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Fourth Dimension Wealth

Latest statistics and disclosures from Fourth Dimension Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPTM, XLK, JMBS, NVDA, and represent 23.90% of Fourth Dimension Wealth's stock portfolio.
Added to shares of these 10 stocks: XLK (+$6.9M), XLY, NFLX, IBTH, IBTG, AGG, SPY, XLE, JEPQ, TFI.
Started 38 new stock positions in Amcor, MSGE, NOW, PPA, BRX, Q, ANET, MDXG, CGDG, FSSL.
Reduced shares in these 10 stocks: IBTF, MYCF, BSMP, SPYM, KGS, GEV, RJF, ALNY, OS, UBER.
Sold out of its positions in CVNA, CRON, EA, ENTG, FMC, GEHC, BSMP, BSCP, IBTF, LULU. MSTR, MCHP, PAYX, RJF, HOOD, MYCF, SBUX, Tilray, Total, Unilever, SMH, VGK, SPNS, NBIS.
Fourth Dimension Wealth was a net buyer of stock by $19M.
Fourth Dimension Wealth has $274M in assets under management (AUM), dropping by 4.53%.
Central Index Key (CIK): 0002056691

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Portfolio Holdings for Fourth Dimension Wealth

Fourth Dimension Wealth holds 604 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Fourth Dimension Wealth has 604 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fourth Dimension Wealth Dec. 31, 2025 positions
Download the Fourth Dimension Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	5.6	$15M		56k	271.86	View chart
State Street MF Closed and MF Open (SPTM)	5.4	$15M		180k	82.50	View chart
State Street MF Closed and MF Open (XLK)	5.0	$14M	+99%	96k	143.97	View chart
Janus Henderson MF Closed and MF Open (JMBS)	4.4	$12M	+3%	265k	45.69	View chart
Nvidia Corp Common Stock (NVDA)	3.5	$9.5M	+5%	51k	186.50	View chart
State Street MF Closed and MF Open (SPTI)	3.4	$9.2M		319k	28.84	View chart
Spdr Dow MF Closed and MF Open (DIA)	3.3	$9.0M		19k	480.58	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.5	$6.9M		14k	487.88	View chart
Amazon Common Stock (AMZN)	2.4	$6.6M		29k	230.82	View chart
Spdr Developed MF Closed and MF Open (SPDW)	2.4	$6.5M		147k	44.41	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	2.3	$6.4M		48k	132.37	View chart
State Street MF Closed and MF Open (SPTS)	2.1	$5.6M	+2%	192k	29.28	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.0	$5.5M		9.0k	614.29	View chart
State Street MF Closed and MF Open (XLF)	1.9	$5.2M		94k	54.77	View chart
State Street MF Closed and MF Open (XLV)	1.8	$4.9M		32k	154.80	View chart
State Street MF Closed and MF Open (TFI)	1.8	$4.8M	+14%	106k	45.71	View chart
Vanguard Value MF Closed and MF Open (VTV)	1.6	$4.3M		22k	190.99	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	1.5	$4.2M		102k	41.48	View chart
Spdr Gold Common Stock (GLD)	1.5	$4.2M	-2%	11k	396.30	View chart
State Street MF Closed and MF Open (XLY)	1.5	$4.2M	+102%	35k	119.41	View chart
State Street MF Closed and MF Open (XLC)	1.5	$4.0M		34k	117.72	View chart
Ishares Msci MF Closed and MF Open (EEM)	1.4	$3.8M		69k	54.71	View chart
Spdr Series Trust MF Closed and MF Open (SPYM)	1.2	$3.4M	-7%	42k	80.22	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$3.4M		7.0k	483.66	View chart
State Street MF Closed and MF Open (SPIB)	1.2	$3.3M		98k	33.81	View chart
State Street MF Closed and MF Open (SPTL)	1.1	$3.1M		116k	26.47	View chart
State Street MF Closed and MF Open (XLI)	1.0	$2.8M	+10%	18k	155.12	View chart
