Generations Wealth
Generations Wealth reported 36 stocks worth $105M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are Dimensional ETF Trust (30.3%), DFAX (16.8%) and AVUS (12.0%). Compared with Q1 2026, the fund opened new positions in NVDA, AAPL and IJR, added to DIHP, VUG and DISV, trimmed DFAX, AVUS and VTI and sold out of MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $31.9M | 30.3% | 720K | +15K (+2%) | 3 of 3 | |
| 2 |  DFAX Dimensional ETF Trust | $17.6M | 16.8% | 479K | −127K (−21%) | 3 of 3 | |
| 3 |  AVUS Avantis U.s. Equity ETF | $12.6M | 12.0% | 99K | −1,105 (−1%) | 3 of 3 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $8M | 7.6% | 22K | −948 (−4%) | 3 of 3 | |
| 5 |  AVUV American Centy ETF TR | $4.3M | 4.1% | 35K | −12K (−26%) | 3 of 3 | |
| 6 | DIMENSIONAL U S TARGETED | $3.7M | 3.5% | 52K | −1,397 (−3%) | 3 of 3 | |
| 7 |  VTIP Vanguard Shrt Inf Prot | $3M | 2.8% | 59K | −7,931 (−12%) | 3 of 3 | |
| 8 |  DFUV Dimensional US Marketwide Value ETF | $2.9M | 2.7% | 52K | −17K (−24%) | 3 of 3 | |
| 9 |  DIHP Dimensional Intern High | $2.4M | 2.3% | 71K | +11K (+18%) | 3 of 3 | |
| 10 | DIMENSIONAL U S SMALL CAP ETF | $2.2M | 2.1% | 26K | −13K (−34%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MSFT Microsoft Corp | $187K | 505 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Generations Wealth 13F FAQ
What does Generations Wealth own?
Generations Wealth reported 36 stocks worth $105M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are Dimensional ETF Trust (30.3%), DFAX (16.8%) and AVUS (12.0%). The table above lists every position in the filing (the top 10 without an account).
What did Generations Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 8 added to, 18 trimmed and 1 sold out. New positions include NVDA, AAPL and IJR. It sold all of MSFT.
When will Generations Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Generations Wealth's portfolio worth?
The Q2 2026 filing reports $105M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.