Wealth Dimensions Group, Ltd.

13F filer · CIK 0001846462

Reported Jul 22, 2026

13F portfolio value$558MU.S. long equity reported on 13F

Positions113Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight24.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026113 positions
PGPROCTER & GAMBLE Co	$29.9M	5.36%	0.01%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$24.6M	4.41%	Not reported	Not reported	Q4 2020
BSVNBank7 Corp.	$19.5M	3.49%	2.63%	Not reported	Q4 2020
AAPLApple Inc.	$17.6M	3.15%	0.00%	Not reported	Q4 2020
SPYSPDR S&P 500 ETF Trust	$13.5M	2.41%	Not reported	Not reported	Q4 2020
NVDANvidia Corp	$9.93M	1.78%	0.00%	Not reported	Q1 2021
MSFTMicrosoft Corp	$6.45M	1.16%	0.00%	Not reported	Q4 2020
IOTSamsara Inc.	$5.19M	0.93%	Not reported	Not reported	Q4 2023
LLYELI LILLY & Co	$4.35M	0.78%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$3.48M	0.62%	Not reported	Not reported	Q4 2020
GEGeneral Electric Co	$3.23M	0.58%	0.00%	Not reported	Q3 2021
AMZNAmazon Com Inc	$3.16M	0.57%	0.00%	Not reported	Q4 2020
JNJJohnson & Johnson	$3.15M	0.56%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$3.06M	0.55%	0.00%	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$2.49M	0.45%	0.00%	Not reported	Q4 2020
CTASCintas Corp	$2.48M	0.45%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$2.42M	0.43%	0.00%	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$2.22M	0.40%	0.00%	Not reported	Q4 2020
GEVGE Vernova Inc.	$2.12M	0.38%	0.00%	Not reported	Q2 2024
FITBFifth Third Bancorp	$2.11M	0.38%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$2.03M	0.36%	0.00%	Not reported	Q4 2020
INTCIntel Corp	$2M	0.36%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$1.96M	0.35%	0.00%	Not reported	Q4 2020
DUKDuke Energy CORP	$1.68M	0.30%	0.00%	Not reported	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.66M	0.30%	Not reported	Not reported	Q4 2020
TSLATesla, Inc.	$1.48M	0.26%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$1.46M	0.26%	0.00%	Not reported	Q4 2020
CINFCincinnati Financial Corp	$1.45M	0.26%	0.01%	Not reported	Q4 2020
RBCAARepublic Bancorp Inc	$1.39M	0.25%	Not reported	Not reported	Q1 2025
METAMeta Platforms, Inc.	$1.31M	0.23%	Not reported	Not reported	Q4 2020
ABBVAbbVie Inc.	$1.28M	0.23%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$1.17M	0.21%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$1.17M	0.21%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$1.16M	0.21%	0.00%	Not reported	Q2 2022
WMTWalmart Inc.	$1.1M	0.20%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$1.08M	0.19%	0.00%	Not reported	Q4 2020
IBMInternational Business Machines Corp	$1.06M	0.19%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.05M	0.19%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$993K	0.18%	0.00%	Not reported	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$923K	0.17%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$814K	0.15%	0.00%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$804K	0.14%	Not reported	Not reported	Q4 2020
MAMastercard Inc	$778K	0.14%	0.00%	Not reported	Q1 2021
PMPhilip Morris International Inc.	$772K	0.14%	0.00%	Not reported	Q4 2020
SMHMarket Vectors ETF Trust	$756K	0.14%	Not reported	Not reported	Q1 2024
BACBank of America Corp	$737K	0.13%	0.00%	Not reported	Q4 2023
DALDelta Air Lines, Inc.	$737K	0.13%	0.00%	Not reported	Q4 2020
VVisa Inc.	$724K	0.13%	0.00%	Not reported	Q4 2020
ENBEnbridge Inc	$718K	0.13%	0.00%	Not reported	Q4 2020
SOSouthern Co	$696K	0.12%	0.00%	Not reported	Q4 2020

