Long-term investor
Wealth Dimensions Group, Ltd. @wealthdimensionsgroupltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846462).
Record
- Tracked since 2025-06-30 (448 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 45% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V203 · 10.8% · long · since 2025-06-30
- 92206C102 · 9.2% · long · since 2025-06-30
- 92206C714 · 6.3% · long · since 2025-06-30
- PG · 5.4% · long · since 2025-06-30
- 464287200 · 4.9% · long · since 2025-06-30
- 92206C680 · 4.7% · long · since 2025-06-30
- 921946406 · 4.4% · long · since 2025-06-30
- 25434V302 · 4.1% · long · since 2025-06-30
- 25434V815 · 4.1% · long · since 2025-06-30
- 921937827 · 3.5% · long · since 2025-06-30
- 25434V823 · 3.4% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30