Generations Wealth, LLC reported 36 holdings worth US$105M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Generations Wealth, LLC reported 36 holdings worth US$105M as of Jun 30, 2026. Largest: Procter & Gamble Company (the), Nvidia Corporation and Cincinnati Financial Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$105M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Procter & Gamble Company (the) | 7,122 | US$1.04M | 0.99% |
| Nvidia Corporation | 2,062 | US$413K | 0.39% |
| Cincinnati Financial Corporation | 2,157 | US$399K | 0.38% |
| Apple Inc | 1,265 | US$366K | 0.35% |
| Costco Wholesale Corporation | 352 | US$329K | 0.31% |
| Amazon.com, Inc. | 971 | US$231K | 0.22% |
| Meta Platforms, Inc. | 371 | US$209K | 0.20% |
| Berkshire Hathaway Inc. | 409 | US$205K | 0.19% |
| American Express Company | 604 | US$204K | 0.19% |
| Microsoft Corp. | 0 | US$0 | 0.00% |