Fourth Dimension Wealth, LLC - Portfolio Stock Holdings
Fourth Dimension Wealth, LLC disclosed 633 stock positions in a recent SEC 13F filing. $257,001,179 of stock holdings were filed, with the largest holdings including SPTM, AAPL, and XLK. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.We estimate the fund has a total AUM of $356,442,552 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
633Est. Stock Holding Value:
$257,001,179Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fourth Dimension Wealth, LLC
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% of Portfolio
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