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Wealth Dimensions Group, Ltd.
Updated 3 days agoManaged by Wealth Dimensions Group, Ltd. • Latest filing Q3 2026
Portfolio value
$589.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $504M |
| Q1 2026 | $508.3M |
| Q2 2026 | $558.3M |
| Q3 2026 | $589.7M |
Top holdings
185 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $63.1M | 1.52M | 10.69% | — | |
| 2 | $54.4M | 945.5K | 9.23% | — | |
| 3 | $37.5M | 345.0K | 6.36% | — | |
| 4 | $32.5M | 223.6K | 5.51% | — | |
| 5 | $30.3M | 39.6K | 5.14% | — | |
| 6 | $27.2M | 211.0K | 4.61% | — | |
| 7 | $24.7M | 158.9K | 4.18% | — | |
| 8 | $23.2M | 590.5K | 3.94% | — | |
| 9 | ? N/A DFA INVT DIMENSIONS GROUP IN | $23.2M | 618.3K | 3.93% | — |
| 10 | $19.2M | 57.6K | 3.25% | — | |
| 11 | $18.8M | 245.5K | 3.18% | — | |
| 12 | ? N/A DFA INVT DIMENSIONS GROUP IN | $18.3M | 756.6K | 3.10% | — |
| 13 | $13.7M | 18.0K | 2.33% | — | |
| 14 | $11.4M | 49.9K | 1.93% | — | |
| 15 | $9.4M | 234.6K | 1.60% | — | |
| 16 | $9.3M | 18.1K | 1.57% | — | |
| 17 | $7.6M | 78.5K | 1.29% | — | |
| 18 | $6.1M | 160.0K | 1.03% | — | |
| 19 | $6.1M | 17.3K | 1.03% | — | |
| 20 | $4.2M | 3.7K | 0.72% | — |