Janus Henderson MF Closed and MF Open (JAAA)	1.0	$2.8M	+3%	55k	50.58	View chart
Invesco S&p MF Closed and MF Open (RSP)	1.0	$2.8M	+2%	15k	191.56	View chart
Vanguard Total MF Closed and MF Open (VTI)	1.0	$2.8M		8.3k	335.27	View chart
Eli Lilly Common Stock (LLY)	0.9	$2.5M		2.3k	1074.68	View chart
Ishares Core MF Closed and MF Open (IJH)	0.9	$2.4M	+2%	36k	66.00	View chart
American Century MF Closed and MF Open (QGRO)	0.8	$2.2M		19k	114.52	View chart
Avantis U S MF Closed and MF Open (AVSC)	0.7	$2.0M		34k	58.74	View chart
Meta Platforms Common Stock (META)	0.7	$2.0M	-5%	3.0k	660.09	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.7	$1.9M		21k	89.46	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.7	$1.9M	+87%	82k	22.88	View chart
Netflix Common Stock (NFLX)	0.7	$1.8M	+913%	20k	93.76	View chart
State Street MF Closed and MF Open (SPYG)	0.7	$1.8M	-2%	17k	106.70	View chart
State Street MF Closed and MF Open (XLP)	0.6	$1.7M	+3%	23k	77.68	View chart
Alphabet Common Stock (GOOGL)	0.6	$1.7M		5.4k	313.01	View chart
Advanced Micro Common Stock (AMD)	0.6	$1.6M	+8%	7.5k	214.16	View chart
State Street MF Closed and MF Open (SPYV)	0.6	$1.6M	+26%	28k	56.81	View chart
State Street MF Closed and MF Open (BIL)	0.5	$1.4M		15k	91.38	View chart
State Street MF Closed and MF Open (SPLB)	0.5	$1.4M		61k	22.58	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$1.3M		4.2k	322.22	View chart
State Street MF Closed and MF Open (XLE)	0.5	$1.3M	+104%	30k	44.71	View chart
Ishares Core MF Closed and MF Open (IJR)	0.5	$1.3M	-2%	11k	120.18	View chart
State Street MF Closed and MF Open (XLU)	0.4	$1.2M	+99%	28k	42.69	View chart
Ishares Tr MF Closed and MF Open (IXUS)	0.4	$1.1M	-7%	13k	84.64	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.4	$1.1M		22k	50.32	View chart
Ishares Core MF Closed and MF Open (AGG)	0.4	$1.1M	+370%	11k	99.88	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.4	$1.0M	NEW	45k	22.47	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.3	$915k		14k	67.22	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.3	$853k	+5%	17k	50.94	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.3	$852k	+666%	1.2k	681.92	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$838k		2.7k	305.64	View chart
Ab Tax MF Closed and MF Open (TAFI)	0.3	$825k	+15%	33k	25.21	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.3	$808k	+6%	4.8k	167.93	View chart
Broadcom Common Stock (AVGO)	0.3	$797k	+6%	2.3k	345.97	View chart
Exxon Mobil Common Stock (XOM)	0.3	$789k		6.6k	120.34	View chart
Spdr Bloomberg MF Closed and MF Open (EBND)	0.3	$789k		37k	21.37	View chart
Alphabet Common Stock (GOOG)	0.3	$779k	+3%	2.5k	313.83	View chart
State Street MF Closed and MF Open (XLRE)	0.3	$775k	+4%	19k	40.35	View chart
Ishares Short MF Closed and MF Open (MEAR)	0.3	$760k	+5%	15k	50.32	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.3	$728k		12k	62.47	View chart
Spdr Ssga MF Closed and MF Open (MYCG)	0.3	$716k	+155%	29k	25.04	View chart
State Street MF Closed and MF Open (SPSM)	0.3	$695k	+4%	15k	46.86	View chart
State Street MF Closed and MF Open (XLB)	0.2	$671k	+102%	15k	45.35	View chart
Tesla Common Stock (TSLA)	0.2	$671k	+25%	1.5k	449.72	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.2	$662k	+2239%	11k	58.14	View chart
Walmart Common Stock (WMT)	0.2	$661k	-3%	5.9k	111.41	View chart
