CIK 1846462
Wealth Dimensions Group, Ltd.
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| IJR | ISHARES TR | 10K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| SMIG | ETF SER SOLUTIONS | 42K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| QUAL | ISHARES TR | 6K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| AMGN | AMGEN INC | 3K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| WMT | WALMART INC | 9K | $1M+ | SH |
| CSCO | CISCO SYS INC | 12K | $500K+ | SH |
| IWM | ISHARES TR | 4K | $500K+ | SH |
| RBCAA | REPUBLIC BANCORP INC KY | 13K | $500K+ | SH |
| IJH | ISHARES TR | 14K | $500K+ | SH |
| DVY | ISHARES TR | 6K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 12K | $500K+ | SH |
| PFE | PFIZER INC | 31K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 10K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 10K | $500K+ | SH |
| SO | SOUTHERN CO | 8K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 12K | $500K+ | SH |
| ACWV | ISHARES INC | 6K | $500K+ | SH |
| ENB | ENBRIDGE INC | 14K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IWR | ISHARES TR | 7K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| INTC | INTEL CORP | 15K | $500K+ | SH |
| KR | KROGER CO | 9K | $500K+ | SH |
| T | AT&T INC | 22K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 8K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |