Q2 2026 13F · SEC CIK 1846462

Wealth Dimensions Group, Ltd.

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $558.3M
Reported positions: 178
Top holdings a year, 3 yrs: +12.5%
Assets under management: $1.2B

Wealth Dimensions Group, Ltd. is a wealth manager that reported 178 positions worth $558.3M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Dimensional International Core Equity Ma (DFAI, 10.8%), Vanguard Short-Term Treasury ETF Total (VGSH, 9.2%), Vanguard Russell 1000 Value ETF (VONV, 6.3%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Wealth Dimensions Group, Ltd. holdings largest 50 of 178 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealth Dimensions Group, Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFAIDimensional International Core Equity Ma	10.8%	10.9%	1,463,610	+2.9%	$60.4M
VGSHVanguard Short-Term Treasury ETF Total	9.2%	9.7%	882,471	+4.8%	$51.4M
VONVVanguard Russell 1000 Value ETF	6.3%	6.2%	331,956	-0.5%	$35.3M
PGProcter & Gamble Co Com	5.4%	5.8%	203,926	-0.2%	$29.9M
IVVIshares Core S&p 500 ETF	4.9%	5.0%	36,763	-5.3%	$27.5M
VONGVanguard Russell 1000 Growth ETF	4.7%	4.4%	205,402	+0.5%	$26.3M
VYMVym	4.4%	4.5%	155,902	+0.5%	$24.6M
DFAEDimensional ETF Trust	4.1%	3.7%	573,500	+2.0%	$23.1M
DFSVDfa U.s. Small Cap Value ETF	4.1%	4.0%	587,003	+1.0%	$22.8M
BSVVanguard Bd Index Fds Vanguard Short Ter	3.5%	3.9%	250,190	-0.3%	$19.5M
DFARDimensional ETF Trust	3.4%	3.3%	717,843	+2.0%	$18.8M
AAPLApple Inc	3.1%	3.2%	60,690	-4.1%	$17.6M
SPYSpdr S&p 500 ETF Tr	2.4%	2.3%	18,037	-0.6%	$13.5M
NVDANvidia Corporation Com	1.8%	1.7%	49,634	-0.5%	$9.9M
DFCFDimensional ETF Trust	1.6%	1.9%	206,965	-8.7%	$8.7M
IEFAIshares Core Msci Eafe ETF	1.3%	1.4%	74,650	-6.0%	$7.2M
MSFTMicrosoft Corp	1.2%	1.3%	17,299	+0.5%	$6.5M
IOTSamsara, Inc.	0.9%	1.0%	160,011	+0.5%	$5.2M
LLYLilly Eli & Co	0.8%	0.7%	3,627	+0.9%	$4.4M
VTWOVanguard Scottsdale Fds	0.7%	0.6%	30,358	-0.4%	$3.7M
IWFIshares Russell 1000 Growth ETF	0.6%	0.7%	28,602	+261.1%	$3.6M
GOOGAlphabet Inc	0.6%	0.6%	9,860	-1.8%	$3.5M
IEMGIshares	0.6%	0.6%	40,852	-2.1%	$3.4M
GEGe Aerospace	0.6%	0.5%	8,654	+6.2%	$3.2M
AMZNAmazon Com Inc Com	0.6%	0.5%	13,269	+2.2%	$3.2M
JNJJohnson & Johnson	0.6%	0.6%	12,417	-0.1%	$3.2M
MUMicron Technology Inc	0.5%	—	2,649	—	$3.1M
VTWVVanguard Scottsdale Fds	0.5%	0.5%	14,040	-0.3%	$2.7M
VOVanguard Index Fds	0.5%	0.5%	32,592	+301.6%	$2.6M
IWDIshares Russell 1000 Value ETF	0.5%	0.5%	10,744	-0.3%	$2.6M
JPMJpmorgan Chase & Co	0.4%	0.4%	7,596	-0.2%	$2.5M
CTASCintas Corp	0.4%	0.5%	14,611	-0.0%	$2.5M
ISTBIshares Tr	0.4%	0.5%	51,424	+0.4%	$2.5M
IVEIshares S&p 500 Value ETF	0.4%	0.5%	10,791	-1.6%	$2.5M
AVGOBroadcom Inc	0.4%	0.4%	6,394	-1.7%	$2.4M
XOMExxon Mobil Corp	0.4%	0.5%	16,251	+0.7%	$2.2M
GEVGe Vernova Inc	0.4%	0.3%	1,802	+0.2%	$2.1M
FITBFifth Third Bancorp	0.4%	0.3%	37,515	-0.4%	$2.1M
VOOVanguard S&p 500 ETF	0.4%	0.3%	3,011	+4.0%	$2.1M
MRKMerck & Co. Inc	0.4%	0.4%	15,763	+0.4%	$2.0M
IWNIshares Russell 2000 Value ETF	0.4%	0.3%	9,080	-3.0%	$2.0M
INTCIntel Corp	0.4%	—	14,291	—	$2.0M
GOOGLAlphabet Inc	0.4%	0.3%	5,478	-1.1%	$2.0M
AGGIshares Tr	0.3%	0.4%	18,729	+0.4%	$1.9M
VTIVanguard Index Fds	0.3%	0.3%	4,814	-1.5%	$1.8M
DUKDuke Energy	0.3%	0.3%	13,296	+3.9%	$1.7M
QQQInvesco Qqq Tr	0.3%	0.3%	2,260	-0.0%	$1.7M
IJRIshares Core S&p Small Cap ETF	0.3%	0.2%	10,573	+6.2%	$1.6M
TSLATesla Inc Com	0.3%	—	3,515	—	$1.5M
CSCOCisco Sys Inc	0.3%	—	12,440	—	$1.5M