Vaneck Long MF Closed and MF Open (MLN)	0.2	$643k	+13%	37k	17.53	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$584k	-10%	775.00	753.78	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$576k	-10%	2.8k	206.95	View chart
Ishares Expanded MF Closed and MF Open (IGM)	0.2	$561k	+8%	4.3k	129.17	View chart
Mastercard Common Stock (MA)	0.2	$561k		982.00	570.88	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$557k	-2%	5.9k	95.23	View chart
State Street MF Closed and MF Open (SPMD)	0.2	$545k	+10%	9.4k	57.91	View chart
Eaton Corp Common Stock (ETN)	0.2	$539k		1.7k	318.51	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.2	$535k		6.7k	79.73	View chart
Home Depot Common Stock (HD)	0.2	$519k		1.5k	344.10	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$495k		1.6k	302.11	View chart
Micron Technology Common Stock (MU)	0.2	$487k	-2%	1.7k	285.41	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.2	$473k		5.7k	83.75	View chart
Invesco Bulletshares MF Closed and MF Open (BSMQ)	0.2	$441k	NEW	19k	23.64	View chart
Costco Wholesale Common Stock (COST)	0.1	$410k	+24%	476.00	861.66	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$408k		595.00	685.04	View chart
Duke Energy Common Stock (DUK)	0.1	$398k	+6%	3.4k	117.19	View chart
Franklin High MF Closed and MF Open (FLHY)	0.1	$384k		16k	24.41	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$379k	+14%	605.00	627.13	View chart
Visa Common Stock (V)	0.1	$379k	+22%	1.1k	350.86	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$375k		4.8k	77.88	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$369k	-7%	1.2k	304.00	View chart
Air Products Common Stock (APD)	0.1	$366k	+115%	1.5k	247.02	View chart
Welltower Common Stock (WELL)	0.1	$329k		1.8k	185.63	View chart
Abbvie Common Stock (ABBV)	0.1	$325k		1.4k	228.49	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.1	$325k	+20%	3.5k	92.80	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.1	$318k	+5%	6.2k	51.00	View chart
Vaneck Short MF Closed and MF Open (SHYD)	0.1	$318k	+14%	14k	22.91	View chart
Valero Energy Common Stock (VLO)	0.1	$318k	-12%	2.0k	162.77	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$314k		2.8k	110.19	View chart
Fifth Third Common Stock (FITB)	0.1	$313k		6.7k	46.81	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$303k		1.4k	211.79	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$303k	-31%	1.7k	177.75	View chart
Professionally Managed MF Closed and MF Open (AKRE)	0.1	$300k	NEW	4.6k	65.51	View chart
Capital One Common Stock (COF)	0.1	$299k	+16%	1.2k	242.26	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$297k	+8%	13k	23.03	View chart
Vanguard Intl Equity Index F MF Closed and MF Open (VSS)	0.1	$291k	-7%	2.0k	143.34	View chart
Spdr Ssga MF Closed and MF Open (MYCH)	0.1	$287k	NEW	11k	25.09	View chart
Cadence Design Common Stock (CDNS)	0.1	$284k		910.00	312.58	View chart
Procter & Gamble Common Stock (PG)	0.1	$284k	+3%	2.0k	143.31	View chart
Capital Grp Fixed Incm Etf T MF Closed and MF Open (CGMS)	0.1	$281k	NEW	10k	27.62	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$274k	+23%	8.4k	32.62	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$272k	+466%	2.2k	125.26	View chart
Ishares Tr MF Closed and MF Open (USHY)	0.1	$271k	NEW	7.2k	37.40	View chart
