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: $558.3M178 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$434K	0.1%Prev: 0.1%	2,680 SH	Increased+11 SH
ABBOTT LABORATORIES	COM	$468K	0.1%	5,162 SH	New
ABBVIE INC	COM	$1.3M	0.2%Prev: 0.2%	5,070 SH	Increased-670 SH
ADVANCED MICRO DEVICES INC	COM	$454K	0.1%	782 SH	New
ALPHABET INC	CAP STK CL A	$2.0M	0.4%Prev: 0.2%	5,478 SH	Increased-771 SH
ALPHABET INC	CAP STK CL C	$3.5M	0.6%Prev: 0.5%	9,860 SH	Increased-2,091 SH
ALTRIA GROUP INC	COM	$529K	0.1%Prev: 0.1%	7,356 SH	Increased-598 SH
AMAZON COM INC	COM	$3.2M	0.6%Prev: 0.7%	13,269 SH	Increased-711 SH
AMERICAN EXPRESS CO	COM	$227K	0.0%Prev: 0.1%	672 SH	Decreased-89 SH
AMGEN INC	COM	$1.2M	0.2%Prev: 0.2%	3,220 SH	Increased-413 SH
APPLE INC	COM	$17.6M	3.1%Prev: 3.0%	60,690 SH	Increased-4,630 SH
APPLIED MATLS INC	COM	$260K	0.0%Prev: 0.1%	359 SH	Increased-1,016 SH
ASTRAZENECA PLC	ORD	$380K	0.1%	2,002 SH	New
AT&T INC	COM	$446K	0.1%Prev: 0.1%	21,556 SH	Decreased+387 SH
BANK OF AMER CORP	COM	$737K	0.1%	12,942 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$804K	0.1%Prev: 0.2%	1,606 SH	Decreased-264 SH
BOEING CO	COM	$216K	0.0%Prev: 0.2%	1,000 SH	Decreased-2,376 SH
BP PLC	SPONSORED ADR	$286K	0.1%Prev: 0.1%	7,738 SH	Increased-123 SH
BRISTOL-MYERS SQUIBB CO	COM	$493K	0.1%Prev: 0.1%	8,551 SH	Increased-881 SH
BROADCOM INC	COM	$2.4M	0.4%Prev: 0.5%	6,394 SH	Increased-1,598 SH
CATERPILLAR INC	COM	$1.2M	0.2%Prev: 0.1%	1,089 SH	Increased+9 SH
CHEVRON CORPORATION	COM	$1.2M	0.2%	7,082 SH	New
CINCINNATI FINL CORP	COM	$1.5M	0.3%Prev: 0.3%	7,849 SH	Increased-186 SH
CINTAS CORP	COM	$2.5M	0.4%Prev: 0.6%	14,611 SH	Decreased+1,724 SH
CISCO SYS INC	COM	$1.5M	0.3%Prev: 0.2%	12,440 SH	Increased+353 SH
COCA COLA CO	COM	$487K	0.1%Prev: 0.1%	5,998 SH	Increased-861 SH
CONOCOPHILLIPS	COM	$375K	0.1%Prev: 0.1%	3,602 SH	Increased-223 SH
CONSTELLATION ENERGY CORP	COM	$374K	0.1%Prev: 0.1%	1,508 SH	Decreased-31 SH
COSTCO WHOLESALE CORPORATION	COM	$342K	0.1%	366 SH	New
CROWDSTRIKE HLDGS INC	CL A	$923K	0.2%Prev: 0.1%	1,210 SH	Increased-17 SH
CUMMINS INC	COM	$319K	0.1%Prev: 0.1%	447 SH	Increased-247 SH
DEERE & CO	COM	$673K	0.1%Prev: 0.1%	1,061 SH	Increased-37 SH
DELTA AIR LINES INC	COM NEW	$737K	0.1%	7,865 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$8.7M	1.6%	206,965 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$23.1M	4.1%Prev: 3.1%	573,500 SH	Increased+90,495 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$60.4M	10.8%Prev: 9.4%	1,463,610 SH	Increased+225,009 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$221K	0.0%	4,015 SH	New
DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$18.8M	3.4%	717,843 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.8M	4.1%	587,003 SH	New
