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Wealth Dimensions Group, Ltd. — 13F Holdings & Portfolio

CIK 1846462 · latest 13F-HR filed 2026-07-22

Backtest portfolio

Wealth Dimensions Group, Ltd. manages $558.3M in 13F-reported U.S. long-equity assets across 179 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAI (10.81%), VGSH (9.20%), VONV (6.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 6; 91 existing positions rose in reported value and 31 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$558.3M

Long-equity book

Holdings
179

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+14 / −6 / ↑91 / ↓31

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
DFAI10.8% · +3%VGSH9.2% · +5%VONV6.3% · -0%PG5.4% · -0%IVV4.9% · -5%VONG4.7% · +0%VYM4.4% · +0%DFAE4.1% · +2%DFSV4.1% · +1%BSV3.5% · -0%DFAR3.4% · +2%AAPL3.1% · -4%SPY2.4% · -1%NVDA1.8% · -0%DFCF1.6% · -9%IEFA1.3% · -6%MSFT1.2% · +0%IOT0.9% · +0%LLY0.8% · +1%VTWO0.7% · -0%IWF0.6% · +261%GOOG0.6% · -2%IEMG0.6% · -2%GE0.6% · +6%AMZN0.6% · +2%JNJ0.6% · -0%MU0.5% · +5%VTWV0.5% · -0%VO0.5% · +302%IWD0.5% · -0%JPM0.4% · -0%CTAS0.4% · -0%ISTB0.4% · +0%IVE0.4% · -2%AVGO0.4% · -2%XOM0.4% · +1%GEV0.4% · +0%FITB0.4% · -0%VOO0.4% · +4%MRK0.4% · +0%IWN0.4% · -3%INTC0.4% · -3%GOOGL0.4% · -1%AGG0.3% · +0%VTI0.3% · -2%DUK0.3% · +4%QQQ0.3% · -0%IJR0.3% · +6%TSLA0.3% · +9%CSCO0.3% · -0%CINF0.3% · +0%RBCAA0.2% · +1%SMIG0.2% · 0%META0.2% · +7%ABBV0.2% · -1%JEPI0.2% · +1%VIG0.2% · 0%CVX0.2% · +1%VNQ0.2% · -0%AMGN0.2% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 57.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 30, 2026.

