13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056691
Total reported value
$316.3M
$316.3M
590 檔
20.0%
As reported in its official Q3 2025 Form 13F filing, Fourth Dimension Wealth, LLC's tracked investment portfolio stood at $316.3M with 590 total positions.
In Q3 2025, Fourth Dimension Wealth, LLC displayed an active expansion posture, initiating 1 new positions and adding to 46 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 590 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.48% | -0.37% | +1.83% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.47% | -0.04% | +6.05% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 5.19% | +0.94% | +2.33% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.47% | -1.33% | +8.56% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.46% | -1.26% | +7.81% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | -0.01% | +9.49% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.25% | -3.34% | +7.10% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.59% | -0.09% | -7.76% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | -0.14% | +4.47% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.38% | -0.04% | +5.84% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.38% | -0.13% | +5.70% | |
| 12 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.10% | -0.70% | +8.95% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.04% | -1.24% | +4.73% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 1.90% | -0.13% | +4.96% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.65% | -0.14% | +7.25% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.60% | -0.14% | -5.57% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.60% | -0.90% | -0.94% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.58% | -0.14% | +4.58% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.52% | -0.26% | +10.85% | |
| 20 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 1.52% | -0.11% | +7.38% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.48% | -1.22% | +5.41% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.06% | -1.05% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.39% | +0.04% | +13.28% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | — | NEW | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.24% | -0.38% | +6.09% | |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.18% | -0.36% | +8.80% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | -0.16% | +4.26% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.04% | +0.15% | +19.45% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | +0.03% | +14.48% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 0.97% | +0.04% | +2.61% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.02% | +4.58% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.88% | -0.30% | -1.84% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | -0.06% | +4.93% | |
| 34 | QGRO | American Century US Quality | ETF-Other | 0.84% | +0.05% | +4.08% | |
| 35 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.75% | +0.08% | +4.15% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.72% | — | -2.57% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.12% | -0.53% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | -6.01% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.18% | -2.18% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.65% | -0.08% | +5.29% | |
| 41 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.53% | -0.06% | +7.07% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | -0.06% | -3.49% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.08% | -0.12% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | — | +10.46% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | -0.18% | +3.32% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.15% | +17.26% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.47% | -0.08% | +3.45% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.11% | +7.28% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.45% | — | +13.21% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +1.13% | +3.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +9.49% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.8% | +2.33% | Add |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.5% | +6.05% | Add |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | +0.4% | -2.57% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +4.73% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.12% | Add |
| 7 | IBTG | Ishares Ibonds Dec 2026 Term | +0.3% | +5.59% | Add |
| 8 | EEM | Ishares Msci Emerging Market | +0.3% | +13.28% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | +7.65% | Add |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +19.45% | Add |
| 11 | XLY | Ss Consumer Disc Select Sect | +0.2% | +4.58% | Add |
| 12 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | +5.84% | Add |
| 13 | XLC | Ss Comm Select Sector Spdr | +0.2% | +10.85% | Add |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +5.70% | Add |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | -3.49% | Add |
| 16 | GLD | Spdr Gold Shares | +0.2% | +5.41% | Add |
| 17 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.2% | +7.38% | Add |
| 18 | MCD | Mcdonald's CORP | +0.2% | +40.53% | Add |
| 19 | MSFT | Microsoft CORP | +0.1% | -1.05% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +17.26% | Add |
| 21 | AMD | Advanced Micro Devices | +0.1% | +3.75% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | -10.57% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.08% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +4.58% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +104.16% | Add |
| 26 | WELL | Welltower Inc | +0.1% | +0.40% | Add |
| 27 | DUK | Duke Energy CORP | +0.1% | +137.78% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.93% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +14.48% | Add |
| 30 | QGRO | American Century US Quality | +0.1% | +4.08% | Add |
| 31 | NFLX | Netflix Inc | +0.1% | -1.84% | Add |
| 32 | LLY | Eli Lilly & Co | +0.1% | -2.18% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.26% | Add |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +7.28% | Add |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +8.80% | Add |
| 36 | AVSC | Avantis US Small Cap Equity | 0% | +4.15% | Add |
| 37 | XLI | Ss Industrial Select Sector | — | +2.61% | Add |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +7.10% | Add |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +8.95% | Add |
| 40 | JMBS | Janus Henderson Mortg Backed | 0% | +8.56% | Add |
| 41 | XLF | Ss Financial Select Sector | -0.1% | +4.96% | Add |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +9.67% | Add |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +6.09% | Add |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | +7.81% | Add |
| 45 | AMZN | Amazon.com Inc | -0.2% | +4.47% | Add |
| 46 | XLV | Ss Health Care Select Sector | -0.2% | +7.25% | Add |
| 47 | AAPL | Apple Inc | -0.7% | +1.83% | Trim |
| 48 | VUG | Vanguard Growth ETF | -1.1% | -7.76% | Trim |
| 49 | VTV | Vanguard Value ETF | -1.1% | -5.57% | Trim |
| 50 | MYCF | State Street My2026 Corporat | — | NEW | New buy |
According to official SEC Form 13F filings, Fourth Dimension Wealth, LLC reported a total U.S. public equity portfolio value of $316.3M across 590 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPTM, XLK) accounted for 20.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
MYCF
市值: $698.6K
Top Position Liquidated / Trimmed
AAPL
前期市值: $12.8M
During Q3 2025, Fourth Dimension Wealth, LLC's top holdings by market value included AAPL (5.5%)、SPTM (5.5%)、XLK (5.2%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q3 2025, Fourth Dimension Wealth, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 46 positions, trimming 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.