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 101–150 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| V | VISA INC | 1K | $500K+ | SH |
| DIS | DISNEY WALT CO | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 9K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 963 | $100K–$500K | SH |
| GFF | GRIFFON CORP | 6K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| PFF | ISHARES TR | 13K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| IJS | ISHARES TR | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 478 | $100K–$500K | SH |
| ESGD | ISHARES TR | 4K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| EEM | ISHARES TR | 6K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 10K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 354 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 2K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IWB | ISHARES TR | 724 | $100K–$500K | SH |
| IYR | ISHARES TR | 3K | $100K–$500K | SH |
| BP | BP PLC | 8K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 16K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 713 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 290 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 400 | $100K–$500K | SH |