Institutions / Fourth Dimension Wealth, LLC

Fourth Dimension Wealth, LLC

CIK 2056691 · Institution · as of Dec 31, 2025

Portfolio value

$274.03M

Positions

604

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 604 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$15.26M	56,121	5.6%
State Street	—	$14.85M	180,033	5.4%
State Street	—	$13.84M	96,117	5.0%
Janus Henderson	—	$12.09M	264,593	4.4%
NVIDIA Corp	—	$9.47M	50,781	3.5%
State Street	—	$9.20M	319,091	3.4%
SPDR Dow Jones Indl Average	—	$8.95M	18,631	3.3%
Vanguard Growth	—	$6.88M	14,105	2.5%
Amazon.com Inc	—	$6.64M	28,782	2.4%
SPDR Index Shs Fds	—	$6.51M	146,525	2.4%
Goldman Sachs ETF Tr	—	$6.37M	48,130	2.3%
State Street	—	$5.62M	191,990	2.1%
Invesco Qqq Tr	—	$5.51M	8,971	2.0%
State Street	—	$5.16M	94,287	1.9%
State Street	—	$4.91M	31,721	1.8%
State Street	—	$4.82M	105,497	1.8%
Vanguard Value	—	$4.27M	22,382	1.6%
WisdomTree Tr	—	$4.21M	101,450	1.5%
SPDR Gold Tr	—	$4.20M	10,594	1.5%
State Street	—	$4.19M	35,065	1.5%
State Street	—	$4.02M	34,139	1.5%
iShares Tr	—	$3.76M	68,788	1.4%
SPDR Series Trust	—	$3.38M	42,095	1.2%
Microsoft Corp	—	$3.37M	6,968	1.2%
State Street	—	$3.30M	97,707	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.