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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 SPTM, AAPL, XLK, JMBS, SPTI, and represent 24.17% of Fourth Dimension Wealth's stock portfolio.
Added to shares of these 10 stocks: SPTM, GSLC, QQQ, GLNG, PRF, SDY, DKS, SNDK, DVY, RSP.
Started 33 new stock positions in HWM, LOAR, XSMO, AEM, ACES, GLNG, AZN, WAT, NVTS, EWY.
Reduced shares in these 10 stocks: , , VUG, AGG, VTV, NVDA, AAPL, IJR, VEA, GOOGL.
Sold out of its positions in AIN, ARCC, ANET, AstraZeneca, BDX, DSU, COF, CARR, CC, RQI.
Fourth Dimension Wealth was a net seller of stock by $-2.8M.
Fourth Dimension Wealth has $264M in assets under management (AUM), dropping by -3.77%.
Central Index Key (CIK): 0002056691

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Portfolio Holdings for Fourth Dimension Wealth

Fourth Dimension Wealth holds 596 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Fourth Dimension Wealth has 596 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fourth Dimension Wealth March 31, 2026 positions
Download the Fourth Dimension Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPTM)	5.9	$16M	+8%	196k	79.06	View chart
Apple Common Stock (AAPL)	5.2	$14M	-3%	54k	253.79	View chart
State Street MF Closed and MF Open (XLK)	4.9	$13M		97k	132.90	View chart
Janus Henderson MF Closed and MF Open (JMBS)	4.6	$12M	+2%	271k	45.18	View chart
State Street MF Closed and MF Open (SPTI)	3.6	$9.4M	+2%	328k	28.66	View chart
State Street MF Closed and MF Open (DIA)	3.4	$8.9M	+3%	19k	463.20	View chart
Nvidia Corp Common Stock (NVDA)	3.1	$8.3M	-6%	48k	174.40	View chart
State Street MF Closed and MF Open (SPDW)	2.6	$6.8M		149k	45.65	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	2.5	$6.5M	+7%	52k	125.13	View chart
State Street MF Closed and MF Open (SPTS)	2.2	$5.8M	+4%	200k	29.18	View chart
Amazon Common Stock (AMZN)	2.2	$5.8M	-3%	28k	208.27	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.1	$5.6M	+8%	9.7k	577.19	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.0	$5.3M	-13%	12k	436.81	View chart
State Street MF Closed and MF Open (TFI)	1.9	$4.9M	+2%	108k	45.34	View chart
State Street MF Closed and MF Open (XLF)	1.8	$4.8M	+2%	97k	49.37	View chart
State Street MF Closed and MF Open (XLV)	1.8	$4.7M		32k	146.61	View chart
Spdr Gold Common Stock (GLD)	1.7	$4.5M		11k	430.27	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	1.7	$4.4M	+7%	110k	40.14	View chart
Ishares Msci MF Closed and MF Open (EEM)	1.6	$4.2M	+7%	74k	56.79	View chart
State Street MF Closed and MF Open (XLY)	1.6	$4.1M	+7%	38k	108.98	View chart
State Street MF Closed and MF Open (XLC)	1.5	$3.9M	+3%	35k	110.86	View chart
Vanguard Value MF Closed and MF Open (VTV)	1.4	$3.7M	-15%	19k	196.20	View chart
State Street MF Closed and MF Open (SPIB)	1.3	$3.3M		99k	33.54	View chart
State Street MF Closed and MF Open (SPTL)	1.2	$3.2M	+4%	121k	26.30	View chart
Invesco S&p MF Closed and MF Open (RSP)	1.2	$3.1M	+11%	16k	191.92	View chart
Janus Henderson MF Closed and MF Open (JAAA)	1.1	$2.9M	+4%	58k	50.37	View chart
State Street MF Closed and MF Open (XLI)	1.1	$2.8M	-4%	17k	161.73	View chart
Ishares Core MF Closed and MF Open (IJH)	1.0	$2.7M	+12%	41k	67.53	View chart