Q4 2025Reported Feb 13, 2026111 positions
PGPROCTER & GAMBLE Co	$29.4M	5.84%	0.01%	+15.8%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$22.1M	4.38%	Not reported	+2.3%	Q4 2020
BSVNBank7 Corp.	$19.5M	3.86%	2.61%	+1.7%	Q4 2020
AAPLApple Inc.	$17M	3.37%	0.00%	-2.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$12.4M	2.46%	Not reported	-2.2%	Q4 2020
NVDANvidia Corp	$8.4M	1.67%	0.00%	+4.5%	Q1 2021
MSFTMicrosoft Corp	$8.2M	1.63%	0.00%	-1.0%	Q4 2020
IOTSamsara Inc.	$5.57M	1.11%	Not reported	0.0%	Q4 2023
LLYELI LILLY & Co	$3.98M	0.79%	0.00%	-3.3%	Q4 2020
GOOGAlphabet Inc.	$3.21M	0.64%	Not reported	-11.9%	Q4 2020
AMZNAmazon Com Inc	$2.96M	0.59%	0.00%	-8.7%	Q4 2020
JNJJohnson & Johnson	$2.66M	0.53%	0.00%	-2.8%	Q4 2020
GEGeneral Electric Co	$2.64M	0.52%	0.00%	-0.2%	Q3 2021
CTASCintas Corp	$2.43M	0.48%	0.00%	+0.2%	Q3 2024
JPMJPMorgan Chase & Co	$2.41M	0.48%	0.00%	-1.6%	Q4 2020
AVGOBroadcom Inc.	$2.18M	0.43%	0.00%	-21.0%	Q4 2021
ORGOOrganogenesis Holdings Inc.	$2.11M	0.42%	0.32%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$2.07M	0.41%	0.00%	0.0%	Q4 2020
FITBFifth Third Bancorp	$1.95M	0.39%	0.01%	+1.8%	Q4 2020
MRKMerck & Co., Inc.	$1.74M	0.35%	0.00%	-0.3%	Q4 2020
GOOGLAlphabet Inc.	$1.67M	0.33%	0.00%	+0.1%	Q4 2020
DUKDuke Energy CORP	$1.61M	0.32%	0.00%	-2.4%	Q4 2020
TSLATesla, Inc.	$1.54M	0.31%	0.00%	+2.4%	Q4 2020
METAMeta Platforms, Inc.	$1.43M	0.28%	Not reported	+2.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.38M	0.27%	Not reported	Not reported	Q4 2020
ORCLOracle Corp	$1.33M	0.26%	0.00%	+48.8%	Q1 2021
CINFCincinnati Financial Corp	$1.28M	0.25%	0.01%	+0.4%	Q4 2020
GEVGE Vernova Inc.	$1.24M	0.25%	0.00%	+1.5%	Q2 2024
MCDMcdonalds Corp	$1.21M	0.24%	0.00%	-1.7%	Q4 2020
ABBVAbbVie Inc.	$1.19M	0.24%	0.00%	-7.6%	Q4 2020
IBMInternational Business Machines Corp	$1.15M	0.23%	0.00%	-5.5%	Q4 2020
CVXChevron Corp	$1.08M	0.21%	0.00%	-6.3%	Q4 2020
AMGNAmgen Inc	$1.06M	0.21%	0.00%	-10.1%	Q4 2020
HDHome Depot, Inc.	$1.03M	0.21%	0.00%	-5.5%	Q4 2020
WMTWalmart Inc.	$1.03M	0.20%	0.00%	+0.6%	Q4 2020
CSCOCisco Systems, Inc.	$938K	0.19%	0.00%	+0.4%	Q4 2020
RBCAARepublic Bancorp Inc	$904K	0.18%	Not reported	+0.7%	Q1 2025
MAMastercard Inc	$847K	0.17%	0.00%	-11.7%	Q1 2021
BRK.BBerkshire Hathaway Inc	$802K	0.16%	Not reported	-6.0%	Q4 2020
PFEPfizer Inc	$774K	0.15%	0.00%	+4.6%	Q4 2020
QCOMQualcomm Inc	$741K	0.15%	0.00%	-8.6%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$724K	0.14%	0.00%	0.0%	Q2 2025
MUMicron Technology Inc	$715K	0.14%	0.00%	-32.1%	Q2 2025
SOSouthern Co	$693K	0.14%	0.00%	+0.2%	Q4 2020
BACBank of America Corp	$681K	0.14%	0.00%	-11.9%	Q4 2023
ENBEnbridge Inc	$659K	0.13%	0.00%	-8.9%	Q4 2020
PMPhilip Morris International Inc.	$652K	0.13%	0.00%	-0.3%	Q4 2020
NFLXNetflix Inc	$643K	0.13%	0.00%	+1.2%	Q1 2024
ABTAbbott Laboratories	$627K	0.12%	0.00%	-1.1%	Q4 2020
CATCaterpillar Inc	$619K	0.12%	0.00%	+0.9%	Q2 2022

