Investor
Wealth Dimensions Group, Ltd.
CIK 0001846462 · filed 2026-05-12 · SEC filing
13F book
$508.3M
Positions
170
10 new · 10 sold
Largest name
10.9%
Dimensional Etf Trust
Est. mark
−$4.91M
Price effect on 160 names still held. Flow $9.26M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 1.42M | $55.4M | 10.9% | $1.17M | Added$3.18M |
| Vanguard Scottsdale Fds | — | 842.3K | $49.3M | 9.7% | −$153.1K | Added$1.97M |
| Vanguard Scottsdale Fds | — | 333.8K | $31.3M | 6.2% | $477K | Added$711.9K |
| Procter And Gamble Co | PG | 204.4K | $29.5M | 5.8% | $231K | Cut$85.8K |
| Ishares Tr | — | 38.8K | $25.4M | 5.0% | −$1.23M | Cut−$1.81M |
| Vanguard Whitehall Fds | — | 155.2K | $23M | 4.5% | $704.9K | Added$893.3K |
| Vanguard Scottsdale Fds | — | 204.3K | $22.4M | 4.4% | −$2.41M | Added−$1.93M |
| Dimensional Etf Trust | — | 581.3K | $20.4M | 4.0% | $1.19M | Added$2.1M |
| Vanguard Bd Index Fds | — | 251K | $19.7M | 3.9% | −$98.7K | Added$224K |
| Dimensional Etf Trust | — | 562.4K | $19M | 3.7% | $690.4K | Added$1.61M |
| Dimensional Etf Trust | — | 703.9K | $16.6M | 3.3% | $485.8K | Added$1.79M |
| Apple Inc. | AAPL | 63.3K | $16.1M | 3.2% | −$1.13M | Added−$951.3K |
| Spdr S&P 500 Etf Tr | — | 18.1K | $11.8M | 2.3% | −$573.4K | Cut−$574K |
| Dimensional Etf Trust | — | 226.6K | $9.57M | 1.9% | −$71.5K | Added$611.3K |
| Nvidia Corp | NVDA | 49.9K | $8.7M | 1.7% | −$544.7K | Added$301.2K |
| Ishares Tr | — | 79.4K | $7.19M | 1.4% | $85K | Cut−$295.2K |
| Microsoft Corp | MSFT | 17.2K | $6.37M | 1.3% | −$1.92M | Added−$1.83M |
| Samsara Inc. | IOT | 159.3K | $5.05M | 1.0% | −$591.1K | Added−$525.8K |
| Ishares Tr | — | 7.92K | $3.38M | 0.7% | −$371.5K | Added−$370.7K |
| Eli Lilly & Co | LLY | 3.6K | $3.31M | 0.7% | −$556.8K | Cut−$673.9K |
| Vanguard Scottsdale Fds | — | 30.5K | $3.05M | 0.6% | $19.8K | Cut−$122.4K |
| Johnson & Johnson | JNJ | 12.4K | $3.04M | 0.6% | $466.1K | Cut$383.1K |
| Ishares Inc | — | 41.7K | $2.91M | 0.6% | $105.6K | Cut−$26.3K |
| Alphabet Inc | — | 10K | $2.88M | 0.6% | −$270.3K | Cut−$330.9K |
| Exxon Mobil Corp | — | 16.1K | $2.74M | 0.5% | $796.3K | Cut$664.5K |
| Amazon Com Inc | AMZN | 13K | $2.7M | 0.5% | −$289.5K | Added−$258.3K |
| Ishares Tr | — | 51.2K | $2.48M | 0.5% | −$14.6K | Added$23.1K |
| Cintas Corp | CTAS | 14.6K | $2.47M | 0.5% | −$244.5K | Added$42.6K |
| Vanguard Scottsdale Fds | — | 14.1K | $2.36M | 0.5% | $102.6K | Cut−$14.1K |
| Vanguard Index Fds | — | 8.12K | $2.33M | 0.5% | −$24.2K | Added$20.1K |
