Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $452 Million
  • Q2 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Million distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $43.5M, Dimensional ETF Tr with a value of $42.8M, Procter & Gamble CO with a value of $28.3M, Vanguard Russell 1000 Value Et with a value of $26.3M, and Ishares Core S&P 500 ETF with a value of $24.6M.

Examining the 13F form we can see an increase of $34M in the current position value, from $418M to 452M.

Below you can find more details about Wealth Dimensions Group, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $452 Million
ETFs: $313 Million
Technology: $44.9 Million
Consumer Defensive: $32.8 Million
Healthcare: $13.4 Million
Industrials: $12.7 Million
Financial Services: $12.2 Million
Consumer Cyclical: $8 Million
Communication Services: $7.62 Million
Other: $7.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.5 Million 9.62% of portfolio
740,377
Q2 2025 Reduced 1.08%
$0
$42.8 Million 9.47% of portfolio
1,238,601
Q2 2025 Added 2.37%
$380B
$28.3 Million 6.27% of portfolio
177,882
Q2 2025 Added 7.08%
$0
$26.3 Million 5.81% of portfolio
308,458
Q2 2025 Added 3.8%
$0
$24.6 Million 5.44% of portfolio
39,628
Q2 2025 Added 0.8%
$0
$21.9 Million 4.85% of portfolio
200,674
Q2 2025 Added 2.39%
$0
$19.6 Million 4.32% of portfolio
146,688
Q2 2025 Added 2.09%
$0
$19 Million 4.2% of portfolio
241,199
Q2 2025 Reduced 1.34%
$0
$14 Million 3.09% of portfolio
483,005
Q2 2025 Added 3.13%
$0
$13.4 Million 2.97% of portfolio
456,519
Q2 2025 Added 4.45%
$3.84T
$13.4 Million 2.96% of portfolio
65,320
Q2 2025 Reduced 0.64%
$0
$12 Million 2.66% of portfolio
513,347
Q2 2025 Added 7.37%
$0
$11.6 Million 2.57% of portfolio
18,839
Q2 2025 Added 0.92%
$3.8T
$8.62 Million 1.91% of portfolio
17,335
Q2 2025 Reduced 4.34%
$0
$7.98 Million 1.77% of portfolio
188,921
Q2 2025 Added 0.82%
$424B
$7.32 Million 1.62% of portfolio
46,363
Q2 2025 Reduced 6.29%
$4.3B
$6.21 Million 1.37% of portfolio
155,998
Q2 2025 Reduced 0.45%
$0
$3.42 Million 0.76% of portfolio
8,059
Q2 2025 Added 0.49%
$2.36T
$3.07 Million 0.68% of portfolio
13,980
Q2 2025 Reduced 1.33%
$722B
$3 Million 0.66% of portfolio
3,852
Q2 2025 Added 4.39%
$20.3B
$2.87 Million 0.64% of portfolio
12,887
Q2 2025 Added 560.53%
$31.5B
$2.85 Million 0.63% of portfolio
69,207
Q2 2025 Reduced 0.17%
$0
$2.78 Million 0.62% of portfolio
31,919
Q2 2025 Added 3.11%
$0
$2.47 Million 0.55% of portfolio
50,840
Q2 2025 Added 1.89%
$0
$2.48 Million 0.55% of portfolio
46,268
Q2 2025 Added 0.69%
$0
$2.29 Million 0.51% of portfolio
8,168
Q2 2025 Added 0.46%
$0
$2.24 Million 0.49% of portfolio
11,452
Q2 2025 Added 2.61%
$316B
$2.21 Million 0.49% of portfolio
8,589
Q2 2025 Reduced 10.71%
$140B
$2.2 Million 0.49% of portfolio
7,992
Q2 2025 Reduced 1.89%
$0
$2.17 Million 0.48% of portfolio
11,177
Q2 2025 Reduced 1.47%
$1.52T
$2.12 Million 0.47% of portfolio
11,951
Q2 2025 Reduced 3.68%
$463B
$2.06 Million 0.46% of portfolio
13,501
Q2 2025 Reduced 0.89%
$0
$2.07 Million 0.46% of portfolio
14,859
Q2 2025 Added 3.4%
$480B
$1.88 Million 0.42% of portfolio
17,476
Q2 2025 Reduced 0.18%
$914B
$1.9 Million 0.42% of portfolio
6,544
Q2 2025 Reduced 1.33%
$0
$1.82 Million 0.4% of portfolio
18,328
Q2 2025 Added 10.5%
$93.2B
$1.7 Million 0.38% of portfolio
14,389
Q2 2025 Reduced 0.47%
$0
$1.67 Million 0.37% of portfolio
10,555
Q2 2025 Reduced 4.7%
$593M
$1.49 Million 0.33% of portfolio
407,965
Q2 2024 Added 435.91%
$1.75T
$1.51 Million 0.33% of portfolio
2,050
Q2 2025 Reduced 4.87%
$0
$1.44 Million 0.32% of portfolio
25,408
Q2 2025 Reduced 0.03%
$206B
$1.35 Million 0.3% of portfolio
17,057
Q2 2025 Reduced 6.02%
$0
$1.35 Million 0.3% of portfolio
4,450
Q2 2025 Reduced 0.47%
$232B
$1.26 Million 0.28% of portfolio
4,264
Q2 2025 Added 3.17%
$0
$1.23 Million 0.27% of portfolio
2,236
Q2 2025 Added 3.33%
$0
$1.21 Million 0.27% of portfolio
41,775
Q1 2025 New
$224B
$1.18 Million 0.26% of portfolio
4,043
Q2 2025 Reduced 2.58%
$427B
$1.16 Million 0.26% of portfolio
3,151
Q2 2025 Added 0.03%
$24.6B
$1.2 Million 0.26% of portfolio
8,035
Q1 2025 Reduced 0.42%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $452 Million
  • Prior Value $418 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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