Wealth Dimensions Group, Ltd. holds a focused book of 178 reported positions worth $558.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Advanced Micro Devices and trimmed Vanguard Russell 1000 Value. Their largest long position is Dimensional International Co at 11% of the reported non-option book. They also disclosed $4K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Wealth Dimensions Group, Ltd. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Wealth Dimensions Group, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wealth Dimensions Group, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.4B |
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $238.7M |
| Golden Road Advisors LLC | 39 / 80 | $189.3M |
| Hoffman, Alan N Investment Management | 9 / 80 | $154.4M |
| Fort Henry Capital, LLC | 9 / 80 | $163.5M |
| Planning Project LLC | 10 / 80 | $449.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Wealth Dimensions Group, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust INTL CORE EQT MK | $60.4M | 1.46M | 10.8% | ▲+2.9% Added · +41K sh | |
| 2 | Vanguard Scottsdale FDS SHORT TERM TREAS | $51.4M | 882.5K | 9.2% | ▲+4.8% Added · +40K sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000VAL | $35.3M | 332.0K | 6.3% | ▼−0.5% Reduced · −2K sh | |
| 4 | Procter & Gamble Co COM | $29.9M | 203.9K | 5.4% | ▼−0.2% Reduced · −508 sh | |
| 5 | Ishares TR CORE S&P500 ETF | $27.5M | 36.8K | 4.9% | ▼−5.3% Reduced · −2K sh | |
| 6 | Vanguard Scottsdale FDS VNG RUS1000GRW | $26.3M | 205.4K | 4.7% | ▲+0.5% Added · +1K sh | |
| 7 | Vanguard Whitehall FDS HIGH DIV YLD | $24.6M | 155.9K | 4.4% | ▲+0.5% Added · +705 sh | |
| 8 | Dimensional ETF Trust EMGR CRE EQT MNG | $23.1M | 573.5K | 4.1% | ▲+2.0% Added · +11K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $22.8M | 587.0K | 4.1% | ▲+1.0% Added · +6K sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $19.5M | 250.2K | 3.5% | ▼−0.3% Reduced · −779 sh | |
| 11 | Dimensional ETF Trust US REAL ESTA ETF | $18.8M | 717.8K | 3.4% | ▲+2.0% Added · +14K sh | |
| 12 | Apple Inc COM | $17.6M | 60.7K | 3.1% | ▼−4.0% Reduced · −3K sh | |
| 13 | State STR SPDR S&P 500 ETF T TR UNIT | $13.5M | 18.0K | 2.4% | ▼−0.6% Reduced · −110 sh | |
| 14 | Nvidia Corporation COM | $9.9M | 49.6K | 1.8% | ▼−0.5% Reduced · −244 sh | |
| 15 | Dimensional ETF Trust CORE FIXE IN ETF | $8.7M | 207.0K | 1.6% | ▼−8.7% Reduced · −20K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $7.2M | 74.7K | 1.3% | ▼−6.0% Reduced · −5K sh | |
| 17 | Microsoft Corp COM | $6.5M | 17.3K | 1.2% | ▲+0.5% Added · +87 sh | |
| 18 | Samsara Inc COM CL A | $5.2M | 160.0K | 0.9% | ▲+0.5% Added · +745 sh | |
| 19 | Eli Lilly & Co COM | $4.4M | 3.6K | 0.8% | ▲+0.9% Added · +31 sh | |
| 20 | Vanguard Scottsdale FDS VNG RUS2000IDX | $3.7M | 30.4K | 0.7% | ▼−0.4% Reduced · −123 sh | |
| 21 | Ishares TR RUS 1000 GRW ETF | $3.6M | 28.6K | 0.6% | ▲+261% Added · +21K sh | |
| 22 | Alphabet Inc CAP STK CL C | $3.5M | 9.9K | 0.6% | ▼−1.8% Reduced · −176 sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $3.4M | 40.9K | 0.6% | ▼−2.1% Reduced · −864 sh | |
