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 37.55% of Wealth Dimensions Group's stock portfolio.
- Added to shares of these 10 stocks: VGSH, DFAI, DFAR, DFAE, DFSV, NVDA, DFCF, BND, EPD, VONG.
- Started 10 new stock positions in SCHV, SHEL, SCHG, AZN, MPC, JSCP, SCHF, EPD, FENY, BND.
- Reduced shares in these 10 stocks: IVV, AstraZeneca, IEFA, ZS, AXP, BA, SUB, SNOW, LDOS, .
- Sold out of its positions in AXP, AstraZeneca, BA, AIQ, SUB, LDOS, CRM, SNOW, UNH, ZS.
- Wealth Dimensions Group was a net buyer of stock by $9.2M.
- Wealth Dimensions Group has $508M in assets under management (AUM), dropping by 0.84%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 10.9 | $55M | +3% | 1.4M | 38.96 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.7 | $49M | +4% | 842k | 58.54 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 6.2 | $31M | 334k | 93.74 |
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| Procter & Gamble Company (PG) | 5.8 | $30M | 204k | 144.44 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.0 | $25M | -2% | 39k | 653.21 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 4.5 | $23M | 155k | 148.10 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 4.4 | $22M | +2% | 204k | 109.69 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 4.0 | $20M | +4% | 581k | 35.04 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $20M | 251k | 78.41 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 3.7 | $19M | +5% | 562k | 33.86 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.3 | $17M | +8% | 704k | 23.65 |
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| Apple (AAPL) | 3.2 | $16M | 63k | 253.79 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $12M | 18k | 650.32 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.9 | $9.6M | +7% | 227k | 42.22 |
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| NVIDIA Corporation (NVDA) | 1.7 | $8.7M | +10% | 50k | 174.40 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $7.2M | -5% | 79k | 90.53 |
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| Microsoft Corporation (MSFT) | 1.3 | $6.4M | 17k | 370.16 |
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| Samsara Com Cl A (IOT) | 1.0 | $5.0M | 159k | 31.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $3.4M | 7.9k | 426.39 |
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| Eli Lilly & Co. (LLY) | 0.7 | $3.3M | -2% | 3.6k | 919.76 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $3.1M | -4% | 31k | 100.17 |
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| Johnson & Johnson (JNJ) | 0.6 | $3.0M | -3% | 12k | 244.44 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.9M | -4% | 42k | 69.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.9M | 10k | 286.86 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.7M | -6% | 16k | 169.66 |
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| Amazon (AMZN) | 0.5 | $2.7M | 13k | 208.27 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $2.5M | 51k | 48.46 |
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| Cintas Corporation (CTAS) | 0.5 | $2.5M | +13% | 15k | 169.14 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.5 | $2.4M | -4% | 14k | 167.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.3M | 8.1k | 287.17 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $2.3M | -3% | 11k | 211.14 |
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| Ge Aerospace Com New (GE) | 0.5 | $2.3M | -4% | 8.2k | 283.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $2.3M | 11k | 213.68 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.2M | 7.6k | 294.16 |
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| Broadcom (AVGO) | 0.4 | $2.0M | +3% | 6.5k | 309.50 |
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| Merck & Co (MRK) | 0.4 | $1.9M | -4% | 16k | 120.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $1.9M | 19k | 99.27 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $1.8M | -5% | 9.4k | 189.60 |
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| Fifth Third Ban (FITB) | 0.3 | $1.8M | -9% | 38k | 46.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.7M | 2.9k | 597.57 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.7M | -6% | 13k | 130.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.6M | +4% | 5.5k | 287.58 |
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| Ge Vernova (GEV) | 0.3 | $1.6M | -5% | 1.8k | 873.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | +2% | 4.9k | 320.80 |
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| Chevron Corporation (CVX) | 0.3 | $1.5M | 7.0k | 206.90 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | 2.3k | 577.06 |
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| McDonald's Corporation (MCD) | 0.2 | $1.2M | 4.0k | 310.78 |
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| Meta Platforms Cl A (META) | 0.2 | $1.2M | 2.2k | 572.19 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.2M | -5% | 22k | 56.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | 10k | 124.31 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $1.2M | 7.8k | 157.35 |
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| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.2 | $1.2M | 42k | 29.35 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | -8% | 3.2k | 371.78 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.2M | +3% | 9.6k | 124.28 |
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| Amgen (AMGN) | 0.2 | $1.1M | 3.2k | 351.89 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | 5.2k | 215.07 |
