Fourth Dimension Wealth, LLC: 13F holdings
CIK 20566912026Q2
| Positions | 679 |
|---|
| Reported value | $316.3m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 679 (+83 vs prior quarter) |
|---|
| Reported value | $316.3m (+19.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 203,501 | $18.5m | 5.8% |
| XLK STATE STREET | 96,729 | $18.4m | 5.8% |
| AAPL APPLE INC | 52,823 | $15.3m | 4.8% |
| RWL INVESCO EXCH TRADED FD TR II | 83,090 | $10.6m | 3.4% |
| JMBS JANUS DETROIT STR TR | 232,467 | $10.5m | 3.3% |
| NVDA NVIDIA CORPORATION | 49,692 | $9.9m | 3.1% |
| EWU SPDR INDEX SHS FDS | 154,291 | $7.8m | 2.5% |
| GSLC GOLDMAN SACHS ETF TR | 53,882 | $7.6m | 2.4% |
| SPTI SPDR SERIES TRUST | 256,318 | $7.3m | 2.3% |
| AMZN AMAZON COM INC | 27,170 | $6.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056691")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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