Wealth Dimensions Group, Ltd.

CIK 0001846462 • 6 13F filings • May 5, 2025 – Jul 22, 2026

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Filer information

Filed by: Wealth Dimensions Group, Ltd., Chief Compliance Officer
Address: 7870 E. KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249
Phone: 513-693-4498
AUM: $504.0M

AUM over time

$558.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $504.0M170 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$425K	0.1%Prev: 0.1%	2,654 SH	Increased-21 SH
ABBOTT LABS	COM	$627K	0.1%Prev: 0.1%	5,003 SH	Decreased-57 SH
ABBVIE INC	COM	$1.2M	0.2%Prev: 0.3%	5,227 SH	Decreased-427 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$281K	0.1%Prev: 0.1%	1,046 SH	Increased-19 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.3%Prev: 0.3%	5,322 SH	Increased+7 SH
ALPHABET INC	CAP STK CL C	$3.2M	0.6%Prev: 0.6%	10,229 SH	Increased-1,382 SH
ALTRIA GROUP INC	COM	$434K	0.1%Prev: 0.1%	7,525 SH	Decreased-121 SH
AMAZON COM INC	COM	$3.0M	0.6%Prev: 0.6%	12,837 SH	Decreased-1,221 SH
AMERICAN EXPRESS CO	COM	$225K	0.0%	608 SH	New
AMERICAN FINL GROUP INC OHIO	COM	$280K	0.1%Prev: 0.1%	2,049 SH	Decreased-183 SH
AMGEN INC	COM	$1.1M	0.2%Prev: 0.2%	3,243 SH	Increased-365 SH
APPLE INC	COM	$17.0M	3.4%Prev: 3.3%	62,548 SH	Increased-1,381 SH
ASTRAZENECA PLC	SPONSORED ADR	$421K	0.1%Prev: 0.1%	4,580 SH	Increased-114 SH
AT&T INC	COM	$554K	0.1%Prev: 0.1%	22,312 SH	Decreased-420 SH
BANK AMERICA CORP	COM	$681K	0.1%Prev: 0.1%	12,381 SH	Decreased-1,676 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$802K	0.2%Prev: 0.2%	1,596 SH	Decreased-102 SH
BOEING CO	COM	$224K	0.0%Prev: 0.1%	1,032 SH	Decreased-2,275 SH
BP PLC	SPONSORED ADR	$268K	0.1%Prev: 0.1%	7,730 SH	Decreased-136 SH
BRISTOL-MYERS SQUIBB CO	COM	$471K	0.1%Prev: 0.1%	8,724 SH	Increased-57 SH
BROADCOM INC	COM	$2.2M	0.4%Prev: 0.5%	6,305 SH	Decreased-1,676 SH
CATERPILLAR INC	COM	$619K	0.1%Prev: 0.1%	1,081 SH	Increased+10 SH
CHEVRON CORP NEW	COM	$1.1M	0.2%Prev: 0.2%	7,105 SH	Decreased-480 SH
CINCINNATI FINL CORP	COM	$1.3M	0.3%Prev: 0.3%	7,838 SH	Increased+32 SH
CINTAS CORP	COM	$2.4M	0.5%Prev: 0.5%	12,915 SH	Decreased+28 SH
CISCO SYS INC	COM	$938K	0.2%Prev: 0.2%	12,177 SH	Increased+52 SH
COCA COLA CO	COM	$399K	0.1%Prev: 0.1%	5,712 SH	Decreased-654 SH
CONOCOPHILLIPS	COM	$321K	0.1%Prev: 0.1%	3,427 SH	Decreased-402 SH
CONSTELLATION ENERGY CORP	COM	$549K	0.1%Prev: 0.1%	1,554 SH	Increased-5 SH
COSTCO WHSL CORP NEW	COM	$305K	0.1%Prev: 0.1%	354 SH	Decreased-35 SH
CROWDSTRIKE HLDGS INC	CL A	$590K	0.1%Prev: 0.1%	1,258 SH	Decreased+24 SH
CUMMINS INC	COM	$227K	0.0%Prev: 0.1%	446 SH	Decreased-249 SH
DEERE & CO	COM	$484K	0.1%Prev: 0.1%	1,039 SH	Decreased-62 SH
