Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2026)

About Wealth Dimensions Group, Ltd.

Investment Activity

Wealth Dimensions Group, Ltd. has $558.31 million in total holdings as of June 30, 2026.
Wealth Dimensions Group, Ltd. owns shares of 178 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 3.00% of the portfolio was purchased this quarter.
About 1.25% of the portfolio was sold this quarter.
This quarter, Wealth Dimensions Group, Ltd. has purchased 170 new stocks and bought additional shares in 80 stocks.
Wealth Dimensions Group, Ltd. sold shares of 63 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Dimensional International Core Equity Market ETF: $60,373,919
Vanguard Short-Term Treasury ETF: $51,359,801
Vanguard Russell 1000 Value ETF: $35,290,282
Procter & Gamble: $29,903,781
iShares Core S&P 500 ETF: $27,531,403

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $454,411 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $342,745 Holding
573874104 - Marvell Technology: $311,405 Holding
91324P102 - UnitedHealth Group: $271,320 Holding
038222105 - Applied Materials: $259,880 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 20,681 shares (about $2.57M)
Vanguard Short-Term Treasury ETF: 40,173 shares (about $2.34M)
Vanguard Mid-Cap ETF: 24,476 shares (about $1.97M)
Dimensional International Core Equity Market ETF: 40,919 shares (about $1.69M)
Vanguard Growth ETF: 10,944 shares (about $942.70K)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 2,046 shares (about $1.53M)
Dimensional Core Fixed Income ETF: 19,637 shares (about $828.88K)
Apple: 2,563 shares (about $741.63K)
Organogenesis: 255,715 shares (about $621.39K)
iShares Core MSCI EAFE ETF: 4,757 shares (about $459.43K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAI Dimensional International Core Equity Market ETF	$60,373,919	$1,687,909 â–²	2.9%	1,463,610	10.8%	ETF
VGSH Vanguard Short-Term Treasury ETF	$51,359,801	$2,338,068 â–²	4.8%	882,471	9.2%	ETF
VONV Vanguard Russell 1000 Value ETF	$35,290,282	$194,122 â–¼	-0.5%	331,956	6.3%	ETF
PG Procter & Gamble	$29,903,781	$74,493 â–¼	-0.2%	203,926	5.4%	Consumer Staples
IVV iShares Core S&P 500 ETF	$27,531,403	$1,532,227 â–¼	-5.3%	36,763	4.9%	ETF
VONG Vanguard Russell 1000 Growth ETF	$26,252,432	$136,885 â–²	0.5%	205,402	4.7%	ETF
VYM Vanguard High Dividend Yield ETF	$24,637,134	$111,411 â–²	0.5%	155,902	4.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$23,060,454	$445,809 â–²	2.0%	573,500	4.1%	ETF
DFSV Dimensional US Small Cap Value ETF	$22,769,830	$222,422 â–²	1.0%	587,003	4.1%	ETF
BSV Vanguard Short-Term Bond ETF	$19,492,334	$60,692 â–¼	-0.3%	250,190	3.5%	ETF
DFAR Dimensional US Real Estate ETF	$18,778,764	$363,833 â–²	2.0%	717,843	3.4%	ETF
AAPL Apple	$17,561,350	$741,634 â–¼	-4.1%	60,690	3.1%	Technology
SPY SPDR S&P 500 ETF Trust	$13,469,313	$82,144 â–¼	-0.6%	18,037	2.4%	ETF
NVDA NVIDIA	$9,935,128	$50,732 â–²	0.5%	50,134	1.8%	Technology
DFCF Dimensional Core Fixed Income ETF	$8,736,003	$828,879 â–¼	-8.7%	206,965	1.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,209,699	$459,431 â–¼	-6.0%	74,650	1.3%	ETF
MSFT Microsoft	$6,453,039	$32,454 â–²	0.5%	17,299	1.2%	Technology
