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CIK: 0001846462
Total reported value
$558.3M
$558.3M
170 檔
33.5%
As reported in its official Q4 2025 Form 13F filing, Wealth Dimensions Group, Ltd.'s tracked investment portfolio stood at $558.3M with 170 total positions.
In Q4 2025, Wealth Dimensions Group, Ltd. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 10.37% | -0.09% | +6.03% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.39% | -0.50% | +5.01% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 6.07% | +0.16% | +3.45% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.84% | -0.45% | +15.75% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.39% | -0.06% | -0.66% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.83% | +0.29% | -0.52% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.38% | -0.11% | +2.29% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.86% | -0.38% | +1.69% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.63% | +0.07% | +10.95% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.46% | +0.38% | +5.09% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.37% | -0.01% | -2.16% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.95% | +0.08% | +14.45% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.46% | +0.09% | -2.15% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.78% | -0.32% | +3.26% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.07% | +4.54% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.09% | -0.98% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.48% | -0.12% | -0.54% | |
| 18 | IOT | Samsara Inc-cl A | Stock-Tech | 1.11% | -0.06% | +0.04% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.13% | -3.29% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.02% | -0.81% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.05% | -11.90% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.06% | +0.32% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.04% | -8.69% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.04% | +0.15% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.04% | -2.79% | |
| 26 | GE | General Electric | Stock-Industrials | 0.52% | +0.12% | -0.19% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.49% | -0.05% | -0.12% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.48% | -0.04% | +0.22% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.01% | -1.63% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.02% | -2.28% | |
| 31 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.47% | +0.03% | -0.40% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.01% | -0.57% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.02% | -0.66% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.03% | -21.00% | |
| 35 | ORGO | Organogenesis Holdings Inc | Stock-Other | 0.42% | -0.12% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.14% | -0.04% | |
| 37 | FITB | Fifth Third Bancorp | Stock-Financials | 0.39% | +0.04% | +1.77% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.03% | -0.45% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | +29.42% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.36% | +0.01% | -3.21% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | -0.01% | -0.28% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.04% | +0.13% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.32% | -0.03% | -2.43% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.01% | -1.10% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.02% | -0.48% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.01% | +2.90% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.02% | +48.82% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.26% | -0.02% | -9.12% | |
| 50 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.25% | +0.02% | +0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.7% | +6.03% | Add |
| 2 | DFSV | Dimensional US Small Cap Val | +0.4% | +10.95% | Add |
| 3 | PG | Procter & Gamble Co/the | +0.2% | +15.75% | Add |
| 4 | VONV | Vanguard Russell 1000 Value | +0.2% | +3.45% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -3.29% | Trim |
| 6 | DFAR | Dimensional US Real Est ETF | +0.2% | +14.45% | Add |
| 7 | DFAE | Dimensional Emerging Core Eq | +0.2% | +5.09% | Add |
| 8 | VGSH | Vanguard Short-term Treasury | +0.1% | +5.01% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +29.42% | Add |
| 10 | ORGO | Organogenesis Holdings Inc | +0.1% | — | Unchanged |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -11.90% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.13% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -0.28% | Trim |
| 14 | GLD | Spdr Gold Shares | 0% | +72.45% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | -2.79% | Trim |
| 16 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.29% | Add |
| 17 | AAPL | Apple Inc | 0% | -2.16% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | +4.54% | Add |
| 19 | XOM | Exxon Mobil CORP | 0% | -0.04% | Trim |
| 20 | DFCF | Dimensional Core Fixed Inc | 0% | +3.26% | Add |
| 21 | DIS | Walt Disney Co/the | 0% | -22.73% | Trim |
| 22 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.54% | Trim |
| 23 | NFLX | Netflix Inc | 0% | +912.24% | Add |
| 24 | DUK | Duke Energy CORP | 0% | -2.43% | Trim |
| 25 | JEPI | Jpmorgan Equity Premium Inco | 0% | -9.12% | Trim |
| 26 | ETN | Eaton Corporation plc | -0.1% | -48.37% | Trim |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +0.03% | Add |
| 28 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -23.14% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | -5.48% | Trim |
| 30 | LMT | Lockheed Martin CORP | -0.1% | -32.04% | Trim |
| 31 | CTAS | Cintas CORP | -0.1% | +0.22% | Add |
| 32 | BSV | Vanguard Short-term Bond ETF | -0.1% | +1.69% | Add |
| 33 | IOT | Samsara Inc-cl A | -0.1% | +0.04% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.66% | Trim |
| 35 | BA | Boeing Co/the | -0.1% | -68.79% | Trim |
| 36 | AVGO | Broadcom Inc | -0.1% | -21.00% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | -0.98% | Trim |
| 38 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 39 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 40 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | — | EXIT | Sold out |
| 42 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 43 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 44 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
| 45 | HUM | Humana Inc | — | EXIT | Sold out |
| 46 | AXP | American Express Co | — | NEW | New buy |
| 47 | BX | Blackstone Inc | — | EXIT | Sold out |
| 48 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | Sold out |
| 49 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 50 | XBXMX | Nuveen S&p 500 Buy-wr Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 170 disclosed positions in Q4 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 DFAI, VGSH, VONV) accounted for 33.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGT
市值: $360.7K
Top Position Liquidated / Trimmed
ROP
前期市值: $591.4K
During Q4 2025, Wealth Dimensions Group, Ltd.'s top holdings by market value included DFAI (10.4%)、VGSH (9.4%)、VONV (6.1%). The largest single position, DFAI, represented 10.4% of total portfolio value.
In Q4 2025, Wealth Dimensions Group, Ltd. made 49 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 9 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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