Wealth Dimensions Group, Ltd.
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 558,308
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 179 | 558,308 | 13F-HR | Wealth Dimensions Group, Ltd. |
| Q1 2026 | 5/11/2026 | 170 | 508,335 | 13F-HR | Wealth Dimensions Group, Ltd. |
| Q4 2025 | 2/13/2026 | 170 | 503,986 | 13F-HR | Wealth Dimensions Group, Ltd. |
| Q3 2025 | 10/30/2025 | 180 | 486,466 | 13F-HR | Wealth Dimensions Group, Ltd. |
| Q2 2025 | 8/12/2025 | 173 | 453,756 | 13F-HR | Wealth Dimensions Group, Ltd. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4
(0.0% of total reported value)
· QoQ Δ:
+4
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.2 K | 28.3% | 14.97 K | 0 | 14.97 K |
| ETFs | 380.6 K | 68.2% | 35.18 K | 0 | 35.18 K |
| Debt | 19.49 K | 3.5% | 0 | 186 | -186 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
558,308
Holdings
179
QoQ value change ($000)
49,973
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.