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: $453.8M171 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$406K	0.1%Prev: 0.1%	2,669 SH	Increased+18 SH
ABBOTT LABS	COM	$683K	0.2%	5,019 SH	New
ABBVIE INC	COM	$1.1M	0.2%Prev: 0.2%	5,740 SH	Decreased+619 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$308K	0.1%Prev: 0.0%	1,031 SH	Increased-19 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.2%Prev: 0.3%	6,249 SH	Decreased+712 SH
ALPHABET INC	CAP STK CL C	$2.1M	0.5%Prev: 0.6%	11,951 SH	Decreased+1,915 SH
ALTRIA GROUP INC	COM	$466K	0.1%Prev: 0.1%	7,954 SH	Decreased+639 SH
AMAZON COM INC	COM	$3.1M	0.7%Prev: 0.5%	13,980 SH	Increased+993 SH
AMERICAN EXPRESS CO	COM	$243K	0.1%	761 SH	New
AMERICAN FINL GROUP INC OHIO	COM	$282K	0.1%	2,232 SH	New
AMGEN INC	COM	$1.0M	0.2%Prev: 0.2%	3,633 SH	Decreased+427 SH
APPLE INC	COM	$13.4M	3.0%Prev: 3.2%	65,320 SH	Decreased+2,067 SH
APPLIED MATLS INC	COM	$252K	0.1%	1,375 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$328K	0.1%	4,687 SH	New
AT&T INC	COM	$613K	0.1%Prev: 0.1%	21,169 SH	Decreased-467 SH
BANK AMERICA CORP	COM	$672K	0.1%Prev: 0.1%	14,199 SH	Increased+1,449 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$908K	0.2%Prev: 0.2%	1,870 SH	Increased+252 SH
BOEING CO	COM	$707K	0.2%	3,376 SH	New
BP PLC	SPONSORED ADR	$235K	0.1%Prev: 0.1%	7,861 SH	Decreased+127 SH
BRISTOL-MYERS SQUIBB CO	COM	$437K	0.1%Prev: 0.1%	9,432 SH	Decreased+748 SH
BROADCOM INC	COM	$2.2M	0.5%Prev: 0.4%	7,992 SH	Increased+1,490 SH
CATERPILLAR INC	COM	$419K	0.1%Prev: 0.1%	1,080 SH	Decreased+9 SH
CHEVRON CORP NEW	COM	$1.1M	0.2%	7,722 SH	New
CINCINNATI FINL CORP	COM	$1.2M	0.3%Prev: 0.2%	8,035 SH	Decreased+197 SH
CINTAS CORP	COM	$2.9M	0.6%Prev: 0.5%	12,887 SH	Increased-1,725 SH
CISCO SYS INC	COM	$839K	0.2%Prev: 0.2%	12,087 SH	Decreased-389 SH
COCA COLA CO	COM	$485K	0.1%Prev: 0.1%	6,859 SH	Increased+850 SH
CONOCOPHILLIPS	COM	$343K	0.1%Prev: 0.1%	3,825 SH	Decreased+284 SH
CONSTELLATION ENERGY CORP	COM	$497K	0.1%Prev: 0.1%	1,539 SH	Increased+40 SH
COSTCO WHSL CORP NEW	COM	$420K	0.1%	425 SH	New
CROWDSTRIKE HLDGS INC	CL A	$625K	0.1%Prev: 0.1%	1,227 SH	Increased+9 SH
CUMMINS INC	COM	$227K	0.1%Prev: 0.0%	694 SH	Decreased+248 SH
DEERE & CO	COM	$558K	0.1%Prev: 0.1%	1,098 SH	Decreased+48 SH
DELTA AIR LINES INC DEL	COM NEW	$437K	0.1%	8,877 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$8.0M	1.8%Prev: 1.9%	188,921 SH	Decreased-37,681 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$14.0M	3.1%Prev: 3.7%	483,005 SH	Decreased-79,408 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$42.8M	9.4%Prev: 10.9%	1,238,601 SH	Decreased-184,090 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$12.0M	2.7%Prev: 3.3%	513,347 SH	Decreased-190,588 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$13.4M	3.0%Prev: 4.0%	456,519 SH	Decreased-124,750 SH