| Ishares Tr | — | 11K | $2.32M | 0.5% | −$10.2K | Cut−$91.4K |
| Ge Aerospace | — | 8.15K | $2.31M | 0.5% | −$197.5K | Cut−$327.2K |
| Ishares Tr | — | 10.8K | $2.3M | 0.5% | $36K | Cut$12.7K |
| Jpmorgan Chase & Co. | — | 7.61K | $2.24M | 0.4% | −$209.9K | Added−$172K |
| Broadcom Inc. | AVGO | 6.5K | $2.01M | 0.4% | −$230.9K | Added−$169.9K |
| Merck & Co., Inc. | MRK | 15.7K | $1.89M | 0.4% | $236.1K | Cut$150.3K |
| Ishares Tr | — | 18.7K | $1.85M | 0.4% | −$11.4K | Held |
| Ishares Tr | — | 9.36K | $1.77M | 0.3% | $78.5K | Cut−$14.9K |
| Fifth Third Bancorp | — | 37.7K | $1.75M | 0.3% | −$13.2K | Cut−$201.6K |
| Vanguard Index Fds | — | 2.9K | $1.73M | 0.3% | −$85.2K | Added−$79.8K |
| Duke Energy Corp New | — | 12.8K | $1.68M | 0.3% | $175.6K | Cut$65.3K |
| Alphabet Inc | — | 5.54K | $1.59M | 0.3% | −$135.4K | Added−$73.6K |
| GE Vernova Inc. | GEV | 1.8K | $1.57M | 0.3% | $394.7K | Cut$331.3K |
| Vanguard Index Fds | — | 4.89K | $1.57M | 0.3% | −$69.1K | Added−$32.2K |
| Chevron Corp New | CVX | 7.04K | $1.46M | 0.3% | $383.4K | Cut$372.7K |
| Invesco Qqq Tr | — | 2.26K | $1.3M | 0.3% | −$83.9K | Added−$74.7K |
| Mcdonalds Corp | MCD | 4.01K | $1.25M | 0.2% | $20.4K | Added$31.6K |
| Meta Platforms, Inc. | META | 2.17K | $1.24M | 0.2% | −$190.2K | Added−$183.9K |
| J P Morgan Exchange Traded F | — | 21.9K | $1.24M | 0.2% | −$12.2K | Cut−$87.1K |
| Ishares Tr | — | 9.95K | $1.24M | 0.2% | $41K | Cut$21.8K |
| Cincinnati Finl Corp | — | 7.84K | $1.23M | 0.2% | −$46.8K | Held |
| Etf Ser Solutions | — | 41.8K | $1.23M | 0.2% | $23K | Held |
| Tesla, Inc. | TSLA | 3.23K | $1.2M | 0.2% | −$216.9K | Cut−$341.6K |
| Walmart Inc. | WMT | 9.59K | $1.19M | 0.2% | $119.2K | Added$159K |
| Amgen Inc | AMGN | 3.21K | $1.13M | 0.2% | $78.7K | Cut$66.6K |
| Vanguard Specialized Funds | — | 5.22K | $1.12M | 0.2% | −$24.6K | Cut−$29.5K |
| AbbVie Inc. | ABBV | 5.12K | $1.11M | 0.2% | −$56.1K | Cut−$80.4K |
| Republic Bancorp Inc /Ky/ | RBCAA | 15.3K | $1.08M | 0.2% | $20.5K | Added$176.8K |
| Vanguard Index Fds | — | 12.1K | $1.08M | 0.2% | $2.6K | Cut−$6.16K |
| Oracle Corp | — | 6.95K | $1.02M | 0.2% | −$285.8K | Cut−$306.3K |
| Home Depot, Inc. | HD | 3.04K | $1M | 0.2% | −$45.7K | Added−$32.2K |
| Cisco Sys Inc | — | 12.5K | $968K | 0.2% | $6.78K | Added$30K |
| Ishares Tr | — | 5.04K | $967.1K | 0.2% | −$34.3K | Cut−$129K |
| Organogenesis Hldgs Inc | — | 408K | $966.9K | 0.2% | −$1.15M | Held |
| Vanguard Growth Etf | — | 2.2K | $961.8K | 0.2% | −$112.4K | Cut−$139.3K |
