Fourth Dimension Wealth, LLC - Portfolio Stock Holdings
Fourth Dimension Wealth, LLC disclosed 708 stock positions in a recent SEC 13F filing. $314,845,995 of stock holdings were filed, with the largest holdings including SPTM, XLK, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 31, 2026.We estimate the fund has a total AUM of $356,442,552 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
708Est. Stock Holding Value:
$314,845,995Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fourth Dimension Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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