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Generations Wealth, LLC

SEC CIK
0002070529
Latest filing
Nov 9, 2026

The latest 13F from Generations Wealth, LLC covers Q3 2026 (filed Nov 9, 2026): 41 long positions worth $115.7M. The top 10 holdings make up 82.0% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 29.7%. Livermore has 4 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q3 2026

Full comparison

Share counts compared with Q2 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

New
9
Est. +$3.56M
Added
19
Est. +$8.96M
Reduced
9
Est. −$773.5K
Sold out
4
Est. −$1.06M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    29.7%$34.3M
  2. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    16.9%$19.6M
  3. American Centy ETF Tr025072885
    11.5%$13.3M
  4. Vanguard Morningstar Total Stock Market ETF922908769
    7.0%$8.05M
  5. American Centy ETF Tr025072877
    4.2%$4.87M

Share of portfolio

Top 5 holdings and the other 36 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF29.7%
  2. Dimensional World Ex U.S. Core Equity 2 ETF16.9%
  3. American Centy ETF Tr11.5%
  4. Vanguard Morningstar Total Stock Market ETF7.0%
  5. American Centy ETF Tr4.2%
  6. Other 36 positions30.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +$2.31MAdded
  2. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    +$1.83MAdded
  3. iShares Core S&P 500 ETF464287200
    +$788.8KAdded
  4. American Centy ETF Tr025072877
    +$776.7KAdded
  5. American Centy ETF Tr025072885
    +$697.3KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +0.62 pp0.9% → 1.5%
  2. MSFTMicrosoft Corp
    +0.51 pp0.0% → 0.5%History
  3. GOOGAlphabet Inc.
    +0.44 pp0.0% → 0.4%History
  4. AVGOBroadcom Inc.
    +0.44 pp0.0% → 0.4%History
  5. ASMLASML Holding NV
    +0.43 pp0.0% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Schwab U.S. Broad Market ETF808524102
    −$373.9KSold out
  2. iShares Core S&P Small Cap ETF464287804
    −$251.7KSold out
  3. PGProcter & Gamble Co
    −$245.1KReducedHistory
  4. Dimensional ETF Trust25434V831
    −$234.1KSold out
  5. BRK.BBerkshire Hathaway Inc
    −$204.7KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Morningstar Total Stock Market ETF922908769
    −0.68 pp7.6% → 7.0%
  2. Dimensional U.S. Targeted Value ETF25434V609
    −0.47 pp3.5% → 3.0%
  3. Schwab U.S. Broad Market ETF808524102
    −0.36 pp0.4% → 0.0%
  4. Dimensional U.S. Small Cap ETF25434V500
    −0.32 pp2.1% → 1.7%
  5. PGProcter & Gamble Co
    −0.31 pp1.0% → 0.7%History

Metrics

13F metrics for Q3 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$115.7M
+$10.4M (+9.8%) vs. prior quarter
Positions
41
+5 vs. prior quarter
Top 10 concentration
82.0%
Top 10 as share of value
Turnover
1.7%
Q3 2026, one quarter
Average holding period
3.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

4 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $115.7M (Q3 2026)

Q4 2025: $97.7MQ1 2026: $103.0MQ2 2026: $105.3MQ3 2026: $115.7M
Q4 2025Q3 2026
13F filings of Generations Wealth, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2026Nov 9, 202641$115.7MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q2 2026SEC
Q2 2026Aug 11, 202636$105.3MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q1 2026SEC
Q1 2026May 5, 202629$103.0MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFAmerican Centy ETF Trvs. Q4 2025SEC
Q4 2025Feb 13, 202628$97.7MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFAmerican Centy ETF Tr–SEC