Q3 2025Reported Oct 30, 2025117 positions
PGPROCTER & GAMBLE Co	$27.3M	5.61%	0.01%	-0.2%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$21.2M	4.36%	Not reported	+2.6%	Q4 2020
BSVNBank7 Corp.	$19.2M	3.94%	2.57%	+0.7%	Q4 2020
AAPLApple Inc.	$16.3M	3.35%	0.00%	-2.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$12.4M	2.54%	Not reported	-1.6%	Q4 2020
MSFTMicrosoft Corp	$8.87M	1.82%	0.00%	-1.3%	Q4 2020
NVDANvidia Corp	$8.04M	1.65%	0.00%	-7.1%	Q1 2021
IOTSamsara Inc.	$5.85M	1.20%	Not reported	+0.7%	Q4 2023
AMZNAmazon Com Inc	$3.09M	0.63%	0.00%	+0.6%	Q4 2020
LLYELI LILLY & Co	$2.92M	0.60%	0.00%	-0.6%	Q4 2020
GOOGAlphabet Inc.	$2.83M	0.58%	Not reported	-2.8%	Q4 2020
CTASCintas Corp	$2.65M	0.54%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$2.63M	0.54%	0.00%	-0.1%	Q4 2021
GEGeneral Electric Co	$2.58M	0.53%	0.00%	0.0%	Q3 2021
JNJJohnson & Johnson	$2.45M	0.50%	0.00%	-2.2%	Q4 2020
JPMJPMorgan Chase & Co	$2.4M	0.49%	0.00%	+16.3%	Q4 2020
XOMExxonMobil Holdings Corp	$1.94M	0.40%	0.00%	-1.3%	Q4 2020
FITBFifth Third Bancorp	$1.83M	0.38%	0.01%	-40.8%	Q4 2020
DUKDuke Energy CORP	$1.74M	0.36%	0.00%	-2.2%	Q4 2020
ORGOOrganogenesis Holdings Inc.	$1.72M	0.35%	0.32%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$1.54M	0.32%	Not reported	+2.6%	Q4 2020
TSLATesla, Inc.	$1.53M	0.31%	0.00%	-8.0%	Q4 2020
MRKMerck & Co., Inc.	$1.39M	0.29%	0.00%	-2.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.35M	0.28%	Not reported	+0.4%	Q4 2020
ORCLOracle Corp	$1.33M	0.27%	0.00%	0.0%	Q1 2021
ABBVAbbVie Inc.	$1.31M	0.27%	0.00%	-1.5%	Q4 2020
GOOGLAlphabet Inc.	$1.29M	0.27%	0.00%	-15.0%	Q4 2020
HDHome Depot, Inc.	$1.29M	0.26%	0.00%	+0.8%	Q4 2020
CINFCincinnati Financial Corp	$1.23M	0.25%	0.01%	-2.9%	Q4 2020
MCDMcdonalds Corp	$1.23M	0.25%	0.00%	0.0%	Q4 2020
CVXChevron Corp	$1.18M	0.24%	0.00%	-1.8%	Q4 2020
IBMInternational Business Machines Corp	$1.16M	0.24%	0.00%	-3.5%	Q4 2020
GEVGE Vernova Inc.	$1.15M	0.24%	0.00%	+1.3%	Q2 2024
AMGNAmgen Inc	$1.02M	0.21%	0.00%	-0.7%	Q4 2020
MAMastercard Inc	$956K	0.20%	0.00%	-3.8%	Q1 2021
WMTWalmart Inc.	$949K	0.20%	0.00%	-0.6%	Q4 2020
FBTCFidelity Wise Origin Bitcoin Fund	$948K	0.19%	0.00%	+232.5%	Q2 2025
RBCAARepublic Bancorp Inc	$941K	0.19%	Not reported	+0.6%	Q1 2025
BRK.BBerkshire Hathaway Inc	$854K	0.18%	Not reported	-9.2%	Q4 2020
CSCOCisco Systems, Inc.	$830K	0.17%	0.00%	+0.3%	Q4 2020
NFLXNetflix Inc	$813K	0.17%	0.00%	+1.2%	Q1 2024
QCOMQualcomm Inc	$788K	0.16%	0.00%	0.0%	Q4 2020
ENBEnbridge Inc	$764K	0.16%	0.00%	-0.9%	Q4 2020
PFEPfizer Inc	$757K	0.16%	0.00%	-0.7%	Q4 2020
SOSouthern Co	$752K	0.15%	0.00%	Not reported	Q4 2020
BACBank of America Corp	$725K	0.15%	0.00%	-1.0%	Q4 2023
BABoeing Co	$714K	0.15%	0.00%	-2.0%	Q4 2020
LMTLockheed Martin Corp	$707K	0.15%	0.00%	-1.3%	Q4 2020
ABTAbbott Laboratories	$678K	0.14%	0.00%	+0.8%	Q4 2020
PMPhilip Morris International Inc.	$661K	0.14%	0.00%	-0.9%	Q4 2020

