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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	1,275	$288K	0.06%	SOLD
2	SHEL	SHELL PLC	Energy	2,558	$238K	0.05%	SOLD
3	AFG	AMERICAN FINANCIAL GROUP INC	Financial Services	1,641	$210K	0.04%	SOLD
4	ACN	ACCENTURE PLC IRELAND	Technology	1,050	$208K	0.04%	SOLD
5	NSC	NORFOLK SOUTHN CORP	Industrials	725	$208K	0.04%	SOLD
6	SCHF	SCHWAB STRATEGIC TR	—	8,393	$208K	0.04%	SOLD

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%