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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 36.61% of Wealth Dimensions Group's stock portfolio.
Added to shares of these 10 stocks: IWF, VGSH, VO, DFAI, VUG, AMD, DFAE, VGT, DFAR, SPCX.
Started 14 new stock positions in SPCX, UNH, AXP, UNP, TXN, AMD, DFUV, AMAT, MRVL, ZS. BA, TSM, IWO, AIQ.
Reduced shares in these 10 stocks: IVV, DFCF, AAPL, ORGO, IEFA, Honeywell International, SHEL, AFG, , NSC.
Sold out of its positions in AFG, Honeywell International, NSC, SHEL, SCHF, ACN.
Wealth Dimensions Group was a net buyer of stock by $9.7M.
Wealth Dimensions Group has $558M in assets under management (AUM), dropping by 9.85%.
Central Index Key (CIK): 0001846462

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Portfolio Holdings for Wealth Dimensions Group

Wealth Dimensions Group holds 178 positions in its portfolio as reported in the June 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)	10.8	$60M	+2%	1.5M	41.25	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	9.2	$51M	+4%	883k	58.20	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	6.3	$35M		332k	106.31	View chart
Procter & Gamble Company (PG)	5.4	$30M		204k	146.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$28M	-5%	37k	748.89	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	4.7	$26M		205k	127.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.4	$25M		156k	158.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.1	$23M		574k	40.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	4.1	$23M		587k	38.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.5	$20M		250k	77.91	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	3.4	$19M		718k	26.16	View chart
Apple (AAPL)	3.1	$18M	-4%	61k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$14M		18k	746.76	View chart
NVIDIA Corporation (NVDA)	1.8	$10M		50k	200.09	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.6	$8.7M	-8%	207k	42.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$7.2M	-5%	75k	96.58	View chart
Microsoft Corporation (MSFT)	1.2	$6.5M		17k	373.03	View chart
Samsara Com Cl A (IOT)	0.9	$5.2M		160k	32.43	View chart
Eli Lilly & Co. (LLY)	0.8	$4.4M		3.6k	1199.46	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.7	$3.7M		30k	121.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$3.6M	+261%	29k	124.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.5M		9.9k	353.32	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$3.4M	-2%	41k	82.84	View chart
Ge Aerospace Com New (GE)	0.6	$3.2M	+6%	8.7k	373.73	View chart
Amazon (AMZN)	0.6	$3.2M	+2%	13k	238.34	View chart
Johnson & Johnson (JNJ)	0.6	$3.2M		12k	253.97	View chart
Micron Technology (MU)	0.5	$3.1M	+5%	2.6k	1154.11	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.5	$2.7M		14k	195.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.6M	+301%	33k	80.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$2.6M		11k	242.43	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.5M		7.6k	327.32	View chart
Cintas Corporation (CTAS)	0.4	$2.5M		15k	170.07	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.4	$2.5M		51k	48.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.5M		11k	227.05	View chart
Broadcom (AVGO)	0.4	$2.4M		6.4k	377.77	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.2M		16k	136.72	View chart
Ge Vernova (GEV)	0.4	$2.1M		1.8k	1174.97	View chart
Fifth Third Ban (FITB)	0.4	$2.1M		38k	56.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.1M	+4%	3.0k	686.79	View chart
Merck & Co (MRK)	0.4	$2.0M		16k	128.50	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$2.0M	-2%	9.1k	221.21	View chart
Intel Corporation (INTC)	0.4	$2.0M	-3%	14k	139.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.0M		5.5k	357.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.9M		19k	98.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.8M		4.8k	370.01	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.7M	+3%	13k	126.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.7M		2.3k	736.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.6M	+6%	11k	148.31	View chart
Tesla Motors (TSLA)	0.3	$1.5M	+8%	3.5k	420.61	View chart
Cisco Systems (CSCO)	0.3	$1.5M		12k	117.46	View chart
Cincinnati Financial Corporation (CINF)	0.3	$1.5M		7.8k	185.14	View chart
