Wealth Dimensions Group, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Wealth Dimensions Group, Ltd. held in its portfolio 170 assets valued at $503,985,516 (i.e. $503.99M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($52.24M), VANGUARD SCOTTSDALE FDS ($47.34M), and VANGUARD SCOTTSDALE FDS ($30.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Dimensions Group, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1370853 | 52243209 | INTL CORE EQT MK |
| VANGUARD SCOTTSDALE FDS | 806019 | 47337470 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 331276 | 30576808 | VNG RUS1000VAL |
| PROCTER AND GAMBLE CO | 205447 | 29442647 | COM |
| ISHARES TR | 39658 | 27163037 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 199958 | 24344873 | VNG RUS1000GRW |
| VANGUARD WHITEHALL FDS | 153925 | 22091323 | HIGH DIV YLD |
| VANGUARD BD INDEX FDS | 246853 | 19454488 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 555493 | 18270181 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 535156 | 17430029 | EMGR CRE EQT MNG |
| APPLE INC | 62548 | 17004349 | COM |
| DIMENSIONAL ETF TRUST | 648822 | 14858812 | US REAL ESTATE E |
| SPDR S&P 500 ETF TR | 18148 | 12375453 | TR UNIT |
| DIMENSIONAL ETF TRUST | 210429 | 8955853 | CORE FIXED INCOM |
| NVIDIA CORPORATION | 45028 | 8397637 | COM |
| MICROSOFT CORP | 16952 | 8198155 | COM |
| ISHARES TR | 83657 | 7483931 | CORE MSCI EAFE |
| SAMSARA INC | 157207 | 5572988 | COM CL A |
| ELI LILLY & CO | 3705 | 3981376 | COM |
| ISHARES TR | 7919 | 3748087 | RUS 1000 GRW ETF |
| ALPHABET INC | 10229 | 3209808 | CAP STK CL C |
| VANGUARD SCOTTSDALE FDS | 31910 | 3175693 | VNG RUS2000IDX |
| AMAZON COM INC | 12837 | 2963129 | COM |
| ISHARES INC | 43677 | 2935980 | CORE MSCI EMKT |
| JOHNSON & JOHNSON | 12833 | 2655706 | COM |
| GE AEROSPACE | 8572 | 2640291 | COM NEW |
| ISHARES TR | 50430 | 2458461 | CORE 1 5 YR USD |
| CINTAS CORP | 12915 | 2428926 | COM |
| JPMORGAN CHASE & CO. | 7484 | 2411406 | COM |
| ISHARES TR | 11348 | 2406599 | S&P 500 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 14817 | 2369725 | VNG RUS2000VAL |
| VANGUARD INDEX FDS | 7962 | 2310637 | MID CAP ETF |
| ISHARES TR | 10883 | 2289062 | RUS 1000 VAL ETF |
| BROADCOM INC | 6305 | 2182234 | COM |
| ORGANOGENESIS HLDGS INC | 407965 | 2113259 | COM |
| EXXON MOBIL CORP | 17238 | 2074403 | COM |
| FIFTH THIRD BANCORP | 41696 | 1951779 | COM |
| ISHARES TR | 18663 | 1864089 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 2886 | 1809800 | S&P 500 ETF SHS |
| ISHARES TR | 9875 | 1789472 | RUS 2000 VAL ETF |
| MERCK & CO INC | 16519 | 1738751 | COM |
| ALPHABET INC | 5322 | 1665906 | CAP STK CL A |
| DUKE ENERGY CORP NEW | 13736 | 1610039 | COM NEW |
| VANGUARD INDEX FDS | 4771 | 1599687 | TOTAL STK MKT |
| TESLA INC | 3515 | 1542782 | COM |
| META PLATFORMS INC | 2164 | 1428389 | CL A |
| INVESCO QQQ TR | 2245 | 1379424 | UNIT SER 1 |
| ORACLE CORP | 7063 | 1329298 | COM |
