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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$368B
$28.3 Million 6.27% of portfolio
177,882
Q2 2025 Added 7.08%
$3.69T
$13.4 Million 2.96% of portfolio
65,320
Q2 2025 Reduced 0.64%
$3.95T
$8.62 Million 1.91% of portfolio
17,335
Q2 2025 Reduced 4.34%
$456B
$7.32 Million 1.62% of portfolio
46,363
Q2 2025 Reduced 6.29%
$3.62B
$6.21 Million 1.37% of portfolio
155,998
Q2 2025 Reduced 0.45%
$2.26T
$3.07 Million 0.68% of portfolio
13,980
Q2 2025 Reduced 1.33%
$608B
$3 Million 0.66% of portfolio
3,852
Q2 2025 Added 4.39%
$22.7B
$2.87 Million 0.64% of portfolio
12,887
Q2 2025 Added 560.53%
$29B
$2.85 Million 0.63% of portfolio
69,207
Q2 2025 Reduced 0.17%
$306B
$2.21 Million 0.49% of portfolio
8,589
Q2 2025 Reduced 10.71%
$127B
$2.2 Million 0.49% of portfolio
7,992
Q2 2025 Reduced 1.89%
$1.24T
$2.12 Million 0.47% of portfolio
11,951
Q2 2025 Reduced 3.68%
$452B
$2.06 Million 0.46% of portfolio
13,501
Q2 2025 Reduced 0.89%
$442B
$1.88 Million 0.42% of portfolio
17,476
Q2 2025 Reduced 0.18%
$859B
$1.9 Million 0.42% of portfolio
6,544
Q2 2025 Reduced 1.33%
$95.8B
$1.7 Million 0.38% of portfolio
14,389
Q2 2025 Reduced 0.47%
$1.78T
$1.51 Million 0.33% of portfolio
2,050
Q2 2025 Reduced 4.87%
$203B
$1.35 Million 0.3% of portfolio
17,057
Q2 2025 Reduced 6.02%
$210B
$1.26 Million 0.28% of portfolio
4,264
Q2 2025 Added 3.17%
$222B
$1.18 Million 0.26% of portfolio
4,043
Q2 2025 Reduced 2.58%
$405B
$1.16 Million 0.26% of portfolio
3,151
Q2 2025 Added 0.03%
$24.1B
$1.2 Million 0.26% of portfolio
8,035
Q1 2025 Reduced 0.42%
$1.08T
$1.19 Million 0.26% of portfolio
3,732
Q1 2025 Added 0.46%
$1.21T
$1.1 Million 0.24% of portfolio
6,249
Q2 2025 Reduced 4.35%
$351B
$1.07 Million 0.24% of portfolio
5,740
Q2 2025 Added 0.63%
$302B
$1.11 Million 0.24% of portfolio
7,722
Q2 2025 Added 8.11%
$684B
$1.04 Million 0.23% of portfolio
4,747
Q2 2025 Reduced 0.23%
$152B
$1.01 Million 0.22% of portfolio
3,633
Q2 2025 Added 0.06%
$548B
$981,000 0.22% of portfolio
1,746
Q2 2025 Reduced 0.74%
$1.26B
$946,000 0.21% of portfolio
12,944
Q2 2025 Added 9.09%
$281B
$905,000 0.2% of portfolio
9,262
Q2 2025 Added 6.18%
$621B
$908,000 0.2% of portfolio
1,870
Q2 2025 Added 3.83%
$545B
$897,000 0.2% of portfolio
670
Q2 2025 Reduced 0.45%
$293B
$838,000 0.19% of portfolio
12,087
Q2 2025 Reduced 0.08%
$173B
$754,000 0.17% of portfolio
4,735
Q2 2025 Added 0.06%
$261B
$748,000 0.17% of portfolio
4,109
Q2 2025 Reduced 1.91%
$207B
$748,000 0.17% of portfolio
6,033
Q2 2025 Added 2.55%
$138B
$725,000 0.16% of portfolio
29,911
Q2 2025 Added 0.43%
$139B
$707,000 0.16% of portfolio
3,376
Q2 2025 Reduced 11.44%
$102B
$728,000 0.16% of portfolio
7,935
Q2 2025 Added 3.27%
$55.1B
$672,000 0.15% of portfolio
1,186
Q4 2024 Added 0.85%
$229B
$682,000 0.15% of portfolio
5,019
Q2 2025 Added 5.98%
$381B
$671,000 0.15% of portfolio
14,199
Q2 2025 Added 0.77%
$551B
$656,000 0.15% of portfolio
1,850
Q2 2025 Added 7.0%
$113B
$664,000 0.15% of portfolio
1,435
Q2 2025 Reduced 1.91%
$95.8B
$691,000 0.15% of portfolio
15,262
Q2 2025 Reduced 1.24%
$93.6B
$624,000 0.14% of portfolio
1,227
Q2 2025 Added 11.95%
$182B
$631,000 0.14% of portfolio
14,596
Q2 2025 Added 1.57%
$203B
$612,000 0.14% of portfolio
21,169
Q2 2025 Added 2.84%

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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