Fourth Dimension Wealth, LLC

Est. AUM

$263.7M

13F long equity, this entity only

Positions

634

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD GROWTH	MF Closed and MF Open	$5.3M	12241	2.03%	SOLE
2	STATE STREET	MF Closed and MF Open	$4.9M	107845	1.85%	SOLE
3	VANGUARD VALUE	MF Closed and MF Open	$3.7M	18870	1.40%	SOLE
4	STATE STREET	MF Closed and MF Open	$2.8M	17279	1.06%	SOLE
5	VANGUARD TOTAL	MF Closed and MF Open	$2.5M	7949	0.97%	SOLE
6	AVANTIS U S	MF Closed and MF Open	$2.3M	36479	0.86%	SOLE
7	AMERICAN CENTURY	MF Closed and MF Open	$2.2M	21147	0.84%	SOLE
8	ISHARES IBONDS	MF Closed and MF Open	$2.0M	86893	0.75%	SOLE
9	STATE STREET	MF Closed and MF Open	$2.0M	24135	0.75%	SOLE
10	STATE STREET	MF Closed and MF Open	$1.9M	30577	0.71%	SOLE
11	NETFLIX INC	Common Stock	$1.8M	19145	0.70%	SOLE
12	ISHARES CORE	MF Closed and MF Open	$1.8M	20258	0.70%	SOLE
13	STATE STREET	MF Closed and MF Open	$1.4M	25321	0.54%	SOLE
14	STATE STREET	MF Closed and MF Open	$1.4M	63149	0.53%	SOLE
15	ADVANCED MICRO	Common Stock	$1.4M	6869	0.53%	SOLE
16	META PLATFORMS	Common Stock	$1.4M	2434	0.53%	SOLE
17	JANUS DETROIT STR TR	HENDERSON MTG	$1.4M	29901	0.51%	SOLE
18	STATE STREET	MF Closed and MF Open	$1.3M	28415	0.49%	SOLE
19	APPLE INC	COM	$1.2M	4894	0.47%	SOLE
20	ALPHABET INC	Common Stock	$1.2M	4237	0.46%	SOLE
21	STATE STREET	MF Closed and MF Open	$1.1M	12543	0.44%	SOLE
22	WISDOMTREE FLOATING	MF Closed and MF Open	$1.1M	22684	0.43%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	14075	0.42%	SOLE
24	EXXON MOBIL	Common Stock	$1.1M	6359	0.41%	SOLE
25	ISHARES IBONDS	MF Closed and MF Open	$1.1M	47487	0.40%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$999K	34851	0.38%	SOLE
27	ISHARES CORE	MF Closed and MF Open	$968K	13874	0.37%	SOLE
28	ELI LILLY & CO	COM	$892K	970	0.34%	SOLE
29	AB TAX	MF Closed and MF Open	$835K	33169	0.32%	SOLE
30	JPMORGAN	MF Closed and MF Open	$827K	16213	0.31%	SOLE
31	ISHARES S&P	MF Closed and MF Open	$816K	5261	0.31%	SOLE
32	STATE STREET	MF Closed and MF Open	$805K	19727	0.31%	SOLE
33	JOHNSON & JOHNSON	Common Stock	$800K	3273	0.30%	SOLE
34	SPDR BLOOMBERG	MF Closed and MF Open	$787K	38121	0.30%	SOLE
35	STATE STREET	MF Closed and MF Open	$770K	15412	0.29%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET TEC	$768K	5777	0.29%	SOLE
37	SPDR SSGA	MF Closed and MF Open	$760K	30395	0.29%	SOLE
38	MICRON TECHNOLOGY INC	Common Stock	$737K	2180	0.28%	SOLE
39	ISHARES SHORT	MF Closed and MF Open	$735K	14610	0.28%	SOLE
40	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$733K	13200	0.28%	SOLE
41	ALPHABET INC	Common Stock	$712K	2483	0.27%	SOLE
42	STATE STR SPDR DOW JONES IND	UT SER 1	$700K	1512	0.27%	SOLE
43	STATE STREET	MF Closed and MF Open	$698K	14442	0.26%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$686K	23508	0.26%	SOLE
45	JPMORGAN CHASE & CO	COM	$684K	2324	0.26%	SOLE
46	MCDONALDS CORP	Common Stock	$678K	2182	0.26%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$673K	1034	0.26%	SOLE
48	VANECK LONG	MF Closed and MF Open	$646K	37067	0.24%	SOLE
49	EATON CORP	Common Stock	$601K	1681	0.23%	SOLE
50	STATE STREET	MF Closed and MF Open	$564K	9523	0.21%	SOLE

1–50 of 596

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.