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: $508.3M170 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$385K	0.1%Prev: 0.1%	2,651 SH	Decreased-30 SH
ABBOTT LABORATORIES	COM	$530K	0.1%	5,159 SH	New
ABBVIE INC	COM	$1.1M	0.2%Prev: 0.3%	5,121 SH	Decreased-583 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$208K	0.0%Prev: 0.1%	1,050 SH	Decreased+9 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.3%Prev: 0.2%	5,537 SH	Increased-996 SH
ALPHABET INC	CAP STK CL C	$2.9M	0.6%Prev: 0.5%	10,036 SH	Increased-2,371 SH
ALTRIA GROUP INC	COM	$483K	0.1%Prev: 0.1%	7,315 SH	Decreased-874 SH
AMAZON COM INC	COM	$2.7M	0.5%Prev: 0.6%	12,987 SH	Increased-1,181 SH
AMERICAN FINANCIAL GROUP INC	COM	$210K	0.0%	1,641 SH	New
AMGEN INC	COM	$1.1M	0.2%Prev: 0.3%	3,206 SH	Decreased-425 SH
APPLE INC	COM	$16.1M	3.2%Prev: 3.5%	63,253 SH	Increased-2,486 SH
ASTRAZENECA PLC	ORD	$395K	0.1%	2,002 SH	New
AT&T INC	COM	$627K	0.1%Prev: 0.1%	21,636 SH	Increased+1,052 SH
BANK AMERICA CORP	COM	$622K	0.1%Prev: 0.1%	12,750 SH	Increased-1,340 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$775K	0.2%Prev: 0.2%	1,618 SH	Decreased-183 SH
BP PLC	SPONSORED ADR	$363K	0.1%Prev: 0.1%	7,734 SH	Increased-22 SH
BRISTOL-MYERS SQUIBB CO	COM	$527K	0.1%Prev: 0.1%	8,684 SH	Decreased-848 SH
BROADCOM INC	COM	$2.0M	0.4%Prev: 0.3%	6,502 SH	Increased-1,644 SH
CATERPILLAR INC	COM	$759K	0.1%Prev: 0.1%	1,071 SH	Increased+77 SH
CHEVRON CORPORATION	COM	$1.5M	0.3%	7,035 SH	New
CINCINNATI FINL CORP	COM	$1.2M	0.2%Prev: 0.3%	7,838 SH	Increased-197 SH
CINTAS CORP	COM	$2.5M	0.5%Prev: 0.1%	14,612 SH	Increased+12,661 SH
CISCO SYS INC	COM	$968K	0.2%Prev: 0.2%	12,476 SH	Increased+379 SH
COCA COLA CO	COM	$457K	0.1%Prev: 0.1%	6,009 SH	Decreased-776 SH
CONOCOPHILLIPS	COM	$467K	0.1%Prev: 0.1%	3,541 SH	Increased-257 SH
CONSTELLATION ENERGY CORP	COM	$419K	0.1%Prev: 0.1%	1,499 SH	Increased-40 SH
COSTCO WHOLESALE CORPORATION	COM	$369K	0.1%	370 SH	New
CROWDSTRIKE HLDGS INC	CL A	$475K	0.1%Prev: 0.1%	1,218 SH	Increased+122 SH
CUMMINS INC	COM	$240K	0.0%Prev: 0.1%	446 SH	Increased-246 SH
DEERE & CO	COM	$592K	0.1%Prev: 0.1%	1,050 SH	Increased-44 SH
DELTA AIR LINES INC	COM NEW	$518K	0.1%	7,799 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.6M	1.9%Prev: 1.9%	226,602 SH	Increased+39,225 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$19.0M	3.7%Prev: 2.9%	562,413 SH	Increased+94,048 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$55.4M	10.9%Prev: 9.0%	1,422,691 SH	Increased+212,744 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$16.6M	3.3%Prev: 2.7%	703,935 SH	Increased+225,825 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$20.4M	4.0%Prev: 2.9%	581,269 SH	Increased+144,209 SH
DISNEY WALT CO	COM	$436K	0.1%Prev: 0.1%	4,528 SH	Decreased-1,355 SH
DUKE ENERGY CORP NEW	COM NEW	$1.7M	0.3%Prev: 0.4%	12,795 SH	Decreased-1,662 SH
EATON CORP PLC	SHS	$229K	0.0%Prev: 0.1%	640 SH	Decreased-586 SH
ELI LILLY & CO	COM	$3.3M	0.7%Prev: 0.7%	3,596 SH	Increased-94 SH
EMERSON ELEC CO	COM	$404K	0.1%Prev: 0.1%	3,085 SH	Increased+92 SH
ENBRIDGE INC	COM	$738K	0.1%Prev: 0.2%	13,635 SH	Increased-1,819 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$333K	0.1%	17,269 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$512K	0.1%	13,520 SH	New
ETF SER SOLUTIONS	BAHL GAYNOR SML	$1.2M	0.2%Prev: 0.3%	41,775 SH	Increased
