WEALTH DIMENSIONS GROUP, LTD.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORGO | 408K | $966.88K |
 | PG | 204K | $29.53M |
 | IOT | 159K | $5.05M |
 | AAPL | 63K | $16.05M |
 | NVDA | 50K | $8.70M |
 | FITB | 38K | $1.75M |
 | PFE | 26K | $736.50K |
 | T | 22K | $627.23K |
 | ET | 17K | $333.28K |
 | MSFT | 17K | $6.37M |
 | XOM | 16K | $2.74M |
 | MRK | 16K | $1.89M |
 | RBCAA | 15K | $1.08M |
 | INTC | 15K | $647.03K |
 | CTAS | 15K | $2.47M |
 | VZ | 14K | $687.34K |
 | ENB | 14K | $738.22K |
 | EPD | 14K | $511.61K |
 | AMZN | 13K | $2.70M |
 | DUK | 13K | $1.68M |
Organogenesis Holdings Inc.
ORGO
Shares Held
408K
Value
$966.88K
The Procter & Gamble Company
PG
Shares Held
204K
Value
$29.53M
Samsara Inc.
IOT
Shares Held
159K
Value
$5.05M
Apple Inc.
AAPL
Shares Held
63K
Value
$16.05M
NVIDIA Corporation
NVDA
Shares Held
50K
Value
$8.70M
Fifth Third Bancorp
FITB
Shares Held
38K
Value
$1.75M
Pfizer Inc.
PFE
Shares Held
26K
Value
$736.50K
AT&T Inc.
T
Shares Held
22K
Value
$627.23K
Energy Transfer LP
ET
Shares Held
17K
Value
$333.28K
Microsoft Corporation
MSFT
Shares Held
17K
Value
$6.37M
Exxon Mobil Corporation
XOM
Shares Held
16K
Value
$2.74M
Merck & Co., Inc.
MRK
Shares Held
16K
Value
$1.89M
Republic Bancorp, Inc.
RBCAA
Shares Held
15K
Value
$1.08M
Intel Corp.
INTC
Shares Held
15K
Value
$647.03K
Cintas Corporation
CTAS
Shares Held
15K
Value
$2.47M
Verizon Communications Inc.
VZ
Shares Held
14K
Value
$687.34K
Enbridge Inc.
ENB
Shares Held
14K
Value
$738.22K
Enterprise Products Partners L.P.
EPD
Shares Held
14K
Value
$511.61K
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.70M
Duke Energy Corporation
DUK
Shares Held
13K
Value
$1.68M