DISNEY WALT CO	COM	$350K	0.1%Prev: 0.2%	3,640 SH	Decreased-2,393 SH
DUKE ENERGY CORP NEW	COM NEW	$1.7M	0.3%Prev: 0.4%	13,296 SH	Decreased-1,093 SH
EATON CORP PLC	SHS	$280K	0.1%Prev: 0.1%	658 SH	Decreased-568 SH
ELI LILLY & CO	COM	$4.4M	0.8%Prev: 0.7%	3,627 SH	Increased-225 SH
EMERSON ELEC CO	COM	$445K	0.1%Prev: 0.1%	3,110 SH	Increased+37 SH
ENBRIDGE INC	COM	$718K	0.1%Prev: 0.2%	13,247 SH	Increased-2,015 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$332K	0.1%	17,360 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$498K	0.1%	13,539 SH	New
ETF SER SOLUTIONS	BAHL GAYNOR SML	$1.4M	0.2%Prev: 0.3%	41,775 SH	Increased
EXELON CORP	COM	$219K	0.0%Prev: 0.0%	4,692 SH	Increased+33 SH
EXXON MOBIL CORP	COM	$2.2M	0.4%Prev: 0.4%	16,251 SH	Increased-1,225 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$214K	0.0%	7,248 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$493K	0.1%Prev: 0.1%	9,664 SH	Increased+6,807 SH
FIFTH THIRD BANCORP	COM	$2.1M	0.4%Prev: 0.6%	37,515 SH	Decreased-31,692 SH
GE AEROSPACE	COM NEW	$3.2M	0.6%Prev: 0.5%	8,654 SH	Increased+65 SH
GE VERNOVA INC	COM	$2.1M	0.4%Prev: 0.2%	1,802 SH	Increased-43 SH
GENERAL DYNAMICS CORP	COM	$261K	0.0%Prev: 0.0%	738 SH	Increased+11 SH
GLOBAL X FDS	ARTIFICIAL ETF	$259K	0.0%	3,946 SH	New
GRIFFON CORP	COM	$598K	0.1%Prev: 0.1%	6,130 SH	Increased
HOME DEPOT INC	COM	$1.1M	0.2%Prev: 0.3%	2,987 SH	Decreased-164 SH
INTEL CORP	COM	$2.0M	0.4%Prev: 0.1%	14,291 SH	Increased-3,827 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.2%Prev: 0.3%	3,768 SH	Decreased-496 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$319K	0.1%	1,052 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$638K	0.1%Prev: 0.1%	3,000 SH	Increased-134 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.3%Prev: 0.3%	2,260 SH	Increased+24 SH
ISHARES GOLD TR	ISHARES NEW	$316K	0.1%Prev: 0.1%	4,179 SH	Increased+264 SH
ISHARES INC	CORE MSCI EMKT	$3.4M	0.6%Prev: 0.6%	40,852 SH	Increased-5,416 SH
ISHARES INC	MSCI GBL MIN VOL	$659K	0.1%Prev: 0.2%	5,479 SH	Decreased-443 SH
ISHARES TR	CORE 1 5 YR USD	$2.5M	0.4%Prev: 0.5%	51,424 SH	Increased+584 SH
ISHARES TR	CORE MSCI EAFE	$7.2M	1.3%Prev: 1.6%	74,650 SH	Increased-10,396 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.2%Prev: 0.2%	14,558 SH	Increased-239 SH
ISHARES TR	CORE S&P SCP ETF	$1.6M	0.3%Prev: 0.2%	10,573 SH	Increased+689 SH
ISHARES TR	CORE S&P TTL STK	$532K	0.1%Prev: 0.1%	3,240 SH	Increased+1,160 SH
ISHARES TR	CORE S&P500 ETF	$27.5M	4.9%Prev: 5.4%	36,763 SH	Increased-2,865 SH
ISHARES TR	CORE US AGGBD ET	$1.9M	0.3%Prev: 0.4%	18,729 SH	Increased+401 SH
ISHARES TR	ESG AW MSCI EAFE	$379K	0.1%Prev: 0.1%	3,690 SH	Decreased-3,602 SH
ISHARES TR	MSCI EAFE ETF	$487K	0.1%Prev: 0.1%	4,691 SH	Decreased-858 SH
ISHARES TR	MSCI EMG MKT ETF	$365K	0.1%Prev: 0.1%	5,335 SH	Increased-773 SH
