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CIK: 0001846462
Total reported value
$558.3M
$558.3M
171 檔
29.7%
In Q2 2025, Wealth Dimensions Group, Ltd.'s U.S. equity holdings reached a combined market value of $558.3M, distributed across 171 disclosed stock positions.
In Q2 2025, Wealth Dimensions Group, Ltd. displayed an active expansion posture, initiating 13 new positions and adding to 18 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 | 9.59% | -0.50% | -1.08% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 9.44% | -0.09% | +2.37% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.25% | -0.45% | +7.08% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.79% | +0.16% | +3.80% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.42% | -0.06% | +0.80% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.83% | +0.29% | +2.39% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.31% | -0.11% | +2.09% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.18% | -0.38% | -1.34% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.08% | +0.38% | +3.13% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.96% | +0.07% | +4.45% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.01% | -0.64% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.65% | +0.08% | +7.37% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | +0.09% | +0.92% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.09% | -4.34% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.76% | -0.32% | +0.82% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.07% | -6.29% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.56% | -0.12% | +0.73% | |
| 18 | IOT | Samsara Inc-cl A | Stock-Tech | 1.37% | -0.06% | -0.45% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | -0.02% | +0.49% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.04% | -1.33% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.13% | +4.39% | |
| 22 | CTAS | Cintas CORP | Stock-Industrials | 0.63% | -0.04% | +560.53% | |
| 23 | FITB | Fifth Third Bancorp | Stock-Financials | 0.63% | +0.04% | -0.17% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.06% | +3.11% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.04% | +0.69% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.55% | -0.05% | +1.89% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.01% | +0.46% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.02% | +2.61% | |
| 29 | GE | General Electric | Stock-Industrials | 0.49% | +0.12% | -10.71% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.03% | -1.89% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.02% | -1.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.05% | -3.68% | |
| 33 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.46% | +0.03% | +3.40% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.04% | -0.89% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.01% | -1.33% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.14% | -0.18% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | -0.03% | +10.50% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.37% | -0.03% | -0.47% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.37% | +0.01% | -4.70% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.01% | -4.87% | |
| 41 | ORGO | Organogenesis Holdings Inc | Stock-Other | 0.33% | -0.12% | — | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.32% | -0.02% | -0.03% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | -0.47% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.30% | -0.01% | -6.02% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.01% | +3.17% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | +3.33% | |
| 47 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-Other | 0.27% | +0.01% | — | |
| 48 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.26% | +0.02% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | +0.02% | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.06% | -2.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTAS | Cintas CORP | +0.5% | +560.53% | Add |
| 2 | VONG | Vanguard Russell 1000 Growth | +0.5% | +2.39% | Add |
| 3 | DFAI | Dimensional International Co | +0.4% | +2.37% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | -6.29% | Trim |
| 5 | MSFT | Microsoft CORP | +0.3% | -4.34% | Trim |
| 6 | DFAE | Dimensional Emerging Core Eq | +0.2% | +3.13% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | -1.89% | Trim |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.80% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.92% | Add |
| 11 | GEV | GE Vernova Inc | +0.1% | -3.00% | Trim |
| 12 | ORCL | Oracle CORP | +0.1% | -0.23% | Trim |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.49% | Add |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 15 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.1% | -0.45% | Trim |
| 17 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.95% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 21 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 22 | JOBY | Joby Aviation, Inc. | +0.1% | NEW | New buy |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 24 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 25 | GD | General Dynamics CORP | +0.1% | NEW | New buy |
| 26 | NSC | Norfolk Southern CORP | +0.1% | NEW | New buy |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.73% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | -1.33% | Trim |
| 29 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 30 | GE | General Electric | 0% | -10.71% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | -4.87% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -1.33% | Trim |
| 33 | IBM | Intl Business Machines CORP | 0% | +3.17% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.33% | Add |
| 35 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 36 | VUG | Vanguard Growth ETF | 0% | +6.47% | Add |
| 37 | DFSV | Dimensional US Small Cap Val | 0% | +4.45% | Add |
| 38 | IEMG | Ishares Core Msci Emerging | 0% | +0.69% | Add |
| 39 | VTWO | Vanguard Russell 2000 ETF | 0% | +3.11% | Add |
| 40 | CB | Chubb Limited | -0.1% | EXIT | Sold out |
| 41 | VONV | Vanguard Russell 1000 Value | -0.1% | +3.80% | Add |
| 42 | DFAR | Dimensional US Real Est ETF | -0.1% | +7.37% | Add |
| 43 | XLV | Ss Health Care Select Sector | -0.1% | EXIT | Sold out |
| 44 | IOT | Samsara Inc-cl A | -0.1% | -0.45% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.1% | -0.18% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.1% | -6.02% | Trim |
| 47 | ORGO | Organogenesis Holdings Inc | -0.1% | — | Unchanged |
| 48 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.09% | Add |
| 49 | AAPL | Apple Inc | -0.5% | -0.64% | Trim |
| 50 | VGSH | Vanguard Short-term Treasury | -0.9% | -1.08% | Trim |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 171 disclosed positions in Q2 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 29.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
MU
市值: $454.9K
Top Position Liquidated / Trimmed
XLV
前期市值: $238.4K
During Q2 2025, Wealth Dimensions Group, Ltd.'s top holdings by market value included VGSH (9.6%)、DFAI (9.4%)、PG (6.3%). The largest single position, VGSH, represented 9.6% of total portfolio value.
In Q2 2025, Wealth Dimensions Group, Ltd. made 48 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 2 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.
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