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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 12 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PLD PROLOGIS INC Real Estate 548.0 $74K 0.02% NEW $135.36 +1.1%
222 STE STERIS PLC Healthcare 350.0 $74K 0.02% NEW $210.57 +10.8%
223 PGX INVESCO PFD 6,714.0 $73K 0.02% NEW $10.84 -3.0%
224 OKE ONEOK INC Energy 833.0 $72K 0.02% NEW $86.94 +10.0%
225 SMH VANECK SEMICONDUCTOR 108.0 $71K 0.02% NEW $655.89 -16.1%
226 BA BOEING COMPANY Industrials 325.0 $70K 0.02% NEW $216.47 -3.3%
227 NUE NUCOR CORP Basic Materials 313.0 $70K 0.02% NEW $222.75 +17.2%
228 ENPH ENPHASE ENERGY Energy 1,401.0 $69K 0.02% NEW $49.24 -29.6%
229 F FORD MOTOR Consumer Cyclical 4,926.0 $68K 0.02% NEW $13.90 +0.2%
230 MPWR MONOLITHIC POWER Technology 49.0 $68K 0.02% NEW $1382.37 -11.1%
231 AMGN AMGEN INC Healthcare 186.0 $67K 0.02% NEW $362.11 +21.0%
232 EFV ISHARES MSCI 877.0 $67K 0.02% NEW $76.58 +7.0%
233 OUSA ALPS OSHARES 1,150.0 $67K 0.02% NEW $58.33 +6.0%
234 MILLROSE PPTYS 2,225.0 $67K 0.02% NEW $30.05
235 BKDV BNY MELLON 1,977.0 $66K 0.02% NEW $33.49 +3.3%
236 IVE ISHARES S&P 290.0 $66K 0.02% NEW $227.34 +4.0%
237 MMM 3M COMPANY Industrials 406.0 $66K 0.02% NEW $161.86 +4.7%
238 CSCO CISCO SYSTEMS Technology 551.0 $65K 0.02% NEW $117.46 -7.4%
239 VO VANGUARD MID 801.0 $65K 0.02% NEW $80.55 +1.2%
240 IBM INTL BUSINESS Technology 229.0 $64K 0.02% NEW $281.21 -17.5%
Page 12 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%