Wealth Dimensions Group, Ltd.

CINCINNATI, OH · CIK 1846462 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCincinnati, OH

$558.3m reported value +9.8% vs Q1 2026

178positions

57.4%in top 10

14 new 76 added 67 reduced 6 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($3.8k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,463,610	$60.4m10.81%	10.81%	Added +40.9k	+40,919 2.9%
2	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	882,471	$51.4m9.20%	9.20%	Added +40.2k	+40,173 4.8%
3	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	331,956	$35.3m6.32%	6.32%	Reduced -1.8k	-1,826 -0.6%
4	PROCTER AND GAMBLE CO COM PG	PG	203,926	$29.9m5.36%	5.36%	Reduced -508	-508 -0.2%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	36,763	$27.5m4.93%	4.93%	Reduced -2.0k	-2,046 -5.3%
6	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	205,402	$26.3m4.70%	4.70%	Added +1.1k	+1,071 0.5%
7	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	155,902	$24.6m4.41%	4.41%	Added +705	+705 0.5%
8	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	573,500	$23.1m4.13%	4.13%	Added +11.1k	+11,087 2.0%
9	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		587,003	$22.8m4.08%	4.08%	Added +5.7k	+5,734 1.0%
10	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	250,190	$19.5m3.49%	3.49%	Reduced -779	-779 -0.3%
11	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		717,843	$18.8m3.36%	3.36%	Added +13.9k	+13,908 2.0%
12	APPLE INC COM AAPL	AAPL	60,690	$17.6m3.15%	3.15%	Reduced -2.6k	-2,563 -4.0%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	18,037	$13.5m2.41%	2.41%	Reduced -110	-110 -0.6%
14	NVIDIA CORPORATION COM NVDA	NVDA	49,634	$9.9m1.78%	1.78%	Reduced -244	-244 -0.5%
15	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	206,965	$8.7m1.56%	1.56%	Reduced -19.6k	-19,637 -8.7%
16	ISHARES TR CORE MSCI EAFE IEFA	IEFA	74,650	$7.2m1.29%	1.29%	Reduced -4.8k	-4,757 -6.0%
17	MICROSOFT CORP COM MSFT	MSFT	17,299	$6.5m1.16%	1.16%	Added +87	+87 0.5%
18	SAMSARA INC COM CL A IOT	IOT	160,011	$5.2m0.93%	0.93%	Added +745	+745 0.5%
19	ELI LILLY & CO COM LLY	LLY	3,627	$4.4m0.78%	0.78%	Added +31	+31 0.9%
20	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	30,358	$3.7m0.66%	0.66%	Reduced -123	-123 -0.4%
21	ISHARES TR RUS 1000 GRW ETF IWF	IWF	28,602	$3.6m0.64%	0.64%	Reduced -3.1k	-3,082 -9.7%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	9,860	$3.5m0.62%	0.62%	Reduced -176	-176 -1.8%
23	ISHARES INC CORE MSCI EMKT IEMG	IEMG	40,852	$3.4m0.61%	0.61%	Reduced -864	-864 -2.1%
24	GE AEROSPACE COM NEW GE	GE	8,654	$3.2m0.58%	0.58%	Added +503	+503 6.2%
25	AMAZON COM INC COM AMZN	AMZN	13,269	$3.2m0.57%	0.57%	Added +282	+282 2.2%
26	JOHNSON & JOHNSON COM JNJ	JNJ	12,417	$3.2m0.56%	0.56%	Reduced -15	-15 -0.1%
27	MICRON TECHNOLOGY INC COM MU	MU	2,649	$3.1m0.55%	0.55%	Added +133	+133 5.3%
28	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	14,040	$2.7m0.49%	0.49%	Reduced -47	-47 -0.3%
29	VANGUARD INDEX FDS MID CAP ETF VO	VO	32,592	$2.6m0.47%	0.47%	Added +128	+128 0.4%
30	ISHARES TR RUS 1000 VAL ETF IWD	IWD	10,744	$2.6m0.47%	0.47%	Reduced -28	-28 -0.3%
31	JPMORGAN CHASE & CO COM JPM	JPM	7,596	$2.5m0.45%	0.45%	Reduced -17	-17 -0.2%
