DOSSIER · 13F-HR · Q2 2026
Fourth Dimension Wealth, LLC
$316M in tracked AUM across 744 positions as of Q2 2026.
FD
CIK 0002056691 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Fourth Dimension Wealth, LLC filed its latest 13F-HR for Q2 2026. 439 position changes this quarter — 121 new, 38 exited, 179 added, 101 trimmed.
Quarter at a glance — Q2 2026
439 material changes this filing.
Top 10 holdings
By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.