Wealth Dimensions Group, Ltd.

Q2 2025 13F-HR Holdings

Location
Cincinnati, OH
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
173
Total value ($000)
$453,756
Net value change ($000)
—
New positions
170
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/30/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGSH 43,519 —
DFAI 42,818 —
PG 28,340 —
VONV 26,284 —
IVV 24,605 —
VONG 21,914 —
VYM 19,555 —
DFAE 13,983 —
DFSV 13,435 —
AAPL 13,402 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type