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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 2 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD VALUE 18,323.0 $4.0M 1.26% NEW $217.94 +3.2%
22 JAAA JANUS HENDERSON 79,064.0 $4.0M 1.26% NEW $50.49 +0.1%
23 XLC STATE STREET 36,154.0 $3.9M 1.23% NEW $107.13 +4.5%
24 RSP INVESCO S&P 17,915.0 $3.8M 1.21% NEW $212.76 +2.5%
25 MU MICRON TECHNOLOGY Technology 3,034.0 $3.5M 1.11% NEW $1154.42 -17.3%
26 XLI STATE STREET 18,860.0 $3.5M 1.10% NEW $185.23 -7.0%
27 IJH ISHARES CORE 40,318.0 $3.1M 0.98% NEW $77.11 -3.0%
28 TFI STATE STREET 65,728.0 $3.0M 0.95% NEW $45.80 -3.3%
29 LLY ELI LILLY Healthcare 2,496.0 $3.0M 0.95% NEW $1199.47 -1.0%
30 AVSC AVANTIS U S 40,390.0 $3.0M 0.94% NEW $73.34 -1.5%
31 QQQ INVESCO QQQ Financial Services 3,835.0 $2.8M 0.89% NEW $736.31 -4.0%
32 MSFT MICROSOFT CORP Technology 7,563.0 $2.8M 0.89% NEW $373.02 +33.2%
33 QGRO AMERICAN CENTURY 23,732.0 $2.8M 0.89% NEW $118.05 -0.6%
34 SPIB STATE STREET 82,742.0 $2.8M 0.88% NEW $33.46 -1.7%
35 SPTL STATE STREET 102,726.0 $2.7M 0.85% NEW $26.23 -4.5%
36 VTI VANGUARD TOTAL 6,965.0 $2.6M 0.81% NEW $370.06 +1.6%
37 GMUB GOLDMAN SACHS 45,776.0 $2.4M 0.74% NEW $51.44 -2.2%
38 GLDM SPDR GOLD Financial Services 29,058.0 $2.3M 0.73% NEW $79.42 +9.1%
39 ISHARES IBONDS 92,919.0 $2.1M 0.67% NEW $22.89
40 XLP STATE STREET 25,386.0 $2.1M 0.67% NEW $83.07 +2.6%
Page 2 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%