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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 30 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SMCI SUPER MICRO Technology 100.0 $3K 0.00% NEW $29.33 +28.7%
582 LYFT LYFT INC Technology 200.0 $3K 0.00% NEW $14.61 +14.8%
583 PINS PINTEREST INC Communication Services 137.0 $3K 0.00% NEW $21.03 +1.0%
584 CARNIVAL CORP 100.0 $3K 0.00% NEW $28.57
585 CMI CUMMINS INC Industrials 4.0 $3K 0.00% NEW $713.00 -22.5%
586 FBND FIDELITY TOTAL 62.0 $3K 0.00% NEW $45.48 -1.8%
587 IWS ISHARES RUSS 17.0 $3K 0.00% NEW $165.82 +1.8%
588 EW EDWARDS LIFESCIENCES Healthcare 31.0 $3K 0.00% NEW $90.45 +1.2%
589 CARR CARRIER GLOBAL Industrials 38.0 $3K 0.00% NEW $73.34 -22.7%
590 BLV VANGUARD LONG 40.0 $3K 0.00% NEW $68.92 -4.7%
591 MDXG MIMEDX GROUP Healthcare 700.0 $3K 0.00% NEW $3.85 +20.5%
592 EL ESTEE LAUDER Consumer Defensive 34.0 $3K 0.00% NEW $78.94 +26.3%
593 OXY OCCIDENTAL PETROLEUM Energy 55.0 $3K 0.00% NEW $48.58 +24.1%
594 AR ANTERO RESOURCES Energy 75.0 $3K 0.00% NEW $35.15 +12.7%
595 OKLO OKLO INC Utilities 50.0 $3K 0.00% NEW $52.34 -25.9%
596 HUBB HUBBELL INC Industrials 5.0 $3K 0.00% NEW $523.20 -15.6%
597 LHX L3HARRIS TECHNOLOGIES Industrials 9.0 $3K 0.00% NEW $290.56 -10.1%
598 AIG AMERICAN INTL Financial Services 34.0 $3K 0.00% NEW $74.53 +2.2%
599 HIG HARTFORD INSURANCE Financial Services 19.0 $3K 0.00% NEW $132.53 +3.8%
600 SU SUNCOR ENERGY Energy 45.0 $2K 0.00% NEW $53.69 +27.7%
Page 30 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%