Wealth Dimensions Group
Latest statistics and disclosures from Wealth Dimensions Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, VGSH, VONV, PG, IVV, and represent 37.05% of Wealth Dimensions Group's stock portfolio.
- Added to shares of these 10 stocks: PG, DFAI, VGSH, DFAR, DFSV, VONV, DFAE, NFLX, VYM, ORCL.
- Started 4 new stock positions in AIQ, PLTR, AXP, VGT.
- Reduced shares in these 10 stocks: ROP, AVGO, BA, GOOG, AAPL, MU, VTEB, AMZN, AMAT, UNP.
- Sold out of its positions in AMAT, BX, HUM, IVW, MPC, Moleculin Biotech, BXMX, ROP, UNP, VTEB. JOBY.
- Wealth Dimensions Group was a net buyer of stock by $10M.
- Wealth Dimensions Group has $504M in assets under management (AUM), dropping by 3.62%.
- Central Index Key (CIK): 0001846462
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Portfolio Holdings for Wealth Dimensions Group
Wealth Dimensions Group holds 170 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 10.4 | $52M | +6% | 1.4M | 38.11 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.4 | $47M | +5% | 806k | 58.73 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 6.1 | $31M | +3% | 331k | 92.30 |
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| Procter & Gamble Company (PG) | 5.8 | $29M | +15% | 205k | 143.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.4 | $27M | 40k | 684.93 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 4.8 | $24M | 200k | 121.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 4.4 | $22M | +2% | 154k | 143.52 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $20M | 247k | 78.81 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 3.6 | $18M | +10% | 556k | 32.89 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 3.5 | $17M | +5% | 535k | 32.57 |
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| Apple (AAPL) | 3.4 | $17M | -2% | 63k | 271.86 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 2.9 | $15M | +14% | 649k | 22.90 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $12M | -2% | 18k | 681.92 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.8 | $9.0M | +3% | 210k | 42.56 |
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| NVIDIA Corporation (NVDA) | 1.7 | $8.4M | +4% | 45k | 186.50 |
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| Microsoft Corporation (MSFT) | 1.6 | $8.2M | 17k | 483.61 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $7.5M | 84k | 89.46 |
|
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| Samsara Com Cl A (IOT) | 1.1 | $5.6M | 157k | 35.45 |
|
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| Eli Lilly & Co. (LLY) | 0.8 | $4.0M | -3% | 3.7k | 1074.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $3.7M | 7.9k | 473.30 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.2M | -11% | 10k | 313.79 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $3.2M | 32k | 99.52 |
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| Amazon (AMZN) | 0.6 | $3.0M | -8% | 13k | 230.83 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.9M | 44k | 67.22 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.7M | -2% | 13k | 206.94 |
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| Ge Aerospace Com New (GE) | 0.5 | $2.6M | 8.6k | 308.01 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $2.5M | 50k | 48.75 |
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| Cintas Corporation (CTAS) | 0.5 | $2.4M | 13k | 188.07 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.4M | 7.5k | 322.21 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $2.4M | -2% | 11k | 212.07 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.5 | $2.4M | 15k | 159.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.3M | 8.0k | 290.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.3M | 11k | 210.33 |
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| Broadcom (AVGO) | 0.4 | $2.2M | -20% | 6.3k | 346.11 |
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| Organogenesis Hldgs (ORGO) | 0.4 | $2.1M | 408k | 5.18 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 17k | 120.34 |
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| Fifth Third Ban (FITB) | 0.4 | $2.0M | 42k | 46.81 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.9M | 19k | 99.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.8M | +29% | 2.9k | 627.10 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $1.8M | -3% | 9.9k | 181.21 |
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| Merck & Co (MRK) | 0.3 | $1.7M | 17k | 105.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.7M | 5.3k | 313.02 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.6M | -2% | 14k | 117.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | 4.8k | 335.29 |
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| Tesla Motors (TSLA) | 0.3 | $1.6M | 3.5k | 449.75 |
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| Meta Platforms Cl A (META) | 0.3 | $1.4M | +2% | 2.2k | 660.07 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.4M | 2.2k | 614.44 |
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| Oracle Corporation (ORCL) | 0.3 | $1.4M | +48% | 7.1k | 194.92 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.3M | -9% | 23k | 57.24 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $1.3M | 7.8k | 163.32 |
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| Ge Vernova (GEV) | 0.2 | $1.2M | 1.9k | 653.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | 10k | 120.18 |
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| McDonald's Corporation (MCD) | 0.2 | $1.2M | 4.0k | 305.66 |
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| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.2 | $1.2M | 42k | 28.80 |
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| Abbvie (ABBV) | 0.2 | $1.2M | -7% | 5.2k | 228.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | 5.2k | 219.79 |