32	CINTAS CORP COM CTAS	CTAS	14,611	$2.5m0.45%	0.45%	Reduced -1	-1 -0.0%
33	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	51,424	$2.5m0.44%	0.44%	Added +215	+215 0.4%
34	ISHARES TR S&P 500 VAL ETF IVE	IVE	10,791	$2.5m0.44%	0.44%	Reduced -174	-174 -1.6%
35	BROADCOM INC COM AVGO	AVGO	6,394	$2.4m0.43%	0.43%	Reduced -108	-108 -1.7%
36	EXXON MOBIL CORP COM XOM	XOM	16,251	$2.2m0.40%	0.40%	Added +108	+108 0.7%
37	GE VERNOVA INC COM GEV	GEV	1,802	$2.1m0.38%	0.38%	Added +4	+4 0.2%
38	FIFTH THIRD BANCORP COM FITB	FITB	37,515	$2.1m0.38%	0.38%	Reduced -156	-156 -0.4%
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,011	$2.1m0.37%	0.37%	Added +116	+116 4.0%
40	MERCK & CO INC COM MRK	MRK	15,763	$2.0m0.36%	0.36%	Added +59	+59 0.4%
41	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,080	$2.0m0.36%	0.36%	Reduced -280	-280 -3.0%
42	INTEL CORP COM INTC	INTC	14,291	$2.0m0.36%	0.36%	Reduced -503	-503 -3.4%
43	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,478	$2.0m0.35%	0.35%	Reduced -59	-59 -1.1%
44	ISHARES TR CORE US AGGBD ET AGG	AGG	18,729	$1.9m0.33%	0.33%	Added +66	+66 0.3%
45	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,814	$1.8m0.32%	0.32%	Reduced -72	-72 -1.5%
46	DUKE ENERGY CORP NEW COM NEW DUK	DUK	13,296	$1.7m0.30%	0.30%	Added +501	+501 3.9%
47	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,260	$1.7m0.30%	0.30%	Reduced -1	-1 -0.0%
48	ISHARES TR CORE S&P SCP ETF IJR	IJR	10,573	$1.6m0.28%	0.28%	Added +621	+621 6.2%
49	TESLA INC COM TSLA	TSLA	3,515	$1.5m0.26%	0.26%	Added +284	+284 8.8%
50	CISCO SYS INC COM CSCO	CSCO	12,440	$1.5m0.26%	0.26%	Reduced -36	-36 -0.3%
51	CINCINNATI FINL CORP COM CINF	CINF	7,849	$1.5m0.26%	0.26%	Added +11	+11 0.1%
52	REPUBLIC BANCORP INC KY CL A RBCAA	RBCAA	15,425	$1.4m0.25%	0.25%	Added +104	+104 0.7%
53	ETF SER SOLUTIONS BAHL GAYNOR SML SMIG	SMIG	41,775	$1.4m0.25%	0.25%	Unchanged
54	META PLATFORMS INC CL A META	META	2,328	$1.3m0.23%	0.23%	Added +153	+153 7.0%
55	ABBVIE INC COM ABBV	ABBV	5,070	$1.3m0.23%	0.23%	Reduced -51	-51 -1.0%
56	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	22,074	$1.2m0.22%	0.22%	Added +183	+183 0.8%
57	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,222	$1.2m0.22%	0.22%	Unchanged
58	CHEVRON CORP NEW COM CVX	CVX	7,082	$1.2m0.21%	0.21%	Added +47	+47 0.7%
59	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	12,137	$1.2m0.21%	0.21%	Reduced -2	-2 -0.0%
60	AMGEN INC COM AMGN	AMGN	3,220	$1.2m0.21%	0.21%	Added +14	+14 0.4%
61	CATERPILLAR INC COM CAT	CAT	1,089	$1.2m0.21%	0.21%	Added +18	+18 1.7%
62	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	13,146	$1.1m0.20%	0.20%	Reduced -66	-66 -0.5%
63	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,558	$1.1m0.20%	0.20%	Added +770	+770 5.6%
64	WALMART INC COM WMT	WMT	9,743	$1.1m0.20%	0.20%	Added +155	+155 1.6%
65	MCDONALDS CORP COM MCD	MCD	4,003	$1.1m0.19%	0.19%	Reduced -8	-8 -0.2%
66	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,768	$1.1m0.19%	0.19%	Reduced -60	-60 -1.6%
67	HOME DEPOT INC COM HD	HD	2,987	$1.1m0.19%	0.19%	Reduced -57	-57 -1.9%
68	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,645	$1.0m0.18%	0.18%	Reduced -397	-397 -7.9%
