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 151–170 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVG | NUVEEN AMT FREE MUN CR INC F | 18K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC | 446 | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 18K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 608 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 879 | $100K–$500K | SH |
| SUB | ISHARES TR | 2K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 739 | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 984 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 745 | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 794 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 620 | $100K–$500K | SH |
| EXC | EXELON CORP | 5K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 669 | $100K–$500K | SH |
| ETN | EATON CORP PLC | 633 | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 4K | $100K–$500K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 12K | $100K–$500K | SH |