Royal Caribbean Common Stock (RCL)	0.1	$267k	+2%	957.00	278.92	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$266k	-4%	1.0k	257.91	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$265k		2.4k	109.91	View chart
Hershey Company Common Stock (HSY)	0.1	$250k	+472%	1.4k	181.99	View chart
Huntington Ingalls Common Stock (HII)	0.1	$248k	-12%	729.00	339.86	View chart
Capital Group Dividend Growe MF Closed and MF Open (CGDG)	0.1	$244k	NEW	6.8k	35.64	View chart
Bank America Common Stock (BAC)	0.1	$235k	-14%	4.3k	55.00	View chart
Madison Square Common Stock (MSGE)	0.1	$234k	NEW	4.3k	53.89	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$234k		1.4k	162.63	View chart
United Airlines Common Stock (UAL)	0.1	$230k		2.1k	111.82	View chart
Brixmor Property Common Stock (BRX)	0.1	$230k	NEW	8.8k	26.22	View chart
Cisco Systems Common Stock (CSCO)	0.1	$227k	+1718%	2.9k	77.03	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$220k	-9%	1.1k	199.68	View chart
Aon Common Stock (AON)	0.1	$213k	-3%	603.00	352.94	View chart
At&t Common Stock (T)	0.1	$212k	-49%	8.5k	24.84	View chart
Nvent Electric Common Stock (NVT)	0.1	$212k	NEW	2.1k	101.97	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$209k		416.00	502.65	View chart
Houlihan Lokey Common Stock (HLI)	0.1	$205k		1.2k	174.16	View chart
Stryker Corp Common Stock (SYK)	0.1	$204k		580.00	351.47	View chart
Keysight Technologies Common Stock (KEYS)	0.1	$198k	+1201%	976.00	203.19	View chart
Avantis Core MF Closed and MF Open (AVMU)	0.1	$191k	+6%	4.1k	46.24	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$190k	-12%	1.8k	102.52	View chart
Applovin Corp Common Stock (APP)	0.1	$189k	+12%	280.00	673.82	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$186k		691.00	269.18	View chart
Rtx Corp Common Stock (RTX)	0.1	$182k		993.00	183.37	View chart
Ares Management Common Stock (ARES)	0.1	$181k	NEW	1.1k	161.70	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$181k		909.00	198.71	View chart
T Rowe MF Closed and MF Open (TAXE)	0.1	$179k	NEW	3.5k	51.10	View chart
Vanguard Industrials MF Closed and MF Open (VIS)	0.1	$175k		586.00	298.38	View chart
Coca Cola Company Common Stock (KO)	0.1	$173k	-7%	2.5k	69.91	View chart
Kontoor Brands Common Stock (KTB)	0.1	$171k	-8%	2.8k	61.09	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$171k	-9%	2.3k	74.06	View chart
Merck & Company Common Stock (MRK)	0.1	$171k		1.6k	105.25	View chart
Salesforce Common Stock (CRM)	0.1	$165k	+19%	624.00	264.91	View chart
Wynn Resorts Common Stock (WYNN)	0.1	$161k	NEW	1.3k	120.33	View chart
Celestica Common Stock (CLS)	0.1	$161k	NEW	544.00	295.61	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$159k		340.00	468.76	View chart
Altria Group Common Stock (MO)	0.1	$150k	+10%	2.6k	57.66	View chart
Zscaler Common Stock (ZS)	0.1	$147k		655.00	224.92	View chart
Williams Cos Common Stock (WMB)	0.1	$141k		2.4k	60.11	View chart
Ecolab Common Stock (ECL)	0.1	$138k		525.00	262.52	View chart
Vanguard Consumer MF Closed and MF Open (VDC)	0.0	$134k		635.00	211.24	View chart
Dollar Genl Common Stock (DG)	0.0	$134k	+10%	1.0k	132.77	View chart
Verizon Communications Common Stock (VZ)	0.0	$132k	+15%	3.2k	40.73	View chart
Walt Disney Common Stock (DIS)	0.0	$132k		1.2k	113.79	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.0	$131k		5.4k	24.37	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$131k		775.00	168.77	View chart