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| Abbvie (ABBV) | 0.2 | $1.1M | -2% | 5.1k | 217.50 |
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| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.2 | $1.1M | +16% | 15k | 70.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.1M | 12k | 88.70 |
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| Oracle Corporation (ORCL) | 0.2 | $1.0M | 7.0k | 147.11 |
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| Home Depot (HD) | 0.2 | $1.0M | 3.0k | 328.89 |
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| Cisco Systems (CSCO) | 0.2 | $968k | +2% | 13k | 77.59 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $967k | -8% | 5.0k | 191.82 |
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| Organogenesis Hldgs (ORGO) | 0.2 | $967k | 408k | 2.37 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $962k | -2% | 2.2k | 436.78 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $942k | 6.2k | 151.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $931k | 14k | 67.53 |
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| International Business Machines (IBM) | 0.2 | $928k | 3.8k | 242.36 |
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| Micron Technology (MU) | 0.2 | $850k | 2.5k | 337.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $845k | -7% | 3.4k | 248.01 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $807k | 13k | 64.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $775k | 1.6k | 479.20 |
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| Caterpillar (CAT) | 0.1 | $759k | 1.1k | 708.37 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $748k | 1.5k | 499.61 |
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| Enbridge (ENB) | 0.1 | $738k | 14k | 54.14 |
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| Pfizer (PFE) | 0.1 | $737k | -15% | 26k | 28.08 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $723k | 9.6k | 75.10 |
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| Southern Company (SO) | 0.1 | $703k | -8% | 7.3k | 96.52 |
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| Philip Morris International (PM) | 0.1 | $699k | +4% | 4.2k | 165.32 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $696k | +6% | 2.7k | 261.95 |
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| Verizon Communications (VZ) | 0.1 | $687k | -8% | 14k | 50.20 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $683k | 5.7k | 119.51 |
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| Netflix (NFLX) | 0.1 | $680k | +2% | 7.1k | 96.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $667k | +2% | 3.4k | 196.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $657k | +34% | 1.5k | 430.26 |
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| Intel Corporation (INTC) | 0.1 | $653k | -6% | 15k | 44.13 |
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| Kroger (KR) | 0.1 | $652k | 9.0k | 72.36 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $644k | -5% | 6.8k | 94.24 |
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| Pepsi (PEP) | 0.1 | $641k | +2% | 4.1k | 155.29 |
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| At&t (T) | 0.1 | $627k | -3% | 22k | 28.99 |
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| Bank of America Corporation (BAC) | 0.1 | $622k | +2% | 13k | 48.75 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $611k | NEW | 8.3k | 73.64 |
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| Deere & Company (DE) | 0.1 | $592k | 1.1k | 563.53 |
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| Lowe's Companies (LOW) | 0.1 | $586k | 2.5k | 236.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $583k | -3% | 3.0k | 191.95 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $571k | 9.7k | 59.03 |
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| Qualcomm (QCOM) | 0.1 | $564k | 4.4k | 128.78 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $563k | -3% | 932.00 | 604.45 |
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| Waste Management (WM) | 0.1 | $536k | 2.3k | 229.79 |
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| Abbott Laboratories (ABT) | 0.1 | $530k | +3% | 5.2k | 102.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $527k | 8.7k | 60.65 |
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| Delta Air Lines Com New (DAL) | 0.1 | $519k | 7.8k | 66.48 |
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| Visa Com Cl A (V) | 0.1 | $517k | +16% | 1.7k | 302.20 |
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| Enterprise Products Partners (EPD) | 0.1 | $512k | NEW | 14k | 37.84 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $490k | -22% | 5.0k | 97.23 |
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| Altria (MO) | 0.1 | $483k | -2% | 7.3k | 65.99 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $475k | -3% | 1.2k | 390.32 |
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| ConocoPhillips (COP) | 0.1 | $467k | +3% | 3.5k | 131.99 |
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| TJX Companies (TJX) | 0.1 | $467k | +2% | 2.9k | 159.71 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $461k | NEW | 15k | 30.50 |
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| Coca-Cola Company (KO) | 0.1 | $457k | +5% | 6.0k | 76.05 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $456k | 4.7k | 97.13 |