ISHARES TR	MSCI USA QLT FCT	$1.0M	0.2%Prev: 0.3%	4,645 SH	Decreased-1,569 SH
ISHARES TR	PFD AND INCM SEC	$394K	0.1%Prev: 0.1%	12,930 SH	Increased+823 SH
ISHARES TR	RUS 1000 ETF	$296K	0.1%Prev: 0.1%	724 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$3.6M	0.6%Prev: 0.8%	28,602 SH	Increased+20,543 SH
ISHARES TR	RUS 1000 VAL ETF	$2.6M	0.5%Prev: 0.5%	10,744 SH	Increased-433 SH
ISHARES TR	RUS 2000 GRW ETF	$217K	0.0%	550 SH	New
ISHARES TR	RUS 2000 VAL ETF	$2.0M	0.4%Prev: 0.4%	9,080 SH	Increased-1,475 SH
ISHARES TR	RUS MID CAP ETF	$541K	0.1%Prev: 0.2%	4,902 SH	Decreased-4,275 SH
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.2%Prev: 0.2%	3,373 SH	Increased-1,071 SH
ISHARES TR	S&P 500 VAL ETF	$2.5M	0.4%Prev: 0.5%	10,791 SH	Increased-661 SH
ISHARES TR	SELECT DIVID ETF	$957K	0.2%Prev: 0.2%	6,123 SH	Increased-280 SH
ISHARES TR	SP SMCP600VL ETF	$423K	0.1%Prev: 0.1%	3,098 SH	Increased-159 SH
ISHARES TR	U.S. REAL ES ETF	$298K	0.1%Prev: 0.1%	2,915 SH	Increased-15 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.2%Prev: 0.3%	22,074 SH	Decreased-3,334 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$280K	0.1%	5,947 SH	New
JOHNSON & JOHNSON	COM	$3.2M	0.6%Prev: 0.5%	12,417 SH	Increased-1,084 SH
JPMORGAN CHASE & CO	COM	$2.5M	0.4%	7,596 SH	New
KROGER CO	COM	$502K	0.1%Prev: 0.1%	9,038 SH	Decreased+721 SH
L3HARRIS TECHNOLOGIES INC	COM	$200K	0.0%	689 SH	New
LOCKHEED MARTIN CORP	COM	$477K	0.1%Prev: 0.1%	936 SH	Decreased-499 SH
LOWES COS INC	COM	$528K	0.1%Prev: 0.1%	2,393 SH	Decreased-73 SH
MARATHON PETE CORP	COM	$253K	0.0%Prev: 0.0%	990 SH	Increased-301 SH
MARVELL TECHNOLOGY INC	COM	$311K	0.1%	1,045 SH	New
MASTERCARD INCORPORATED	CL A	$778K	0.1%Prev: 0.2%	1,516 SH	Decreased-230 SH
MCDONALDS CORP	COM	$1.1M	0.2%Prev: 0.3%	4,003 SH	Decreased-40 SH
MCKESSON CORP	COM	$202K	0.0%Prev: 0.0%	267 SH	Decreased-23 SH
MERCK & CO INC	COM	$2.0M	0.4%Prev: 0.3%	15,763 SH	Increased-1,294 SH
META PLATFORMS INC	CL A	$1.3M	0.2%Prev: 0.3%	2,328 SH	Decreased+278 SH
MICRON TECHNOLOGY INC	COM	$3.1M	0.5%Prev: 0.1%	2,649 SH	Increased-1,042 SH
MICROSOFT CORP	COM	$6.5M	1.2%Prev: 1.9%	17,299 SH	Decreased-36 SH
MONDELEZ INTL INC	CL A	$273K	0.0%Prev: 0.1%	4,722 SH	Decreased-191 SH
MORGAN STANLEY	COM NEW	$480K	0.1%Prev: 0.1%	2,297 SH	Increased+94 SH
NETFLIX INC.	COM	$512K	0.1%	7,178 SH	New
NEXTERA ENERGY INC	COM	$400K	0.1%Prev: 0.1%	4,558 SH	Increased-487 SH
NOVARTIS AG	SPONSORED ADR	$345K	0.1%Prev: 0.1%	2,204 SH	Increased-36 SH
NUVEEN AMT FREE MUN CR INC F	COM	$223K	0.0%Prev: 0.0%	17,395 SH	Increased-900 SH
NUVEEN MUN CR INCOME FD	COM SH BEN INT	$227K	0.0%	17,900 SH	New
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$165K	0.0%Prev: 0.0%	11,521 SH	Increased
NVIDIA CORPORATION	COM	$9.9M	1.8%Prev: 1.6%	50,134 SH	Increased+3,771 SH