DISNEY WALT CO	COM	$748K	0.2%Prev: 0.1%	6,033 SH	Increased+1,505 SH
DUKE ENERGY CORP NEW	COM NEW	$1.7M	0.4%Prev: 0.3%	14,389 SH	Increased+1,594 SH
EATON CORP PLC	SHS	$438K	0.1%Prev: 0.0%	1,226 SH	Increased+586 SH
ELI LILLY & CO	COM	$3.0M	0.7%Prev: 0.7%	3,852 SH	Decreased+256 SH
EMERSON ELEC CO	COM	$410K	0.1%Prev: 0.1%	3,073 SH	Increased-12 SH
ENBRIDGE INC	COM	$692K	0.2%Prev: 0.1%	15,262 SH	Decreased+1,627 SH
ETF SER SOLUTIONS	BAHL GAYNOR SML	$1.2M	0.3%Prev: 0.2%	41,775 SH	Decreased
EXELON CORP	COM	$202K	0.0%Prev: 0.0%	4,659 SH	Decreased+14 SH
EXXON MOBIL CORP	COM	$1.9M	0.4%Prev: 0.5%	17,476 SH	Decreased+1,333 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$269K	0.1%Prev: 0.1%	2,857 SH	Decreased-6,807 SH
FIFTH THIRD BANCORP	COM	$2.8M	0.6%Prev: 0.3%	69,207 SH	Increased+31,536 SH
GE AEROSPACE	COM NEW	$2.2M	0.5%Prev: 0.5%	8,589 SH	Decreased+438 SH
GE VERNOVA INC	COM	$976K	0.2%Prev: 0.3%	1,845 SH	Decreased+47 SH
GENERAL DYNAMICS CORP	COM	$212K	0.0%Prev: 0.0%	727 SH	Decreased-2 SH
GRIFFON CORP	COM	$444K	0.1%Prev: 0.1%	6,130 SH	Decreased
HOME DEPOT INC	COM	$1.2M	0.3%Prev: 0.2%	3,151 SH	Increased+107 SH
HONEYWELL INTL INC	COM	$290K	0.1%Prev: 0.1%	1,245 SH	Increased-30 SH
HUMANA INC	COM	$216K	0.0%	883 SH	New
INTEL CORP	COM	$398K	0.1%Prev: 0.1%	18,118 SH	Decreased+3,324 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.3%Prev: 0.2%	4,264 SH	Increased+436 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$570K	0.1%Prev: 0.1%	3,134 SH	Decreased+98 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.3%Prev: 0.3%	2,236 SH	Decreased-25 SH
ISHARES GOLD TR	ISHARES NEW	$244K	0.1%Prev: 0.1%	3,915 SH	Decreased-254 SH
ISHARES INC	CORE MSCI EMKT	$2.8M	0.6%Prev: 0.6%	46,268 SH	Decreased+4,552 SH
ISHARES INC	MSCI GBL MIN VOL	$702K	0.2%Prev: 0.1%	5,922 SH	Increased+208 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.5%Prev: 0.5%	50,840 SH	Decreased-369 SH
ISHARES TR	CORE MSCI EAFE	$7.1M	1.6%Prev: 1.4%	85,046 SH	Decreased+5,639 SH
ISHARES TR	CORE S&P MCP ETF	$918K	0.2%Prev: 0.2%	14,797 SH	Decreased+1,009 SH
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.2%Prev: 0.2%	9,884 SH	Decreased-68 SH
ISHARES TR	CORE S&P TTL STK	$281K	0.1%Prev: 0.0%	2,080 SH	Increased+348 SH
ISHARES TR	CORE S&P500 ETF	$24.6M	5.4%Prev: 5.0%	39,628 SH	Decreased+819 SH
ISHARES TR	CORE US AGGBD ET	$1.8M	0.4%Prev: 0.4%	18,328 SH	Decreased-335 SH
ISHARES TR	ESG AW MSCI EAFE	$651K	0.1%Prev: 0.1%	7,292 SH	Increased+3,553 SH
ISHARES TR	MSCI EAFE ETF	$496K	0.1%Prev: 0.1%	5,549 SH	Increased+858 SH
