StockDriftsStockDriftsTop 50 Fourth Dimension Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 5.84% | 203.5K | $18.5M | +3.72%(+7.30K) | $72.52(+29.42%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 5.83% | 96.7K | $18.4M | -0.31%(-296) | $115.25(+62.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.83% | 52.8K | $15.3M | -2.15%(-1.16K) | $232.38(+31.97%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.36% | 83.1K | $10.6M | new | $120.19(+12.44%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 3.31% | 232.5K | $10.5M | -14.23%(-38.57K) | $45.21(-1.82%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.14% | 49.7K | $9.9M | +4.38%(+2.08K) | $136.63(+61.36%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.46% | 154.3K | $7.8M | +3.32%(+4.95K) | $36.89(+40.20%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 2.42% | 53.9K | $7.6M | +3.80%(+1.97K) | $116.52(+26.80%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 2.3% | 256.3K | $7.3M | -21.75%(-71.24K) | $28.47(-1.32%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.05% | 27.2K | $6.5M | -1.90%(-526) | $203.87(+34.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.36% |
Fourth Dimension Wealth, LLC reports $316.30M in US-listed equity holdings across 679 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (5.8%), XLK (5.8%) and AAPL (4.8%). The top 20 holdings account for 52.04% of reported assets. Its disclosed equity book has returned +21.59% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fourth Dimension Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056691). View Fourth Dimension Wealth, LLC’s 13F filings on SEC