account_balance
Investment manager · 13F filer · SEC CIK 2056691
Fourth Dimension Wealth, LLC
Reported value$316Mas of Jun 30, 2026
Positions679 121 new, 37 sold out
Top 10 weight35.5%SPTM alone is 6%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMState Street
5.8%Added +4%
XLKState Street
5.8%
AAPLApple Inc.
4.8%Trimmed −2%
RWLInvesco S&P
3.4%New
JMBSJanus Henderson
3.3%Trimmed −14%
NVDANVIDIA Corp
3.1%Added +4%
SPDWState Street
2.5%Added +3%
GSLCGoldman Sachs ETF Tr
2.4%Added +4%
SPTIState Street
2.3%Trimmed −22%
AMZNAmazon.com Inc
2.0%
BONDPimco ETF Tr
2.0%New
VUGVanguard Growth
1.9%Trimmed −3%
SPTMState Street
5.8%Added +4%
XLKState Street
5.8%
AAPLApple Inc.
4.8%Trimmed −2%
RWLInvesco S&P
3.4%New
JMBSJanus Henderson
3.3%−14%
NVDANVIDIA Corp
3.1%
SPDWState Street
2.5%
GSLCGoldman Sachs ETF Tr
2.4%
SPTIState Street
2.3%
BOND
VUG1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM State Street 5.8% Added +4%
XLK State Street 5.8% Held
AAPL Apple Inc. 4.8% Trimmed −2%RWL Invesco S&P 3.4% New
JMBS Janus Henderson 3.3% Trimmed −14%
NVDA NVIDIA Corp 3.1% Added +4%SPDW State Street 2.5% Added +3%
GSLC Goldman Sachs ETF Tr 2.4% Added +4%
SPTI State Street 2.3% Trimmed −22%
AMZN Amazon.com Inc 2.0% HeldBOND Pimco ETF Tr 2.0% New
VUG Vanguard Growth 1.9% Trimmed −3%
What changed
Biggest moves since Mar 31, 2026
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