Vistra Corp Common Stock (VST)	0.0	$125k		774.00	161.38	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$122k		911.00	133.49	View chart
Parsons Corp Common Stock (PSN)	0.0	$120k	-8%	1.9k	61.80	View chart
Lockheed Martin Common Stock (LMT)	0.0	$119k		245.00	483.67	View chart
Deere & Co Common Stock (DE)	0.0	$118k		254.00	465.57	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$118k	+41%	1.7k	69.42	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$117k		475.00	246.23	View chart
Mgm Resorts Common Stock (MGM)	0.0	$113k		3.1k	36.49	View chart
Nextera Energy Common Stock (NEE)	0.0	$112k		1.4k	80.31	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$111k	-17%	506.00	219.78	View chart
Palo Alto Common Stock (PANW)	0.0	$111k	-27%	600.00	184.20	View chart
Lowes Companies Common Stock (LOW)	0.0	$109k		451.00	241.16	View chart
Qualcomm Common Stock (QCOM)	0.0	$106k		619.00	171.05	View chart
Pepsico Common Stock (PEP)	0.0	$105k		729.00	143.52	View chart
State Street MF Closed and MF Open (BILS)	0.0	$100k		1.0k	99.22	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$100k		1.0k	96.27	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$98k	+5%	5.6k	17.35	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.0	$97k	-21%	1.1k	87.16	View chart
Cloudflare Common Stock (NET)	0.0	$96k		486.00	197.15	View chart
Servicenow Common Stock (NOW)	0.0	$95k	NEW	620.00	153.19	View chart
Steris Common Stock (STE)	0.0	$89k		350.00	253.52	View chart
Constellation Energy Common Stock (CEG)	0.0	$89k	-16%	251.00	352.63	View chart
Pfizer Common Stock (PFE)	0.0	$88k	+20%	3.5k	24.90	View chart
Seagate Technology Common Stock (STX)	0.0	$88k		318.00	275.39	View chart
Goldman Sachs MF Closed and MF Open (AAAU)	0.0	$88k		2.1k	42.55	View chart
Citigroup Common Stock (C)	0.0	$84k	+3181%	722.00	116.69	View chart
Franklin Ftse MF Closed and MF Open (FLMX)	0.0	$84k		2.5k	33.85	View chart
Philip Morris Common Stock (PM)	0.0	$83k		517.00	160.49	View chart
State Street MF Closed and MF Open (XOP)	0.0	$82k		652.00	126.26	View chart
Ge Aerospace Common Stock (GE)	0.0	$82k	+6%	267.00	308.03	View chart
Doordash Common Stock (DASH)	0.0	$81k	+171%	356.00	226.48	View chart
Gilead Sciences Common Stock (GILD)	0.0	$80k		648.00	122.74	View chart
3m Company Common Stock (MMM)	0.0	$78k		484.00	160.26	View chart
Blackstone Common Stock (BX)	0.0	$77k		500.00	154.14	View chart
Sherwin Williams Common Stock (SHW)	0.0	$77k		236.00	324.03	View chart
Molina Healthcare Common Stock (MOH)	0.0	$76k		440.00	173.54	View chart
Invesco P MF Closed and MF Open (PGX)	0.0	$74k		6.6k	11.24	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$74k		2.3k	32.06	View chart
Norfolk Southern Common Stock (NSC)	0.0	$73k		254.00	289.01	View chart
Sl Green Common Stock (SLG)	0.0	$73k	+45%	1.6k	45.87	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$72k		682.00	105.69	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	0.0	$72k		1.9k	36.83	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.0	$72k	+20%	600.00	119.32	View chart
Boeing Company Common Stock (BA)	0.0	$71k		325.00	217.12	View chart
State Street MF Closed and MF Open (SPMB)	0.0	$67k	-4%	3.0k	22.42	View chart
