Q2 2026 13F · SEC CIK 1846462

Wealth Dimensions Group, Ltd.

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $558.3M
Reported positions: 178
Top holdings a year, 3 yrs: +12.5%
Assets under management: $1.2B

Wealth Dimensions Group, Ltd. is a wealth manager that reported 178 positions worth $558.3M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Dimensional ETF Trust (DFAI, 10.8%), Vanguard Scottsdale Fds (VGSH, 9.2%), Vanguard Scottsdale Fds (VONV, 6.3%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Wealth Dimensions Group, Ltd. holdings largest 50 of 178 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Dimensions Group, Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFAIDimensional ETF Trust	10.8%	10.9%	1,463,610	+2.9%	$60.4M
VGSHVanguard Scottsdale Fds	9.2%	9.7%	882,471	+4.8%	$51.4M
VONVVanguard Scottsdale Fds	6.3%	6.2%	331,956	-0.5%	$35.3M
PGProcter & Gamble Co	5.4%	5.8%	203,926	-0.2%	$29.9M
IVVIshares Tr	4.9%	5.0%	36,763	-5.3%	$27.5M
VONGVanguard Scottsdale Fds	4.7%	4.4%	205,402	+0.5%	$26.3M
VYMVanguard Whitehall Fds	4.4%	4.5%	155,902	+0.5%	$24.6M
DFAEDimensional ETF Trust	4.1%	3.7%	573,500	+2.0%	$23.1M
DFSVDimensional US Small Cap	4.1%	4.0%	587,003	+1.0%	$22.8M
BSVVanguard Bd Index Fds	3.5%	3.9%	250,190	-0.3%	$19.5M
DFARDimensional US Real	3.4%	3.3%	717,843	+2.0%	$18.8M
AAPLApple Inc	3.1%	3.2%	60,690	-4.1%	$17.6M
SPYState Str Spdr S&p 500 ETF T	2.4%	2.3%	18,037	-0.6%	$13.5M
NVDANvidia Corporation	1.8%	1.7%	49,634	-0.5%	$9.9M
DFCFDimensional ETF Trust	1.6%	1.9%	206,965	-8.7%	$8.7M
IEFAIshares Tr	1.3%	1.4%	74,650	-6.0%	$7.2M
MSFTMicrosoft Corp	1.2%	1.3%	17,299	+0.5%	$6.5M
IOTSamsara Inc.	0.9%	1.0%	160,011	+0.5%	$5.2M
LLYEli Lilly & Co	0.8%	0.7%	3,627	+0.9%	$4.4M
VTWOVanguard Scottsdale Fds	0.7%	0.6%	30,358	-0.4%	$3.7M
IWFIshares Tr	0.6%	0.7%	28,602	+261.1%	$3.6M
GOOGAlphabet Inc	0.6%	0.6%	9,860	-1.8%	$3.5M
IEMGIshares Inc	0.6%	0.6%	40,852	-2.1%	$3.4M
GEGe Aerospace	0.6%	0.5%	8,654	+6.2%	$3.2M
AMZNAmazon Com Inc	0.6%	0.5%	13,269	+2.2%	$3.2M
JNJJohnson & Johnson	0.6%	0.6%	12,417	-0.1%	$3.2M
MUMicron Technology Inc	0.5%	—	2,649	—	$3.1M
VTWVVanguard Scottsdale Fds	0.5%	0.5%	14,040	-0.3%	$2.7M
VOVanguard Index Fds	0.5%	0.5%	32,592	+301.6%	$2.6M
IWDIshares Tr	0.5%	0.5%	10,744	-0.3%	$2.6M
JPMJpmorgan Chase & Co	0.4%	0.4%	7,596	-0.2%	$2.5M
CTASCintas Corp	0.4%	0.5%	14,611	-0.0%	$2.5M
ISTBIshares Tr	0.4%	0.5%	51,424	+0.4%	$2.5M
IVEIshares Tr	0.4%	0.5%	10,791	-1.6%	$2.5M
AVGOBroadcom Inc	0.4%	0.4%	6,394	-1.7%	$2.4M
XOMExxon Mobil Corp	0.4%	0.5%	16,251	+0.7%	$2.2M
GEVGe Vernova Inc	0.4%	0.3%	1,802	+0.2%	$2.1M
FITBFifth Third Bancorp	0.4%	0.3%	37,515	-0.4%	$2.1M
VOOVanguard Index Fds	0.4%	0.3%	3,011	+4.0%	$2.1M
MRKMerck & Co Inc	0.4%	0.4%	15,763	+0.4%	$2.0M
IWNIshares Tr	0.4%	0.3%	9,080	-3.0%	$2.0M
INTCIntel Corp	0.4%	—	14,291	—	$2.0M
GOOGLAlphabet Inc	0.4%	0.3%	5,478	-1.1%	$2.0M
AGGIshares Tr	0.3%	0.4%	18,729	+0.4%	$1.9M
VTIVanguard Index Fds	0.3%	0.3%	4,814	-1.5%	$1.8M
DUKDuke Energy Corp New	0.3%	0.3%	13,296	+3.9%	$1.7M
QQQInvesco Qqq Tr	0.3%	0.3%	2,260	-0.0%	$1.7M
IJRIshares Tr	0.3%	0.2%	10,573	+6.2%	$1.6M
TSLATesla Inc	0.3%	—	3,515	—	$1.5M
CSCOCisco Sys Inc	0.3%	—	12,440	—	$1.5M

What Wealth Dimensions Group, Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$558.3M	178
Q1 2026	$508.3M	170
Q4 2025	$504.0M	170
Q3 2025	$486.4M	177
Q2 2025	$453.8M	171
Q1 2025	$418.9M	160
Q4 2024	$408.3M	153
Q3 2024	$394.8M	147
Q2 2024	$350.8M	140
Q1 2024	$338.6M	142
Q4 2023	$315.8M	135
Q3 2023	$275.6M	131

Questions about Wealth Dimensions Group, Ltd.'s portfolio

What stocks does Wealth Dimensions Group, Ltd. own?

Wealth Dimensions Group, Ltd.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 178 positions worth $558.3M. The largest are Dimensional ETF Trust (DFAI) at 10.8%, Vanguard Scottsdale Fds (VGSH) at 9.2%, Vanguard Scottsdale Fds (VONV) at 6.3%, Procter & Gamble Co (PG) at 5.4% and Ishares Tr (IVV) at 4.9%.

What did Wealth Dimensions Group, Ltd. buy last quarter?

In Q2 2026, Wealth Dimensions Group, Ltd. added Vanguard Index Fds (VO) (+301.6% shares), Ishares Tr (IWF) (+261.1% shares) and Ishares Tr (IJR) (+6.2% shares), compared with its Q1 2026 filing.

What did Wealth Dimensions Group, Ltd. sell last quarter?

In Q2 2026, Wealth Dimensions Group, Ltd. cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Meta Platforms Inc (META), cut from its top 50 J P Morgan Exchange Traded F (JEPI), Dimensional ETF Trust (DFCF) (-8.7% shares), Ishares Tr (IEFA) (-6.0% shares) and Ishares Tr (IVV) (-5.3% shares), compared with its Q1 2026 filing.

How has Wealth Dimensions Group, Ltd.'s portfolio performed?

A portfolio copying Wealth Dimensions Group, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.4% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is Wealth Dimensions Group, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Dimensions Group, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Dimensions Group, Ltd. manage?

Wealth Dimensions Group, Ltd. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $558.3M.