ISHARES TR	MSCI EMG MKT ETF	$295K	0.1%Prev: 0.1%	6,108 SH	Decreased+429 SH
ISHARES TR	MSCI USA QLT FCT	$1.1M	0.3%Prev: 0.2%	6,214 SH	Increased+1,172 SH
ISHARES TR	PFD AND INCM SEC	$371K	0.1%Prev: 0.1%	12,107 SH	Decreased-823 SH
ISHARES TR	RUS 1000 ETF	$246K	0.1%Prev: 0.1%	724 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$3.4M	0.8%Prev: 0.7%	8,059 SH	Increased+138 SH
ISHARES TR	RUS 1000 VAL ETF	$2.2M	0.5%Prev: 0.5%	11,177 SH	Decreased+405 SH
ISHARES TR	RUS 2000 VAL ETF	$1.7M	0.4%Prev: 0.3%	10,555 SH	Decreased+1,195 SH
ISHARES TR	RUS MID CAP ETF	$844K	0.2%Prev: 0.1%	9,177 SH	Increased+4,133 SH
ISHARES TR	RUSSELL 2000 ETF	$959K	0.2%Prev: 0.2%	4,444 SH	Increased+1,039 SH
ISHARES TR	S&P 500 VAL ETF	$2.2M	0.5%Prev: 0.5%	11,452 SH	Decreased+487 SH
ISHARES TR	SELECT DIVID ETF	$850K	0.2%Prev: 0.2%	6,403 SH	Decreased+182 SH
ISHARES TR	SHRT NAT MUN ETF	$216K	0.0%	2,035 SH	New
ISHARES TR	SP SMCP600VL ETF	$324K	0.1%Prev: 0.1%	3,257 SH	Decreased+141 SH
ISHARES TR	U.S. REAL ES ETF	$278K	0.1%Prev: 0.1%	2,930 SH	Increased+30 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.4M	0.3%Prev: 0.2%	25,408 SH	Increased+3,517 SH
JOBY AVIATION INC	COMMON STOCK	$215K	0.0%	34,000 SH	New
JOHNSON & JOHNSON	COM	$2.1M	0.5%Prev: 0.6%	13,501 SH	Decreased+1,069 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.4%	6,544 SH	New
KROGER CO	COM	$597K	0.1%Prev: 0.1%	8,317 SH	Decreased-697 SH
LOCKHEED MARTIN CORP	COM	$665K	0.1%Prev: 0.1%	1,435 SH	Increased+503 SH
LOWES COS INC	COM	$547K	0.1%Prev: 0.1%	2,466 SH	Decreased-16 SH
LULULEMON ATHLETICA INC	COM	$217K	0.0%	911 SH	New
MARATHON PETE CORP	COM	$215K	0.0%Prev: 0.0%	1,291 SH	Decreased+302 SH
MASTERCARD INCORPORATED	CL A	$981K	0.2%Prev: 0.1%	1,746 SH	Increased+249 SH
MCDONALDS CORP	COM	$1.2M	0.3%Prev: 0.2%	4,043 SH	Decreased+32 SH
MCKESSON CORP	COM	$213K	0.0%Prev: 0.1%	290 SH	Decreased-6 SH
MERCK & CO INC	COM	$1.4M	0.3%Prev: 0.4%	17,057 SH	Decreased+1,353 SH
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.2%	2,050 SH	Increased-125 SH
MICRON TECHNOLOGY INC	COM	$455K	0.1%Prev: 0.2%	3,691 SH	Decreased+1,175 SH
MICROSOFT CORP	COM	$8.6M	1.9%Prev: 1.3%	17,335 SH	Increased+123 SH
MONDELEZ INTL INC	CL A	$331K	0.1%Prev: 0.1%	4,913 SH	Increased+221 SH
MORGAN STANLEY	COM NEW	$310K	0.1%Prev: 0.1%	2,203 SH	Decreased-50 SH
NETFLIX INC	COM	$898K	0.2%	670 SH	New
NEXTERA ENERGY INC	COM	$350K	0.1%Prev: 0.1%	5,045 SH	Decreased+390 SH
NORFOLK SOUTHN CORP	COM	$211K	0.0%Prev: 0.0%	826 SH	Increased+101 SH
NOVARTIS AG	SPONSORED ADR	$271K	0.1%Prev: 0.1%	2,240 SH	Decreased+36 SH
NUVEEN AMT FREE MUN CR INC F	COM	$218K	0.0%Prev: 0.0%	18,295 SH	Decreased+500 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$213K	0.0%	17,900 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$152K	0.0%	10,943 SH	New
