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Portfolio (Quarterly) Guide ↗

Fourth Dimension Wealth, LLC

· CIK 0002056691
13F Portfolio $316M AUM 744 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 679 New
Page 11 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CDNS CADENCE DESIGN Technology 256.0 $96K 0.03% NEW $375.32 -18.8%
202 WELL WELLTOWER INC Real Estate 411.0 $93K 0.03% NEW $226.97 +5.5%
203 ZS ZSCALER INC Technology 655.0 $92K 0.03% NEW $141.15 +22.5%
204 LITE LUMENTUM HOLDINGS Technology 106.0 $91K 0.03% NEW $858.06 +0.0%
205 TLT ISHARES 20 1,049.0 $91K 0.03% NEW $86.42 -5.2%
206 FLMX FRANKLIN FTSE 2,452.0 $90K 0.03% NEW $36.61 +0.7%
207 FE FIRSTENERGY CORP Utilities 1,843.0 $88K 0.03% NEW $47.54 -3.1%
208 VST VISTRA CORP Utilities 545.0 $86K 0.03% NEW $158.63 -11.3%
209 PFE PFIZER INC Healthcare 3,540.0 $85K 0.03% NEW $24.08 +20.0%
210 PEP PEPSICO INC Consumer Defensive 629.0 $85K 0.03% NEW $135.40 +4.2%
211 DAL DELTA AIRLINES Industrials 886.0 $83K 0.03% NEW $93.66 -16.9%
212 SLG SL GREEN Real Estate 1,600.0 $83K 0.03% NEW $51.77 +7.6%
213 ADI ANALOG DEVICES Technology 208.0 $83K 0.03% NEW $397.17 -10.5%
214 AAAU GOLDMAN SACHS Financial Services 2,057.0 $81K 0.03% NEW $39.57 +8.9%
215 GILD GILEAD SCIENCES Healthcare 643.0 $81K 0.03% NEW $126.34 +18.2%
216 C CITIGROUP INC Financial Services 568.0 $79K 0.03% NEW $139.96 -4.7%
217 SHW SHERWIN WILLIAMS Basic Materials 230.0 $79K 0.03% NEW $344.32 -3.1%
218 TER TERADYNE INC Technology 162.0 $78K 0.03% NEW $483.84 -28.9%
219 CLIP GLOBAL X 772.0 $77K 0.02% NEW $100.34 -0.3%
220 CRWV COREWEAVE INC Technology 767.0 $76K 0.02% NEW $99.54 -19.7%
Page 11 of 34  ·  679 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.1%
Financial Services 13.8%
Consumer Cyclical 9.7%
Healthcare 6.4%
Communication Services 5.8%
Industrials 4.9%
Energy 3.3%
Consumer Defensive 3.1%
Utilities 1.6%
Real Estate 1.1%