Republic Bancorp Inc Ky Cl A (RBCAA)	0.2	$1.4M		15k	90.43	View chart
Etf Ser Solutions Bahl Gaynor Sml (SMIG)	0.2	$1.4M		42k	32.81	View chart
Meta Platforms Cl A (META)	0.2	$1.3M	+7%	2.3k	563.23	View chart
Abbvie (ABBV)	0.2	$1.3M		5.1k	251.62	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.2M		22k	56.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.2M		5.2k	236.63	View chart
Chevron Corporation (CVX)	0.2	$1.2M		7.1k	165.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M		12k	96.43	View chart
Amgen (AMGN)	0.2	$1.2M		3.2k	362.08	View chart
Caterpillar (CAT)	0.2	$1.2M		1.1k	1064.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.1M	+497%	13k	86.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.1M	+5%	15k	77.11	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M		9.7k	113.26	View chart
McDonald's Corporation (MCD)	0.2	$1.1M		4.0k	270.28	View chart
International Business Machines (IBM)	0.2	$1.1M		3.8k	281.20	View chart
Home Depot (HD)	0.2	$1.1M		3.0k	352.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.0M	-7%	4.6k	219.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M		3.4k	300.47	View chart
Oracle Corporation (ORCL)	0.2	$993k	-2%	6.8k	146.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$957k		6.1k	156.29	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$923k		1.2k	763.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$879k		12k	71.25	View chart
Qualcomm (QCOM)	0.1	$814k		4.4k	184.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$804k		9.6k	83.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$804k		1.6k	500.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$803k		2.7k	303.17	View chart
Mastercard Incorporated Cl A (MA)	0.1	$778k		1.5k	513.46	View chart
Philip Morris International (PM)	0.1	$772k		4.3k	180.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$761k	+2%	3.5k	217.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$756k		1.2k	655.89	View chart
Bank of America Corporation (BAC)	0.1	$737k		13k	56.98	View chart
Delta Air Lines Com New (DAL)	0.1	$737k		7.9k	93.66	View chart
Visa Com Cl A (V)	0.1	$724k	+23%	2.1k	343.16	View chart
Enbridge (ENB)	0.1	$718k	-2%	13k	54.21	View chart
Southern Company (SO)	0.1	$696k		7.3k	95.71	View chart
Deere & Company (DE)	0.1	$673k		1.1k	634.13	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$659k	-4%	5.5k	120.23	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$653k	-2%	6.6k	98.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$638k		3.0k	212.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$609k		8.3k	73.41	View chart
Pfizer (PFE)	0.1	$608k	-3%	25k	24.08	View chart
Griffon Corporation (GFF)	0.1	$598k		6.1k	97.53	View chart
Pepsi (PEP)	0.1	$596k	+6%	4.4k	135.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$576k	+2%	1.6k	368.35	View chart
Verizon Communications (VZ)	0.1	$575k		14k	42.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$541k	-2%	4.9k	110.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$532k	+87%	3.2k	164.27	View chart
Altria (MO)	0.1	$529k		7.4k	71.95	View chart
Lowe's Companies (LOW)	0.1	$528k	-3%	2.4k	220.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$526k		15k	34.81	View chart
Waste Management (WM)	0.1	$523k		2.3k	222.88	View chart
Netflix (NFLX)	0.1	$513k		7.2k	71.40	View chart
Kroger (KR)	0.1	$502k		9.0k	55.53	View chart
Enterprise Products Partners (EPD)	0.1	$498k		14k	36.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$493k		9.7k	51.05	View chart
Bristol Myers Squibb (BMY)	0.1	$493k		8.6k	57.62	View chart
Coca-Cola Company (KO)	0.1	$487k		6.0k	81.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$487k		4.7k	103.89	View chart
Morgan Stanley Com New (MS)	0.1	$480k		2.3k	209.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$477k		936.00	509.68	View chart
TJX Companies (TJX)	0.1	$472k	+6%	3.1k	151.48	View chart
Abbott Laboratories (ABT)	0.1	$468k		5.2k	90.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$458k	+699%	3.8k	119.53	View chart
Advanced Micro Devices (AMD)	0.1	$454k	NEW	782.00	581.09	View chart
At&t (T)	0.1	$446k		22k	20.70	View chart
Emerson Electric (EMR)	0.1	$445k		3.1k	143.15	View chart
Palo Alto Networks (PANW)	0.1	$444k	+3%	1.3k	341.00	View chart
