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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, XLK, AAPL, RWL, JMBS, and represent 23.16% of Fourth Dimension Wealth's stock portfolio.
Added to shares of these 10 stocks: RWL (+$11M), BOND (+$6.4M), VUG (+$5.1M), QQQM, GMUB, GLDM, AMD, GLW, JAAA, MU.
Started 121 new stock positions in SPCX, EWW, FHN, CCL, ARKX, CARR, CB, CLIP, EL, AMAT.
Reduced shares in these 10 stocks: DIA (-$9.9M), QQQ, GLD, SPTI, TFI, JMBS, USFR, SPTS, SPIB, SPTL.
Sold out of its positions in AEM, Air Lease Corp, AEE, AAOI, ARES, BP, OWL, BKNG, TOKE, CCJ.
Fourth Dimension Wealth was a net buyer of stock by $26M.
Fourth Dimension Wealth has $316M in assets under management (AUM), dropping by 19.94%.
Central Index Key (CIK): 0002056691

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Portfolio Holdings for Fourth Dimension Wealth

Fourth Dimension Wealth holds 679 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Fourth Dimension Wealth has 679 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fourth Dimension Wealth June 30, 2026 positions
Download the Fourth Dimension Wealth June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPTM)	5.8	$19M	+3%	204k	90.79	View chart
State Street MF Closed and MF Open (XLK)	5.8	$18M		97k	190.52	View chart
Apple Common Stock (AAPL)	4.8	$15M	-2%	53k	289.36	View chart
Invesco S&p MF Closed and MF Open (RWL)	3.4	$11M	NEW	83k	127.76	View chart
Janus Henderson MF Closed and MF Open (JMBS)	3.3	$11M	-14%	233k	44.99	View chart
Nvidia Corp Common Stock (NVDA)	3.1	$9.9M	+4%	50k	200.09	View chart
State Street MF Closed and MF Open (SPDW)	2.5	$7.8M	+3%	154k	50.39	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	2.4	$7.6M	+3%	54k	141.89	View chart
State Street MF Closed and MF Open (SPTI)	2.3	$7.3M	-21%	256k	28.39	View chart
Amazon Common Stock (AMZN)	2.0	$6.5M		27k	238.34	View chart
Pimco Active MF Closed and MF Open (BOND)	2.0	$6.4M	NEW	70k	92.21	View chart
Vanguard Growth MF Closed and MF Open (VUG)	1.9	$6.1M	+482%	71k	86.14	View chart
State Street MF Closed and MF Open (XLF)	1.7	$5.3M	+2%	99k	53.61	View chart
Advanced Micro Common Stock (AMD)	1.7	$5.2M	+31%	9.0k	580.91	View chart
State Street MF Closed and MF Open (XLV)	1.7	$5.2M	+2%	33k	158.66	View chart
Ishares Msci MF Closed and MF Open (EEM)	1.6	$5.1M	+2%	75k	68.41	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	1.6	$4.9M	+4%	115k	43.08	View chart
State Street MF Closed and MF Open (SPTS)	1.5	$4.8M	-17%	166k	29.01	View chart
State Street MF Closed and MF Open (XLY)	1.4	$4.5M		38k	117.28	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	1.4	$4.4M	NEW	15k	302.97	View chart
Vanguard Value MF Closed and MF Open (VTV)	1.3	$4.0M	-2%	18k	217.94	View chart
Janus Henderson MF Closed and MF Open (JAAA)	1.3	$4.0M	+36%	79k	50.49	View chart
State Street MF Closed and MF Open (XLC)	1.2	$3.9M	+2%	36k	107.13	View chart
Invesco S&p MF Closed and MF Open (RSP)	1.2	$3.8M	+10%	18k	212.76	View chart
Micron Technology Common Stock (MU)	1.1	$3.5M	+39%	3.0k	1154.45	View chart
State Street MF Closed and MF Open (XLI)	1.1	$3.5M	+9%	19k	185.23	View chart
Ishares Core MF Closed and MF Open (IJH)	1.0	$3.1M		40k	77.11	View chart
State Street MF Closed and MF Open (TFI)	1.0	$3.0M	-39%	66k	45.80	View chart
