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Wealth Dimensions Group, Ltd.

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
GE Vernova Inc.$1.24M1,8950.2%
ISHARES TR$1.22M10,1120.2%
MCDONALD'S CORP$1.21M3,9750.2%
ETF SER SOLUTIONS$1.20M41,7750.2%
AbbVie Inc.$1.19M5,2270.2%
VANGUARD SPECIALIZED FUNDS$1.15M5,2440.2%
INTERNATIONAL BUSINESS MACHINES CORP$1.15M3,8870.2%
VANGUARD INDEX FDS$1.10M2,2570.2%
iShares MSCI UAE ETF$1.10M5,5190.2%
VANGUARD INDEX FDS$1.08M12,2380.2%
CHEVRON CORP$1.08M7,1050.2%
AMGEN INC$1.06M3,2430.2%
HOME DEPOT, INC.$1.03M3,0030.2%
Walmart Inc.$1.03M9,2680.2%
CISCO SYSTEMS, INC.$938.0K12,1770.2%
ISHARES TR$904.9K3,6760.2%
REPUBLIC BANCORP INC /KYRBCAACommon Stock$904.2K13,1060.2%
ISHARES TR$903.0K13,6810.2%
ISHARES TR$893.6K6,3320.2%
Mastercard Inc$846.8K1,4830.2%
Warren E. Buffett$802.2K1,5960.2%
VANGUARD TAX-MANAGED FDS$778.2K12,4570.2%
PFIZER INC$773.5K31,0650.2%
QUALCOMM INC/DE$741.0K4,3320.1%
FIDELITY WISE ORIGIN BITCOIN$724.4K9,5030.1%
MICRON TECHNOLOGY INC$714.9K2,5050.1%
VANGUARD INTL EQUITY INDEX F$711.5K9,6730.1%
SOUTHERN CO$693.1K7,9490.1%
BANK OF AMERICA CORP /DE$680.9K12,3810.1%
ISHARES INC$678.5K5,7140.1%
ENBRIDGE INC$659.4K13,7850.1%
VANGUARD WHITEHALL FDS$652.2K7,2470.1%
Philip Morris International Inc.$651.8K4,0630.1%
Netflix Inc$643.4K6,8630.1%
VANGUARD INDEX FDS$641.0K2,4850.1%
VANGUARD INDEX FDS$636.2K3,3310.1%
ISHARES TR$627.3K6,5160.1%
ABBOTT LABORATORIES$626.8K5,0030.1%
CATERPILLAR INC$619.2K1,0810.1%
VERIZON COMMUNICATIONS INC$606.7K14,8950.1%
INVESCO EXCHANGE TRADED FD T$599.9K3,1320.1%
LOWES COMPANIES INC$592.5K2,4570.1%
CrowdStrike Holdings, Inc.$589.6K1,2580.1%
PEPSICO INC$578.9K4,0340.1%
INTEL CORP$575.3K15,8900.1%
KROGER CO$561.8K8,9920.1%
AT&T INC.$554.2K22,3120.1%
Constellation Energy Corp$548.9K1,5540.1%
DELTA AIR LINES, INC.$541.4K7,8010.1%
WASTE MANAGEMENT INC$517.9K2,3570.1%
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