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
Total AUM
$316M
as of Q2 2026
Holdings
744
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Fourth Dimension Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
STATE STREET
$18M204K5.8%
02
XLK
STATE STREET
$18M97K5.8%
03
AAPL
APPLE INC
$15M53K4.8%
04
RWL
INVESCO S&P
$11M83K3.4%
05
JMBS
JANUS HENDERSON
$10M232K3.3%
06
NVDA
NVIDIA CORPORATION
$10M50K3.1%
07
SPDW
STATE STREET
$8M154K2.5%
08
GSLC
GOLDMAN SACHS ETF TR
$8M54K2.4%
09
SPTI
STATE STREET
$7M256K2.3%
10
AMZN
AMAZON COM INC
$6M27K2.0%

Filing history

2026Q2Jun 30
$316M 19.9%
744 positionsView →
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