Wealth Dimensions Group, Ltd.
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 503,986
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 426.2 K | 84.6% | 16.13 K | 0 | 16.13 K |
| ETFs | 55.87 K | 11.1% | 1.114 K | 0 | 1.114 K |
| Debt | 19.45 K | 3.9% | 298 | 0 | 298 |
| Other | 2.458 K | 0.5% | 0 | 8 | -8 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
503,986
Holdings
170
QoQ value change ($000)
17,520
(3.6%)
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.