DELTA AIR LINES INC DEL	COM NEW	$541K	0.1%Prev: 0.1%	7,801 SH	Increased-601 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.0M	1.8%Prev: 1.8%	210,429 SH	Increased+6,635 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$17.4M	3.5%Prev: 3.3%	535,156 SH	Increased+25,915 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$52.2M	10.4%Prev: 9.7%	1,370,853 SH	Increased+77,940 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$14.9M	2.9%Prev: 2.8%	648,822 SH	Increased+81,938 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$18.3M	3.6%Prev: 3.3%	555,493 SH	Increased+54,840 SH
DISNEY WALT CO	COM	$499K	0.1%Prev: 0.1%	4,383 SH	Decreased-1,289 SH
DUKE ENERGY CORP NEW	COM NEW	$1.6M	0.3%Prev: 0.4%	13,736 SH	Decreased-342 SH
EATON CORP PLC	SHS	$202K	0.0%Prev: 0.1%	633 SH	Decreased-593 SH
ELI LILLY & CO	COM	$4.0M	0.8%Prev: 0.6%	3,705 SH	Increased-126 SH
EMERSON ELEC CO	COM	$411K	0.1%Prev: 0.1%	3,096 SH	Increased+23 SH
ENBRIDGE INC	COM	$659K	0.1%Prev: 0.2%	13,785 SH	Decreased-1,347 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$265K	0.1%Prev: 0.1%	16,087 SH	Increased+1,004 SH
ETF SER SOLUTIONS	BAHL GAYNOR SML	$1.2M	0.2%Prev: 0.3%	41,775 SH	Decreased
EXELON CORP	COM	$203K	0.0%Prev: 0.0%	4,663 SH	Decreased+2 SH
EXXON MOBIL CORP	COM	$2.1M	0.4%Prev: 0.4%	17,238 SH	Increased-7 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$724K	0.1%Prev: 0.2%	9,503 SH	Decreased+3 SH
FIFTH THIRD BANCORP	COM	$2.0M	0.4%Prev: 0.4%	41,696 SH	Increased+726 SH
GE AEROSPACE	COM NEW	$2.6M	0.5%Prev: 0.5%	8,572 SH	Increased-16 SH
GE VERNOVA INC	COM	$1.2M	0.2%Prev: 0.2%	1,895 SH	Increased+27 SH
GENERAL DYNAMICS CORP	COM	$240K	0.0%Prev: 0.1%	713 SH	Decreased-14 SH
GLOBAL X FDS	ARTIFICIAL ETF	$201K	0.0%	3,946 SH	New
GRIFFON CORP	COM	$451K	0.1%Prev: 0.1%	6,130 SH	Decreased
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 0.3%	3,003 SH	Decreased-174 SH
HONEYWELL INTL INC	COM	$247K	0.0%Prev: 0.1%	1,264 SH	Decreased+19 SH
INTEL CORP	COM	$575K	0.1%Prev: 0.1%	15,890 SH	Increased-1,517 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.2%Prev: 0.2%	3,887 SH	Decreased-227 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$222K	0.0%Prev: 0.0%	879 SH	Increased-17 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$600K	0.1%Prev: 0.1%	3,132 SH	Increased-6 SH
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.3%Prev: 0.3%	2,245 SH	Increased
ISHARES GOLD TR	ISHARES NEW	$337K	0.1%Prev: 0.1%	4,150 SH	Increased+235 SH
ISHARES INC	CORE MSCI EMKT	$2.9M	0.6%Prev: 0.6%	43,677 SH	Increased+64 SH
ISHARES INC	MSCI GBL MIN VOL	$679K	0.1%Prev: 0.1%	5,714 SH	Decreased+5 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.5%Prev: 0.5%	50,430 SH	Decreased-62 SH
ISHARES TR	CORE MSCI EAFE	$7.5M	1.5%Prev: 1.5%	83,657 SH	Increased-458 SH
ISHARES TR	CORE S&P MCP ETF	$903K	0.2%Prev: 0.2%	13,681 SH	Increased-48 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%Prev: 0.2%	10,112 SH	Increased+71 SH
