Wealth Dimensions Group, Ltd. Portfolio Holdings

Wealth Dimensions Group, Ltd.

  • $484 Million
  • Q3 2025

Wealth Dimensions Group, Ltd. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $484 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $47M, Vanguard with a value of $45.2M, Vanguard Russell 1000 Value Et with a value of $28.6M, Procter & Gamble CO with a value of $27.3M, and Ishares Core S&P 500 ETF with a value of $26.7M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $452M to 484M.

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

Portfolio value $484 Million
ETFs: $338 Million
Technology: $49.5 Million
Consumer Defensive: $31.6 Million
Healthcare: $14.4 Million
Industrials: $13.3 Million
Financial Services: $11.7 Million
Consumer Cyclical: $8.45 Million
Communication Services: $8.41 Million
Other: $8.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47 Million 9.71% of portfolio
1,292,913
Q3 2025 Added 4.38%
$0
$45.2 Million 9.33% of portfolio
767,539
Q3 2025 Added 3.67%
$0
$28.6 Million 5.91% of portfolio
320,217
Q3 2025 Added 3.81%
$349B
$27.3 Million 5.63% of portfolio
177,492
Q3 2025 Reduced 0.22%
$0
$26.7 Million 5.52% of portfolio
39,920
Q3 2025 Added 0.74%
$0
$24.2 Million 5.0% of portfolio
201,004
Q3 2025 Added 0.16%
$0
$21.2 Million 4.38% of portfolio
150,486
Q3 2025 Added 2.59%
$0
$19.2 Million 3.96% of portfolio
242,762
Q3 2025 Added 0.65%
$4.34T
$16.3 Million 3.36% of portfolio
63,929
Q3 2025 Reduced 2.13%
$0
$16.1 Million 3.32% of portfolio
509,241
Q3 2025 Added 5.43%
$0
$15.9 Million 3.29% of portfolio
500,653
Q3 2025 Added 9.67%
$0
$13.5 Million 2.79% of portfolio
566,884
Q3 2025 Added 10.43%
$0
$12.4 Million 2.55% of portfolio
18,546
Q3 2025 Reduced 1.56%
$3.83T
$8.87 Million 1.83% of portfolio
17,119
Q3 2025 Reduced 1.25%
$0
$8.71 Million 1.8% of portfolio
203,794
Q3 2025 Added 7.87%
$495B
$8.04 Million 1.66% of portfolio
43,073
Q3 2025 Reduced 7.1%
$4.29B
$5.85 Million 1.21% of portfolio
157,148
Q3 2025 Added 0.74%
$0
$3.74 Million 0.77% of portfolio
7,984
Q3 2025 Reduced 0.93%
$2.54T
$3.09 Million 0.64% of portfolio
14,058
Q3 2025 Added 0.56%
$0
$3.11 Million 0.64% of portfolio
31,807
Q3 2025 Reduced 0.35%
$862B
$2.92 Million 0.6% of portfolio
3,831
Q3 2025 Reduced 0.55%
$1.69T
$2.83 Million 0.58% of portfolio
11,611
Q3 2025 Reduced 2.84%
$18.7B
$2.65 Million 0.55% of portfolio
12,887
Q2 2025 Added 560.53%
$143B
$2.63 Million 0.54% of portfolio
7,981
Q3 2025 Reduced 0.14%
$332B
$2.58 Million 0.53% of portfolio
8,588
Q3 2025 Reduced 0.01%
$0
$2.47 Million 0.51% of portfolio
50,492
Q3 2025 Reduced 0.68%
$489B
$2.45 Million 0.51% of portfolio
13,202
Q3 2025 Reduced 2.21%
$0
$2.4 Million 0.5% of portfolio
11,613
Q3 2025 Added 1.41%
$907B
$2.4 Million 0.5% of portfolio
7,608
Q3 2025 Added 16.26%
$0
$2.35 Million 0.49% of portfolio
8,008
Q3 2025 Reduced 1.96%
$0
$2.32 Million 0.48% of portfolio
14,876
Q3 2025 Added 0.11%
$0
$2.34 Million 0.48% of portfolio
43,613
Q3 2025 Reduced 5.74%
$0
$2.23 Million 0.46% of portfolio
10,955
Q3 2025 Reduced 1.99%
$476B
$1.94 Million 0.4% of portfolio
17,245
Q3 2025 Reduced 1.32%
$0
$1.88 Million 0.39% of portfolio
18,748
Q3 2025 Added 2.29%
$28.9B
$1.83 Million 0.38% of portfolio
40,970
Q3 2025 Reduced 40.8%
$593M
$1.85 Million 0.38% of portfolio
407,965
Q2 2024 Added 435.91%
$0
$1.8 Million 0.37% of portfolio
10,202
Q3 2025 Reduced 3.34%
$95.3B
$1.74 Million 0.36% of portfolio
14,078
Q3 2025 Reduced 2.16%
$0
$1.58 Million 0.33% of portfolio
4,824
Q3 2025 Added 8.4%
$1.4T
$1.53 Million 0.32% of portfolio
3,432
Q3 2025 Reduced 8.04%
$1.43T
$1.54 Million 0.32% of portfolio
2,103
Q3 2025 Added 2.59%
$0
$1.46 Million 0.3% of portfolio
25,525
Q3 2025 Added 0.46%
$212B
$1.39 Million 0.29% of portfolio
16,566
Q3 2025 Reduced 2.88%
$669B
$1.33 Million 0.28% of portfolio
4,746
Q3 2025 Reduced 0.02%
$0
$1.37 Million 0.28% of portfolio
2,230
Q3 2025 Added 23.48%
$0
$1.35 Million 0.28% of portfolio
2,245
Q3 2025 Added 0.4%
$392B
$1.29 Million 0.27% of portfolio
3,177
Q3 2025 Added 0.83%
$382B
$1.31 Million 0.27% of portfolio
5,654
Q3 2025 Reduced 1.5%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $484 Million
  • Prior Value $452 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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