Wealth Dimensions Group, Ltd.
Top Portfolio Positions
102 positions ·
$154,282,781 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
204,434 | $29,528,446 | 19.14% | |
| AAPL |
Apple Inc.
Technology
|
63,253 | $16,052,978 | 10.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,147 | $11,801,719 | 7.65% | |
| NVDA |
Nvidia Corp
Technology
|
49,878 | $8,698,723 | 5.64% | |
| MSFT |
Microsoft Corp
Technology
|
17,212 | $6,371,366 | 4.13% | |
| IOT |
Samsara Inc.
Technology
|
159,266 | $5,047,139 | 3.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,596 | $3,307,492 | 2.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
12,432 | $3,038,878 | 1.97% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,143 | $2,738,821 | 1.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,987 | $2,704,802 | 1.75% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ORGO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $966,877 | 407,965 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,113,258 | 407,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,721,612 | 407,965 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,493,151 | 407,965 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,762,408 | 407,965 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,305,488 | 407,965 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,166,779 | 407,965 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,142,302 | 407,965 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $216,195 | 76,125 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $311,351 | 76,125 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $242,077 | 76,125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $252,735 | 76,125 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $162,146 | 76,125 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $204,776 | 76,125 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $246,645 | 76,125 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $371,490 | 76,125 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $580,072 | 76,125 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $562,716 | 60,900 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $867,216 | 60,900 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,012,158 | 60,900 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,109,598 | 60,900 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $458,577 | 60,900 | Shares | Sole | 2021-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||