ISHARES TR	CORE S&P TTL STK	$259K	0.1%Prev: 0.1%	1,745 SH	Decreased-335 SH
ISHARES TR	CORE S&P500 ETF	$27.2M	5.4%Prev: 5.5%	39,658 SH	Increased-262 SH
ISHARES TR	CORE US AGGBD ET	$1.9M	0.4%Prev: 0.4%	18,663 SH	Decreased-85 SH
ISHARES TR	ESG AW MSCI EAFE	$356K	0.1%Prev: 0.1%	3,739 SH	Increased
ISHARES TR	MSCI EAFE ETF	$450K	0.1%Prev: 0.1%	4,691 SH	Decreased-1,022 SH
ISHARES TR	MSCI EMG MKT ETF	$314K	0.1%Prev: 0.1%	5,738 SH	Decreased-362 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.2%Prev: 0.2%	5,519 SH	Decreased-482 SH
ISHARES TR	PFD AND INCM SEC	$400K	0.1%Prev: 0.1%	12,930 SH	Increased+723 SH
ISHARES TR	RUS 1000 ETF	$270K	0.1%Prev: 0.1%	724 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$3.7M	0.7%Prev: 0.8%	7,919 SH	Increased-65 SH
ISHARES TR	RUS 1000 VAL ETF	$2.3M	0.5%Prev: 0.5%	10,883 SH	Increased-72 SH
ISHARES TR	RUS 2000 VAL ETF	$1.8M	0.4%Prev: 0.4%	9,875 SH	Decreased-327 SH
ISHARES TR	RUS MID CAP ETF	$627K	0.1%Prev: 0.2%	6,516 SH	Decreased-1,962 SH
ISHARES TR	RUSSELL 2000 ETF	$905K	0.2%Prev: 0.2%	3,676 SH	Decreased-209 SH
ISHARES TR	S&P 500 VAL ETF	$2.4M	0.5%Prev: 0.5%	11,348 SH	Increased-265 SH
ISHARES TR	SELECT DIVID ETF	$894K	0.2%Prev: 0.2%	6,332 SH	Decreased-31 SH
ISHARES TR	SHRT NAT MUN ETF	$217K	0.0%Prev: 0.0%	2,035 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$378K	0.1%Prev: 0.1%	3,323 SH	Increased
ISHARES TR	U.S. REAL ES ETF	$269K	0.1%Prev: 0.1%	2,870 SH	Decreased-61 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.3M	0.3%Prev: 0.3%	23,198 SH	Decreased-2,327 SH
JOHNSON & JOHNSON	COM	$2.7M	0.5%Prev: 0.5%	12,833 SH	Increased-369 SH
JPMORGAN CHASE & CO.	COM	$2.4M	0.5%Prev: 0.5%	7,484 SH	Increased-124 SH
KROGER CO	COM	$562K	0.1%Prev: 0.1%	8,992 SH	Decreased+653 SH
L3HARRIS TECHNOLOGIES INC	COM	$217K	0.0%Prev: 0.0%	739 SH	Decreased+8 SH
LEIDOS HOLDINGS INC	COM	$214K	0.0%Prev: 0.0%	1,188 SH	Decreased+8 SH
LOCKHEED MARTIN CORP	COM	$466K	0.1%Prev: 0.1%	963 SH	Decreased-454 SH
LOWES COS INC	COM	$593K	0.1%Prev: 0.1%	2,457 SH	Decreased-9 SH
MASTERCARD INCORPORATED	CL A	$847K	0.2%Prev: 0.2%	1,483 SH	Decreased-197 SH
MCDONALDS CORP	COM	$1.2M	0.2%Prev: 0.3%	3,975 SH	Decreased-69 SH
MCKESSON CORP	COM	$238K	0.0%Prev: 0.0%	290 SH	Increased
MERCK & CO INC	COM	$1.7M	0.3%Prev: 0.3%	16,519 SH	Increased-47 SH
META PLATFORMS INC	CL A	$1.4M	0.3%Prev: 0.3%	2,164 SH	Decreased+61 SH
MICRON TECHNOLOGY INC	COM	$715K	0.1%Prev: 0.1%	2,505 SH	Increased-1,186 SH
MICROSOFT CORP	COM	$8.2M	1.6%Prev: 1.8%	16,952 SH	Decreased-167 SH
MONDELEZ INTL INC	CL A	$254K	0.1%Prev: 0.1%	4,727 SH	Decreased+57 SH
MORGAN STANLEY	COM NEW	$388K	0.1%Prev: 0.1%	2,185 SH	Increased-19 SH
NETFLIX INC	COM	$643K	0.1%Prev: 0.2%	6,863 SH	Decreased+6,185 SH
NEXTERA ENERGY INC	COM	$413K	0.1%Prev: 0.1%	5,144 SH	Increased+85 SH
