Wealth Dimensions Group, Ltd. holds a focused book of 178 stocks worth $558.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Vanguard Russell 1000 Value. Their largest long position is Dimensional International Co at 11% of the equity book. They also disclosed $4K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +22% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Wealth Dimensions Group, Ltd.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Wealth Dimensions Group, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 179 | $558.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 171 | $508.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 173 | $504.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 181 | $486.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 173 | $453.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 161 | $418.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 155 | $408.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 149 | $394.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.