§ 13F · FUND PROFILE
Fourth Dimension Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262M (13F)Positions · 629Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET | 182K | $14M | 5.5% | +9% |
| 2 | AAPL | APPLE INC | 49K | $12M | 4.7% | −4% |
| 3 | XLK | STATE STREET | 91K | $12M | 4.6% | +1% |
| 4 | JMBS | JANUS HENDERSON | 241K | $11M | 4.1% | +2% |
| 5 | SPTI | STATE STREET | 293K | $8M | 3.2% | +3% |
| 6 | DIA | STATE STREET | 18K | $8M | 3.1% | +4% |
| 7 | NVDA | NVIDIA CORP | 45K | $8M | 3.0% | −6% |
| 8 | SPDW | STATE STREET | 139K | $6M | 2.4% | +2% |
| 9 | GSLC | GOLDMAN SACHS | 48K | $6M | 2.3% | +8% |
| 10 | AMZN | AMAZON COM | 26K | $5M | 2.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOURTH SIGNAL
AC read
Fourth Dimension Wealth, LLC is a Other fund managing $262 million in assets. The fund runs a broad portfolio of 629 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed