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CIK: 0001846462
Total reported value
$558.3M
$558.3M
170 檔
34.2%
According to the latest 13F quarterly dataset, Wealth Dimensions Group, Ltd. managed an equity portfolio of $558.3M at the end of Q1 2026, spanning 170 distinct U.S. exchange-listed positions.
Wealth Dimensions Group, Ltd. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 10 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 10.90% | -0.09% | +3.78% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.70% | -0.50% | +4.50% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-Other | 6.16% | +0.16% | +0.76% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.81% | -0.45% | -0.49% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.99% | -0.06% | -2.14% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.52% | -0.11% | +0.83% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.41% | +0.29% | +2.19% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.01% | +0.07% | +4.64% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.87% | -0.38% | +1.67% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.75% | +0.38% | +5.09% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 3.28% | +0.08% | +8.49% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.16% | -0.01% | +1.13% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.32% | +0.09% | -0.01% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.88% | -0.32% | +7.69% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | +0.07% | +10.77% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.41% | -0.12% | -5.08% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | -0.09% | +1.53% | |
| 18 | IOT | Samsara Inc-cl A | Stock-Tech | 0.99% | -0.06% | +1.31% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.02% | +0.03% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.13% | -2.94% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.06% | -4.48% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.04% | -3.12% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.04% | -4.49% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.05% | -1.89% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.14% | -6.35% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.04% | +1.17% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.49% | -0.05% | +1.54% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.49% | -0.04% | +13.14% | |
| 29 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.46% | +0.03% | -4.93% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.01% | +1.93% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | -3.38% | |
| 32 | GE | General Electric | Stock-Industrials | 0.46% | +0.12% | -4.91% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.02% | -1.02% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.01% | +1.72% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.03% | +3.12% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.01% | -4.93% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.36% | -0.03% | — | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.35% | +0.01% | -5.22% | |
| 39 | FITB | Fifth Third Bancorp | Stock-Financials | 0.34% | +0.04% | -9.65% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.03% | +0.31% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.33% | -0.03% | -6.85% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.04% | +4.04% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | +0.07% | -5.12% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.01% | +2.41% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.08% | -0.99% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.04% | +0.71% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.06% | +0.91% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | +0.51% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.24% | -0.02% | -5.63% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | +0.04% | -1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.5% | +3.78% | Add |
| 2 | DFSV | Dimensional US Small Cap Val | +0.4% | +4.64% | Add |
| 3 | DFAR | Dimensional US Real Est ETF | +0.3% | +8.49% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.3% | +4.50% | Add |
| 5 | DFAE | Dimensional Emerging Core Eq | +0.3% | +5.09% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.83% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -6.35% | Trim |
| 8 | DFCF | Dimensional Core Fixed Inc | +0.1% | +7.69% | Add |
| 9 | VONV | Vanguard Russell 1000 Value | +0.1% | +0.76% | Add |
| 10 | CVX | Chevron CORP | +0.1% | -0.99% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | -3.12% | Trim |
| 12 | GEV | GE Vernova Inc | +0.1% | -5.12% | Trim |
| 13 | NVDA | Nvidia CORP | 0% | +10.77% | Add |
| 14 | GLD | Spdr Gold Shares | 0% | +34.77% | Add |
| 15 | RBCAA | Republic Bancorp Inc-class A | 0% | +16.90% | Add |
| 16 | WMT | Walmart Inc | 0% | +3.45% | Add |
| 17 | MRK | Merck & Co. Inc. | 0% | -4.93% | Trim |
| 18 | COP | Conocophillips | 0% | +3.33% | Add |
| 19 | CAT | Caterpillar Inc | 0% | -0.93% | Trim |
| 20 | MU | Micron Technology Inc | 0% | +0.44% | Add |
| 21 | DE | Deere & Co | 0% | +1.06% | Add |
| 22 | LMT | Lockheed Martin CORP | 0% | -3.22% | Trim |
| 23 | BP | Bp Plc-spons Adr | 0% | +0.05% | Add |
| 24 | KR | Kroger Co | 0% | +0.24% | Add |
| 25 | VZ | Verizon Communications Inc | 0% | -8.08% | Trim |
| 26 | ENB | Enbridge Inc | 0% | -1.09% | Trim |
| 27 | INTC | Intel CORP | 0% | -6.90% | Trim |
| 28 | ET | Energy Transfer LP | 0% | +7.35% | Add |
| 29 | PEP | Pepsico Inc | 0% | +2.28% | Add |
| 30 | BSV | Vanguard Short-term Bond ETF | 0% | +1.67% | Add |
| 31 | T | At&t Inc | 0% | -3.03% | Trim |
| 32 | AMGN | Amgen Inc | 0% | -1.14% | Trim |
| 33 | DUK | Duke Energy CORP | 0% | -6.85% | Trim |
| 34 | COST | Costco Wholesale CORP | 0% | +4.52% | Add |
| 35 | KO | Coca-cola Co/the | 0% | +5.20% | Add |
| 36 | VBK | Vanguard Small-cap Grwth ETF | 0% | +27.95% | Add |
| 37 | BMY | Bristol-myers Squibb Co | 0% | -0.46% | Trim |
| 38 | VB | Vanguard Small-cap ETF | 0% | +6.88% | Add |
| 39 | MO | Altria Group Inc | 0% | -2.79% | Trim |
| 40 | DVY | Ishares Select Dividend ETF | 0% | -1.75% | Trim |
| 41 | PM | Philip Morris International | 0% | +4.11% | Add |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +40.30% | Add |
| 43 | CTAS | Cintas CORP | 0% | +13.14% | Add |
| 44 | HON | Honeywell International Inc | 0% | +0.87% | Add |
| 45 | RTX | Rtx CORP | 0% | +4.75% | Add |
| 46 | NVS | Novartis Ag-sponsored Adr | 0% | +0.09% | Add |
| 47 | MCD | Mcdonald's CORP | 0% | +0.91% | Add |
| 48 | VEA | Vanguard Ftse Developed ETF | 0% | +1.05% | Add |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 50 | PHYS | Sprott Physical Gold Trust | 0% | — | Unchanged |
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 Q1 2026.
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 34.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BND
市值: $611.0K
Top Position Liquidated / Trimmed
AZNN
前期市值: $421.1K
During Q1 2026, Wealth Dimensions Group, Ltd.'s top holdings by market value included DFAI (10.9%)、VGSH (9.7%)、VONV (6.2%). The largest single position, DFAI, represented 10.9% of total portfolio value.
In Q1 2026, Wealth Dimensions Group, Ltd. made 161 total portfolio adjustments, initiating 10 new buys, adding to 76 positions, trimming 65 holdings, and fully liquidating 10 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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