EXELON CORP	COM	$228K	0.0%Prev: 0.1%	4,645 SH	Increased-12 SH
EXXON MOBIL CORP	COM	$2.7M	0.5%Prev: 0.5%	16,143 SH	Increased-1,364 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$247K	0.0%	7,247 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$570K	0.1%	9,664 SH	New
FIFTH THIRD BANCORP	COM	$1.8M	0.3%Prev: 0.6%	37,671 SH	Decreased-31,656 SH
GE AEROSPACE	COM NEW	$2.3M	0.5%Prev: 0.5%	8,151 SH	Increased-1,468 SH
GE VERNOVA INC	COM	$1.6M	0.3%Prev: 0.1%	1,798 SH	Increased-104 SH
GENERAL DYNAMICS CORP	COM	$250K	0.0%	729 SH	New
GRIFFON CORP	COM	$446K	0.1%Prev: 0.1%	6,130 SH	Increased
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 0.3%	3,044 SH	Decreased-106 SH
HONEYWELL INTL INC	COM	$288K	0.1%Prev: 0.1%	1,275 SH	Increased+24 SH
INTEL CORP	COM	$647K	0.1%Prev: 0.1%	14,794 SH	Increased-2,467 SH
INTERNATIONAL BUSINESS MACHS	COM	$928K	0.2%Prev: 0.2%	3,828 SH	Decreased-305 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$210K	0.0%	883 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$583K	0.1%Prev: 0.1%	3,036 SH	Increased+86 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.3%Prev: 0.2%	2,261 SH	Increased+97 SH
ISHARES GOLD TR	ISHARES NEW	$368K	0.1%Prev: 0.1%	4,169 SH	Increased+254 SH
ISHARES INC	CORE MSCI EMKT	$2.9M	0.6%Prev: 0.6%	41,716 SH	Increased-4,235 SH
ISHARES INC	MSCI GBL MIN VOL	$683K	0.1%Prev: 0.2%	5,714 SH	Decreased-551 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.5%Prev: 0.6%	51,209 SH	Increased+1,310 SH
ISHARES TR	CORE MSCI EAFE	$7.2M	1.4%Prev: 1.5%	79,407 SH	Increased-5,024 SH
ISHARES TR	CORE S&P MCP ETF	$931K	0.2%Prev: 0.2%	13,788 SH	Increased-604 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%Prev: 0.2%	9,952 SH	Increased+361 SH
ISHARES TR	CORE S&P TTL STK	$247K	0.0%Prev: 0.1%	1,732 SH	Decreased-359 SH
ISHARES TR	CORE S&P500 ETF	$25.4M	5.0%Prev: 5.3%	38,809 SH	Increased-503 SH
ISHARES TR	CORE US AGGBD ET	$1.9M	0.4%Prev: 0.4%	18,663 SH	Increased+2,077 SH
ISHARES TR	ESG AW MSCI EAFE	$358K	0.1%Prev: 0.1%	3,739 SH	Decreased-3,734 SH
ISHARES TR	MSCI EAFE ETF	$456K	0.1%Prev: 0.1%	4,691 SH	Increased-857 SH
ISHARES TR	MSCI EMG MKT ETF	$323K	0.1%Prev: 0.1%	5,679 SH	Increased-544 SH
ISHARES TR	MSCI USA QLT FCT	$967K	0.2%Prev: 0.2%	5,042 SH	Increased-596 SH
ISHARES TR	PFD AND INCM SEC	$392K	0.1%Prev: 0.1%	12,930 SH	Decreased-686 SH
ISHARES TR	RUS 1000 ETF	$258K	0.1%	724 SH	New
ISHARES TR	RUS 1000 GRW ETF	$3.4M	0.7%Prev: 0.7%	7,921 SH	Increased-99 SH
ISHARES TR	RUS 1000 VAL ETF	$2.3M	0.5%Prev: 0.5%	10,772 SH	Increased-572 SH
ISHARES TR	RUS 2000 VAL ETF	$1.8M	0.3%Prev: 0.4%	9,360 SH	Increased-1,716 SH
ISHARES TR	RUS MID CAP ETF	$490K	0.1%Prev: 0.2%	5,044 SH	Decreased-4,205 SH
ISHARES TR	RUSSELL 2000 ETF	$844K	0.2%Prev: 0.2%	3,405 SH	Decreased-1,035 SH
ISHARES TR	S&P 500 VAL ETF	$2.3M	0.5%Prev: 0.5%	10,965 SH	Increased-196 SH
ISHARES TR	SELECT DIVID ETF	$942K	0.2%Prev: 0.2%	6,221 SH	Increased-166 SH
ISHARES TR	SP SMCP600VL ETF	$369K	0.1%Prev: 0.1%	3,116 SH	Increased-185 SH
ISHARES TR	U.S. REAL ES ETF	$274K	0.1%Prev: 0.1%	2,900 SH	Decreased-40 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.2%Prev: 0.3%	21,891 SH	Decreased-3,525 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$281K	0.1%	5,947 SH	New
JOHNSON & JOHNSON	COM	$3.0M	0.6%Prev: 0.5%	12,432 SH	Increased-1,190 SH