Vanguard Total MF Closed and MF Open (VTI)	1.0	$2.6M	-3%	7.9k	320.81	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$2.5M	-3%	6.7k	370.17	View chart
Avantis U S MF Closed and MF Open (AVSC)	0.9	$2.3M	+6%	37k	62.30	View chart
American Century MF Closed and MF Open (QGRO)	0.8	$2.2M	+9%	21k	105.03	View chart
Eli Lilly Common Stock (LLY)	0.8	$2.0M	-5%	2.2k	919.77	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.8	$2.0M	+6%	87k	22.91	View chart
State Street MF Closed and MF Open (XLP)	0.8	$2.0M	+7%	24k	81.98	View chart
State Street MF Closed and MF Open (XLE)	0.7	$1.9M	+2%	31k	61.26	View chart
Netflix Common Stock (NFLX)	0.7	$1.8M		19k	96.15	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.7	$1.8M	-3%	20k	90.53	View chart
State Street MF Closed and MF Open (SPYG)	0.6	$1.5M	-6%	16k	97.91	View chart
State Street MF Closed and MF Open (SPYV)	0.5	$1.4M	-8%	25k	56.58	View chart
State Street MF Closed and MF Open (SPLB)	0.5	$1.4M	+3%	63k	22.22	View chart
Advanced Micro Common Stock (AMD)	0.5	$1.4M	-8%	6.9k	203.43	View chart
Meta Platforms Common Stock (META)	0.5	$1.4M	-18%	2.4k	572.13	View chart
State Street MF Closed and MF Open (XLU)	0.5	$1.3M		28k	45.89	View chart
Alphabet Common Stock (GOOGL)	0.5	$1.2M	-21%	4.2k	287.59	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$1.2M		4.1k	294.16	View chart
State Street MF Closed and MF Open (BIL)	0.4	$1.1M	-18%	13k	91.64	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.4	$1.1M	+3%	23k	50.34	View chart
Exxon Mobil Common Stock (XOM)	0.4	$1.1M	-3%	6.4k	169.66	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.4	$1.1M	+6%	48k	22.43	View chart
Broadcom Common Stock (AVGO)	0.4	$1.0M	+41%	3.3k	309.46	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.4	$968k		14k	69.75	View chart
State Street MF Closed and MF Open (SPY)	0.3	$888k	+9%	1.4k	650.34	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$870k	-36%	7.0k	124.32	View chart
Ab Tax MF Closed and MF Open (TAFI)	0.3	$835k		33k	25.18	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.3	$827k	-3%	16k	50.98	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.3	$816k	+9%	5.3k	155.11	View chart
State Street MF Closed and MF Open (XLRE)	0.3	$805k	+2%	20k	40.83	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$800k	+17%	3.3k	244.41	View chart
Spdr Bloomberg MF Closed and MF Open (EBND)	0.3	$787k	+3%	38k	20.64	View chart
State Street MF Closed and MF Open (XLB)	0.3	$770k	+4%	15k	49.97	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.3	$769k	+21%	14k	55.50	View chart
Spdr Ssga MF Closed and MF Open (MYCG)	0.3	$760k	+6%	30k	25.00	View chart
Micron Technology Common Stock (MU)	0.3	$737k	+27%	2.2k	337.86	View chart
Ishares Short MF Closed and MF Open (MEAR)	0.3	$736k	-3%	15k	50.34	View chart
Alphabet Common Stock (GOOG)	0.3	$712k		2.5k	286.91	View chart
Ishares Core MF Closed and MF Open (IVV)	0.3	$710k	+82%	1.1k	653.31	View chart
State Street MF Closed and MF Open (SPSM)	0.3	$698k	-2%	14k	48.32	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$678k	-20%	2.2k	310.73	View chart
Vaneck Long MF Closed and MF Open (MLN)	0.2	$646k		37k	17.44	View chart
Eaton Corp Common Stock (ETN)	0.2	$601k		1.7k	357.67	View chart
State Street MF Closed and MF Open (SPMD)	0.2	$564k		9.5k	59.22	View chart
