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: $486.5M177 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$415K	0.1%Prev: 0.1%	2,675 SH	Decreased-5 SH
ABBOTT LABS	COM	$678K	0.1%	5,060 SH	New
ABBVIE INC	COM	$1.3M	0.3%Prev: 0.2%	5,654 SH	Increased+584 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$263K	0.1%	1,065 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.4%	5,315 SH	Decreased-163 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.6%Prev: 0.6%	11,611 SH	Decreased+1,751 SH
ALTRIA GROUP INC	COM	$505K	0.1%Prev: 0.1%	7,646 SH	Decreased+290 SH
AMAZON COM INC	COM	$3.1M	0.6%Prev: 0.6%	14,058 SH	Decreased+789 SH
AMERICAN FINL GROUP INC OHIO	COM	$325K	0.1%	2,232 SH	New
AMGEN INC	COM	$1.0M	0.2%Prev: 0.2%	3,608 SH	Decreased+388 SH
APPLE INC	COM	$16.3M	3.3%Prev: 3.1%	63,929 SH	Decreased+3,239 SH
APPLIED MATLS INC	COM	$282K	0.1%Prev: 0.0%	1,375 SH	Increased+1,016 SH
ASTRAZENECA PLC	SPONSORED ADR	$360K	0.1%	4,694 SH	New
AT&T INC	COM	$642K	0.1%Prev: 0.1%	22,732 SH	Increased+1,176 SH
BANK AMERICA CORP	COM	$725K	0.1%	14,057 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$854K	0.2%Prev: 0.1%	1,698 SH	Increased+92 SH
BLACKSTONE INC	COM	$204K	0.0%	1,195 SH	New
BOEING CO	COM	$714K	0.1%Prev: 0.0%	3,307 SH	Increased+2,307 SH
BP PLC	SPONSORED ADR	$271K	0.1%Prev: 0.1%	7,866 SH	Decreased+128 SH
BRISTOL-MYERS SQUIBB CO	COM	$396K	0.1%Prev: 0.1%	8,781 SH	Decreased+230 SH
BROADCOM INC	COM	$2.6M	0.5%Prev: 0.4%	7,981 SH	Increased+1,587 SH
CATERPILLAR INC	COM	$511K	0.1%Prev: 0.2%	1,071 SH	Decreased-18 SH
CHEVRON CORP NEW	COM	$1.2M	0.2%	7,585 SH	New
CINCINNATI FINL CORP	COM	$1.2M	0.3%Prev: 0.3%	7,806 SH	Decreased-43 SH
CINTAS CORP	COM	$2.6M	0.5%Prev: 0.4%	12,887 SH	Increased-1,724 SH
CISCO SYS INC	COM	$830K	0.2%Prev: 0.3%	12,125 SH	Decreased-315 SH
COCA COLA CO	COM	$422K	0.1%Prev: 0.1%	6,366 SH	Decreased+368 SH
CONOCOPHILLIPS	COM	$362K	0.1%Prev: 0.1%	3,829 SH	Decreased+227 SH
CONSTELLATION ENERGY CORP	COM	$513K	0.1%Prev: 0.1%	1,559 SH	Increased+51 SH
COSTCO WHSL CORP NEW	COM	$360K	0.1%	389 SH	New
CROWDSTRIKE HLDGS INC	CL A	$605K	0.1%Prev: 0.2%	1,234 SH	Decreased+24 SH
CUMMINS INC	COM	$293K	0.1%Prev: 0.1%	695 SH	Decreased+248 SH
DEERE & CO	COM	$503K	0.1%Prev: 0.1%	1,101 SH	Decreased+40 SH
DELTA AIR LINES INC DEL	COM NEW	$477K	0.1%	8,402 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$8.7M	1.8%	203,794 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$16.1M	3.3%Prev: 4.1%	509,241 SH	Decreased-64,259 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$47.0M	9.7%Prev: 10.8%	1,292,913 SH	Decreased-170,697 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$13.5M	2.8%	566,884 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$15.9M	3.3%	500,653 SH	New
