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Fourth Dimension Wealth, LLC 13F holdings

Filed 2026-07-31 · Fourth Dimension Wealth, LLC · 744 positions · $316.3M

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TickerCompanySharesValue% of portfolio
XLKSTATE STREET91.5K$17.4M5.5%
SPTMSTATE STREET189.1K$17.2M5.4%
AAPLAPPLE INC47.3K$13.7M4.3%
RWLINVESCO S&P76.3K$9.7M3.1%
JMBSJANUS HENDERSON206.4K$9.3M2.9%
NVDANVIDIA CORP43.4K$8.7M2.7%
SPDWSTATE STREET143.4K$7.2M2.3%
GSLCGOLDMAN SACHS50.1K$7.1M2.2%
SPTISTATE STREET228.7K$6.5M2.1%
VUGVANGUARD GROWTH71.3K$6.1M1.9%
AMZNAMAZON COM25.1K$6.0M1.9%
BONDPIMCO ACTIVE59.9K$5.5M1.7%
XLFSTATE STREET93.2K$5.0M1.6%
XLVSTATE STREET30.9K$4.9M1.6%
AMDADVANCED MICRO8.1K$4.7M1.5%
EEMISHARES MSCI68.5K$4.7M1.5%
IQDGWISDOMTREE INTL106.4K$4.6M1.4%
SPTSSTATE STREET148.1K$4.3M1.4%
XLYSTATE STREET36.0K$4.2M1.3%
VTVVANGUARD VALUE18.3K$4.0M1.3%
QQQMINVESCO NASDAQ13.1K$4.0M1.3%
XLCSTATE STREET34.0K$3.6M1.2%
JAAAJANUS HENDERSON71.0K$3.6M1.1%
RSPINVESCO S&P15.5K$3.3M1.0%
XLISTATE STREET17.7K$3.3M1.0%
TFISTATE STREET65.7K$3.0M1.0%
QQQINVESCO QQQ3.8K$2.8M0.9%
MUMICRON TECHNOLOGY2.4K$2.8M0.9%
AVSCAVANTIS U S37.5K$2.7M0.9%
IJHISHARES CORE34.3K$2.6M0.8%
QGROAMERICAN CENTURY22.0K$2.6M0.8%
VTIVANGUARD TOTAL7.0K$2.6M0.8%
SPIBSTATE STREET75.0K$2.5M0.8%
SPTLSTATE STREET92.5K$2.4M0.8%
GMUBGOLDMAN SACHS45.8K$2.4M0.7%
MSFTMICROSOFT CORP6.1K$2.3M0.7%
IBTGISHARES IBONDS92.9K$2.1M0.7%
XLPSTATE STREET25.4K$2.1M0.7%
GLDMSPDR GOLD26.5K$2.1M0.7%
IEFAISHARES CORE19.1K$1.8M0.6%
LLYELI LILLY1.4K$1.7M0.5%
XLESTATE STREET31.3K$1.7M0.5%
AAPLAPPLE INC5.5K$1.6M0.5%
GLDSPDR GOLD4.2K$1.6M0.5%
SPLBSTATE STREET66.9K$1.5M0.5%
GOOGLALPHABET INC4.2K$1.5M0.5%
SPYGSTATE STREET12.2K$1.5M0.5%
SPYVSTATE STREET22.4K$1.4M0.4%
METAMETA PLATFORMS2.4K$1.4M0.4%
LLYELI LILLY & CO1.1K$1.3M0.4%
SPTMSPDR SERIES TRUST14.4K$1.3M0.4%
XLUSTATE STREET28.3K$1.3M0.4%
NFLXNETFLIX INC17.8K$1.3M0.4%
NVDANVIDIA CORPORATION6.3K$1.3M0.4%
BILSTATE STREET13.2K$1.2M0.4%
GLWCORNING INC4.6K$1.2M0.4%
JMBSJANUS DETROIT STR TR26.0K$1.2M0.4%
JEPQJ P MORGAN EXCHANGE TRADED F19.0K$1.2M0.4%
IBTHISHARES IBONDS50.8K$1.1M0.4%
JPMJPMORGAN CHASE & CO3.3K$1.1M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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