| Ishares Tr | — | 6.22K | $941.9K | 0.2% | $63.9K | Cut$48.3K |
| Ishares Tr | — | 13.8K | $931.1K | 0.2% | $21K | Added$28.2K |
| International Business Machs | — | 3.83K | $927.8K | 0.2% | −$206.2K | Cut−$223.7K |
| Micron Technology Inc | MU | 2.52K | $850.2K | 0.2% | $131.6K | Added$135.3K |
| Ishares Tr | — | 3.4K | $844.5K | 0.2% | $6.3K | Cut−$60.4K |
| Vanguard Tax-Managed Fds | — | 12.6K | $806.6K | 0.2% | $20K | Added$28.4K |
| Berkshire Hathaway Inc Del | — | 1.62K | $775.3K | 0.2% | −$37.4K | Added−$26.9K |
| Caterpillar Inc | CAT | 1.07K | $758.7K | 0.1% | $145.2K | Cut$139.4K |
| Mastercard Inc | MA | 1.5K | $747.9K | 0.1% | −$105.9K | Added−$98.9K |
| Enbridge Inc | — | 13.6K | $738.2K | 0.1% | $86K | Cut$78.9K |
| Pfizer Inc | PFE | 26.2K | $736.5K | 0.1% | $83.4K | Cut−$37K |
| Vanguard Intl Equity Index F | — | 9.62K | $722.5K | 0.1% | $14.8K | Cut$11K |
| Southern Co | — | 7.29K | $703.2K | 0.1% | $67.9K | Cut$10.1K |
| Philip Morris Intl Inc | — | 4.23K | $699.3K | 0.1% | $19.9K | Added$47.5K |
| Vanguard Index Fds | — | 2.66K | $695.8K | 0.1% | $9.97K | Added$54.8K |
| Verizon Communications Inc | VZ | 13.7K | $687.3K | 0.1% | $129.7K | Cut$80.7K |
| Ishares Inc | — | 5.71K | $682.9K | 0.1% | $4.34K | Held |
| Netflix Inc | NFLX | 7.07K | $679.5K | 0.1% | $16.4K | Added$36.1K |
| Vanguard Index Fds | — | 3.4K | $666.8K | 0.1% | $17.2K | Added$30.6K |
| Spdr Gold Tr | — | 1.53K | $657K | 0.1% | $38.3K | Added$207.8K |
| Kroger Co | KR | 9.01K | $652.3K | 0.1% | $88.8K | Added$90.4K |
| Intel Corp | INTC | 14.8K | $647K | 0.1% | $111.4K | Cut$71.7K |
| Vanguard Whitehall Fds | — | 6.83K | $643.8K | 0.1% | $29K | Cut−$8.4K |
| Pepsico Inc | PEP | 4.13K | $640.7K | 0.1% | $47.5K | Added$61.8K |
| At&T Inc | — | 21.6K | $627.2K | 0.1% | $89.8K | Cut$73K |
| Bank America Corp | — | 12.8K | $621.6K | 0.1% | −$77.3K | Added−$59.4K |
| Vanguard Bd Index Fds | — | 8.3K | $611K | 0.1% | — | New |
| Deere & Co | DE | 1.05K | $591.7K | 0.1% | $101.9K | Added$108.1K |
| Lowes Cos Inc | — | 2.48K | $586.4K | 0.1% | −$12K | Added−$6.08K |
| Invesco Exchange Traded Fd T | — | 3.04K | $582.8K | 0.1% | $1.23K | Cut−$17.2K |
| Fidelity Wise Origin Bitcoin | — | 9.66K | $570.5K | 0.1% | −$163.5K | Added−$154K |
| Qualcomm Inc | — | 4.38K | $564.4K | 0.1% | −$183.1K | Added−$176.5K |
| Lockheed Martin Corp | LMT | 932 | $563.3K | 0.1% | $112.6K | Cut$97.6K |
| Waste Mgmt Inc Del | — | 2.33K | $536.3K | 0.1% | $23.5K | Cut$18.5K |
| Abbott Labs | ABT | 5.16K | $529.7K | 0.1% | −$113.1K | Added−$97.1K |
| Bristol-Myers Squibb Co | — | 8.68K | $526.7K | 0.1% | $58.3K | Cut$56.1K |
| Delta Air Lines Inc Del | DAL | 7.8K | $518.5K | 0.1% | −$22.8K | Cut−$23K |
| Visa Inc. | V | 1.71K | $517.1K | 0.1% | −$71K | Added$3.08K |
| Enterprise Prods Partners L | — | 13.5K | $511.6K | 0.1% | — | New |
| Ishares Tr | — | 5.04K | $490.4K | 0.1% | $4.84K | Cut−$136.9K |
| Altria Group, Inc. | MO | 7.32K | $482.7K | 0.1% | $60.9K | Cut$48.8K |
| Crowdstrike Hldgs Inc | — | 1.22K | $475.4K | 0.1% | −$95.4K | Cut−$114.2K |
| Conocophillips | COP | 3.54K | $467.4K | 0.1% | $131.5K | Added$146.5K |
| Tjx Cos Inc New | — | 2.93K | $467.3K | 0.1% | $17.4K | Added$29K |
| Schwab Strategic Tr | — | 15.1K | $461K | 0.1% | — | New |
| Coca Cola Co | KO | 6.01K | $457K | 0.1% | $35.1K | Added$57.7K |
| Ishares Tr | — | 4.69K | $455.7K | 0.1% | $5.16K | Held |
| Griffon Corp | GFF | 6.13K | $445.5K | 0.1% | −$5.95K | Held |
| Vaneck Etf Trust | — | 1.15K | $442.1K | 0.1% | $26.8K | Held |
| Disney Walt Co | — | 4.53K | $436.4K | 0.1% | −$76.3K | Added−$62.3K |
| Nextera Energy Inc | — | 4.66K | $432.4K | 0.1% | $58.7K | Cut$19.4K |
| Constellation Energy Corp | CEG | 1.5K | $418.6K | 0.1% | −$110.9K | Cut−$130.4K |
| RTX Corp | RTX | 2.14K | $412.5K | 0.1% | $19.4K | Added$38.1K |
| Emerson Elec Co | — | 3.08K | $404.2K | 0.1% | −$5.24K | Cut−$6.7K |
| Astrazeneca Plc Ord | AZN | 2K | $394.8K | 0.1% | — | New |
| Ishares Tr | — | 12.9K | $392K | 0.1% | −$8.28K | Held |
| 3M CO | MMM | 2.65K | $385K | 0.1% | −$39.5K | Cut−$40K |
| Morgan Stanley | — | 2.25K | $370.9K | 0.1% | −$28.2K | Added−$17K |
| Ishares Tr | — | 3.12K | $369.1K | 0.1% | $14.7K | Cut−$8.8K |
| Costco Whsl Corp New | — | 370 | $368.7K | 0.1% | $47.6K | Added$63.5K |
| Ishares Gold Tr | — | 4.17K | $367.5K | 0.1% | $29K | Added$30.7K |
| Bp Plc | — | 7.73K | $363.5K | 0.1% | $94.8K | Added$95K |
| Ishares Tr | — | 3.74K | $357.5K | 0.1% | $1.98K | Held |
| Palantir Technologies Inc. | PLTR | 2.32K | $339.7K | 0.1% | −$52.1K | Added$45.4K |
| Vanguard Index Fds | — | 1.14K | $339.2K | 0.1% | −$17.5K | Added−$5.51K |
| Sprott Asset Management Lp | — | 9.5K | $336.7K | 0.1% | $23K | Held |
| Novartis Ag | — | 2.2K | $336.7K | 0.1% | $32.8K | Added$33.1K |
| Vanguard World Fd | — | 479 | $333.9K | 0.1% | −$27.5K | Added−$26.8K |
| Energy Transfer L P | — | 17.3K | $333.3K | 0.1% | $45.2K | Added$68K |
| Ishares Tr | — | 5.68K | $322.5K | 0.1% | $11.8K | Cut$8.58K |