| J P MORGAN EXCHANGE TRADED F | 23198 | 1327859 | EQUITY PREMIUM |
| CINCINNATI FINL CORP | 7838 | 1280102 | COM |
| GE VERNOVA INC | 1895 | 1238465 | COM |
| ISHARES TR | 10112 | 1215301 | CORE S&P SCP ETF |
| MCDONALDS CORP | 3975 | 1214989 | COM |
| ETF SER SOLUTIONS | 41775 | 1203120 | BAHL GAYNOR SML |
| ABBVIE INC | 5227 | 1194206 | COM |
| VANGUARD SPECIALIZED FUNDS | 5244 | 1152561 | DIV APP ETF |
| INTERNATIONAL BUSINESS MACHS | 3887 | 1151424 | COM |
| VANGUARD INDEX FDS | 2257 | 1101053 | GROWTH ETF |
| ISHARES TR | 5519 | 1096180 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 12238 | 1082928 | REAL ESTATE ETF |
| CHEVRON CORP NEW | 7105 | 1082821 | COM |
| AMGEN INC | 3243 | 1061564 | COM |
| HOME DEPOT INC | 3003 | 1033339 | COM |
| WALMART INC | 9268 | 1032562 | COM |
| CISCO SYS INC | 12177 | 938032 | COM |
| ISHARES TR | 3676 | 904877 | RUSSELL 2000 ETF |
| REPUBLIC BANCORP INC KY | 13106 | 904161 | CL A |
| ISHARES TR | 13681 | 902951 | CORE S&P MCP ETF |
| ISHARES TR | 6332 | 893636 | SELECT DIVID ETF |
| MASTERCARD INCORPORATED | 1483 | 846828 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 1596 | 802229 | CL B NEW |
| VANGUARD TAX-MANAGED FDS | 12457 | 778209 | VAN FTSE DEV MKT |
| PFIZER INC | 31065 | 773515 | COM |
| QUALCOMM INC | 4332 | 740989 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 9503 | 724434 | SHS |
| MICRON TECHNOLOGY INC | 2505 | 714871 | COM |
| VANGUARD INTL EQUITY INDEX F | 9673 | 711526 | ALLWRLD EX US |
| SOUTHERN CO | 7949 | 693127 | COM |
| BANK AMERICA CORP | 12381 | 680935 | COM |
| ISHARES INC | 5714 | 678550 | MSCI GBL MIN VOL |
| ENBRIDGE INC | 13785 | 659357 | COM |
| VANGUARD WHITEHALL FDS | 7247 | 652223 | INTL HIGH ETF |
| PHILIP MORRIS INTL INC | 4063 | 651778 | COM |
| NETFLIX INC | 6863 | 643435 | COM |
| VANGUARD INDEX FDS | 2485 | 640988 | SMALL CP ETF |
| VANGUARD INDEX FDS | 3331 | 636204 | VALUE ETF |
| ISHARES TR | 6516 | 627295 | RUS MID CAP ETF |
| ABBOTT LABS | 5003 | 626789 | COM |
| CATERPILLAR INC | 1081 | 619223 | COM |
| VERIZON COMMUNICATIONS INC | 14895 | 606678 | COM |
| INVESCO EXCHANGE TRADED FD T | 3132 | 599905 | S&P500 EQL WGT |
| LOWES COS INC | 2457 | 592530 | COM |
| CROWDSTRIKE HLDGS INC | 1258 | 589565 | CL A |
| PEPSICO INC | 4034 | 578911 | COM |
| INTEL CORP | 15890 | 575338 | COM |
| KROGER CO | 8992 | 561847 | COM |
| AT&T INC | 22312 | 554228 | COM |
| CONSTELLATION ENERGY CORP | 1554 | 548946 | COM |
| DELTA AIR LINES INC DEL | 7801 | 541409 | COM NEW |
| WASTE MGMT INC DEL | 2357 | 517856 | COM |
| VISA INC | 1466 | 513977 | COM CL A |
| DISNEY WALT CO | 4383 | 498680 | COM |
| DEERE & CO | 1039 | 483592 | COM |
| BRISTOL-MYERS SQUIBB CO | 8724 | 470576 | COM |
| LOCKHEED MARTIN CORP | 963 | 465774 | COM |
| GRIFFON CORP | 6130 | 451475 | COM |
| ISHARES TR | 4691 | 450499 | MSCI EAFE ETF |
| SPDR GOLD TR | 1133 | 449190 | GOLD SHS |
| TJX COS INC NEW | 2853 | 438271 | COM |
| ALTRIA GROUP INC | 7525 | 433891 | COM |
| 3M CO | 2654 | 424925 | COM |