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| Griffon Corporation (GFF) | 0.1 | $446k | 6.1k | 72.68 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $442k | 1.2k | 383.40 |
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| Walt Disney Company (DIS) | 0.1 | $436k | +3% | 4.5k | 96.37 |
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| Nextera Energy (NEE) | 0.1 | $432k | -9% | 4.7k | 92.89 |
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| Constellation Energy (CEG) | 0.1 | $419k | -3% | 1.5k | 279.24 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $413k | +4% | 2.1k | 192.92 |
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| Emerson Electric (EMR) | 0.1 | $404k | 3.1k | 131.02 |
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| Astrazeneca Ord (AZN) | 0.1 | $395k | NEW | 2.0k | 197.19 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $392k | 13k | 30.32 |
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| 3M Company (MMM) | 0.1 | $385k | 2.7k | 145.21 |
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| Morgan Stanley Com New (MS) | 0.1 | $371k | +3% | 2.3k | 164.61 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $369k | -6% | 3.1k | 118.45 |
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| Costco Wholesale Corporation (COST) | 0.1 | $369k | +4% | 370.00 | 996.38 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $368k | 4.2k | 88.16 |
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| BP Sponsored Adr (BP) | 0.1 | $364k | 7.7k | 47.00 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $358k | 3.7k | 95.62 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $340k | +40% | 2.3k | 146.29 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $339k | +3% | 1.1k | 298.85 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $337k | 9.5k | 35.44 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $337k | 2.2k | 152.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $334k | 479.00 | 697.03 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $333k | +7% | 17k | 19.30 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $323k | 5.7k | 56.79 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $314k | NEW | 11k | 29.13 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $305k | +5% | 5.6k | 54.05 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $304k | 2.3k | 132.90 |
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| Wells Fargo & Company (WFC) | 0.1 | $298k | +7% | 3.7k | 79.61 |
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| Honeywell International (HON) | 0.1 | $288k | 1.3k | 226.01 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $283k | 5.7k | 49.95 |
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| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.1 | $281k | NEW | 5.9k | 47.30 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $274k | 2.9k | 94.56 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $270k | 4.7k | 57.64 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $266k | 1.3k | 205.86 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $259k | +27% | 856.00 | 302.25 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $258k | 724.00 | 356.56 |
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| McKesson Corporation (MCK) | 0.1 | $256k | +2% | 296.00 | 865.36 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $255k | 3.1k | 82.74 |
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| General Dynamics Corporation (GD) | 0.0 | $250k | +2% | 729.00 | 343.22 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $247k | 1.7k | 142.43 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $247k | NEW | 7.2k | 34.02 |
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| Starbucks Corporation (SBUX) | 0.0 | $245k | 2.7k | 89.60 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $242k | NEW | 989.00 | 244.27 |
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| Cummins (CMI) | 0.0 | $240k | 446.00 | 538.31 |
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| Shell Spon Ads (SHEL) | 0.0 | $238k | NEW | 2.6k | 93.01 |
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| Eaton Corp SHS (ETN) | 0.0 | $229k | 640.00 | 357.67 |
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| L3harris Technologies (LHX) | 0.0 | $229k | -10% | 662.00 | 345.13 |
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| Exelon Corporation (EXC) | 0.0 | $228k | 4.6k | 49.02 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $227k | 4.9k | 45.89 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $219k | -2% | 18k | 12.33 |
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| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.0 | $218k | 18k | 12.18 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $210k | +6% | 427.00 | 491.57 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $210k | 883.00 | 237.62 |
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| American Financial (AFG) | 0.0 | $210k | -19% | 1.6k | 127.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $208k | 1.1k | 198.25 |
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| Norfolk Southern (NSC) | 0.0 | $208k | -2% | 725.00 | 287.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $208k | NEW | 8.4k | 24.75 |
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| Palo Alto Networks (PANW) | 0.0 | $202k | 1.3k | 160.29 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $165k | 12k | 14.35 |
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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 2026 Q1 filed May 12, 2026
- 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