wealth, LLC
- Latest 13F filing
- Q1 2026 - 05 May 2026
- Latest reported 13F value
- $102,992,681
- Largest 13F holdings
- DFAC DFAX AVUS VTI AVUV VTIP DFAT DFUV DFAS VEA DIHP IVV
+8 more
VOT VUG DFNM PG VOO BSV IEFA DISV - Form 13F summary
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- Generations Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Generations Wealth, LLC reported 29 equity holdings with a total reported market value of $102,992,681 for Q1 2026. Top reported holdings included DFAC, DFAX, AVUS, VTI, and AVUV.
- Manager signature
- Pamela Clark - CEO/CCO
- Manager location
- Madeira, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$102,992,681
Quarter delta
+$5,263,049
Accepted
05 May 2026, 10:54
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 29 | $102,992,681 | +$5,795,677 | -$857,782 | +$4,937,895 | DFAC, DFAX, AVUS, VTI, AVUV | 13F-HR | 05 May 2026, 10:54 |
| Q4 2025 | 28 | $97,729,632 | $0 | $0 | $0 | DFAC, DFAX, AVUS, VTI, AVUV | 13F-HR | 13 Feb 2026, 10:21 |