Eli Lilly Common Stock (LLY)	0.9	$3.0M	+12%	2.5k	1199.43	View chart
Avantis U S MF Closed and MF Open (AVSC)	0.9	$3.0M	+10%	40k	73.34	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.9	$2.8M	-60%	3.8k	736.31	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$2.8M	+12%	7.6k	372.99	View chart
American Century MF Closed and MF Open (QGRO)	0.9	$2.8M	+12%	24k	118.05	View chart
State Street MF Closed and MF Open (SPIB)	0.9	$2.8M	-16%	83k	33.46	View chart
State Street MF Closed and MF Open (SPTL)	0.9	$2.7M	-15%	103k	26.23	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.8	$2.6M	-12%	7.0k	370.06	View chart
Goldman Sachs MF Closed and MF Open (GMUB)	0.7	$2.4M	NEW	46k	51.44	View chart
Spdr Gold MF Closed and MF Open (GLDM)	0.7	$2.3M	NEW	29k	79.42	View chart
Ishares Ibonds MF Closed and MF Open (IBTG)	0.7	$2.1M	+6%	93k	22.89	View chart
State Street MF Closed and MF Open (XLP)	0.7	$2.1M	+5%	25k	83.07	View chart
Alphabet Common Stock (GOOGL)	0.6	$1.9M	+27%	5.4k	357.33	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.6	$1.8M	-5%	19k	96.58	View chart
State Street MF Closed and MF Open (SPYG)	0.6	$1.8M	-3%	15k	119.00	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$1.7M	+27%	5.3k	327.33	View chart
State Street MF Closed and MF Open (XLE)	0.5	$1.7M	+2%	31k	53.11	View chart
Meta Platforms Common Stock (META)	0.5	$1.6M	+17%	2.8k	563.29	View chart
Spdr Gold Common Stock (GLD)	0.5	$1.6M	-59%	4.2k	368.41	View chart
State Street MF Closed and MF Open (SPLB)	0.5	$1.5M	+5%	67k	22.40	View chart
State Street MF Closed and MF Open (SPYV)	0.4	$1.4M	-11%	22k	60.79	View chart
Broadcom Common Stock (AVGO)	0.4	$1.3M	+5%	3.4k	377.81	View chart
Corning Common Stock (GLW)	0.4	$1.3M	+1060%	5.1k	255.43	View chart
State Street MF Closed and MF Open (XLU)	0.4	$1.3M		28k	45.34	View chart
Netflix Common Stock (NFLX)	0.4	$1.3M	-6%	18k	71.40	View chart
State Street MF Closed and MF Open (BIL)	0.4	$1.2M	+5%	13k	91.64	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.4	$1.2M	+41%	20k	61.47	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$1.2M	+42%	4.7k	253.94	View chart
Ishares Ibonds MF Closed and MF Open (IBTH)	0.4	$1.1M	+7%	51k	22.37	View chart
State Street MF Closed and MF Open (SPY)	0.4	$1.1M	+10%	1.5k	746.77	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.3	$1.1M	-6%	13k	82.84	View chart
Seagate Technology Common Stock (STX)	0.3	$1.1M	+202%	1.1k	965.21	View chart
Sandisk Corp Common Stock (SNDK)	0.3	$1.1M	-20%	465.00	2273.73	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$1.0M		7.1k	148.31	View chart
Alphabet Common Stock (GOOG)	0.3	$1.0M	+16%	2.9k	353.27	View chart
Ab Tax MF Closed and MF Open (TAFI)	0.3	$901k	+7%	36k	25.22	View chart
Exxon Mobil Common Stock (XOM)	0.3	$891k	+2%	6.5k	136.72	View chart
State Street MF Closed and MF Open (XLRE)	0.3	$884k		20k	44.03	View chart
State Street MF Closed and MF Open (EBND)	0.3	$881k	+10%	42k	20.92	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$851k	+44%	3.1k	270.29	View chart
State Street MF Closed and MF Open (SPSM)	0.3	$840k		15k	57.67	View chart
Ishares Core MF Closed and MF Open (IVV)	0.3	$831k	+2%	1.1k	749.01	View chart
Spdr Ssga MF Closed and MF Open (MYCG)	0.3	$811k	+6%	33k	24.99	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.3	$804k	-18%	4.3k	188.07	View chart