IOT Samsara	$5,189,157	$24,160 â–²	0.5%	160,011	0.9%	Technology
LLY Eli Lilly and Company	$4,350,453	$37,183 â–²	0.9%	3,627	0.8%	Healthcare
VTWO Vanguard Russell 2000 ETF	$3,686,071	$14,935 â–¼	-0.4%	30,358	0.7%	ETF
IWF iShares Russell 1000 Growth ETF	$3,551,500	$2,567,952 â–²	261.1%	28,602	0.6%	ETF
GOOG Alphabet	$3,483,703	$62,184 â–¼	-1.8%	9,860	0.6%	Communication Services
IEMG iShares Core MSCI Emerging Markets ETF	$3,384,145	$71,573 â–¼	-2.1%	40,852	0.6%	ETF
GE GE Aerospace	$3,234,299	$187,988 â–²	6.2%	8,654	0.6%	Industrials
AMZN Amazon.com	$3,162,479	$67,211 â–²	2.2%	13,269	0.6%	Consumer Discretionary
JNJ Johnson & Johnson	$3,153,576	$3,810 â–¼	-0.1%	12,417	0.6%	Healthcare
MU Micron Technology	$3,057,242	$153,497 â–²	5.3%	2,649	0.5%	Technology
VTWV Vanguard Russell 2000 Value ETF	$2,743,938	$9,186 â–¼	-0.3%	14,040	0.5%	ETF
VO Vanguard Mid-Cap ETF	$2,625,963	$1,972,051 â–²	301.6%	32,592	0.5%	ETF
IWD iShares Russell 1000 Value ETF	$2,604,684	$6,788 â–¼	-0.3%	10,744	0.5%	ETF
JPM JPMorgan Chase & Co.	$2,486,326	$5,564 â–¼	-0.2%	7,596	0.4%	Finance
CTAS Cintas	$2,484,955	$170 â–¼	0.0%	14,611	0.4%	Industrials
ISTB iShares Core 1-5 Year USD Bond ETF	$2,481,189	$10,374 â–²	0.4%	51,424	0.4%	ETF
IVE iShares S&P 500 Value ETF	$2,450,113	$39,507 â–¼	-1.6%	10,791	0.4%	ETF
AVGO Broadcom	$2,415,431	$40,799 â–¼	-1.7%	6,394	0.4%	Technology
XOM ExxonMobil	$2,221,845	$14,766 â–²	0.7%	16,251	0.4%	Energy
GE VERNOVA INC	$2,117,289	$4,700 â–²	0.2%	1,802	0.4%	COM
FITB Fifth Third Bancorp	$2,114,706	$8,794 â–¼	-0.4%	37,515	0.4%	Finance
VOO Vanguard S&P 500 ETF	$2,067,933	$79,668 â–²	4.0%	3,011	0.4%	ETF
MRK Merck & Co., Inc.	$2,025,607	$7,582 â–²	0.4%	15,763	0.4%	Healthcare
IWN iShares Russell 2000 Value ETF	$2,008,594	$61,939 â–¼	-3.0%	9,080	0.4%	ETF
INTC Intel	$1,995,504	$70,236 â–¼	-3.4%	14,291	0.4%	Technology
GOOGL Alphabet	$1,957,809	$21,086 â–¼	-1.1%	5,478	0.4%	Communication Services
AGG iShares Core U.S. Aggregate Bond ETF	$1,853,756	$6,533 â–²	0.4%	18,729	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$1,781,227	$26,641 â–¼	-1.5%	4,814	0.3%	ETF
DUK Duke Energy	$1,682,996	$63,416 â–²	3.9%	13,296	0.3%	Utilities
QQQ Invesco QQQ	$1,663,915	$736 â–¼	0.0%	2,260	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,568,077	$92,100 â–²	6.2%	10,573	0.3%	ETF
TSLA Tesla	$1,478,435	$119,453 â–²	8.8%	3,515	0.3%	Consumer Discretionary
CSCO Cisco Systems	$1,461,185	$4,229 â–¼	-0.3%	12,440	0.3%	Technology
CINF Cincinnati Financial	$1,453,164	$2,037 â–²	0.1%	7,849	0.3%	Finance
RBCAA Republic Bancorp	$1,394,883	$9,405 â–²	0.7%	15,425	0.2%	Finance
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF	$1,370,638		0.0%	41,775	0.2%	ETF
META Meta Platforms	$1,311,188	$86,173 â–²	7.0%	2,328	0.2%	Communication Services
ABBV AbbVie	$1,275,694	$12,832 â–¼	-1.0%	5,070	0.2%	Healthcare
JEPI JPMorgan Equity Premium Income ETF	$1,246,735	$10,336 â–²	0.8%	22,074	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,235,677		0.0%	5,222	0.2%	ETF
CVX Chevron	$1,173,941	$7,791 â–²	0.7%	7,082	0.2%	Energy
VNQ Vanguard Real Estate ETF	$1,170,323	$193 â–¼	0.0%	12,137	0.2%	ETF
AMGN Amgen	$1,165,889	$5,069 â–²	0.4%	3,220	0.2%	Healthcare