| 24 | Ge Aerospace COM NEW | $3.2M | 8.7K | 0.6% | ▲+6.2% Added · +503 sh | |
| 25 | Amazon Com Inc COM | $3.2M | 13.3K | 0.6% | ▲+2.2% Added · +282 sh | |
| 26 | Johnson & Johnson COM | $3.2M | 12.4K | 0.6% | ▼−0.1% Reduced · −15 sh | |
| 27 | Micron Technology Inc COM | $3.1M | 2.6K | 0.5% | ▲+5.3% Added · +133 sh | |
| 28 | Vanguard Scottsdale FDS VNG RUS2000VAL | $2.7M | 14.0K | 0.5% | ▼−0.3% Reduced · −47 sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $2.6M | 32.6K | 0.5% | ▲+302% Added · +24K sh | |
| 30 | Ishares TR RUS 1000 VAL ETF | $2.6M | 10.7K | 0.5% | ▼−0.3% Reduced · −28 sh | |
| 31 | JPMorgan Chase & Co COM | $2.5M | 7.6K | 0.4% | ▼−0.2% Reduced · −17 sh | |
| 32 | Cintas Corp COM | $2.5M | 14.6K | 0.4% | ▼~0% Reduced · −1 sh | |
| 33 | Ishares TR CORE 1 5 YR USD | $2.5M | 51.4K | 0.4% | ▲+0.4% Added · +215 sh | |
| 34 | Ishares TR S&P 500 VAL ETF | $2.5M | 10.8K | 0.4% | ▼−1.6% Reduced · −174 sh | |
| 35 | Broadcom Inc COM | $2.4M | 6.4K | 0.4% | ▼−1.7% Reduced · −108 sh | |
| 36 | Exxon Mobil Corp COM | $2.2M | 16.3K | 0.4% | ▲+0.7% Added · +108 sh | |
| 37 | Ge Vernova Inc COM | $2.1M | 1.8K | 0.4% | ▲+0.2% Added · +4 sh | |
| 38 | Fifth Third Bancorp COM | $2.1M | 37.5K | 0.4% | ▼−0.4% Reduced · −156 sh | |
| 39 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.0K | 0.4% | ▲+4.0% Added · +116 sh | |
| 40 | Merck & Co Inc COM | $2.0M | 15.8K | 0.4% | ▲+0.4% Added · +59 sh | |
| 41 | Ishares TR RUS 2000 VAL ETF | $2.0M | 9.1K | 0.4% | ▼−3.0% Reduced · −280 sh | |
| 42 | Intel Corp COM | $2.0M | 14.3K | 0.4% | ▼−3.4% Reduced · −503 sh | |
| 43 | Alphabet Inc CAP STK CL A | $2.0M | 5.5K | 0.4% | ▼−1.1% Reduced · −59 sh | |
| 44 | Ishares TR CORE US AGGBD ET | $1.9M | 18.7K | 0.3% | ▲+0.3% Added · +66 sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $1.8M | 4.8K | 0.3% | ▼−1.5% Reduced · −72 sh | |
| 46 | Duke Energy Corp New COM NEW | $1.7M | 13.3K | 0.3% | ▲+3.9% Added · +501 sh | |
| 47 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 0.3% | ▼~0% Reduced · −1 sh | |
| 48 | Ishares TR CORE S&P SCP ETF | $1.6M | 10.6K | 0.3% | ▲+6.2% Added · +621 sh | |
| 49 | Tesla Inc COM | $1.5M | 3.5K | 0.3% | ▲+8.8% Added · +284 sh | |
| 50 | Cisco Sys Inc COM | $1.5M | 12.4K | 0.3% | ▼−0.3% Reduced · −36 sh |
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Use Arkolith to show Wealth Dimensions Group, Ltd.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $4K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 179 | $558.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 171 | $508.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 173 | $504.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 181 | $486.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 173 | $453.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 161 | $418.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 155 | $408.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 149 | $394.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.