Holdings
Wealth Dimensions Group, Ltd.
As of Jun 30, 2026, Wealth Dimensions Group, Ltd. reported 97 positions worth US$156M. Largest: Procter & Gamble Company (the), Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Procter & Gamble Company (the) | 204K | US$29.9M | −508 | Jun 30, 2026 |
| Apple Inc | 60,690 | US$17.6M | −2,563 | Jun 30, 2026 |
| Nvidia Corporation | 49,634 | US$9.93M | −244 | Jun 30, 2026 |
| Microsoft Corp. | 17,299 | US$6.45M | +87 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,227 | US$5.44M | −322 | Jun 30, 2026 |
| Samsara Inc. | 160K | US$5.19M | +745 | Jun 30, 2026 |
| Eli Lilly And Company | 3,627 | US$4.35M | +31 | Jun 30, 2026 |
| Ge Aerospace | 8,654 | US$3.23M | +503 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,269 | US$3.16M | +282 | Jun 30, 2026 |
| Johnson & Johnson | 12,417 | US$3.15M | −15 | Jun 30, 2026 |