State Street MF Closed and MF Open (XLB)	0.3	$801k	+2%	16k	50.83	View chart
Marvell Technology Common Stock (MRVL)	0.2	$777k	+315%	2.6k	297.89	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$765k	+133%	1.0k	763.14	View chart
Costco Wholesale Common Stock (COST)	0.2	$723k	+74%	772.00	936.43	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$720k	+739%	6.0k	119.52	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.2	$718k	-13%	14k	51.00	View chart
Eaton Corp Common Stock (ETN)	0.2	$716k		1.7k	426.12	View chart
Walmart Common Stock (WMT)	0.2	$704k	+67%	6.2k	113.26	View chart
Ishares Expanded MF Closed and MF Open (IGM)	0.2	$704k		4.3k	163.56	View chart
Vaneck Short MF Closed and MF Open (SHYD)	0.2	$693k	+115%	30k	22.90	View chart
State Street MF Closed and MF Open (SPMD)	0.2	$651k		9.6k	67.56	View chart
Franklin High MF Closed and MF Open (FLHY)	0.2	$646k	+63%	27k	24.29	View chart
Ishares Short MF Closed and MF Open (MEAR)	0.2	$639k	-13%	13k	50.38	View chart
Abbvie Common Stock (ABBV)	0.2	$628k	+76%	2.5k	251.64	View chart
Air Products Common Stock (APD)	0.2	$626k	+10%	2.1k	293.24	View chart
Taiwan Semiconductor Common Stock (TSM)	0.2	$611k	-8%	1.3k	477.40	View chart
Nvent Electric Common Stock (NVT)	0.2	$589k	+13%	3.5k	169.63	View chart
Caterpillar Common Stock (CAT)	0.2	$586k	+450%	550.00	1064.90	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.2	$547k	+3%	5.8k	94.52	View chart
Space Exploration Common Stock (SPCX)	0.2	$534k	NEW	3.1k	170.86	View chart
Home Depot Common Stock (HD)	0.2	$524k		1.5k	352.68	View chart
Duke Energy Common Stock (DUK)	0.2	$523k	+9%	4.1k	126.59	View chart
Vaneck Long MF Closed and MF Open (MLN)	0.2	$521k	-20%	29k	17.78	View chart
Marathon Petroleum Common Stock (MPC)	0.2	$515k	+44%	2.0k	255.67	View chart
Palo Alto Common Stock (PANW)	0.2	$515k	+151%	1.5k	341.02	View chart
Mastercard Common Stock (MA)	0.2	$510k		992.00	513.60	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.2	$492k		6.2k	79.03	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.2	$489k		1.3k	365.70	View chart
Celestica Common Stock (CLS)	0.2	$485k	+13%	1.3k	364.80	View chart
Dicks Sporting Common Stock (DKS)	0.2	$477k	+19%	2.1k	226.83	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$477k	+18%	6.7k	71.25	View chart
Brixmor Property Common Stock (BRX)	0.1	$474k	+17%	15k	31.53	View chart
Loar Holdings Common Stock (LOAR)	0.1	$471k	+33%	5.8k	80.61	View chart
Doordash Common Stock (DASH)	0.1	$462k	+39%	2.5k	184.53	View chart
Citizens Financial Common Stock (CFG)	0.1	$455k	+6395%	6.5k	70.07	View chart
Golar Lng Common Stock (GLNG)	0.1	$436k	+15%	8.7k	49.84	View chart
Tesla Common Stock (TSLA)	0.1	$435k	-11%	1.0k	420.60	View chart
Valero Energy Common Stock (VLO)	0.1	$431k	+94%	1.7k	260.44	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$426k		5.2k	82.64	View chart
Carlisle Companies Common Stock (CSL)	0.1	$424k	NEW	1.2k	362.75	View chart
State Street MF Closed and MF Open (SDY)	0.1	$422k		2.8k	152.18	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$413k	+103%	825.00	500.39	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$412k	+10%	4.2k	98.98	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.1	$404k		4.1k	98.59	View chart