JPMORGAN CHASE & CO	COM	$2.2M	0.4%	7,613 SH	New
KROGER CO	COM	$652K	0.1%Prev: 0.1%	9,014 SH	Increased+717 SH
L3HARRIS TECHNOLOGIES INC	COM	$228K	0.0%	662 SH	New
LOCKHEED MARTIN CORP	COM	$563K	0.1%Prev: 0.2%	932 SH	Decreased-531 SH
LOWES COS INC	COM	$586K	0.1%Prev: 0.1%	2,482 SH	Increased+16 SH
MARATHON PETE CORP	COM	$242K	0.0%	989 SH	New
MASTERCARD INCORPORATED	CL A	$748K	0.1%Prev: 0.2%	1,497 SH	Decreased-262 SH
MCDONALDS CORP	COM	$1.2M	0.2%Prev: 0.3%	4,011 SH	Decreased-139 SH
MCKESSON CORP	COM	$256K	0.1%	296 SH	New
MERCK & CO INC	COM	$1.9M	0.4%Prev: 0.4%	15,704 SH	Increased-2,446 SH
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.3%	2,175 SH	Increased+20 SH
MICRON TECHNOLOGY INC	COM	$850K	0.2%	2,516 SH	New
MICROSOFT CORP	COM	$6.4M	1.3%Prev: 1.6%	17,212 SH	Decreased-910 SH
MONDELEZ INTL INC	CL A	$270K	0.1%Prev: 0.1%	4,692 SH	Decreased-221 SH
MORGAN STANLEY	COM NEW	$371K	0.1%Prev: 0.1%	2,253 SH	Increased+50 SH
NETFLIX INC.	COM	$680K	0.1%	7,068 SH	New
NEXTERA ENERGY INC	COM	$432K	0.1%Prev: 0.1%	4,655 SH	Increased-390 SH
NORFOLK SOUTHN CORP	COM	$208K	0.0%	725 SH	New
NOVARTIS AG	SPONSORED ADR	$337K	0.1%Prev: 0.1%	2,204 SH	Increased-34 SH
NUVEEN AMT FREE MUN CR INC F	COM	$219K	0.0%Prev: 0.1%	17,795 SH	Decreased-6,500 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$218K	0.0%	17,900 SH	New
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$165K	0.0%Prev: 0.0%	11,521 SH	Decreased
NVIDIA CORPORATION	COM	$8.7M	1.7%Prev: 1.3%	49,878 SH	Increased+402 SH
ORACLE CORP	COM	$1.0M	0.2%Prev: 0.2%	6,954 SH	Increased+2,196 SH
ORGANOGENESIS HLDGS INC	COM	$967K	0.2%Prev: 0.4%	407,965 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$340K	0.1%	2,322 SH	New
PALO ALTO NETWORKS INC	COM	$201K	0.0%	1,257 SH	New
PEPSICO INC	COM	$641K	0.1%Prev: 0.1%	4,126 SH	Increased+670 SH
PFIZER INC	COM	$736K	0.1%Prev: 0.2%	26,228 SH	Decreased-3,555 SH
PHILIP MORRIS INTL INC	COM	$699K	0.1%Prev: 0.2%	4,230 SH	Increased+41 SH
PROCTER & GAMBLE CO	COM	$29.5M	5.8%	204,434 SH	New
QUALCOMM INC	COM	$564K	0.1%Prev: 0.2%	4,383 SH	Decreased-349 SH
REPUBLIC BANCORP INC KY	CL A	$1.1M	0.2%Prev: 0.2%	15,321 SH	Increased+3,456 SH
RTX CORPORATION	COM	$412K	0.1%Prev: 0.1%	2,138 SH	Increased-327 SH
SAMSARA INC	COM CL A	$5.0M	1.0%Prev: 1.4%	159,266 SH	Decreased+2,568 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$208K	0.0%	8,393 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$314K	0.1%	10,777 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$461K	0.1%	15,114 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$304K	0.1%	2,284 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$227K	0.0%	4,942 SH	New
SHELL PLC	SPON ADS	$238K	0.0%	2,558 SH	New
SOUTHERN CO	COM	$703K	0.1%Prev: 0.2%	7,286 SH	Decreased-398 SH
SPDR GOLD TR	GOLD SHS	$657K	0.1%	1,527 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$337K	0.1%	9,500 SH	New
STARBUCKS CORP	COM	$245K	0.0%Prev: 0.1%	2,732 SH	Decreased-439 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.8M	2.3%	18,147 SH	New
TESLA INC	COM	$1.2M	0.2%Prev: 0.2%	3,231 SH	Increased-501 SH
THERMO FISHER SCIENTIFIC INC	COM	$210K	0.0%Prev: 0.1%	427 SH	Decreased-240 SH