Air Products Common Stock (APD)	0.2	$559k	+29%	1.9k	290.55	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$530k	-4%	5.6k	94.95	View chart
Ishares Expanded MF Closed and MF Open (IGM)	0.2	$512k		4.3k	118.52	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$500k	-7%	717.00	697.72	View chart
Duke Energy Common Stock (DUK)	0.2	$496k	+11%	3.8k	130.92	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.2	$494k	-7%	6.2k	79.27	View chart
Mastercard Common Stock (MA)	0.2	$491k		982.00	499.66	View chart
Home Depot Common Stock (HD)	0.2	$489k		1.5k	328.89	View chart
Taiwan Semiconductor Common Stock (TSM)	0.2	$472k	+14%	1.4k	337.83	View chart
Walmart Common Stock (WMT)	0.2	$461k	-37%	3.7k	124.27	View chart
Costco Wholesale Common Stock (COST)	0.2	$441k	-6%	443.00	995.67	View chart
Tesla Common Stock (TSLA)	0.2	$436k	-21%	1.2k	371.75	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.2	$429k	-8%	5.2k	82.75	View chart
Invesco Bulletshares MF Closed and MF Open (BSMQ)	0.2	$426k	-3%	18k	23.62	View chart
Keysight Technologies Common Stock (KEYS)	0.2	$412k	+49%	1.5k	282.37	View chart
Golar Lng Common Stock (GLNG)	0.2	$411k	NEW	7.6k	54.11	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$410k	-17%	1.4k	302.25	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.2	$408k	+85630%	8.6k	47.53	View chart
State Street MF Closed and MF Open (SDY)	0.2	$405k	+1852%	2.8k	145.94	View chart
Franklin High MF Closed and MF Open (FLHY)	0.1	$393k	+3%	16k	24.14	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$374k	+833%	588.00	635.34	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$373k	-65%	3.8k	99.27	View chart
Brixmor Property Common Stock (BRX)	0.1	$368k	+45%	13k	28.80	View chart
Conocophillips Common Stock (COP)	0.1	$366k	+610%	2.8k	132.00	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$361k	-51%	5.6k	64.08	View chart
Nvent Electric Common Stock (NVT)	0.1	$361k	+46%	3.1k	118.30	View chart
Kontoor Brands Common Stock (KTB)	0.1	$360k	+82%	5.1k	70.28	View chart
Hershey Company Common Stock (HSY)	0.1	$350k	+22%	1.7k	207.84	View chart
Dicks Sporting Common Stock (DKS)	0.1	$350k	NEW	1.8k	198.29	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.1	$342k	+15%	4.1k	84.52	View chart
Marathon Petroleum Common Stock (MPC)	0.1	$341k	-2%	1.4k	244.19	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$340k	+52%	3.3k	102.68	View chart
Celestica Common Stock (CLS)	0.1	$329k	+114%	1.2k	281.68	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$326k	NEW	2.2k	151.41	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$325k	-12%	4.2k	77.18	View chart
Bank America Common Stock (BAC)	0.1	$320k	+53%	6.6k	48.75	View chart
Vaneck Short MF Closed and MF Open (SHYD)	0.1	$318k		14k	22.66	View chart
Fifth Third Common Stock (FITB)	0.1	$311k		6.7k	46.46	View chart
Abbvie Common Stock (ABBV)	0.1	$308k		1.4k	217.49	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$305k	+3%	13k	22.91	View chart
Spdr Ssga MF Closed and MF Open (MYCH)	0.1	$303k	+6%	12k	24.96	View chart
Wynn Resorts Common Stock (WYNN)	0.1	$297k	+117%	2.9k	101.56	View chart
Servicenow Common Stock (NOW)	0.1	$287k	+342%	2.7k	104.55	View chart
Visa Common Stock (V)	0.1	$287k	-12%	949.00	302.39	View chart
Ares Management Common Stock (ARES)	0.1	$278k	+127%	2.5k	109.09	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$277k	-10%	2.5k	108.99	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$275k		10k	27.23	View chart
Dominion Energy Common Stock (D)	0.1	$272k	+387%	4.4k	61.83	View chart
Doordash Common Stock (DASH)	0.1	$269k	+403%	1.8k	150.15	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$253k		1.7k	146.28	View chart
Loar Holdings Common Stock (LOAR)	0.1	$251k	NEW	4.4k	57.29	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$249k		8.5k	29.13	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$248k	-8%	947.00	261.88	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$245k		6.8k	35.90	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$236k	-24%	1.1k	217.25	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$228k	NEW	370.00	616.76	View chart
Procter & Gamble Common Stock (PG)	0.1	$223k	-22%	1.5k	144.46	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$222k	-16%	2.0k	110.36	View chart
Valero Energy Common Stock (VLO)	0.1	$210k	-56%	850.00	247.08	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$200k		1.1k	181.42	View chart
Lumentum Holdings Common Stock (LITE)	0.1	$198k	+171%	282.00	702.76	View chart
At&t Common Stock (T)	0.1	$195k	-21%	6.7k	28.99	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$195k	-2%	406.00	479.20	View chart
Professionally Managed MF Closed and MF Open (AKRE)	0.1	$191k	-21%	3.6k	52.85	View chart
Stryker Corp Common Stock (SYK)	0.1	$191k		580.00	328.59	View chart
United Airlines Common Stock (UAL)	0.1	$189k		2.1k	92.07	View chart
Avantis Core MF Closed and MF Open (AVMU)	0.1	$183k	-3%	4.0k	45.79	View chart
Altria Group Common Stock (MO)	0.1	$180k	+4%	2.7k	65.99	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$178k	-5%	1.7k	102.25	View chart
T Rowe MF Closed and MF Open (TAXE)	0.1	$178k		3.5k	50.73	View chart
Verizon Communications Common Stock (VZ)	0.1	$177k	+8%	3.5k	50.20	View chart
Coca Cola Company Common Stock (KO)	0.1	$176k	-6%	2.3k	76.06	View chart
Vanguard Industrials MF Closed and MF Open (VIS)	0.1	$176k	-4%	562.00	312.22	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$174k		906.00	191.70	View chart
Williams Cos Common Stock (WMB)	0.1	$171k		2.4k	72.78	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$168k	+26%	430.00	390.41	View chart
Rtx Corp Common Stock (RTX)	0.1	$164k	-14%	848.00	192.90	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$156k	-8%	2.1k	73.62	View chart
Vistra Corp Common Stock (VST)	0.1	$156k	+33%	1.0k	150.27	View chart
Lockheed Martin Common Stock (LMT)	0.1	$148k		245.00	604.39	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$146k	-59%	245.00	597.55	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$146k	-9%	622.00	234.03	View chart
Deere & Co Common Stock (DE)	0.1	$143k		254.00	563.31	View chart
Seagate Technology Common Stock (STX)	0.1	$143k	+14%	365.00	391.76	View chart
Vanguard Consumer MF Closed and MF Open (VDC)	0.1	$142k		630.00	224.59	View chart
Ecolab Common Stock (ECL)	0.1	$140k		525.00	266.02	View chart
Nextera Energy Common Stock (NEE)	0.0	$130k		1.4k	92.89	View chart
Merck & Company Common Stock (MRK)	0.0	$120k	-38%	999.00	120.29	View chart
Western Digital Common Stock (WDC)	0.0	$119k	+51%	440.00	270.54	View chart