Alps Oshares MF Closed and MF Open (OUSA)	0.0	$66k		1.2k	57.70	View chart
Ford Motor Common Stock (F)	0.0	$66k	-17%	5.1k	13.12	View chart
State Street MF Closed and MF Open (SPAB)	0.0	$66k	NEW	2.6k	25.75	View chart
Invesco Currencyshares Common Stock (FXY)	0.0	$65k		1.1k	58.67	View chart
Chevron Corp Common Stock (CVX)	0.0	$65k		423.00	152.41	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	0.0	$64k	-2%	2.2k	29.36	View chart
Oneok Common Stock (OKE)	0.0	$63k		863.00	73.50	View chart
Prologis Common Stock (PLD)	0.0	$61k		475.00	127.66	View chart
Global X MF Closed and MF Open (URA)	0.0	$61k		1.4k	42.73	View chart
Intl Business Common Stock (IBM)	0.0	$59k		200.00	296.20	View chart
Amgen Common Stock (AMGN)	0.0	$59k		179.00	327.31	View chart
Caterpillar Common Stock (CAT)	0.0	$57k		100.00	572.87	View chart
Consolidated Edison Common Stock (ED)	0.0	$57k		572.00	99.32	View chart
Ishares Msci MF Closed and MF Open (MCHI)	0.0	$56k		932.00	60.07	View chart
Keycorp Common Stock (KEY)	0.0	$56k	+12%	2.7k	20.64	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$55k		1.1k	50.29	View chart
Delta Airlines Common Stock (DAL)	0.0	$55k		795.00	69.40	View chart
Novartis Common Stock (NVS)	0.0	$55k		400.00	137.87	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$55k	-20%	167.00	330.11	View chart
Agnc Investment Common Stock (AGNC)	0.0	$54k		5.0k	10.72	View chart
Marvell Technology Common Stock (MRVL)	0.0	$53k	+18%	628.00	84.98	View chart
Dominion Energy Common Stock (D)	0.0	$53k		902.00	58.58	View chart
Adobe Common Stock (ADBE)	0.0	$53k		150.00	349.99	View chart
W P Carey Common Stock (WPC)	0.0	$52k		800.00	64.36	View chart
Lam Research Common Stock (LRCX)	0.0	$51k	-25%	300.00	171.18	View chart
Nucor Corp Common Stock (NUE)	0.0	$51k		313.00	163.11	View chart
Ge Vernova Common Stock (GEV)	0.0	$51k	-82%	78.00	653.56	View chart
Enbridge Common Stock (ENB)	0.0	$51k		1.1k	47.83	View chart
Shell Common Stock (SHEL)	0.0	$50k		682.00	73.48	View chart
State Street MF Closed and MF Open (TOTL)	0.0	$50k		1.2k	40.25	View chart
Western Digital Common Stock (WDC)	0.0	$50k	+52%	290.00	172.27	View chart
SPDR S&P MF Closed and MF Open (KRE)	0.0	$49k		762.00	64.81	View chart
Uber Technologies Common Stock (UBER)	0.0	$49k	-81%	594.00	81.71	View chart
Medtronic Common Stock (MDT)	0.0	$49k		505.00	96.06	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.0	$48k	+17%	3.3k	14.54	View chart
Travelers Cos Common Stock (TRV)	0.0	$48k		165.00	290.06	View chart
Enphase Energy Common Stock (ENPH)	0.0	$45k		1.4k	32.05	View chart
State Street MF Closed and MF Open (SPYD)	0.0	$45k	NEW	1.0k	43.25	View chart
Monolithic Power Common Stock (MPWR)	0.0	$44k		49.00	906.37	View chart
Arm Holdings Common Stock (ARM)	0.0	$44k		400.00	109.31	View chart
Rpm Intl Common Stock (RPM)	0.0	$44k		420.00	104.00	View chart
Realty Income Common Stock (O)	0.0	$43k	+19%	766.00	56.37	View chart

Past Filings by Fourth Dimension Wealth

SEC 13F filings are viewable for Fourth Dimension Wealth going back to 2024

Fourth Dimension Wealth 2025 Q4 filed Feb. 4, 2026
Fourth Dimension Wealth 2025 Q3 filed Nov. 4, 2025
Fourth Dimension Wealth 2025 Q2 filed Aug. 5, 2025
Fourth Dimension Wealth 2025 Q1 filed April 23, 2025
Fourth Dimension Wealth 2024 Q4 filed Feb. 18, 2025

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