Assets Under Management
$1.24B
Discretionary
$1.22B
Employees
21
Accounts
2,656
Address
7870 E KEMPER ROAD
SUITE 210
CINCINNATI, OH 45249
Phone
(513) 554-6000
Website
Name Title / Status Ownership Type
BOLSER, MATTHEW, SCOTT ControlPARTNER AND SENIOR PORTFOLIO MANAGER
since Feb 2024
Less than 5%Individual
CURTI, THOMAS, ALFRED ControlMANAGING MEMBER
since Dec 1997
25–50%Individual
FEATHER, ROBERT, FLEMING ControlPARTNER AND DIRECTOR OF PLANNING
since Jan 2026
Less than 5%Individual
LOFTUS, DOUGLAS, PAUL ControlMANAGING MEMBER
since Dec 1997
25–50%Individual
Loftus, Eric, Michael ControlPARTNER AND FINANCIAL ADVISER
since Feb 2024
Less than 5%Individual
PADDOCK, SEAN, CHRISTOPHER ControlPARTNER AND FINANCIAL ADVISOR
since Jan 2026
Less than 5%Individual
SMITH, ERIK, CHRISTOPHER ControlPARTNER AND FINANCIAL ADVISOR
since Jan 2026
Less than 5%Individual
Schiller, Thomas, Joseph ControlPARTNER AND FINANCIAL ADVISOR
since Jan 2026
Less than 5%Individual
VOGELPOHL, DANIEL, DAVID ControlPRINCIPAL AND FINANCIAL ADVISOR
since Mar 2020
25–50%Individual
Hayes, Patrick, DanielCHIEF LEGAL OFFICER
since Mar 2025
Less than 5%Individual
Williams, Karey, AnnCHIEF COMPLIANCE OFFICER
since Mar 2025
Less than 5%Individual
Ownership & leadership changes · 10 filings with changes since Mar 29, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2026 filing
  • AddedFEATHER, ROBERT, FLEMING · PARTNER AND DIRECTOR OF PLANNING · Less than 5% · control person
  • AddedPADDOCK, SEAN, CHRISTOPHER · PARTNER AND FINANCIAL ADVISOR · Less than 5% · control person
  • AddedSMITH, ERIK, CHRISTOPHER · PARTNER AND FINANCIAL ADVISOR · Less than 5% · control person
  • AddedSchiller, Thomas, Joseph · PARTNER AND FINANCIAL ADVISOR · Less than 5% · control person
Mar 31, 2025 filing
  • No longer listedPETTIT, KENTON, KELLER · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Sep 2024
  • AddedWilliams, Karey, Ann · CHIEF COMPLIANCE OFFICER · Less than 5%
  • Listed againHayes, Patrick, Daniel · CHIEF LEGAL OFFICER · Less than 5%
Sep 27, 2024 filing
  • No longer listedHayes, Patrick, Daniel · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2020
  • AddedPETTIT, KENTON, KELLER · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 29, 2024 filing
  • AddedBOLSER, MATTHEW, SCOTT · PARTNER AND SENIOR PORTFOLIO MANAGER · Less than 5% · control person
  • AddedLoftus, Eric, Michael · PARTNER AND FINANCIAL ADVISER · Less than 5% · control person
Oct 23, 2023 filing
  • No longer listedMCCAW, MICHAEL, EARL · MANAGING MEMBER · 10–25% · control person · listed since Dec 2007
  • ChangedVOGELPOHL, DANIEL, DAVID · ownership 10–25% → 25–50%
Sep 29, 2020 filing
  • Listed againHayes, Patrick, Daniel · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedLOFTUS, DOUGLAS, PAUL · title MANAGING MEMBER, CCO → MANAGING MEMBER
Mar 29, 2020 filing
  • AddedVOGELPOHL, DANIEL, DAVID · PRINCIPAL AND FINANCIAL ADVISOR · 10–25% · control person
Oct 17, 2019 filing
  • No longer listedHayes, Patrick, Daniel · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2018
  • ChangedLOFTUS, DOUGLAS, PAUL · title MANAGING MEMBER → MANAGING MEMBER, CCO
Mar 27, 2018 filing
  • AddedHayes, Patrick, Daniel · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedLOFTUS, DOUGLAS, PAUL · title MANAGING MEMBER, CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Jul 16, 2014 filing
  • No longer listedOBERHOLZER, CHRISTOPHER, ROBERT · MANAGING MEMBER · 10–25% · listed since Jan 2010
Older changes (1 more filing)
Mar 29, 2012 filing (earliest on record)
  • ListedCURTI, THOMAS, ALFRED · MANAGING MEMBER · 25–50% · control person
