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DOSSIER · 13F-HR · Q2 2026

Wealth Dimensions Group, Ltd.

$558M in tracked AUM across 179 positions as of Q2 2026.

WD
CIK 0001846462 · last filed Jun 30, 2026
Total AUM
$558M
as of Q2 2026
Holdings
179
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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