Tyson Foods Common Stock (TSN)	0.1	$394k	NEW	6.9k	57.25	View chart
Fifth Third Common Stock (FITB)	0.1	$384k		6.8k	56.37	View chart
Servicenow Common Stock (NOW)	0.1	$375k	+37%	3.8k	99.28	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$370k	+120%	539.00	686.61	View chart
Conocophillips Common Stock (COP)	0.1	$369k	+28%	3.6k	103.96	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$360k	+417%	865.00	415.77	View chart
Western Digital Common Stock (WDC)	0.1	$356k	+26%	557.00	638.89	View chart
Invesco Bulletshares MF Closed and MF Open (BSMQ)	0.1	$352k	-17%	15k	23.54	View chart
Interactive Brokers Common Stock (IBKR)	0.1	$347k	NEW	4.0k	87.04	View chart
Visa Common Stock (V)	0.1	$343k	+5%	999.00	343.25	View chart
TPG Common Stock (TPG)	0.1	$332k	NEW	8.2k	40.55	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$325k	+7%	14k	22.78	View chart
Spdr Ssga MF Closed and MF Open (MYCH)	0.1	$323k	+6%	13k	24.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$320k	-4%	2.1k	156.30	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$320k		4.2k	76.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$313k	+20%	445.00	703.34	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$310k	+12%	11k	27.33	View chart
Dominion Energy Common Stock (D)	0.1	$287k	-4%	4.2k	68.31	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$287k		947.00	303.08	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$284k		8.4k	33.84	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$281k	NEW	3.9k	72.06	View chart
United Airlines Common Stock (UAL)	0.1	$280k		2.1k	135.99	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.1	$273k		2.5k	109.07	View chart
Southern Company Common Stock (SO)	0.1	$268k	+1143%	2.8k	95.71	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$257k	-2%	1.1k	242.99	View chart
Block Common Stock (XYZ)	0.1	$254k	+4083%	3.3k	76.00	View chart
Tjx Cos Common Stock (TJX)	0.1	$245k	+1517%	1.6k	151.50	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.1	$241k	NEW	5.0k	47.73	View chart
Oracle Corp Common Stock (ORCL)	0.1	$240k	+2380%	1.6k	146.54	View chart
Kla Corp Common Stock (KLAC)	0.1	$226k	NEW	750.00	301.71	View chart
Applied Materials Common Stock (AMAT)	0.1	$224k	NEW	310.00	723.00	View chart
Ge Aerospace Common Stock (GE)	0.1	$224k		598.00	373.76	View chart
Procter & Gamble Common Stock (PG)	0.1	$223k		1.5k	146.68	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$218k		2.0k	109.43	View chart
Coca Cola Company Common Stock (KO)	0.1	$215k	+14%	2.6k	81.28	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$207k	-19%	5.5k	37.51	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$207k	+4%	943.00	219.34	View chart
Vanguard Industrials MF Closed and MF Open (VIS)	0.1	$203k		562.00	360.38	View chart
Intel Corp Common Stock (INTC)	0.1	$199k	+137%	1.4k	139.63	View chart
Altria Group Common Stock (MO)	0.1	$196k		2.7k	71.95	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$192k		1.7k	110.18	View chart
Stryker Corp Common Stock (SYK)	0.1	$183k		580.00	314.84	View chart
T Rowe MF Closed and MF Open (TAXE)	0.1	$180k		3.5k	51.28	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$178k	+14%	2.4k	73.41	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$177k	-36%	700.00	252.23	View chart