ORACLE CORP	COM	$993K	0.2%Prev: 0.2%	6,775 SH	Decreased+2,028 SH
ORGANOGENESIS HLDGS INC	COM	$370K	0.1%Prev: 0.3%	152,250 SH	Decreased-255,715 SH
PALANTIR TECHNOLOGIES INC	CL A	$304K	0.1%	2,609 SH	New
PALO ALTO NETWORKS INC	COM	$444K	0.1%Prev: 0.1%	1,301 SH	Increased+168 SH
PEPSICO INC	COM	$596K	0.1%Prev: 0.1%	4,402 SH	Increased+245 SH
PFIZER INC	COM	$608K	0.1%Prev: 0.2%	25,257 SH	Decreased-4,654 SH
PHILIP MORRIS INTL INC	COM	$772K	0.1%Prev: 0.2%	4,269 SH	Increased+160 SH
PROCTER & GAMBLE CO	COM	$29.9M	5.4%	203,926 SH	New
QUALCOMM INC	COM	$814K	0.1%Prev: 0.2%	4,404 SH	Increased-331 SH
REPUBLIC BANCORP INC KY	CL A	$1.4M	0.2%Prev: 0.2%	15,425 SH	Increased+2,481 SH
RTX CORPORATION	COM	$413K	0.1%Prev: 0.1%	2,175 SH	Increased-300 SH
SAMSARA INC	COM CL A	$5.2M	0.9%Prev: 1.4%	160,011 SH	Decreased+4,013 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$365K	0.1%	10,778 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$526K	0.1%	15,114 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$425K	0.1%	2,233 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$224K	0.0%	4,942 SH	New
SOUTHERN CO	COM	$696K	0.1%Prev: 0.2%	7,271 SH	Decreased-664 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$343K	0.1%	2,006 SH	New
SPDR GOLD TR	GOLD SHS	$576K	0.1%Prev: 0.0%	1,564 SH	Increased+907 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$287K	0.1%	9,500 SH	New
STARBUCKS CORP	COM	$278K	0.0%Prev: 0.1%	2,723 SH	Decreased-449 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.5M	2.4%	18,037 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$254K	0.0%	532 SH	New
TESLA INC	COM	$1.5M	0.3%Prev: 0.3%	3,515 SH	Increased-217 SH
TEXAS INSTRS INC	COM	$206K	0.0%	690 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$219K	0.0%Prev: 0.1%	437 SH	Decreased-230 SH
TJX COS INC NEW	COM	$472K	0.1%Prev: 0.1%	3,114 SH	Increased+180 SH
UNION PAC CORP	COM	$207K	0.0%Prev: 0.1%	762 SH	Decreased-402 SH
UNITEDHEALTH GROUP INC	COM	$271K	0.0%Prev: 0.1%	653 SH	Increased-102 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$756K	0.1%Prev: 0.1%	1,153 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.5M	3.5%Prev: 4.2%	250,190 SH	Increased+8,991 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$609K	0.1%	8,297 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$318K	0.1%Prev: 0.1%	1,293 SH	Increased-5 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.2%Prev: 0.2%	13,146 SH	Increased+10,857 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$390K	0.1%Prev: 0.1%	1,135 SH	Increased+70 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.6M	0.5%Prev: 0.5%	32,592 SH	Increased+24,424 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	0.2%Prev: 0.3%	12,137 SH	Increased-688 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	0.4%Prev: 0.2%	3,011 SH	Increased+1,205 SH
