Stock Taper

WEALTH DIMENSIONS GROUP, LTD.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Starbucks CorporationSBUX2.72K$278.27K
3M CompanyMMM2.68K$433.99K
Micron Technology, Inc.MU2.65K$3.06M
Palantir Technologies Inc.PLTR2.61K$304.36K
Lowe's Companies, Inc.LOW2.39K$527.63K
Waste Management, Inc.WM2.35K$522.65K
Meta Platforms, Inc.META2.33K$1.31M
Morgan StanleyMS2.3K$480.09K
Novartis AGNVS2.2K$345.4K
RTX CorporationRTX2.17K$412.75K
Visa Inc.V2.11K$724.41K
Space Exploration Technologies Corp.SPCX2.01K$342.75K
AstraZeneca PLCAZN2K$379.56K
GE Vernova Inc.GEV1.8K$2.12M
Berkshire Hathaway Inc.BRK-B1.61K$803.86K
Mastercard IncorporatedMA1.52K$778.4K
Constellation Energy CorporationCEG1.51K$374.48K
Zscaler, Inc.ZS1.5K$212.18K
Palo Alto Networks, Inc.PANW1.3K$443.63K
CrowdStrike Holdings, Inc.CRWD1.21K$923.43K