  • ListedLOFTUS, DOUGLAS, PAUL · MANAGING MEMBER, CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedMCCAW, MICHAEL, EARL · MANAGING MEMBER · 10–25% · control person
  • ListedOBERHOLZER, CHRISTOPHER, ROBERT · MANAGING MEMBER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Wealth Dimensions Group, Ltd. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAI 25434V203 $60.4M 10.81% 1,463,610 SH
2 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $51.4M 9.20% 882,471 SH
3 VANGUARD SCOTTSDALE FDS VONV 92206C714 $35.3M 6.32% 331,956 SH
4 PROCTER & GAMBLE CO PG 742718109 $29.9M 5.36% 203,926 SH
5 ISHARES TR IVV 464287200 $27.5M 4.93% 36,763 SH
6 VANGUARD SCOTTSDALE FDS VONG 92206C680 $26.3M 4.70% 205,402 SH
7 VANGUARD WHITEHALL FDS VYM 921946406 $24.6M 4.41% 155,902 SH
8 DIMENSIONAL ETF TRUST DFAE 25434V302 $23.1M 4.13% 573,500 SH
9 DIMENSIONAL ETF TRUST DFSV 25434V815 $22.8M 4.08% 587,003 SH
10 VANGUARD BD INDEX FDS BSV 921937827 $19.5M 3.49% 250,190 SH
11 DIMENSIONAL ETF TRUST DFAR 25434V823 $18.8M 3.36% 717,843 SH
12 APPLE INC AAPL 037833100 $17.6M 3.15% 60,690 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $13.5M 2.41% 18,037 SH
14 NVIDIA CORPORATION NVDA 67066G104 $9.9M 1.78% 49,634 SH
15 DIMENSIONAL ETF TRUST DFCF 25434V872 $8.7M 1.56% 206,965 SH
16 ISHARES TR IEFA 46432F842 $7.2M 1.29% 74,650 SH
17 MICROSOFT CORP MSFT 594918104 $6.5M 1.16% 17,299 SH
18 SAMSARA INC IOT 79589L106 $5.2M 0.93% 160,011 SH
19 ELI LILLY & CO LLY 532457108 $4.4M 0.78% 3,627 SH
20 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $3.7M 0.66% 30,358 SH
21 ISHARES TR IWF 464287614 $3.6M 0.64% 28,602 SH
22 ALPHABET INC GOOG 02079K107 $3.5M 0.62% 9,860 SH
23 ISHARES INC IEMG 46434G103 $3.4M 0.61% 40,852 SH
24 GE AEROSPACE GE 369604301 $3.2M 0.58% 8,654 SH
25 AMAZON COM INC AMZN 023135106 $3.2M 0.57% 13,269 SH
26 JOHNSON & JOHNSON JNJ 478160104 $3.2M 0.56% 12,417 SH
27 MICRON TECHNOLOGY INC MU 595112103 $3.1M 0.55% 2,649 SH
28 VANGUARD SCOTTSDALE FDS VTWV 92206C649 $2.7M 0.49% 14,040 SH
29 VANGUARD INDEX FDS VO 922908629 $2.6M 0.47% 32,592 SH
30 ISHARES TR IWD 464287598 $2.6M 0.47% 10,744 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $2.5M 0.45% 7,596 SH
32 CINTAS CORP CTAS 172908105 $2.5M 0.45% 14,611 SH
33 ISHARES TR ISTB 46432F859 $2.5M 0.44% 51,424 SH
34 ISHARES TR IVE 464287408 $2.5M 0.44% 10,791 SH
35 BROADCOM INC AVGO 11135F101 $2.4M 0.43% 6,394 SH
36 EXXON MOBIL CORP XOM 30231G102 $2.2M 0.40% 16,251 SH
37 GE VERNOVA INC GEV 36828A101 $2.1M 0.38% 1,802 SH
38 FIFTH THIRD BANCORP FITB 316773100 $2.1M 0.38% 37,515 SH
39 VANGUARD INDEX FDS VOO 922908363 $2.1M 0.37% 3,011 SH
40 MERCK & CO INC MRK 58933Y105 $2.0M 0.36% 15,763 SH
41 ISHARES TR IWN 464287630 $2.0M 0.36% 9,080 SH
42 INTEL CORP INTC 458140100 $2.0M 0.36% 14,291 SH
43 ALPHABET INC GOOGL 02079K305 $2.0M 0.35% 5,478 SH
44 ISHARES TR AGG 464287226 $1.9M 0.33% 18,729 SH
45 VANGUARD INDEX FDS VTI 922908769 $1.8M 0.32% 4,814 SH
46 DUKE ENERGY CORP NEW DUK 26441C204 $1.7M 0.30% 13,296 SH
47 INVESCO QQQ TR QQQ 46090E103 $1.7M 0.30% 2,260 SH
48 ISHARES TR IJR 464287804 $1.6M 0.28% 10,573 SH
49 TESLA INC TSLA 88160R101 $1.5M 0.26% 3,515 SH
50 CISCO SYS INC CSCO 17275R102 $1.5M 0.26% 12,440 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $558.3M 179 0001846462-26-000003
2026-03-31 2026-05-12 $508.3M 171 0001846462-26-000002
2025-12-31 2026-02-13 $504.0M 173 0001846462-26-000001
2025-09-30 2025-10-30 $486.5M 181 0001846462-25-000005
Filer Information
Address
7870 E. KEMPER ROAD
SUITE 210
CINCINNATI, OH 45249
Phone
(513) 554-6000
Filing Manager
Wealth Dimensions Group, Ltd.
CINCINNATI, OH
Signatory
Karey Williams
Chief Compliance Officer