69	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,373	$1.0m0.18%	0.18%	Reduced -32	-32 -0.9%
70	ORACLE CORP COM ORCL	ORCL	6,775	$992.8k0.18%	0.18%	Reduced -179	-179 -2.6%
71	ISHARES TR SELECT DIVID ETF DVY	DVY	6,123	$957.0k0.17%	0.17%	Reduced -98	-98 -1.6%
72	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,210	$923.4k0.17%	0.17%	Reduced -8	-8 -0.7%
73	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	12,337	$879.0k0.16%	0.16%	Reduced -251	-251 -2.0%
74	QUALCOMM INC COM QCOM	QCOM	4,404	$813.8k0.15%	0.15%	Added +21	+21 0.5%
75	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	9,603	$804.2k0.14%	0.14%	Reduced -18	-18 -0.2%
76	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,606	$803.9k0.14%	0.14%	Reduced -12	-12 -0.7%
77	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,650	$803.4k0.14%	0.14%	Reduced -6	-6 -0.2%
78	MASTERCARD INCORPORATED CL A MA	MA	1,516	$778.4k0.14%	0.14%	Added +19	+19 1.3%
79	PHILIP MORRIS INTL INC COM PM	PM	4,269	$772.2k0.14%	0.14%	Added +39	+39 0.9%
80	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,490	$760.5k0.14%	0.14%	Added +91	+91 2.7%
81	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,153	$756.2k0.14%	0.14%	Unchanged
82	BANK AMERICA CORP COM BAC	BAC	12,942	$737.4k0.13%	0.13%	Added +192	+192 1.5%
83	DELTA AIR LINES INC DEL COM NEW DAL	DAL	7,865	$736.6k0.13%	0.13%	Added +66	+66 0.8%
84	VISA INC COM CL A V	V	2,111	$724.4k0.13%	0.13%	Added +400	+400 23.4%
85	ENBRIDGE INC COM ENB	ENB	13,247	$718.1k0.13%	0.13%	Reduced -388	-388 -2.9%
86	SOUTHERN CO COM SO	SO	7,271	$695.9k0.12%	0.12%	Reduced -15	-15 -0.2%
87	DEERE & CO COM DE	DE	1,061	$672.8k0.12%	0.12%	Added +11	+11 1.1%
88	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	5,479	$658.7k0.12%	0.12%	Reduced -235	-235 -4.1%
89	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	6,647	$652.7k0.12%	0.12%	Reduced -185	-185 -2.7%
90	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,000	$638.3k0.11%	0.11%	Reduced -36	-36 -1.2%
91	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	8,297	$609.1k0.11%	0.11%	Unchanged
92	PFIZER INC COM PFE	PFE	25,257	$608.2k0.11%	0.11%	Reduced -971	-971 -3.7%
93	GRIFFON CORP COM GFF	GFF	6,130	$597.9k0.11%	0.11%	Unchanged
94	PEPSICO INC COM PEP	PEP	4,402	$596.0k0.11%	0.11%	Added +276	+276 6.7%
95	SPDR GOLD TR GOLD SHS GLD	GLD	1,564	$576.1k0.10%	0.10%	Added +37	+37 2.4%
96	VERIZON COMMUNICATIONS INC COM VZ	VZ	13,586	$575.2k0.10%	0.10%	Reduced -106	-106 -0.8%
97	ISHARES TR RUS MID CAP ETF IWR	IWR	4,902	$540.8k0.10%	0.10%	Reduced -142	-142 -2.8%
98	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,240	$532.2k0.10%	0.10%	Added +1.5k	+1,508 87.1%
99	ALTRIA GROUP INC COM MO	MO	7,356	$529.2k0.09%	0.09%	Added +41	+41 0.6%
100	LOWES COS INC COM LOW	LOW	2,393	$527.6k0.09%	0.09%	Reduced -89	-89 -3.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		638	$288.2k638 shares
SHELL PLC SHEL	SHEL	2,558	$237.9k2.6k shares
AMERICAN FINL GROUP INC OHIO AFG	AFG	1,641	$209.6k1.6k shares
ACCENTURE PLC IRELAND ACN	ACN	1,050	$208.2k1.1k shares
NORFOLK SOUTHN CORP NSC	NSC	725	$208.1k725 shares
SCHWAB STRATEGIC TR SCHF	SCHF	8,393	$207.7k8.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Put	NVDA	Put	500	$3.8k500 shares	New