DISNEY WALT CO	COM	$649K	0.1%Prev: 0.1%	5,672 SH	Increased+2,032 SH
DUKE ENERGY CORP NEW	COM NEW	$1.7M	0.4%Prev: 0.3%	14,078 SH	Increased+782 SH
EATON CORP PLC	SHS	$459K	0.1%Prev: 0.1%	1,226 SH	Increased+568 SH
ELI LILLY & CO	COM	$2.9M	0.6%Prev: 0.8%	3,831 SH	Decreased+204 SH
EMERSON ELEC CO	COM	$403K	0.1%Prev: 0.1%	3,073 SH	Decreased-37 SH
ENBRIDGE INC	COM	$764K	0.2%Prev: 0.1%	15,132 SH	Increased+1,885 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$259K	0.1%Prev: 0.1%	15,083 SH	Decreased-2,277 SH
ETF SER SOLUTIONS	BAHL GAYNOR SML	$1.2M	0.3%Prev: 0.2%	41,775 SH	Decreased
EXELON CORP	COM	$210K	0.0%Prev: 0.0%	4,661 SH	Decreased-31 SH
EXXON MOBIL CORP	COM	$1.9M	0.4%Prev: 0.4%	17,245 SH	Decreased+994 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$948K	0.2%Prev: 0.1%	9,500 SH	Increased-164 SH
FIFTH THIRD BANCORP	COM	$1.8M	0.4%Prev: 0.4%	40,970 SH	Decreased+3,455 SH
GE AEROSPACE	COM NEW	$2.6M	0.5%Prev: 0.6%	8,588 SH	Decreased-66 SH
GE VERNOVA INC	COM	$1.1M	0.2%Prev: 0.4%	1,868 SH	Decreased+66 SH
GENERAL DYNAMICS CORP	COM	$248K	0.1%Prev: 0.0%	727 SH	Decreased-11 SH
GRIFFON CORP	COM	$467K	0.1%Prev: 0.1%	6,130 SH	Decreased
HOME DEPOT INC	COM	$1.3M	0.3%Prev: 0.2%	3,177 SH	Increased+190 SH
HONEYWELL INTL INC	COM	$262K	0.1%	1,245 SH	New
HUMANA INC	COM	$231K	0.0%	887 SH	New
INTEL CORP	COM	$574K	0.1%Prev: 0.4%	17,407 SH	Decreased+3,116 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.2%Prev: 0.2%	4,114 SH	Increased+346 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$221K	0.0%Prev: 0.1%	896 SH	Decreased-156 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$595K	0.1%Prev: 0.1%	3,138 SH	Decreased+138 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.3%Prev: 0.3%	2,245 SH	Decreased-15 SH
ISHARES GOLD TR	ISHARES NEW	$285K	0.1%Prev: 0.1%	3,915 SH	Decreased-264 SH
ISHARES INC	CORE MSCI EMKT	$2.9M	0.6%Prev: 0.6%	43,613 SH	Decreased+2,761 SH
ISHARES INC	MSCI GBL MIN VOL	$685K	0.1%Prev: 0.1%	5,709 SH	Increased+230 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.5%Prev: 0.4%	50,492 SH	Decreased-932 SH
ISHARES TR	CORE MSCI EAFE	$7.3M	1.5%Prev: 1.3%	84,115 SH	Increased+9,465 SH
ISHARES TR	CORE S&P MCP ETF	$896K	0.2%Prev: 0.2%	13,729 SH	Decreased-829 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%Prev: 0.3%	10,041 SH	Decreased-532 SH
ISHARES TR	CORE S&P TTL STK	$303K	0.1%Prev: 0.1%	2,080 SH	Decreased-1,160 SH
ISHARES TR	CORE S&P500 ETF	$26.7M	5.5%Prev: 4.9%	39,920 SH	Decreased+3,157 SH
ISHARES TR	CORE US AGGBD ET	$1.9M	0.4%Prev: 0.3%	18,748 SH	Increased+19 SH
ISHARES TR	ESG AW MSCI EAFE	$348K	0.1%Prev: 0.1%	3,739 SH	Decreased+49 SH
ISHARES TR	MSCI EAFE ETF	$533K	0.1%Prev: 0.1%	5,713 SH	Increased+1,022 SH
ISHARES TR	MSCI EMG MKT ETF	$326K	0.1%Prev: 0.1%	6,100 SH	Decreased+765 SH