3M Company (MMM)	0.1	$434k		2.7k	161.93	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$425k	-2%	2.2k	190.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$423k		3.1k	136.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$413k		2.2k	189.77	View chart
Nextera Energy (NEE)	0.1	$400k	-2%	4.6k	87.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$394k		13k	30.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$390k		1.1k	343.91	View chart
Astrazeneca Ord (AZN)	0.1	$380k		2.0k	189.59	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$379k		3.7k	102.81	View chart
ConocoPhillips (COP)	0.1	$375k		3.6k	103.97	View chart
Constellation Energy (CEG)	0.1	$375k		1.5k	248.33	View chart
Organogenesis Hldgs (ORGO)	0.1	$370k	-62%	152k	2.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$365k	-6%	5.3k	68.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$365k		11k	33.84	View chart
Walt Disney Company (DIS)	0.1	$350k	-19%	3.6k	96.26	View chart
Novartis Sponsored Adr (NVS)	0.1	$345k		2.2k	156.72	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$343k	NEW	2.0k	170.86	View chart
Costco Wholesale Corporation (COST)	0.1	$342k		366.00	934.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$337k		5.6k	59.69	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$332k		17k	19.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$319k	+19%	1.1k	302.97	View chart
Cummins (CMI)	0.1	$319k		447.00	712.98	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$319k		1.3k	246.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$316k		4.2k	75.51	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$313k		856.00	365.70	View chart
Marvell Technology (MRVL)	0.1	$311k	NEW	1.0k	298.00	View chart
Palantir Technologies Cl A (PLTR)	0.1	$304k	+12%	2.6k	116.66	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$298k		2.9k	102.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$297k		724.00	409.50	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$287k		9.5k	30.17	View chart
BP Sponsored Adr (BP)	0.1	$286k		7.7k	36.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$285k		5.7k	50.23	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$280k		5.9k	47.14	View chart
Eaton Corp SHS (ETN)	0.1	$280k	+2%	658.00	425.98	View chart
Starbucks Corporation (SBUX)	0.0	$278k		2.7k	102.19	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$273k		4.7k	57.85	View chart
UnitedHealth (UNH)	0.0	$271k	NEW	653.00	415.50	View chart
General Dynamics Corporation (GD)	0.0	$261k		738.00	354.11	View chart
Applied Materials (AMAT)	0.0	$260k	NEW	359.00	723.90	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$259k	NEW	3.9k	65.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$255k		3.1k	82.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$254k	NEW	532.00	477.76	View chart
Wells Fargo & Company (WFC)	0.0	$254k	-18%	3.1k	82.65	View chart
Marathon Petroleum Corp (MPC)	0.0	$253k		990.00	255.71	View chart
American Express Company (AXP)	0.0	$227k	NEW	672.00	338.32	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$227k		18k	12.68	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$224k		4.9k	45.34	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$223k	-2%	17k	12.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$221k	NEW	4.0k	55.01	View chart
Thermo Fisher Scientific (TMO)	0.0	$219k	+2%	437.00	501.34	View chart
Exelon Corporation (EXC)	0.0	$219k		4.7k	46.62	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$217k	NEW	550.00	393.96	View chart
Boeing Company (BA)	0.0	$216k	NEW	1.0k	216.43	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$214k		7.2k	29.56	View chart
Zscaler Incorporated (ZS)	0.0	$212k	NEW	1.5k	141.17	View chart
Union Pacific Corporation (UNP)	0.0	$207k	NEW	762.00	271.83	View chart
Texas Instruments Incorporated (TXN)	0.0	$206k	NEW	690.00	298.21	View chart
McKesson Corporation (MCK)	0.0	$202k	-9%	267.00	756.16	View chart
L3harris Technologies (LHX)	0.0	$200k	+4%	689.00	290.44	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.0	$165k		12k	14.31	View chart

Past Filings by Wealth Dimensions Group

SEC 13F filings are viewable for Wealth Dimensions Group going back to 2020

Wealth Dimensions Group 2026 Q2 filed July 22, 2026
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

View all past filings

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