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| International Business Machines (IBM) | 0.2 | $1.2M | -5% | 3.9k | 296.22 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.1M | 2.3k | 487.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.1M | -8% | 5.5k | 198.62 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.1M | -5% | 12k | 88.49 |
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| Chevron Corporation (CVX) | 0.2 | $1.1M | -6% | 7.1k | 152.40 |
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| Amgen (AMGN) | 0.2 | $1.1M | -10% | 3.2k | 327.34 |
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| Home Depot (HD) | 0.2 | $1.0M | -5% | 3.0k | 344.10 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.0M | 9.3k | 111.41 |
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| Cisco Systems (CSCO) | 0.2 | $938k | 12k | 77.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $905k | -5% | 3.7k | 246.16 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.2 | $904k | 13k | 68.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $903k | 14k | 66.00 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $894k | 6.3k | 141.13 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $847k | -11% | 1.5k | 571.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $802k | -6% | 1.6k | 502.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $778k | -4% | 13k | 62.47 |
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| Pfizer (PFE) | 0.2 | $774k | +4% | 31k | 24.90 |
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| Qualcomm (QCOM) | 0.1 | $741k | -8% | 4.3k | 171.05 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $724k | 9.5k | 76.23 |
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| Micron Technology (MU) | 0.1 | $715k | -32% | 2.5k | 285.38 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $712k | 9.7k | 73.56 |
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| Southern Company (SO) | 0.1 | $693k | 7.9k | 87.20 |
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| Bank of America Corporation (BAC) | 0.1 | $681k | -11% | 12k | 55.00 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $679k | 5.7k | 118.75 |
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| Enbridge (ENB) | 0.1 | $659k | -8% | 14k | 47.83 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $652k | -3% | 7.2k | 90.00 |
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| Philip Morris International (PM) | 0.1 | $652k | 4.1k | 160.42 |
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| Netflix (NFLX) | 0.1 | $643k | +912% | 6.9k | 93.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $641k | +3% | 2.5k | 257.94 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $636k | +11% | 3.3k | 190.99 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $627k | -23% | 6.5k | 96.27 |
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| Abbott Laboratories (ABT) | 0.1 | $627k | 5.0k | 125.28 |
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| Caterpillar (CAT) | 0.1 | $619k | 1.1k | 572.82 |
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| Verizon Communications (VZ) | 0.1 | $607k | 15k | 40.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $600k | 3.1k | 191.54 |
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| Lowe's Companies (LOW) | 0.1 | $593k | 2.5k | 241.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $590k | 1.3k | 468.65 |
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| Intel Corporation (INTC) | 0.1 | $586k | -8% | 16k | 36.90 |
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| Pepsi (PEP) | 0.1 | $579k | 4.0k | 143.51 |
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| Kroger (KR) | 0.1 | $562k | +7% | 9.0k | 62.48 |
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| At&t (T) | 0.1 | $554k | 22k | 24.84 |
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| Constellation Energy (CEG) | 0.1 | $549k | 1.6k | 353.25 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $541k | -7% | 7.8k | 69.40 |
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| Waste Management (WM) | 0.1 | $518k | 2.4k | 219.71 |
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| Visa Com Cl A (V) | 0.1 | $514k | 1.5k | 350.60 |
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| Walt Disney Company (DIS) | 0.1 | $499k | -22% | 4.4k | 113.78 |
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| Deere & Company (DE) | 0.1 | $484k | -5% | 1.0k | 465.44 |
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| Bristol Myers Squibb (BMY) | 0.1 | $471k | 8.7k | 53.94 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $466k | -32% | 963.00 | 483.67 |
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| Griffon Corporation (GFF) | 0.1 | $452k | 6.1k | 73.65 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $451k | -17% | 4.7k | 96.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $449k | +72% | 1.1k | 396.46 |
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| TJX Companies (TJX) | 0.1 | $438k | +3% | 2.9k | 153.62 |
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| Altria (MO) | 0.1 | $434k | 7.5k | 57.66 |
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| 3M Company (MMM) | 0.1 | $425k | 2.7k | 160.11 |
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| Astrazeneca Sponsored Adr | 0.1 | $421k | -2% | 4.6k | 91.94 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $415k | 1.2k | 360.13 |
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| Nextera Energy (NEE) | 0.1 | $413k | 5.1k | 80.28 |
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| Emerson Electric (EMR) | 0.1 | $411k | 3.1k | 132.72 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $400k | +5% | 13k | 30.96 |
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| Coca-Cola Company (KO) | 0.1 | $399k | -10% | 5.7k | 69.91 |
