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CIK: 0002056691
Total reported value
$316.3M
$316.3M
630 檔
15.5%
According to the latest 13F quarterly dataset, Fourth Dimension Wealth, LLC managed an equity portfolio of $316.3M at the end of Q1 2025, spanning 630 distinct U.S. exchange-listed positions.
During Q1 2025, Fourth Dimension Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 630 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.18% | -0.37% | +14.34% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.96% | -0.04% | -12.58% | |
| 3 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.51% | -1.33% | +47.46% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.40% | +0.94% | -1.80% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.71% | -0.09% | -0.13% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.55% | -1.26% | +43.21% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.28% | -3.34% | +7.89% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.73% | -0.14% | +0.15% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | -0.14% | +11.20% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.01% | -2.28% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.19% | -0.13% | +17.60% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.17% | -0.04% | -6.72% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.13% | -0.70% | +45.08% | |
| 14 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.00% | -0.90% | +20.83% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.96% | -0.13% | +12.20% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.86% | -0.14% | -0.32% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.69% | -1.24% | +0.34% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | — | NEW | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.36% | -0.14% | +11.11% | |
| 20 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 1.36% | -0.11% | -6.85% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.32% | -0.26% | +4.86% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | -1.22% | -6.02% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.30% | -0.38% | +43.98% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.06% | +48.95% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.16% | -0.36% | +43.41% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.14% | +0.04% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | -0.16% | -0.54% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.97% | +0.04% | +2.34% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | +0.03% | +21364.15% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | -0.12% | +1.19% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.30% | +6.45% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.80% | +0.15% | +38.80% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.79% | -0.06% | +265.12% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | +25.09% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.02% | +22.02% | |
| 36 | QGRO | American Century US Quality | ETF-Other | 0.76% | +0.05% | +33328.00% | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.74% | -0.08% | -19.87% | |
| 38 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.73% | +0.08% | -34.89% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.18% | +25.24% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | -0.18% | -40.71% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | — | +417.50% | |
| 42 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.54% | -0.06% | +41.86% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | — | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.50% | -0.08% | -0.87% | |
| 45 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.45% | -0.08% | +0.35% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.43% | -0.42% | — | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.11% | +8.94% | |
| 48 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.42% | -0.08% | +0.46% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.39% | -0.03% | -4.17% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | -0.03% | +4.95% |
According to official SEC Form 13F filings, Fourth Dimension Wealth, LLC reported a total U.S. public equity portfolio value of $316.3M across 630 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPTM, JMBS) accounted for 15.5% of total reported equity market value during Q1 2025.
During Q1 2025, Fourth Dimension Wealth, LLC's top holdings by market value included AAPL (6.2%)、SPTM (5.0%)、JMBS (4.5%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q1 2025, Fourth Dimension Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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