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$162K	0.0%Prev: 0.0%	11,521 SH	Decreased
NVIDIA CORPORATION	COM	$7.3M	1.6%Prev: 1.7%	46,363 SH	Decreased-3,515 SH
ORACLE CORP	COM	$1.0M	0.2%Prev: 0.2%	4,747 SH	Increased-2,207 SH
ORGANOGENESIS HLDGS INC	COM	$1.5M	0.3%Prev: 0.2%	407,965 SH	Increased
PALO ALTO NETWORKS INC	COM	$232K	0.1%Prev: 0.0%	1,133 SH	Increased-124 SH
PEPSICO INC	COM	$549K	0.1%Prev: 0.1%	4,157 SH	Decreased+31 SH
PFIZER INC	COM	$725K	0.2%Prev: 0.1%	29,911 SH	Decreased+3,683 SH
PHILIP MORRIS INTL INC	COM	$748K	0.2%Prev: 0.1%	4,109 SH	Increased-121 SH
PROCTER AND GAMBLE CO	COM	$28.3M	6.2%	177,882 SH	New
QUALCOMM INC	COM	$754K	0.2%Prev: 0.1%	4,735 SH	Increased+352 SH
REPUBLIC BANCORP INC KY	CL A	$946K	0.2%Prev: 0.2%	12,944 SH	Decreased-2,377 SH
ROPER TECHNOLOGIES INC	COM	$672K	0.1%	1,186 SH	New
RTX CORPORATION	COM	$361K	0.1%Prev: 0.1%	2,475 SH	Decreased+337 SH
SALESFORCE INC	COM	$323K	0.1%	1,185 SH	New
SAMSARA INC	COM CL A	$6.2M	1.4%Prev: 1.0%	155,998 SH	Increased-3,268 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$206K	0.0%	2,550 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$247K	0.1%	974 SH	New
SNOWFLAKE INC	CL A	$220K	0.0%	982 SH	New
SOUTHERN CO	COM	$729K	0.2%Prev: 0.1%	7,935 SH	Increased+649 SH
SPDR GOLD TR	GOLD SHS	$200K	0.0%Prev: 0.1%	657 SH	Decreased-870 SH
SPDR S&P 500 ETF TR	TR UNIT	$11.6M	2.6%	18,839 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$241K	0.1%	9,500 SH	New
STARBUCKS CORP	COM	$291K	0.1%Prev: 0.0%	3,172 SH	Increased+440 SH
TESLA INC	COM	$1.2M	0.3%Prev: 0.2%	3,732 SH	Decreased+501 SH
THERMO FISHER SCIENTIFIC INC	COM	$270K	0.1%Prev: 0.0%	667 SH	Increased+240 SH
TJX COS INC NEW	COM	$362K	0.1%Prev: 0.1%	2,934 SH	Decreased+8 SH
UNION PAC CORP	COM	$268K	0.1%	1,164 SH	New
UNITEDHEALTH GROUP INC	COM	$236K	0.1%	755 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$322K	0.1%Prev: 0.1%	1,153 SH	Decreased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.0M	4.2%Prev: 3.9%	241,199 SH	Decreased-9,770 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$250K	0.1%Prev: 0.1%	1,298 SH	Decreased+8 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.0M	0.2%Prev: 0.2%	2,289 SH	Increased+87 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$304K	0.1%Prev: 0.1%	1,065 SH	Decreased-70 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.5%Prev: 0.5%	8,168 SH	Decreased+52 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.3%Prev: 0.2%	12,825 SH	Increased+686 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.0M	0.2%Prev: 0.3%	1,806 SH	Decreased-1,089 SH
