13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001846462
Total reported value
$558.3M
$558.3M
160 檔
28.1%
In Q1 2025, Wealth Dimensions Group, Ltd.'s U.S. equity holdings reached a combined market value of $558.3M, distributed across 160 disclosed stock positions.
In Q1 2025, Wealth Dimensions Group, Ltd. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 10.49% | -0.50% | +4.12% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 9.02% | -0.09% | +6.70% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.76% | -0.45% | -0.74% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.85% | +0.16% | +3.74% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.27% | -0.06% | -0.16% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.57% | -0.38% | -0.26% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.42% | -0.11% | +2.48% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.34% | +0.29% | +3.73% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.49% | -0.01% | +1.18% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.94% | +0.07% | +13.63% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.89% | +0.38% | +11.16% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.71% | +0.08% | +11.93% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.49% | +0.09% | -0.04% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.88% | -0.32% | +12.62% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.09% | +3.44% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.52% | -0.12% | +9.47% | |
| 17 | IOT | Samsara Inc-cl A | Stock-Tech | 1.43% | -0.06% | -22.27% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.07% | +3.07% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.13% | +4.89% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | -0.02% | -3.13% | |
| 21 | FITB | Fifth Third Bancorp | Stock-Financials | 0.65% | +0.04% | -0.49% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.04% | +0.84% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.06% | +2.42% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +0.04% | +11.44% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.58% | -0.05% | +4.86% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.04% | +0.79% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | +0.02% | -0.28% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | -1.68% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.01% | +2.05% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.14% | +0.76% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | -0.85% | |
| 32 | GE | General Electric | Stock-Industrials | 0.46% | +0.12% | +29.43% | |
| 33 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.46% | +0.03% | +1.68% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.42% | -0.03% | -0.39% | |
| 35 | ORGO | Organogenesis Holdings Inc | Stock-Other | 0.42% | -0.12% | — | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.40% | +0.01% | -3.15% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.03% | -6.28% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.01% | +8.86% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | +3.29% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.35% | -0.02% | +4.67% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.03% | +13.22% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.06% | +3.23% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.01% | +4.01% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | +4.17% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | +0.01% | -0.59% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.08% | +15.19% | |
| 47 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-Other | 0.28% | +0.01% | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | — | +0.44% | |
| 49 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.28% | +0.02% | -0.42% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | +10.02% |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 160 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, DFAI, PG) accounted for 28.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGSH
市值: $43.9M
During Q1 2025, Wealth Dimensions Group, Ltd.'s top holdings by market value included VGSH (10.5%)、DFAI (9.0%)、PG (6.8%). The largest single position, VGSH, represented 10.5% of total portfolio value.
In Q1 2025, Wealth Dimensions Group, Ltd. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.