ISHARES TR	MSCI USA QLT FCT	$1.2M	0.2%Prev: 0.2%	6,001 SH	Increased+1,356 SH
ISHARES TR	PFD AND INCM SEC	$386K	0.1%Prev: 0.1%	12,207 SH	Decreased-723 SH
ISHARES TR	RUS 1000 ETF	$265K	0.1%Prev: 0.1%	724 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$3.7M	0.8%Prev: 0.6%	7,984 SH	Increased-20,618 SH
ISHARES TR	RUS 1000 VAL ETF	$2.2M	0.5%Prev: 0.5%	10,955 SH	Decreased+211 SH
ISHARES TR	RUS 2000 VAL ETF	$1.8M	0.4%Prev: 0.4%	10,202 SH	Decreased+1,122 SH
ISHARES TR	RUS MID CAP ETF	$819K	0.2%Prev: 0.1%	8,478 SH	Increased+3,576 SH
ISHARES TR	RUSSELL 2000 ETF	$940K	0.2%Prev: 0.2%	3,885 SH	Decreased+512 SH
ISHARES TR	S&P 500 GRWT ETF	$203K	0.0%	1,682 SH	New
ISHARES TR	S&P 500 VAL ETF	$2.4M	0.5%Prev: 0.4%	11,613 SH	Decreased+822 SH
ISHARES TR	SELECT DIVID ETF	$904K	0.2%Prev: 0.2%	6,363 SH	Decreased+240 SH
ISHARES TR	SHRT NAT MUN ETF	$217K	0.0%	2,035 SH	New
ISHARES TR	SP SMCP600VL ETF	$367K	0.1%Prev: 0.1%	3,323 SH	Decreased+225 SH
ISHARES TR	U.S. REAL ES ETF	$285K	0.1%Prev: 0.1%	2,931 SH	Decreased+16 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.5M	0.3%Prev: 0.2%	25,525 SH	Increased+3,451 SH
JOBY AVIATION INC	COMMON STOCK	$55K	0.0%	23,031 SH	New
JOHNSON & JOHNSON	COM	$2.4M	0.5%Prev: 0.6%	13,202 SH	Decreased+785 SH
JPMORGAN CHASE & CO.	COM	$2.4M	0.5%	7,608 SH	New
KROGER CO	COM	$562K	0.1%Prev: 0.1%	8,339 SH	Increased-699 SH
L3HARRIS TECHNOLOGIES INC	COM	$223K	0.0%Prev: 0.0%	731 SH	Increased+42 SH
LEIDOS HOLDINGS INC	COM	$223K	0.0%	1,180 SH	New
LOCKHEED MARTIN CORP	COM	$707K	0.1%Prev: 0.1%	1,417 SH	Increased+481 SH
LOWES COS INC	COM	$620K	0.1%Prev: 0.1%	2,466 SH	Increased+73 SH
MARATHON PETE CORP	COM	$249K	0.1%Prev: 0.0%	1,292 SH	Decreased+302 SH
MASTERCARD INCORPORATED	CL A	$956K	0.2%Prev: 0.1%	1,680 SH	Increased+164 SH
MCDONALDS CORP	COM	$1.2M	0.3%Prev: 0.2%	4,044 SH	Increased+41 SH
MCKESSON CORP	COM	$224K	0.0%Prev: 0.0%	290 SH	Increased+23 SH
MERCK & CO INC	COM	$1.4M	0.3%Prev: 0.4%	16,566 SH	Decreased+803 SH
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.2%	2,103 SH	Increased-225 SH
MICRON TECHNOLOGY INC	COM	$618K	0.1%Prev: 0.5%	3,691 SH	Decreased+1,042 SH
MICROSOFT CORP	COM	$8.9M	1.8%Prev: 1.2%	17,119 SH	Increased-180 SH
MOLECULIN BIOTECH INC	COM	$11K	0.0%	20,000 SH	New
MONDELEZ INTL INC	CL A	$292K	0.1%Prev: 0.0%	4,670 SH	Increased-52 SH
MORGAN STANLEY	COM NEW	$350K	0.1%Prev: 0.1%	2,204 SH	Decreased-93 SH
NETFLIX INC	COM	$813K	0.2%	678 SH	New
NEXTERA ENERGY INC	COM	$382K	0.1%Prev: 0.1%	5,059 SH	Decreased+501 SH
NORFOLK SOUTHN CORP	COM	$248K	0.1%	826 SH	New
NOVARTIS AG	SPONSORED ADR	$287K	0.1%Prev: 0.1%	2,240 SH	Decreased+36 SH
NUVEEN AMT FREE MUN CR INC F	COM	$225K	0.0%Prev: 0.0%	18,295 SH	Increased+900 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$225K	0.0%	17,900 SH	New
