Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 118
- No 13F data for Q4 2020
- Portfolio value
- $128.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 1,806 | $240.0K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,616 | $238.0K | 0.2% | – | – | – |
| EXCExelon Corp | Stock | 5,424 | $237.0K | 0.2% | – | – | History |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 9,800 | $235.0K | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,791 | $225.0K | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 5,806 | $223.0K | 0.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $217.0K | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 1,545 | $215.0K | 0.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,910 | $214.0K | 0.2% | – | – | – |
| VVisa Inc. | Stock | 999 | $212.0K | 0.2% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,498 | $212.0K | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 2,902 | $204.0K | 0.2% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 3,460 | $203.0K | 0.2% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,353 | $203.0K | 0.2% | – | – | – |
| Nuveen Select Tax Free Incom67063C106 | SH BEN INT | 12,100 | $195.0K | 0.2% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $183.0K | 0.1% | – | – | History |
| SPESpecial Opportunities Fund, Inc. | COM | 10,736 | $157.0K | 0.1% | – | – | History |
| MUXMcEwen Inc. | COM | 10,000 | $10.0K | <0.1% | – | – | History |