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Portfolio (Quarterly) Guide ↗

Wealth Dimensions Group, Ltd.

· CIK 0001846462
13F Portfolio $558M AUM 179 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 57 Added 44 Reduced 6 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPI J P MORGAN EXCHANGE TRADED F 22,074.0 $1.2M 0.22% +183.0 +0.8% $56.48 +2.7%
22 CVX CHEVRON CORPORATION Energy 7,082.0 $1.2M 0.21% +47.0 +0.7% $165.76 +22.1%
23 CAT CATERPILLAR INC Industrials 1,089.0 $1.2M 0.21% +18.0 +1.7% $1064.87 -23.8%
24 VUG VANGUARD INDEX FDS 13,146.0 $1.1M 0.20% +11K +497.0% $86.14 +1.3%
25 IJH ISHARES TR 14,558.0 $1.1M 0.20% +770.0 +5.6% $77.11 -1.2%
26 WMT WALMART INC Consumer Defensive 9,743.0 $1.1M 0.20% +155.0 +1.6% $113.26 -7.5%
27 MA MASTERCARD INCORPORATED Financial Services 1,516.0 $778K 0.14% +19.0 +1.3% $513.46 +16.1%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 4,269.0 $772K 0.14% +39.0 +0.9% $180.89 +6.5%
29 VTV VANGUARD INDEX FDS 3,490.0 $760K 0.14% +91.0 +2.7% $217.90 +3.9%
30 BAC BANK OF AMER CORP Financial Services 12,942.0 $737K 0.13% +192.0 +1.5% $56.98 +9.5%
31 DAL DELTA AIR LINES INC Industrials 7,865.0 $737K 0.13% +66.0 +0.8% $93.66 -11.2%
32 V VISA INC Financial Services 2,111.0 $724K 0.13% +400.0 +23.4% $343.16 +11.0%
33 DE DEERE & CO Industrials 1,061.0 $673K 0.12% +11.0 +1.1% $634.13 +3.2%
34 PEP PEPSICO INC Consumer Defensive 4,402.0 $596K 0.11% +276.0 +6.7% $135.40 +7.2%
35 GLD SPDR GOLD TR Financial Services 1,564.0 $576K 0.10% +37.0 +2.4% $368.35 +15.8%
36 ITOT ISHARES TR 3,240.0 $532K 0.10% +2K +87.1% $164.27 +2.0%
37 MO ALTRIA GROUP INC Consumer Defensive 7,356.0 $529K 0.10% +41.0 +0.6% $71.95 -4.8%
38 NFLX NETFLIX INC. Communication Services 7,178.0 $512K 0.09% +110.0 +1.6% $71.40 +12.2%
39 MS MORGAN STANLEY Financial Services 2,297.0 $480K 0.09% +44.0 +1.9% $209.01 +2.9%
40 TJX TJX COS INC NEW Consumer Cyclical 3,114.0 $472K 0.08% +188.0 +6.4% $151.48 -7.5%
Page 2 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Consumer Defensive 20.4%
Financial Services 16.6%
Healthcare 9.1%
Industrials 7.5%
Consumer Cyclical 4.8%
Energy 3.2%
Utilities 3.2%
Communication Services 3.1%