State Street MF Closed and MF Open (XOP)	0.0	$118k		649.00	181.83	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$117k		471.00	248.08	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$116k	-11%	689.00	168.85	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.0	$116k	-10%	4.8k	24.27	View chart
Pepsico Common Stock (PEP)	0.0	$113k		729.00	155.29	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$112k	-5%	1.6k	70.18	View chart
Mgm Resorts Common Stock (MGM)	0.0	$109k	-4%	3.0k	37.01	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$109k		506.00	215.06	View chart
Dollar Genl Common Stock (DG)	0.0	$108k	-9%	910.00	118.73	View chart
Walt Disney Common Stock (DIS)	0.0	$108k	-3%	1.1k	96.36	View chart
Arm Holdings Common Stock (ARM)	0.0	$106k	+75%	700.00	151.28	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$101k		1.0k	97.23	View chart
State Street MF Closed and MF Open (SPAB)	0.0	$99k	+50%	3.9k	25.62	View chart
Lowes Companies Common Stock (LOW)	0.0	$99k	-6%	420.00	236.28	View chart
Palo Alto Common Stock (PANW)	0.0	$96k		600.00	160.32	View chart
Goldman Sachs MF Closed and MF Open (AAAU)	0.0	$95k		2.1k	46.19	View chart
Pfizer Common Stock (PFE)	0.0	$95k	-4%	3.4k	28.08	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.0	$92k	-4%	1.1k	86.69	View chart
Zscaler Common Stock (ZS)	0.0	$92k		655.00	140.29	View chart
Ge Vernova Common Stock (GEV)	0.0	$91k	+33%	104.00	872.90	View chart
Gilead Sciences Common Stock (GILD)	0.0	$90k		648.00	139.37	View chart
Franklin Ftse MF Closed and MF Open (FLMX)	0.0	$90k		2.5k	36.71	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$88k	-19%	731.00	120.81	View chart
Chevron Corp Common Stock (CVX)	0.0	$88k		423.00	206.90	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$87k		2.3k	37.84	View chart
Cloudflare Common Stock (NET)	0.0	$85k	-15%	411.00	206.34	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$84k	-4%	5.4k	15.65	View chart
Parsons Corp Common Stock (PSN)	0.0	$84k	-20%	1.5k	54.17	View chart
Qualcomm Common Stock (QCOM)	0.0	$80k		619.00	128.78	View chart
Steris Common Stock (STE)	0.0	$77k		350.00	221.13	View chart
Oneok Common Stock (OKE)	0.0	$75k	-3%	833.00	90.39	View chart
Invesco P MF Closed and MF Open (PGX)	0.0	$74k	+2%	6.8k	10.88	View chart
Philip Morris Common Stock (PM)	0.0	$72k	-16%	433.00	165.34	View chart
Cadence Design Common Stock (CDNS)	0.0	$71k	-71%	256.00	277.87	View chart
Caterpillar Common Stock (CAT)	0.0	$71k		100.00	708.46	View chart
Salesforce Common Stock (CRM)	0.0	$70k	-39%	376.00	186.67	View chart
Sherwin Williams Common Stock (SHW)	0.0	$67k	-11%	210.00	320.56	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.0	$67k		600.00	112.11	View chart
State Street MF Closed and MF Open (SPMB)	0.0	$66k		2.9k	22.39	View chart
Consolidated Edison Common Stock (ED)	0.0	$65k		572.00	113.18	View chart
Boeing Company Common Stock (BA)	0.0	$65k		325.00	199.03	View chart
Lam Research Common Stock (LRCX)	0.0	$64k		300.00	213.66	View chart
Alps Oshares MF Closed and MF Open (OUSA)	0.0	$64k		1.2k	55.67	View chart
Shell Common Stock (SHEL)	0.0	$63k		682.00	93.00	View chart
Amgen Common Stock (AMGN)	0.0	$63k		179.00	351.85	View chart
Invesco Currencyshares Common Stock (FXY)	0.0	$63k		1.1k	57.88	View chart