| ASTRAZENECA PLC | 4580 | 421074 | SPONSORED ADR |
| VANECK ETF TRUST | 1153 | 415230 | SEMICONDUCTR ETF |
| NEXTERA ENERGY INC | 5144 | 412968 | COM |
| EMERSON ELEC CO | 3096 | 410901 | COM |
| ISHARES TR | 12930 | 400313 | PFD AND INCM SEC |
| COCA COLA CO | 5712 | 399332 | COM |
| MORGAN STANLEY | 2185 | 387871 | COM NEW |
| ISHARES TR | 3323 | 377892 | SP SMCP600VL ETF |
| RTX CORPORATION | 2041 | 374315 | COM |
| VANGUARD WORLD FD | 478 | 360667 | INF TECH ETF |
| ISHARES TR | 3739 | 355542 | ESG AW MSCI EAFE |
| VANGUARD INDEX FDS | 1095 | 344706 | LARGE CAP ETF |
| ISHARES GOLD TR | 4150 | 336864 | ISHARES NEW |
| SELECT SECTOR SPDR TR | 2284 | 328827 | STATE STREET TEC |
| WELLS FARGO CO NEW | 3472 | 323584 | COM |
| CONOCOPHILLIPS | 3427 | 320833 | COM |
| ISHARES TR | 5738 | 313926 | MSCI EMG MKT ETF |
| SPROTT ASSET MANAGEMENT LP | 9500 | 313690 | PHYSICAL GOLD TR |
| COSTCO WHSL CORP NEW | 354 | 305145 | COM |
| NOVARTIS AG | 2202 | 303560 | SPONSORED ADR |
| PALANTIR TECHNOLOGIES INC | 1655 | 294231 | CL A |
| VANGUARD INTL EQUITY INDEX F | 5330 | 286551 | FTSE EMR MKT ETF |
| ACCENTURE PLC IRELAND | 1046 | 280700 | SHS CLASS A |
| VANGUARD MALVERN FDS | 5664 | 280141 | STRM INFPROIDX |
| AMERICAN FINL GROUP INC OHIO | 2049 | 280057 | COM |
| VANGUARD INDEX FDS | 1300 | 271914 | EXTEND MKT ETF |
| ISHARES TR | 724 | 270371 | RUS 1000 ETF |
| ISHARES TR | 2870 | 269462 | U.S. REAL ES ETF |
| BP PLC | 7730 | 268468 | SPONSORED ADR |
| ENERGY TRANSFER L P | 16087 | 265279 | COM UT LTD PTN |
| ZSCALER INC | 1162 | 261357 | COM |
| ISHARES TR | 1745 | 259464 | CORE S&P TTL STK |
| VANGUARD SCOTTSDALE FDS | 3084 | 258243 | INT-TERM CORP |
| MONDELEZ INTL INC | 4727 | 254454 | CL A |
| HONEYWELL INTL INC | 1264 | 246620 | COM |
| GENERAL DYNAMICS CORP | 713 | 240039 | COM |
| MCKESSON CORP | 290 | 237884 | COM |
| PALO ALTO NETWORKS INC | 1274 | 234621 | COM |
| THERMO FISHER SCIENTIFIC INC | 400 | 231796 | COM |
| NUVEEN AMT FREE MUN CR INC F | 18295 | 231615 | COM |
| STARBUCKS CORP | 2704 | 227663 | COM |
| CUMMINS INC | 446 | 227410 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 17900 | 225182 | COM SH BEN INT |
| AMERICAN EXPRESS CO | 608 | 224930 | COM |
| BOEING CO | 1032 | 223981 | COM |
| INVESCO EXCH TRADED FD TR II | 879 | 222317 | NASDAQ 100 ETF |
| ISHARES TR | 2035 | 217135 | SHRT NAT MUN ETF |
| L3HARRIS TECHNOLOGIES INC | 739 | 216817 | COM |
| SNOWFLAKE INC | 984 | 215850 | COM SHS |
| NORFOLK SOUTHN CORP | 745 | 215096 | COM |
| LEIDOS HOLDINGS INC | 1188 | 214359 | COM |
| SELECT SECTOR SPDR TR | 4942 | 210974 | STATE STREET UTI |
| SALESFORCE INC | 794 | 210353 | COM |
| UNITEDHEALTH GROUP INC | 620 | 204691 | COM |
| EXELON CORP | 4663 | 203265 | COM |
| VANGUARD INDEX FDS | 669 | 202112 | SML CP GRW ETF |
| EATON CORP PLC | 633 | 201617 | SHS |
| GLOBAL X FDS | 3946 | 200671 | ARTIFICIAL ETF |
| NUVEEN SELECT TAX-FREE INCOM | 11521 | 162446 | SH BEN INT |
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