Entergy Corp Common Stock (ETR)	0.1	$176k	+665%	1.5k	114.86	View chart
Williams Cos Common Stock (WMB)	0.1	$175k		2.4k	74.34	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$172k	-14%	1.5k	116.67	View chart
Merck & Company Common Stock (MRK)	0.1	$171k	+33%	1.3k	128.50	View chart
Deere & Co Common Stock (DE)	0.1	$168k	+3%	264.00	634.33	View chart
Rtx Corp Common Stock (RTX)	0.1	$165k	+2%	869.00	189.73	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$165k		622.00	264.72	View chart
State Street MF Closed and MF Open (DIA)	0.1	$163k	-98%	311.00	522.62	View chart
Avantis Core MF Closed and MF Open (AVMU)	0.1	$162k	-12%	3.5k	46.59	View chart
Casella Waste Common Stock (CWST)	0.0	$154k	NEW	1.6k	96.97	View chart
Ecolab Common Stock (ECL)	0.0	$146k		525.00	278.61	View chart
Vanguard Consumer MF Closed and MF Open (VDC)	0.0	$142k		630.00	225.49	View chart
Arm Holdings Common Stock (ARM)	0.0	$142k	-42%	400.00	354.57	View chart
Mgm Resorts Common Stock (MGM)	0.0	$141k		3.0k	47.81	View chart
State Street MF Closed and MF Open (XOP)	0.0	$140k	+39%	908.00	154.26	View chart
Lam Research Common Stock (LRCX)	0.0	$140k	+7%	323.00	433.33	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$138k	-2%	458.00	300.55	View chart
Verizon Communications Common Stock (VZ)	0.0	$136k	-8%	3.2k	42.34	View chart
Nextera Energy Common Stock (NEE)	0.0	$133k	+8%	1.5k	87.77	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$130k	+54%	3.5k	36.76	View chart
At&t Common Stock (T)	0.0	$126k	-9%	6.1k	20.70	View chart
Professionally Managed MF Closed and MF Open (AKRE)	0.0	$126k	-34%	2.4k	53.19	View chart
Lockheed Martin Common Stock (LMT)	0.0	$125k		245.00	509.46	View chart
Qualcomm Common Stock (QCOM)	0.0	$125k	+8%	674.00	184.79	View chart
Nebius Group Common Stock (NBIS)	0.0	$124k	NEW	450.00	276.17	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$122k		516.00	236.64	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$121k		1.6k	75.79	View chart
State Street MF Closed and MF Open (SPAB)	0.0	$118k	+18%	4.6k	25.52	View chart
Dollar Genl Common Stock (DG)	0.0	$116k	+10%	1.0k	115.11	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.0	$114k		4.7k	24.14	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$114k		1.0k	110.32	View chart
Walt Disney Common Stock (DIS)	0.0	$112k	+3%	1.2k	96.23	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$108k	-17%	570.00	190.19	View chart
Philip Morris Common Stock (PM)	0.0	$104k	+33%	576.00	180.82	View chart
Cloudflare Common Stock (NET)	0.0	$101k		411.00	245.28	View chart
Molina Healthcare Common Stock (MOH)	0.0	$101k		440.00	228.70	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.0	$97k		600.00	161.54	View chart
Lowes Companies Common Stock (LOW)	0.0	$96k	+4%	437.00	220.49	View chart
Vanguard Financials MF Closed and MF Open (VFH)	0.0	$96k		731.00	131.60	View chart
Cadence Design Common Stock (CDNS)	0.0	$96k		256.00	375.32	View chart
Welltower Common Stock (WELL)	0.0	$93k	+270%	411.00	226.97	View chart
Zscaler Common Stock (ZS)	0.0	$93k		655.00	141.15	View chart
Lumentum Holdings Common Stock (LITE)	0.0	$91k	-62%	106.00	858.06	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.0	$91k		1.0k	86.42	View chart
Franklin Ftse MF Closed and MF Open (FLMX)	0.0	$90k		2.5k	36.61	View chart