CAT Caterpillar	$1,159,642	$19,168 â–²	1.7%	1,089	0.2%	Industrials
VUG Vanguard Growth ETF	$1,132,380	$942,702 â–²	497.0%	13,146	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,122,586	$59,376 â–²	5.6%	14,558	0.2%	ETF
WALMART INC	$1,103,493	$17,555 â–²	1.6%	9,743	0.2%	COM
MCD McDonald's	$1,081,922	$2,162 â–¼	-0.2%	4,003	0.2%	Consumer Discretionary
IBM International Business Machines	$1,059,572	$16,872 â–¼	-1.6%	3,768	0.2%	Technology
HD Home Depot	$1,053,511	$20,104 â–¼	-1.9%	2,987	0.2%	Consumer Discretionary
QUAL iShares MSCI USA Quality Factor ETF	$1,019,325	$87,120 â–¼	-7.9%	4,645	0.2%	ETF
IWM iShares Russell 2000 ETF	$1,013,477	$9,615 â–¼	-0.9%	3,373	0.2%	ETF
ORCL Oracle	$992,828	$26,231 â–¼	-2.6%	6,775	0.2%	Technology
DVY iShares Select Dividend ETF	$956,972	$15,317 â–¼	-1.6%	6,123	0.2%	ETF
CRWD CrowdStrike	$923,427	$6,105 â–¼	-0.7%	1,210	0.2%	Technology
VEA Vanguard FTSE Developed Markets ETF	$878,999	$17,884 â–¼	-2.0%	12,337	0.2%	ETF
QCOM Qualcomm	$813,795	$3,880 â–²	0.5%	4,404	0.1%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$804,228	$1,507 â–¼	-0.2%	9,603	0.1%	ETF
BRK.B Berkshire Hathaway	$803,862	$6,006 â–¼	-0.7%	1,606	0.1%	Finance
VB Vanguard Small-Cap ETF	$803,407	$1,819 â–¼	-0.2%	2,650	0.1%	ETF
MA Mastercard	$778,404	$9,756 â–²	1.3%	1,516	0.1%	Finance
PM Philip Morris International	$772,236	$7,055 â–²	0.9%	4,269	0.1%	Consumer Staples
VTV Vanguard Value ETF	$760,472	$19,829 â–²	2.7%	3,490	0.1%	ETF
SMH VanEck Semiconductor ETF	$756,241		0.0%	1,153	0.1%	ETF
BAC Bank of America	$737,421	$10,940 â–²	1.5%	12,942	0.1%	Finance
DAL Delta Air Lines	$736,612	$6,181 â–²	0.8%	7,865	0.1%	Industrials
V Visa	$724,409	$137,264 â–²	23.4%	2,111	0.1%	Finance
ENB Enbridge	$718,132	$21,034 â–¼	-2.8%	13,247	0.1%	Energy
SO Southern	$695,903	$1,436 â–¼	-0.2%	7,271	0.1%	Utilities
DE Deere & Company	$672,813	$6,975 â–²	1.0%	1,061	0.1%	Industrials
ACWV iShares MSCI Global Min Vol Factor ETF	$658,722	$28,253 â–¼	-4.1%	5,479	0.1%	ETF
VYMI Vanguard International High Dividend Yield ETF	$652,694	$18,166 â–¼	-2.7%	6,647	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$638,276	$7,659 â–¼	-1.2%	3,000	0.1%	ETF
BND Vanguard Total Bond Market ETF	$609,078		0.0%	8,297	0.1%	ETF
PFE Pfizer	$608,197	$23,382 â–¼	-3.7%	25,257	0.1%	Healthcare
GFF Griffon	$597,859		0.0%	6,130	0.1%	Industrials
PEP PepsiCo	$596,017	$37,370 â–²	6.7%	4,402	0.1%	Consumer Staples
GLD SPDR Gold Shares	$576,104	$13,629 â–²	2.4%	1,564	0.1%	ETF
VZ Verizon Communications	$575,222	$4,488 â–¼	-0.8%	13,586	0.1%	Communication Services
IWR iShares Russell Mid-Cap ETF	$540,789	$15,665 â–¼	-2.8%	4,902	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$532,235	$247,719 â–²	87.1%	3,240	0.1%	ETF
MO Altria Group	$529,239	$2,950 â–²	0.6%	7,356	0.1%	Consumer Staples
LOW Lowe's Companies	$527,635	$19,624 â–¼	-3.6%	2,393	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2026)

About Wealth Dimensions Group, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Wealth Dimensions Group, Ltd. Top Holdings and 13F Report (2026)

About Wealth Dimensions Group, Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealth Dimensions Group, Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools