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Pamela Clark

Generations Wealth, Llc

Assets Managed
$102.993M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
2mo 21d ago
Growth Rate
5.39%(2Q avg: 2.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Generations Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Generations Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 102.993M in assets, with a quarterly growth rate of 5.39% and a 2-quarter average growth rate of 2.7%. The portfolio is managed by Pamela Clark, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 4.25%
26.61%
$27.398M
705,040 shares@ $38.86 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -0.11%
19.99%
$20.578M
605,775 shares@ $33.98 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 3%
10.77%
$11.083M
99,689 shares@ $111.18 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 15.67%
7.07%
$7.278M
22,685 shares@ $320.82 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.12%
5.06%
$5.202M
47,087 shares@ $110.47 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 13.36%
3.27%
$3.366M
67,391 shares@ $49.96 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 12.47%
3.26%
$3.356M
53,732 shares@ $62.46 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 3.94%
3.25%
$3.338M
68,873 shares@ $48.47 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -9.55%
2.76%
$2.835M
39,862 shares@ $71.14 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 15.4%
2.35%
$2.411M
37,622 shares@ $64.09 avg price

1-10 of 29