VANGUARD INDEX FDS	SMALL CP ETF	$803K	0.1%Prev: 0.1%	2,650 SH	Increased+226 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$313K	0.1%	856 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.3%Prev: 0.3%	4,814 SH	Increased+364 SH
VANGUARD INDEX FDS	VALUE ETF	$760K	0.1%Prev: 0.1%	3,490 SH	Increased+568 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$804K	0.1%Prev: 0.1%	9,603 SH	Increased-182 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$337K	0.1%Prev: 0.1%	5,643 SH	Increased+888 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$285K	0.1%Prev: 0.1%	5,664 SH	Decreased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$255K	0.0%Prev: 0.1%	3,084 SH	Increased+25 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$51.4M	9.2%Prev: 9.6%	882,471 SH	Increased+142,094 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$26.3M	4.7%Prev: 4.8%	205,402 SH	Increased+4,728 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$35.3M	6.3%Prev: 5.8%	331,956 SH	Increased+23,498 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$3.7M	0.7%Prev: 0.6%	30,358 SH	Increased-1,561 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	$2.7M	0.5%Prev: 0.5%	14,040 SH	Increased-819 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.2%Prev: 0.2%	5,222 SH	Increased+106 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$879K	0.2%Prev: 0.1%	12,337 SH	Increased+1,010 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$24.6M	4.4%Prev: 4.3%	155,902 SH	Increased+9,214 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$653K	0.1%Prev: 0.1%	6,647 SH	Increased-856 SH
VANGUARD WORLD FD	INF TECH ETF	$458K	0.1%	3,828 SH	New
VERIZON COMMUNICATIONS INC	COM	$575K	0.1%Prev: 0.1%	13,586 SH	Decreased-1,010 SH
VISA INC	COM CL A	$724K	0.1%Prev: 0.1%	2,111 SH	Increased+261 SH
WALMART INC	COM	$1.1M	0.2%Prev: 0.2%	9,743 SH	Increased+481 SH
WASTE MGMT INC DEL	COM	$523K	0.1%Prev: 0.1%	2,345 SH	Decreased-129 SH
WELLS FARGO & CO	COM	$254K	0.0%	3,069 SH	New
ZSCALER INC	COM	$212K	0.0%Prev: 0.1%	1,503 SH	Decreased+238 SH

Sold (vs prior filing)

ABBOTT LABS — $683K
ACCENTURE PLC IRELAND — $308K
AMERICAN FINL GROUP INC OHIO — $282K
ASTRAZENECA PLC — $328K
BANK AMERICA CORP — $672K
CHEVRON CORP NEW — $1.1M
COSTCO WHSL CORP NEW — $420K
DELTA AIR LINES INC DEL — $437K
DIMENSIONAL ETF TRUST — $8.0M
DIMENSIONAL ETF TRUST — $12.0M
DIMENSIONAL ETF TRUST — $13.4M
HONEYWELL INTL INC — $290K
HUMANA INC — $216K
ISHARES TR — $216K
JOBY AVIATION INC — $215K
JPMORGAN CHASE & CO. — $1.9M
LULULEMON ATHLETICA INC — $217K
NETFLIX INC — $898K
NORFOLK SOUTHN CORP — $211K
NUVEEN MUNICIPAL CREDIT INC — $213K
… and 11 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