DOSSIER · 13F-HR · Q1 2026

Fourth Dimension Wealth, LLC

$264M in tracked AUM across 634 positions as of Q1 2026.

FD
CIK 0002056691 · last filed Mar 31, 2026
Total AUM
$264M
as of Q1 2026
Holdings
634
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$264M 3.8%
634 positionsView →
2025Q4Dec 31
$274M 4.5%
648 positionsView →
2025Q3Sep 30
$262M 10.7%
629 positionsView →
2025Q2Jun 30
$237M 14.5%
637 positionsLocked
2025Q1Mar 31
$207M 7.9%
654 positionsLocked
2024Q4Dec 31
$192M
629 positionsLocked