Firstenergy Corp Common Stock (FE)	0.0	$88k	+845%	1.8k	47.54	View chart
Vistra Corp Common Stock (VST)	0.0	$87k	-47%	545.00	158.63	View chart
Pfizer Common Stock (PFE)	0.0	$85k	+5%	3.5k	24.08	View chart
Pepsico Common Stock (PEP)	0.0	$85k	-13%	629.00	135.40	View chart
Delta Airlines Common Stock (DAL)	0.0	$83k	+11%	886.00	93.66	View chart
Sl Green Common Stock (SLG)	0.0	$83k		1.6k	51.77	View chart
Analog Devices Common Stock (ADI)	0.0	$83k	NEW	208.00	397.17	View chart
Goldman Sachs MF Closed and MF Open (AAAU)	0.0	$81k		2.1k	39.57	View chart
Gilead Sciences Common Stock (GILD)	0.0	$81k		643.00	126.34	View chart
Citigroup Common Stock (C)	0.0	$80k	+52%	568.00	139.96	View chart
Sherwin Williams Common Stock (SHW)	0.0	$79k	+9%	230.00	344.32	View chart
Teradyne Common Stock (TER)	0.0	$78k		162.00	483.84	View chart
Global X MF Closed and MF Open (CLIP)	0.0	$78k	NEW	772.00	100.34	View chart
Coreweave Common Stock (CRWV)	0.0	$76k	-4%	767.00	99.54	View chart
Prologis Common Stock (PLD)	0.0	$74k	+15%	548.00	135.36	View chart
Steris Common Stock (STE)	0.0	$74k		350.00	210.57	View chart
Invesco P MF Closed and MF Open (PGX)	0.0	$73k		6.7k	10.84	View chart
Oneok Common Stock (OKE)	0.0	$72k		833.00	86.94	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.0	$71k	NEW	108.00	655.89	View chart
Boeing Company Common Stock (BA)	0.0	$70k		325.00	216.47	View chart
Nucor Corp Common Stock (NUE)	0.0	$70k		313.00	222.75	View chart
Enphase Energy Common Stock (ENPH)	0.0	$69k		1.4k	49.24	View chart
Ford Motor Common Stock (F)	0.0	$69k	-2%	4.9k	13.90	View chart
Monolithic Power Common Stock (MPWR)	0.0	$68k		49.00	1382.37	View chart
Amgen Common Stock (AMGN)	0.0	$67k	+3%	186.00	362.11	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$67k	+3032%	877.00	76.58	View chart
Alps Oshares MF Closed and MF Open (OUSA)	0.0	$67k		1.2k	58.33	View chart
Millrose Pptys Common Stock (MRP)	0.0	$67k	+456%	2.2k	30.05	View chart
Bny Mellon MF Closed and MF Open (BKDV)	0.0	$66k	NEW	2.0k	33.49	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$66k	+45%	290.00	227.34	View chart
3m Company Common Stock (MMM)	0.0	$66k	+5%	406.00	161.86	View chart
Cisco Systems Common Stock (CSCO)	0.0	$65k	+240%	551.00	117.46	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.0	$65k	+1853%	801.00	80.55	View chart
Intl Business Common Stock (IBM)	0.0	$64k	+14%	229.00	281.21	View chart
State Street MF Closed and MF Open (SPMB)	0.0	$64k	-2%	2.9k	22.31	View chart
Consolidated Edison Common Stock (ED)	0.0	$63k		572.00	110.63	View chart
Novartis Common Stock (NVS)	0.0	$63k		400.00	156.72	View chart
Mastec Common Stock (MTZ)	0.0	$62k		150.00	416.06	View chart
Invesco Currencyshares Common Stock (FXY)	0.0	$61k		1.1k	56.44	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.0	$60k	+95%	585.00	102.30	View chart
Harbor Long MF Closed and MF Open (WINN)	0.0	$60k	NEW	1.8k	32.47	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$60k	-37%	3.4k	17.73	View chart
First Trust MF Closed and MF Open (AIRR)	0.0	$59k	+34%	445.00	133.25	View chart
United Rentals Common Stock (URI)	0.0	$59k	+23%	52.00	1132.87	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 Q2 filed July 31, 2026
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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