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Fourth Dimension Wealth, LLC

Portfolio Manager
Fourth Dimension Wealth, LLC
Performance
-4.28% (2026 Q1)
AUM (13F)
$263.71M
# of Holdings
596
Performance Rank
Allocation (Top 20)
56.31%

Fourth Dimension Wealth, LLC Holdings Map

Top 50 Fourth Dimension Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTM
SPDR SERIES TRUST
5.88%196.2K$15.5M
+8.98%(+16.17K)
2025-Q1: 150.9K shares2025-Q2: 167.8K shares2025-Q3: 177.9K shares2025-Q4: 180.0K shares2026-Q1: 196.2K shares
$72.10(+25.58%)
2026-03-31
AAPL
APPLE INC
5.2%54.0K$13.7M
-3.81%(-2.14K)
2025-Q1: 57.6K shares2025-Q2: 55.4K shares2025-Q3: 56.4K shares2025-Q4: 56.1K shares2026-Q1: 54.0K shares
$232.38(+32.81%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
4.89%97.0K$12.9M
+0.94%(+908)
2025-Q1: 44.1K shares2025-Q2: 47.2K shares2025-Q3: 48.3K shares2025-Q4: 96.1K shares2026-Q1: 97.0K shares
$115.25(+56.70%)
2026-03-31
JMBS
JANUS DETROIT STR TR
4.64%271.0K$12.2M
+2.43%(+6.44K)
2025-Q1: 206.4K shares2025-Q2: 236.2K shares2025-Q3: 256.5K shares2025-Q4: 264.6K shares2026-Q1: 271.0K shares
$45.21(-0.48%)
2026-03-31
SPTI
SPDR SERIES TRUST
3.56%327.6K$9.4M
+2.65%(+8.47K)
2025-Q1: 257.0K shares2025-Q2: 291.1K shares2025-Q3: 313.8K shares2025-Q4: 319.1K shares2026-Q1: 327.6K shares
$28.47(-0.63%)
2026-03-31
DIA
STATE STR SPDR DOW JONES IND
3.39%19.3K$8.9M
+3.64%(+679)
2025-Q1: 16.2K shares2025-Q2: 17.2K shares2025-Q3: 18.4K shares2025-Q4: 18.6K shares2026-Q1: 19.3K shares
$428.44(+23.21%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.15%47.6K$8.3M
-6.25%(-3.17K)
2025-Q1: 47.4K shares2025-Q2: 43.9K shares2025-Q3: 48.1K shares2025-Q4: 50.8K shares2026-Q1: 47.6K shares
$134.62(+44.73%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
2.59%149.3K$6.8M
+1.92%(+2.81K)
2025-Q1: 124.3K shares2025-Q2: 137.7K shares2025-Q3: 145.6K shares2025-Q4: 146.5K shares2026-Q1: 149.3K shares
$36.55(+36.99%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
2.46%51.9K$6.5M
+7.85%(+3.78K)
2025-Q1: 40.7K shares2025-Q2: 45.2K shares2025-Q3: 47.8K shares2025-Q4: 48.1K shares2026-Q1: 51.9K shares
$115.94(+22.33%)
2026-03-31
SPTS
SPDR SERIES TRUST
2.22%200.3K$5.8M
+4.31%(+8.28K)
2025-Q1: 150.8K shares2025-Q2: 172.4K shares2025-Q3: 187.8K shares2025-Q4: 192.0K shares2026-Q1: 200.3K shares
$29.20(-0.87%)
2026-03-31

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