13F Filings History of Generations Wealth, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$97,729,632
Signature - Title
Pamela Clark - CEO/CCO
Location
Mason, OH
Summary
This page shows a list of all the recent 13F filings made by Generations Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Generations Wealth, LLC reported 28 stock holdings with total value $97,729,632 as of Q4 2025. Top holdings included DFAC, DFAX, AVUS, VTI, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 28 $97,729,632 $0 $0 $0 DFAC, DFAX, AVUS, VTI, AVUV 13F-HR 13 Feb 2026, 10:21