What Wealth Dimensions Group, Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +20.1%
3 years: +12.5% /yr; S&P 500 +20.4%
5 years: +7.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$558.3M	178
Q1 2026	$508.3M	170
Q4 2025	$504.0M	170
Q3 2025	$486.4M	177
Q2 2025	$453.8M	171
Q1 2025	$418.9M	160
Q4 2024	$408.3M	153
Q3 2024	$394.8M	147
Q2 2024	$350.8M	140
Q1 2024	$338.6M	142
Q4 2023	$315.8M	135
Q3 2023	$275.6M	131

Questions about Wealth Dimensions Group, Ltd.'s portfolio

What stocks does Wealth Dimensions Group, Ltd. own?

Wealth Dimensions Group, Ltd.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 178 positions worth $558.3M. The largest are Dimensional International Core Equity Ma (DFAI) at 10.8%, Vanguard Short-Term Treasury ETF Total (VGSH) at 9.2%, Vanguard Russell 1000 Value ETF (VONV) at 6.3%, Procter & Gamble Co Com (PG) at 5.4% and Ishares Core S&p 500 ETF (IVV) at 4.9%.

What did Wealth Dimensions Group, Ltd. buy last quarter?

In Q2 2026, Wealth Dimensions Group, Ltd. added Vanguard Index Fds (VO) (+301.6% shares), Ishares Russell 1000 Growth ETF (IWF) (+261.1% shares) and Ishares Core S&p Small Cap ETF (IJR) (+6.2% shares), compared with its Q1 2026 filing.

What did Wealth Dimensions Group, Ltd. sell last quarter?

In Q2 2026, Wealth Dimensions Group, Ltd. cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), Dimensional ETF Trust (DFCF) (-8.7% shares), Ishares Core Msci Eafe ETF (IEFA) (-6.0% shares) and Ishares Core S&p 500 ETF (IVV) (-5.3% shares), compared with its Q1 2026 filing.

How has Wealth Dimensions Group, Ltd.'s portfolio performed?

A portfolio copying Wealth Dimensions Group, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.4% against +20.1%. Over 5 years: +7.0% a year against +11.6%.

When is Wealth Dimensions Group, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealth Dimensions Group, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealth Dimensions Group, Ltd. manage?

Wealth Dimensions Group, Ltd. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $558.3M.