NUVEEN S&P 500 BUY-WRITE INC	COM	$158K	0.0%	10,943 SH	New
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$167K	0.0%Prev: 0.0%	11,521 SH	Increased
NVIDIA CORPORATION	COM	$8.0M	1.7%Prev: 1.8%	43,073 SH	Decreased-7,061 SH
ORACLE CORP	COM	$1.3M	0.3%Prev: 0.2%	4,746 SH	Increased-2,029 SH
ORGANOGENESIS HLDGS INC	COM	$1.7M	0.4%Prev: 0.1%	407,965 SH	Increased+255,715 SH
PALO ALTO NETWORKS INC	COM	$261K	0.1%Prev: 0.1%	1,284 SH	Decreased-17 SH
PEPSICO INC	COM	$566K	0.1%Prev: 0.1%	4,033 SH	Decreased-369 SH
PFIZER INC	COM	$757K	0.2%Prev: 0.1%	29,712 SH	Increased+4,455 SH
PHILIP MORRIS INTL INC	COM	$661K	0.1%Prev: 0.1%	4,074 SH	Decreased-195 SH
PROCTER AND GAMBLE CO	COM	$27.3M	5.6%	177,492 SH	New
QUALCOMM INC	COM	$788K	0.2%Prev: 0.1%	4,737 SH	Decreased+333 SH
REPUBLIC BANCORP INC KY	CL A	$941K	0.2%Prev: 0.2%	13,021 SH	Decreased-2,404 SH
ROPER TECHNOLOGIES INC	COM	$591K	0.1%	1,186 SH	New
RTX CORPORATION	COM	$414K	0.1%Prev: 0.1%	2,476 SH	Increased+301 SH
SALESFORCE INC	COM	$272K	0.1%	1,147 SH	New
SAMSARA INC	COM CL A	$5.9M	1.2%Prev: 0.9%	157,148 SH	Increased-2,863 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$215K	0.0%	2,471 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$295K	0.1%	1,048 SH	New
SNOWFLAKE INC	COM SHS	$228K	0.0%	1,009 SH	New
SOUTHERN CO	COM	$752K	0.2%Prev: 0.1%	7,935 SH	Increased+664 SH
SPDR GOLD TR	GOLD SHS	$234K	0.0%Prev: 0.1%	657 SH	Decreased-907 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.4M	2.5%	18,546 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$281K	0.1%Prev: 0.1%	9,500 SH	Decreased
STARBUCKS CORP	COM	$263K	0.1%Prev: 0.0%	3,107 SH	Decreased+384 SH
TESLA INC	COM	$1.5M	0.3%Prev: 0.3%	3,532 SH	Increased+17 SH
THERMO FISHER SCIENTIFIC INC	COM	$291K	0.1%Prev: 0.0%	600 SH	Increased+163 SH
TJX COS INC NEW	COM	$399K	0.1%Prev: 0.1%	2,760 SH	Decreased-354 SH
UNION PAC CORP	COM	$275K	0.1%Prev: 0.0%	1,164 SH	Increased+402 SH
UNITEDHEALTH GROUP INC	COM	$244K	0.1%Prev: 0.0%	707 SH	Decreased+54 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$376K	0.1%Prev: 0.1%	1,153 SH	Decreased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.2M	3.9%Prev: 3.5%	242,762 SH	Decreased-7,428 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$272K	0.1%Prev: 0.1%	1,299 SH	Decreased+6 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.2%Prev: 0.2%	2,271 SH	Decreased-10,875 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$337K	0.1%Prev: 0.1%	1,095 SH	Decreased-40 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	0.5%Prev: 0.5%	8,008 SH	Decreased-24,584 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	0.2%Prev: 0.2%	12,955 SH	Increased+818 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.3%Prev: 0.4%	2,230 SH	Decreased-781 SH