| Schwab Strategic Tr | — | 10.8K | $313.9K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 5.64K | $304.9K | 0.1% | $1.54K | Added$18.4K |
| Select Sector Spdr Tr | — | 2.28K | $303.5K | 0.1% | −$25.3K | Held |
| Wells Fargo Co New | — | 3.75K | $298.4K | 0.1% | −$47.2K | Added−$25.2K |
| Honeywell Intl Inc | — | 1.27K | $288.2K | 0.1% | $39.1K | Added$41.5K |
| Vanguard Malvern Fds | — | 5.66K | $282.9K | 0.1% | $2.78K | Held |
| J P Morgan Exchange Traded F | — | 5.95K | $281.3K | 0.1% | — | New |
| Ishares Tr | — | 2.9K | $274.2K | 0.1% | $1.92K | Added$4.76K |
| Mondelez Intl Inc | — | 4.69K | $270.4K | 0.1% | $17.9K | Cut$16K |
| Vanguard Index Fds | — | 1.29K | $265.6K | 0.1% | −$4.26K | Cut−$6.36K |
| Vanguard Index Fds | — | 856 | $258.7K | 0.1% | $93 | Added$56.6K |
| Ishares Tr | — | 724 | $258.1K | 0.1% | −$12.2K | Held |
| Mckesson Corp | MCK | 296 | $256.1K | 0.1% | $13.1K | Added$18.3K |
| Vanguard Scottsdale Fds | — | 3.08K | $255.2K | 0.1% | −$3.08K | Held |
| General Dynamics Corp | GD | 729 | $250.2K | 0.0% | $4.68K | Added$10.2K |
| Ishares Tr | — | 1.73K | $246.7K | 0.0% | −$10.8K | Cut−$12.8K |
| Fidelity Covington Trust | — | 7.25K | $246.5K | 0.0% | — | New |
| Starbucks Corp | SBUX | 2.73K | $244.8K | 0.0% | $14.6K | Added$17.1K |
| Marathon Pete Corp | — | 989 | $241.6K | 0.0% | — | New |
| Cummins Inc | CMI | 446 | $240.1K | 0.0% | $12.7K | Held |
| Shell Plc | — | 2.56K | $237.9K | 0.0% | — | New |
| Eaton Corp Plc | ETN | 640 | $228.9K | 0.0% | $24.8K | Added$27.3K |
| L3harris Technologies Inc | — | 662 | $228.5K | 0.0% | $34.2K | Cut$11.7K |
| Exelon Corp | EXC | 4.64K | $227.7K | 0.0% | $25.2K | Cut$24.4K |
| Select Sector Spdr Tr | — | 4.94K | $226.8K | 0.0% | $15.8K | Held |
| Nuveen Amt Free Mun Cr Inc F | — | 17.8K | $219.4K | 0.0% | −$5.87K | Cut−$12.2K |
| Nuveen Municipal Credit Inc | — | 17.9K | $218K | 0.0% | −$7.16K | Held |
| Thermo Fisher Scientific Inc. | TMO | 427 | $209.9K | 0.0% | −$35.2K | Added−$21.9K |
| Invesco Exch Traded Fd Tr Ii | — | 883 | $209.8K | 0.0% | −$13.4K | Added−$12.5K |
| American Finl Group Inc Ohio | — | 1.64K | $209.6K | 0.0% | −$14.7K | Cut−$70.5K |
| Accenture Plc Ireland | — | 1.05K | $208.2K | 0.0% | −$73.3K | Added−$72.5K |
| Norfolk Southn Corp | — | 725 | $208.1K | 0.0% | −$1.25K | Cut−$7.02K |
| Schwab Strategic Tr | — | 8.39K | $207.7K | 0.0% | — | New |
| Palo Alto Networks Inc | PANW | 1.26K | $201.5K | 0.0% | −$30K | Cut−$33.1K |
| Nuveen Select Tax-Free Incom | — | 11.5K | $165.3K | 0.0% | $2.88K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.