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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 27 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CIEN CIENA CORP Technology 13.0 $6K 0.00% NEW $490.54 -28.7%
522 IYF ISHARES U S 50.0 $6K 0.00% NEW $127.52 +6.7%
523 XSMO INVESCO S&P 68.0 $6K 0.00% NEW $93.63 -10.7%
524 VTRS VIATRIS INC Healthcare 391.0 $6K 0.00% NEW $15.88 +7.3%
525 OMC OMNICOM GROUP Communication Services 85.0 $6K 0.00% NEW $72.82 +18.6%
526 HYD VANECK HIGH 120.0 $6K 0.00% NEW $51.51 -3.8%
527 SPYM STATE STREET 70.0 $6K 0.00% NEW $88.11 +2.2%
528 VWO VANGUARD FSTE 103.0 $6K 0.00% NEW $59.69 +1.6%
529 OMF ONEMAIN HLDGS Financial Services 100.0 $6K 0.00% NEW $60.97 +3.4%
530 KHC KRAFT HEINZ Consumer Defensive 258.0 $6K 0.00% NEW $23.62 +11.5%
531 VTR VENTAS INC Real Estate 68.0 $6K 0.00% NEW $88.79 +4.1%
532 RSPD INVESCO S&P 105.0 $6K 0.00% NEW $56.00 -0.3%
533 ONDS ONDAS INC Technology 700.0 $6K 0.00% NEW $8.24 -9.8%
534 AON AON PLC Financial Services 17.0 $6K 0.00% NEW $331.71 -1.1%
535 QLYS QUALYS INC Technology 40.0 $6K 0.00% NEW $137.50 +22.5%
536 SOUN SOUNDHOUND AI Technology 850.0 $6K 0.00% NEW $6.47 +4.5%
537 ROBO ROBO GLOBAL 64.0 $5K 0.00% NEW $85.66 -8.3%
538 TRMB TRIMBLE INC Technology 106.0 $5K 0.00% NEW $51.18 +15.0%
539 ISHARES DEFENSE 169.0 $5K 0.00% NEW $31.83
540 BJ BJS WHOLESALE Consumer Defensive 60.0 $5K 0.00% NEW $87.22 +6.5%
Page 27 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%