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| Morgan Stanley Com New (MS) | 0.1 | $388k | 2.2k | 177.52 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $378k | 3.3k | 113.72 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $374k | -17% | 2.0k | 183.40 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $361k | NEW | 478.00 | 754.53 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $356k | 3.7k | 95.09 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $345k | 1.1k | 314.80 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $337k | +6% | 4.2k | 81.17 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $329k | +117% | 2.3k | 143.97 |
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| Wells Fargo & Company (WFC) | 0.1 | $324k | 3.5k | 93.20 |
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| ConocoPhillips (COP) | 0.1 | $321k | -10% | 3.4k | 93.62 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $314k | -5% | 5.7k | 54.71 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $314k | 9.5k | 33.02 |
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| Costco Wholesale Corporation (COST) | 0.1 | $305k | -8% | 354.00 | 861.99 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $304k | 2.2k | 137.86 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $294k | NEW | 1.7k | 177.78 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $287k | +5% | 5.3k | 53.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $281k | 1.0k | 268.36 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $280k | 5.7k | 49.46 |
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| American Financial (AFG) | 0.1 | $280k | -8% | 2.0k | 136.68 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $272k | 1.3k | 209.16 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $270k | 724.00 | 373.44 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $270k | -2% | 2.9k | 93.89 |
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| BP Sponsored Adr (BP) | 0.1 | $269k | 7.7k | 34.73 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $265k | +6% | 16k | 16.49 |
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| Zscaler Incorporated (ZS) | 0.1 | $261k | 1.2k | 224.92 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $260k | -16% | 1.7k | 148.69 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $258k | -6% | 3.1k | 83.74 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $255k | 4.7k | 53.83 |
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| Honeywell International (HON) | 0.0 | $247k | 1.3k | 195.11 |
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| General Dynamics Corporation (GD) | 0.0 | $240k | 713.00 | 336.66 |
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| McKesson Corporation (MCK) | 0.0 | $238k | 290.00 | 820.29 |
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| Palo Alto Networks (PANW) | 0.0 | $235k | 1.3k | 184.16 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $232k | -33% | 400.00 | 579.49 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $232k | 18k | 12.66 |
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| Starbucks Corporation (SBUX) | 0.0 | $228k | -12% | 2.7k | 84.19 |
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| Cummins (CMI) | 0.0 | $227k | -35% | 446.00 | 509.89 |
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $225k | 18k | 12.58 |
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| American Express Company (AXP) | 0.0 | $225k | NEW | 608.00 | 369.95 |
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| Boeing Company (BA) | 0.0 | $224k | -68% | 1.0k | 217.04 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $222k | 879.00 | 252.92 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $217k | 2.0k | 106.70 |
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| L3harris Technologies (LHX) | 0.0 | $217k | 739.00 | 293.39 |
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| Snowflake Com Shs (SNOW) | 0.0 | $216k | -2% | 984.00 | 219.36 |
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| Norfolk Southern (NSC) | 0.0 | $215k | -9% | 745.00 | 288.72 |
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| Leidos Holdings (LDOS) | 0.0 | $214k | 1.2k | 180.44 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $211k | +100% | 4.9k | 42.69 |
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| salesforce (CRM) | 0.0 | $210k | -30% | 794.00 | 264.93 |
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| UnitedHealth (UNH) | 0.0 | $205k | -12% | 620.00 | 330.15 |
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| Exelon Corporation (EXC) | 0.0 | $203k | 4.7k | 43.59 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $202k | -5% | 669.00 | 302.11 |
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| Eaton Corp SHS (ETN) | 0.0 | $202k | -48% | 633.00 | 318.51 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $201k | NEW | 3.9k | 50.85 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $162k | 12k | 14.10 |
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Past Filings by Wealth Dimensions Group
SEC 13F filings are viewable for Wealth Dimensions Group going back to 2020
- Wealth Dimensions Group 2025 Q4 filed Feb. 13, 2026
- Wealth Dimensions Group 2025 Q3 filed Oct. 30, 2025
- Wealth Dimensions Group 2025 Q2 filed Aug. 12, 2025
- Wealth Dimensions Group 2025 Q1 filed May 5, 2025
- Wealth Dimensions Group 2024 Q4 filed Feb. 13, 2025
- Wealth Dimensions Group 2024 Q3 filed Nov. 12, 2024
- Wealth Dimensions Group 2024 Q2 filed Aug. 9, 2024
- Wealth Dimensions Group 2024 Q1 filed May 9, 2024
- Wealth Dimensions Group 2023 Q4 filed Feb. 9, 2024
- Wealth Dimensions Group 2023 Q3 filed Nov. 14, 2023
- Wealth Dimensions Group 2023 Q2 filed Aug. 14, 2023
- Wealth Dimensions Group 2023 Q1 filed May 9, 2023
- Wealth Dimensions Group 2022 Q4 filed Feb. 10, 2023
- Wealth Dimensions Group 2022 Q3 filed Nov. 10, 2022
- Wealth Dimensions Group 2022 Q2 filed Aug. 5, 2022
- Wealth Dimensions Group 2022 Q1 filed May 4, 2022