Wealth Dimensions Group, Ltd. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 185 separate holdings held by the firm.
The largest position disclosed in the portfolio is Dimensional ETF Trust Emerging Credit Equity Management, with 59,055,000 shares. This is followed by Vanguard Scottsdale Funds Vanguard Russell 1000 Growth, holding 210,970 shares, and Vanguard Scottsdale Funds Vanguard Russell 2000 Value, with 13,928 shares.
Among individual company holdings, the filing shows significant positions in NVIDIA Corporation, with 49,926 shares, and Taiwan Semiconductor Manufacturing Co., with 646 shares. Other notable individual stock holdings include Procter & Gamble Co. with 223,638 shares, Costco Wholesale Corporation with 397 shares, and Eli Lilly & Co. with 3,667 shares.
The portfolio also includes a variety of exchange-traded funds and other investment vehicles. Notable ETF positions include iShares Core S&P 500 ETF with 39,615 shares, Vanguard S&P 500 ETF Shares with 31,190 shares, and iShares Gold Trust with 4,279 shares.