TJX COS INC NEW	COM	$467K	0.1%Prev: 0.1%	2,926 SH	Increased+72 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$442K	0.1%Prev: 0.1%	1,153 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.7M	3.9%Prev: 4.6%	250,969 SH	Increased+6,494 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$611K	0.1%	8,297 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$266K	0.1%Prev: 0.1%	1,290 SH	Increased-5 SH
VANGUARD INDEX FDS	GROWTH ETF	$962K	0.2%Prev: 0.2%	2,202 SH	Increased+52 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$339K	0.1%Prev: 0.1%	1,135 SH	Increased+70 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.5%Prev: 0.5%	8,116 SH	Increased-15 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.2%Prev: 0.3%	12,139 SH	Decreased-994 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	0.3%Prev: 0.2%	2,895 SH	Increased+1,097 SH
VANGUARD INDEX FDS	SMALL CP ETF	$696K	0.1%Prev: 0.1%	2,656 SH	Increased+230 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$259K	0.1%	856 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.3%Prev: 0.3%	4,886 SH	Increased+415 SH
VANGUARD INDEX FDS	VALUE ETF	$667K	0.1%Prev: 0.1%	3,399 SH	Increased+631 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$723K	0.1%Prev: 0.1%	9,621 SH	Increased-181 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$305K	0.1%	5,641 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$283K	0.1%Prev: 0.1%	5,664 SH	Increased+342 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$255K	0.1%Prev: 0.1%	3,084 SH	Increased+416 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$49.3M	9.7%Prev: 10.5%	842,298 SH	Increased+93,864 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$22.4M	4.4%Prev: 4.3%	204,331 SH	Increased+8,344 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$31.3M	6.2%Prev: 5.9%	333,782 SH	Increased+36,627 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.1M	0.6%Prev: 0.6%	30,481 SH	Increased-475 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$2.4M	0.5%Prev: 0.5%	14,087 SH	Increased-284 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.2%Prev: 0.2%	5,222 SH	Increased+527 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$807K	0.2%Prev: 0.1%	12,588 SH	Increased+1,925 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$23.0M	4.5%Prev: 4.4%	155,197 SH	Increased+11,509 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$644K	0.1%Prev: 0.1%	6,832 SH	Increased-759 SH
VANGUARD WORLD FD	INF TECH ETF	$334K	0.1%	479 SH	New
VERIZON COMMUNICATIONS INC	COM	$687K	0.1%Prev: 0.2%	13,692 SH	Increased-678 SH
VISA INC	COM CL A	$517K	0.1%Prev: 0.1%	1,711 SH	Decreased-18 SH
WALMART INC	COM	$1.2M	0.2%Prev: 0.2%	9,588 SH	Increased+865 SH
WASTE MGMT INC DEL	COM	$536K	0.1%Prev: 0.1%	2,334 SH	Decreased-113 SH
WELLS FARGO & CO	COM	$298K	0.1%	3,748 SH	New

Sold (vs prior filing)

ABBOTT LABS — $628K
AMERICAN EXPRESS CO — $205K
AMERICAN FINL GROUP INC OHIO — $293K
ASTRAZENECA PLC — $357K
BOEING CO — $650K
CHEVRON CORP NEW — $1.2M
CHUBB LIMITED — $206K
COSTCO WHSL CORP NEW — $387K
DELTA AIR LINES INC DEL — $384K
HUMANA INC — $236K
ISHARES TR — $215K
JPMORGAN CHASE & CO. — $1.6M
LULULEMON ATHLETICA INC — $258K
NETFLIX INC — $628K
NUVEEN MUNICIPAL CREDIT INC — $219K
NUVEEN S&P 500 BUY-WRITE INC — $161K
PROCTER AND GAMBLE CO — $28.3M
ROPER TECHNOLOGIES INC — $699K
SALESFORCE INC — $307K
SELECT SECTOR SPDR TR — $208K
… 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