VANGUARD INDEX FDS	SMALL CP ETF	$609K	0.1%Prev: 0.1%	2,395 SH	Decreased-255 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$211K	0.0%Prev: 0.1%	710 SH	Decreased-146 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.3%Prev: 0.3%	4,824 SH	Decreased+10 SH
VANGUARD INDEX FDS	VALUE ETF	$556K	0.1%Prev: 0.1%	2,979 SH	Decreased-511 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$696K	0.1%Prev: 0.1%	9,754 SH	Decreased+151 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$273K	0.1%Prev: 0.1%	5,048 SH	Decreased-595 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$287K	0.1%Prev: 0.1%	5,664 SH	Increased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$294K	0.1%	5,865 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$277K	0.1%Prev: 0.0%	3,290 SH	Increased+206 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$45.2M	9.3%Prev: 9.2%	767,539 SH	Decreased-114,932 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$24.2M	5.0%Prev: 4.7%	201,004 SH	Decreased-4,398 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$28.6M	5.9%Prev: 6.3%	320,217 SH	Decreased-11,739 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.1M	0.6%Prev: 0.7%	31,807 SH	Decreased+1,449 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$2.3M	0.5%Prev: 0.5%	14,876 SH	Decreased+836 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.2%Prev: 0.2%	5,327 SH	Decreased+105 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$784K	0.2%Prev: 0.2%	13,078 SH	Decreased+741 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$21.2M	4.4%Prev: 4.4%	150,486 SH	Decreased-5,416 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$635K	0.1%Prev: 0.1%	7,493 SH	Decreased+846 SH
VERIZON COMMUNICATIONS INC	COM	$648K	0.1%Prev: 0.1%	14,743 SH	Increased+1,157 SH
VISA INC	COM CL A	$502K	0.1%Prev: 0.1%	1,471 SH	Decreased-640 SH
WALMART INC	COM	$949K	0.2%Prev: 0.2%	9,210 SH	Decreased-533 SH
WASTE MGMT INC DEL	COM	$517K	0.1%Prev: 0.1%	2,341 SH	Decreased-4 SH
WELLS FARGO CO NEW	COM	$291K	0.1%	3,472 SH	New
ZSCALER INC	COM	$348K	0.1%Prev: 0.0%	1,162 SH	Increased-341 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $468K
ADVANCED MICRO DEVICES INC — $454K
AMERICAN EXPRESS CO — $227K
ASTRAZENECA PLC — $380K
BANK OF AMER CORP — $737K
CHEVRON CORPORATION — $1.2M
COSTCO WHOLESALE CORPORATION — $342K
DELTA AIR LINES INC — $737K
DIMENSIONAL ETF TRUST — $8.7M
DIMENSIONAL ETF TRUST — $221K
DIMENSIONAL ETF TRUST — $18.8M
DIMENSIONAL ETF TRUST — $22.8M
ENTERPRISE PRODS PARTNERS L — $498K
FIDELITY COVINGTON TRUST — $214K
GLOBAL X FDS — $259K
ISHARES TR — $217K
J P MORGAN EXCHANGE TRADED F — $280K
JPMORGAN CHASE & CO — $2.5M
MARVELL TECHNOLOGY INC — $311K
NETFLIX INC. — $512K
… and 14 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