NORFOLK SOUTHN CORP	COM	$215K	0.0%Prev: 0.1%	745 SH	Decreased-81 SH
NOVARTIS AG	SPONSORED ADR	$304K	0.1%Prev: 0.1%	2,202 SH	Increased-38 SH
NUVEEN AMT FREE MUN CR INC F	COM	$232K	0.0%Prev: 0.0%	18,295 SH	Increased
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$225K	0.0%Prev: 0.0%	17,900 SH	Increased
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$162K	0.0%Prev: 0.0%	11,521 SH	Decreased
NVIDIA CORPORATION	COM	$8.4M	1.7%Prev: 1.7%	45,028 SH	Increased+1,955 SH
ORACLE CORP	COM	$1.3M	0.3%Prev: 0.3%	7,063 SH	Decreased+2,317 SH
ORGANOGENESIS HLDGS INC	COM	$2.1M	0.4%Prev: 0.4%	407,965 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$294K	0.1%	1,655 SH	New
PALO ALTO NETWORKS INC	COM	$235K	0.0%Prev: 0.1%	1,274 SH	Decreased-10 SH
PEPSICO INC	COM	$579K	0.1%Prev: 0.1%	4,034 SH	Increased+1 SH
PFIZER INC	COM	$774K	0.2%Prev: 0.2%	31,065 SH	Increased+1,353 SH
PHILIP MORRIS INTL INC	COM	$652K	0.1%Prev: 0.1%	4,063 SH	Decreased-11 SH
PROCTER AND GAMBLE CO	COM	$29.4M	5.8%Prev: 5.6%	205,447 SH	Increased+27,955 SH
QUALCOMM INC	COM	$741K	0.1%Prev: 0.2%	4,332 SH	Decreased-405 SH
REPUBLIC BANCORP INC KY	CL A	$904K	0.2%Prev: 0.2%	13,106 SH	Decreased+85 SH
RTX CORPORATION	COM	$374K	0.1%Prev: 0.1%	2,041 SH	Decreased-435 SH
SALESFORCE INC	COM	$210K	0.0%Prev: 0.1%	794 SH	Decreased-353 SH
SAMSARA INC	COM CL A	$5.6M	1.1%Prev: 1.2%	157,207 SH	Decreased+59 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$329K	0.1%	2,284 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$211K	0.0%	4,942 SH	New
SNOWFLAKE INC	COM SHS	$216K	0.0%Prev: 0.0%	984 SH	Decreased-25 SH
SOUTHERN CO	COM	$693K	0.1%Prev: 0.2%	7,949 SH	Decreased+14 SH
SPDR GOLD TR	GOLD SHS	$449K	0.1%Prev: 0.0%	1,133 SH	Increased+476 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.4M	2.5%Prev: 2.5%	18,148 SH	Increased-398 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$314K	0.1%Prev: 0.1%	9,500 SH	Increased
STARBUCKS CORP	COM	$228K	0.0%Prev: 0.1%	2,704 SH	Decreased-403 SH
TESLA INC	COM	$1.5M	0.3%Prev: 0.3%	3,515 SH	Increased-17 SH
THERMO FISHER SCIENTIFIC INC	COM	$232K	0.0%Prev: 0.1%	400 SH	Decreased-200 SH
TJX COS INC NEW	COM	$438K	0.1%Prev: 0.1%	2,853 SH	Increased+93 SH
UNITEDHEALTH GROUP INC	COM	$205K	0.0%Prev: 0.1%	620 SH	Decreased-87 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$415K	0.1%Prev: 0.1%	1,153 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.5M	3.9%Prev: 3.9%	246,853 SH	Increased+4,091 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$272K	0.1%Prev: 0.1%	1,300 SH	Decreased+1 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.2%Prev: 0.2%	2,257 SH	Increased-14 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$345K	0.1%Prev: 0.1%	1,095 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.5%Prev: 0.5%	7,962 SH	Decreased-46 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.2%Prev: 0.2%	12,238 SH	Decreased-717 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	0.4%Prev: 0.3%	2,886 SH	Increased+656 SH