VANGUARD INDEX FDS	SMALL CP ETF	$574K	0.1%Prev: 0.1%	2,424 SH	Decreased-232 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.3%Prev: 0.3%	4,450 SH	Decreased-436 SH
VANGUARD INDEX FDS	VALUE ETF	$516K	0.1%Prev: 0.1%	2,922 SH	Decreased-477 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$658K	0.1%Prev: 0.1%	9,785 SH	Decreased+164 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$235K	0.1%Prev: 0.1%	4,755 SH	Decreased-886 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$285K	0.1%Prev: 0.1%	5,664 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$304K	0.1%	6,202 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$254K	0.1%Prev: 0.1%	3,059 SH	Decreased-25 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$43.5M	9.6%Prev: 9.7%	740,377 SH	Decreased-101,921 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$21.9M	4.8%Prev: 4.4%	200,674 SH	Decreased-3,657 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$26.3M	5.8%Prev: 6.2%	308,458 SH	Decreased-25,324 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.8M	0.6%Prev: 0.6%	31,919 SH	Decreased+1,438 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$2.1M	0.5%Prev: 0.5%	14,859 SH	Decreased+772 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.2%Prev: 0.2%	5,116 SH	Decreased-106 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$646K	0.1%Prev: 0.2%	11,327 SH	Decreased-1,261 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$19.6M	4.3%Prev: 4.5%	146,688 SH	Decreased-8,509 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$601K	0.1%Prev: 0.1%	7,503 SH	Decreased+671 SH
VERIZON COMMUNICATIONS INC	COM	$632K	0.1%Prev: 0.1%	14,596 SH	Decreased+904 SH
VISA INC	COM CL A	$657K	0.1%Prev: 0.1%	1,850 SH	Increased+139 SH
WALMART INC	COM	$906K	0.2%Prev: 0.2%	9,262 SH	Decreased-326 SH
WASTE MGMT INC DEL	COM	$566K	0.1%Prev: 0.1%	2,474 SH	Increased+140 SH
WELLS FARGO CO NEW	COM	$272K	0.1%	3,396 SH	New
ZSCALER INC	COM	$397K	0.1%	1,265 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $530K
AMERICAN FINANCIAL GROUP INC — $210K
ASTRAZENECA PLC — $395K
CHEVRON CORPORATION — $1.5M
COSTCO WHOLESALE CORPORATION — $369K
DELTA AIR LINES INC — $518K
ENERGY TRANSFER L P — $333K
ENTERPRISE PRODS PARTNERS L — $512K
FIDELITY COVINGTON TRUST — $247K
INVESCO EXCH TRADED FD TR II — $210K
J P MORGAN EXCHANGE TRADED F — $281K
JPMORGAN CHASE & CO — $2.2M
L3HARRIS TECHNOLOGIES INC — $228K
NETFLIX INC. — $680K
NUVEEN MUN CR INCOME FD — $218K
PALANTIR TECHNOLOGIES INC — $340K
PROCTER & GAMBLE CO — $29.5M
SCHWAB STRATEGIC TR — $208K
SCHWAB STRATEGIC TR — $314K
SCHWAB STRATEGIC TR — $461K
… and 9 more

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