13F Insight
DOSSIER · 13F-HR · Q1 2026

Fourth Dimension Wealth, LLC

Fourth Dimension Wealth's hedge fund based in Boston, MA — $264M in tracked AUM across 634 positions as of Q1 2026.

FD
Fourth Dimension Wealth·Boston, MA·Hedge Fund
CIK 0002056691 · last filed Mar 31, 2026
Total AUM
$264M
▲ 4.2%
vs prior
Holdings
634
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Fourth Dimension Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPTM
STATE STREET
$16M196K5.9%
02
AAPL
APPLE INC
$14M54K5.2%
03
XLK
STATE STREET
$13M97K4.9%
04
JMBS
JANUS HENDERSON
$12M271K4.6%
05
SPTI
STATE STREET
$9M328K3.6%
06
DIA
STATE STREET
$9M19K3.4%
07
NVDA
NVIDIA CORPORATION
$8M48K3.1%
08
SPDW
STATE STREET
$7M149K2.6%
09
GSLC
GOLDMAN SACHS ETF TR
$6M52K2.5%
10
SPTS
STATE STREET
$6M200K2.2%

Filing history

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