VANGUARD INDEX FDS	SMALL CP ETF	$641K	0.1%Prev: 0.1%	2,485 SH	Increased+90 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$202K	0.0%Prev: 0.0%	669 SH	Decreased-41 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.3%Prev: 0.3%	4,771 SH	Increased-53 SH
VANGUARD INDEX FDS	VALUE ETF	$636K	0.1%Prev: 0.1%	3,331 SH	Increased+352 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$712K	0.1%Prev: 0.1%	9,673 SH	Increased-81 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$287K	0.1%Prev: 0.1%	5,330 SH	Increased+282 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$280K	0.1%Prev: 0.1%	5,664 SH	Decreased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$258K	0.1%Prev: 0.1%	3,084 SH	Decreased-206 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$47.3M	9.4%Prev: 9.3%	806,019 SH	Increased+38,480 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$24.3M	4.8%Prev: 5.0%	199,958 SH	Increased-1,046 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$30.6M	6.1%Prev: 5.9%	331,276 SH	Increased+11,059 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.2M	0.6%Prev: 0.6%	31,910 SH	Increased+103 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$2.4M	0.5%Prev: 0.5%	14,817 SH	Increased-59 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.2%Prev: 0.2%	5,244 SH	Increased-83 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$778K	0.2%Prev: 0.2%	12,457 SH	Decreased-621 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$22.1M	4.4%Prev: 4.4%	153,925 SH	Increased+3,439 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$652K	0.1%Prev: 0.1%	7,247 SH	Increased-246 SH
VANGUARD WORLD FD	INF TECH ETF	$361K	0.1%	478 SH	New
VERIZON COMMUNICATIONS INC	COM	$607K	0.1%Prev: 0.1%	14,895 SH	Decreased+152 SH
VISA INC	COM CL A	$514K	0.1%Prev: 0.1%	1,466 SH	Increased-5 SH
WALMART INC	COM	$1.0M	0.2%Prev: 0.2%	9,268 SH	Increased+58 SH
WASTE MGMT INC DEL	COM	$518K	0.1%Prev: 0.1%	2,357 SH	Increased+16 SH
WELLS FARGO CO NEW	COM	$324K	0.1%Prev: 0.1%	3,472 SH	Increased
ZSCALER INC	COM	$261K	0.1%Prev: 0.1%	1,162 SH	Decreased

Sold (vs prior filing)

APPLIED MATLS INC — $282K
BLACKSTONE INC — $204K
HUMANA INC — $231K
ISHARES TR — $203K
JOBY AVIATION INC — $55K
MARATHON PETE CORP — $249K
MOLECULIN BIOTECH INC — $11K
NUVEEN S&P 500 BUY-WRITE INC — $158K
ROPER TECHNOLOGIES INC — $591K
SELECT SECTOR SPDR TR — $215K
SELECT SECTOR SPDR TR — $295K
UNION PAC CORP — $275K
VANGUARD MUN BD FDS — $294K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001846462-26-000001	$504.0M	View
Oct 30, 2025	Q3 2025	13F-HR	0001846462-25-000005	$486.5M	View
Jul 22, 2026	Q2 2026