Prologis Common Stock (PLD)	0.0	$63k		475.00	132.18	View chart
Marvell Technology Common Stock (MRVL)	0.0	$62k		628.00	99.05	View chart
Coreweave Common Stock (CRWV)	0.0	$62k	+39%	800.00	77.47	View chart
Novartis Common Stock (NVS)	0.0	$61k		400.00	152.75	View chart
Corning Common Stock (GLW)	0.0	$59k	+52%	437.00	135.97	View chart
Sl Green Common Stock (SLG)	0.0	$59k		1.6k	36.94	View chart
Keycorp Common Stock (KEY)	0.0	$59k	+8%	2.9k	20.05	View chart
Molina Healthcare Common Stock (MOH)	0.0	$59k		440.00	133.30	View chart
Ford Motor Common Stock (F)	0.0	$58k		5.1k	11.54	View chart
Blackstone Common Stock (BX)	0.0	$58k		500.00	114.99	View chart
Enbridge Common Stock (ENB)	0.0	$57k		1.1k	54.14	View chart
Vaneck Fallen MF Closed and MF Open (ANGL)	0.0	$57k	-8%	2.0k	28.72	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	0.0	$57k	-19%	1.6k	36.16	View chart
3m Company Common Stock (MMM)	0.0	$56k	-20%	385.00	145.11	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$55k		1.1k	49.89	View chart
Monolithic Power Common Stock (MPWR)	0.0	$54k		49.00	1093.35	View chart
Enphase Energy Common Stock (ENPH)	0.0	$53k		1.4k	37.81	View chart
Nucor Corp Common Stock (NUE)	0.0	$53k		313.00	169.10	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.0	$53k	+15%	3.8k	13.92	View chart
Delta Airlines Common Stock (DAL)	0.0	$53k		795.00	66.48	View chart
State Street MF Closed and MF Open (BILS)	0.0	$50k	-49%	507.00	99.42	View chart
Agnc Investment Common Stock (AGNC)	0.0	$50k		5.0k	10.03	View chart
Intl Business Common Stock (IBM)	0.0	$49k		200.00	242.40	View chart
Mastec Common Stock (MTZ)	0.0	$48k		150.00	321.74	View chart
Travelers Cos Common Stock (TRV)	0.0	$48k		165.00	291.68	View chart
Teradyne Common Stock (TER)	0.0	$48k		162.00	296.46	View chart
State Street MF Closed and MF Open (TOTL)	0.0	$48k	-2%	1.2k	39.74	View chart
American Electric Common Stock (AEP)	0.0	$48k		363.00	131.01	View chart
State Street MF Closed and MF Open (SPYD)	0.0	$47k		1.0k	45.52	View chart
Global X MF Closed and MF Open (URA)	0.0	$47k	-31%	969.00	48.43	View chart
Realty Income Common Stock (O)	0.0	$47k		766.00	61.18	View chart
Vanguard Materials MF Closed and MF Open (VAW)	0.0	$46k		203.00	225.34	View chart
Global X MF Closed and MF Open (PAVE)	0.0	$45k		891.00	50.81	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$45k		167.00	270.59	View chart
Constellation Brands Common Stock (STZ)	0.0	$45k		300.00	150.00	View chart
Medtronic Common Stock (MDT)	0.0	$43k		500.00	86.65	View chart
Tapestry Common Stock (TPR)	0.0	$42k		300.00	141.11	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$42k		200.00	211.15	View chart
Citigroup Common Stock (C)	0.0	$42k	-48%	372.00	113.41	View chart
Booking Holdings Common Stock (BKNG)	0.0	$42k	NEW	10.00	4210.30	View chart
Rpm Intl Common Stock (RPM)	0.0	$42k		420.00	99.40	View chart
Smucker Jm Common Stock (SJM)	0.0	$41k		420.00	96.44	View chart
Ishares Msci MF Closed and MF Open (EPOL)	0.0	$40k		1.1k	36.41	View chart

Past Filings by Fourth Dimension Wealth

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

Fourth Dimension Wealth 2026 Q1 filed May 11, 2026
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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