Q2 2025Reported Aug 12, 2025114 positions
PGPROCTER & GAMBLE Co	$28.3M	6.25%	0.01%	+7.1%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.6M	4.31%	Not reported	+2.1%	Q4 2020
BSVNBank7 Corp.	$19M	4.18%	2.55%	-1.3%	Q4 2020
AAPLApple Inc.	$13.4M	2.95%	0.00%	-0.6%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$11.6M	2.57%	Not reported	+0.9%	Q4 2020
MSFTMicrosoft Corp	$8.62M	1.90%	0.00%	-4.3%	Q4 2020
NVDANvidia Corp	$7.32M	1.61%	0.00%	-6.3%	Q1 2021
IOTSamsara Inc.	$6.21M	1.37%	Not reported	-0.5%	Q4 2023
AMZNAmazon Com Inc	$3.07M	0.68%	0.00%	-1.3%	Q4 2020
LLYELI LILLY & Co	$3M	0.66%	0.00%	+4.4%	Q4 2020
CTASCintas Corp	$2.87M	0.63%	0.00%	+560.5%	Q3 2024
FITBFifth Third Bancorp	$2.85M	0.63%	0.01%	-0.2%	Q4 2020
GEGeneral Electric Co	$2.21M	0.49%	0.00%	-10.7%	Q3 2021
AVGOBroadcom Inc.	$2.2M	0.49%	0.00%	-1.9%	Q4 2021
GOOGAlphabet Inc.	$2.12M	0.47%	Not reported	-3.7%	Q4 2020
JNJJohnson & Johnson	$2.06M	0.45%	0.00%	-0.9%	Q4 2020
JPMJPMorgan Chase & Co	$1.9M	0.42%	0.00%	-1.3%	Q4 2020
XOMExxonMobil Holdings Corp	$1.88M	0.42%	0.00%	-0.2%	Q4 2020
DUKDuke Energy CORP	$1.7M	0.37%	0.00%	-0.5%	Q4 2020
METAMeta Platforms, Inc.	$1.51M	0.33%	Not reported	-4.9%	Q4 2020
ORGOOrganogenesis Holdings Inc.	$1.49M	0.33%	0.32%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$1.35M	0.30%	0.00%	-6.0%	Q4 2020
IBMInternational Business Machines Corp	$1.26M	0.28%	0.00%	+3.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.23M	0.27%	Not reported	+3.3%	Q4 2020
CINFCincinnati Financial Corp	$1.2M	0.26%	0.01%	Not reported	Q4 2020
TSLATesla, Inc.	$1.19M	0.26%	0.00%	Not reported	Q4 2020
MCDMcdonalds Corp	$1.18M	0.26%	0.00%	-2.6%	Q4 2020
HDHome Depot, Inc.	$1.16M	0.25%	0.00%	0.0%	Q4 2020
CVXChevron Corp	$1.11M	0.24%	0.00%	+8.1%	Q4 2020
GOOGLAlphabet Inc.	$1.1M	0.24%	0.00%	-4.4%	Q4 2020
ABBVAbbVie Inc.	$1.07M	0.23%	0.00%	+0.6%	Q4 2020
ORCLOracle Corp	$1.04M	0.23%	0.00%	-0.2%	Q1 2021
AMGNAmgen Inc	$1.01M	0.22%	0.00%	+0.1%	Q4 2020
MAMastercard Inc	$981K	0.22%	0.00%	-0.7%	Q1 2021
GEVGE Vernova Inc.	$976K	0.22%	0.00%	-3.0%	Q2 2024
RBCAARepublic Bancorp Inc	$946K	0.21%	Not reported	+9.1%	Q1 2025
BRK.BBerkshire Hathaway Inc	$908K	0.20%	Not reported	+3.8%	Q4 2020
WMTWalmart Inc.	$906K	0.20%	0.00%	+6.2%	Q4 2020
NFLXNetflix Inc	$898K	0.20%	0.00%	-0.5%	Q1 2024
CSCOCisco Systems, Inc.	$839K	0.18%	0.00%	-0.1%	Q4 2020
QCOMQualcomm Inc	$754K	0.17%	0.00%	+0.1%	Q4 2020
PMPhilip Morris International Inc.	$748K	0.16%	0.00%	-1.9%	Q4 2020
DISWalt Disney Co	$748K	0.16%	0.00%	+2.6%	Q4 2020
SOSouthern Co	$729K	0.16%	0.00%	+3.3%	Q4 2020
PFEPfizer Inc	$725K	0.16%	0.00%	+0.4%	Q4 2020
BABoeing Co	$707K	0.16%	0.00%	-11.4%	Q4 2020
ENBEnbridge Inc	$692K	0.15%	0.00%	-1.2%	Q4 2020
ABTAbbott Laboratories	$683K	0.15%	0.00%	+6.0%	Q4 2020
ROPRoper Technologies Inc	$672K	0.15%	0.00%	Not reported	Q2 2024
BACBank of America Corp	$672K	0.15%	0.00%	+0.8%	Q4 2023

Premium opens every quarter this fund has filed