Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC reported 679 positions worth $316.3M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SPTM (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $18.5M | 5.84% | 203,501 | — | — | |
| ▸ 2 | XLK | SH | $18.4M | 5.83% | 96,729 | — | — | |
| ▸ 3 | AAPL | SH | $15.3M | 4.83% | 52,823 | — | — | |
| ▸ 4 | RWL | SH | $10.6M | 3.36% | 83,090 | — | — | |
| ▸ 5 | JMBS | SH | $10.5M | 3.31% | 232,467 | — | — | |
| ▸ 6 | NVDA | SH | $9.9M | 3.14% | 49,692 | — | — | |
| ▸ 7 | SPDW | SH | $7.8M | 2.46% | 154,291 | — | — | |
| ▸ 8 | GSLC | SH | $7.6M | 2.42% | 53,882 | — | — | |
| ▸ 9 | SPTI | SH | $7.3M | 2.30% | 256,318 | — | — | |
| ▸ 10 | AMZN | SH | $6.5M | 2.05% | 27,170 | — | — |
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Frequently Asked Questions
What stocks does Fourth Dimension Wealth, LLC hold as of Q2 2026?
Fourth Dimension Wealth, LLC reported 679 positions worth $316.3M in its Q2 2026 13F filing. Largest positions: SPTM (5.8%), XLK (5.8%), AAPL (4.8%), RWL (3.4%) and JMBS (3.3%).
What did Fourth Dimension Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fourth Dimension Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.