Generations Wealth, LLC
All 13F Filings
- Location
- Madeira, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 105,318
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 36 | 105,318 | 13F-HR | Generations Wealth, LLC |
| Q1 2026 | 5/5/2026 | 29 | 102,993 | 13F-HR | Generations Wealth, LLC |
| Q4 2025 | 2/13/2026 | 28 | 97,730 | 13F-HR | Generations Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.4 K | 3.2% | 1.579 K | 0 | 1.579 K |
| ETFs | 101.1 K | 96.0% | 753 | 0 | 753 |
| Debt | 860 | 0.8% | 0 | 7 | -7 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
105,318
Holdings
36
QoQ value change ($000)
2,325
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.