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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 32 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 NVTS NAVITAS SEMICONDUCTOR Technology 100.0 $2K 0.00% NEW $17.92 -39.0%
622 RIVN RIVIAN AUTOMOTIVE Consumer Cyclical 100.0 $2K 0.00% NEW $17.35 -10.5%
623 RKLB ROCKET LAB Industrials 16.0 $2K 0.00% NEW $101.62 -38.5%
624 BE BLOOM ENERGY Industrials 5.0 $2K NEW $302.60 -29.4%
625 RDVY FIRST TRUST 18.0 $1K NEW $81.06 -0.6%
626 RBLX ROBLOX CORP Technology 25.0 $1K NEW $54.40 -25.2%
627 CRNC CERENCE INC Technology 119.0 $1K NEW $11.32 -25.6%
628 DOCN DIGITALOCEAN HOLDINGS Technology 8.0 $1K NEW $157.00 -30.6%
629 GLPI GAMING & LEISURE Real Estate 27.0 $1K NEW $44.52 -6.1%
630 DVN DEVON ENERGY Energy 26.0 $1K NEW $41.35 +18.6%
631 QUBT QUANTUM COMPUTING Technology 100.0 $970.0 NEW $9.70 -18.6%
632 NWL NEWELL BRANDS Consumer Defensive 157.0 $964.0 NEW $6.14 -3.3%
633 WVE WAVE LIFE Healthcare 150.0 $872.0 NEW $5.81 -14.5%
634 SCZ ISHARES MSCI 10.0 $829.0 NEW $82.90 +3.8%
635 BBAI BIGBEAR AI Technology 220.0 $807.0 NEW $3.67 -19.6%
636 QS QUANTUMSCAPE CORP Consumer Cyclical 100.0 $756.0 NEW $7.56 -27.6%
637 ELF E L F BEAUTY Consumer Defensive 10.0 $740.0 NEW $74.00 +42.6%
638 JETS U S GLOBAL 22.0 $731.0 NEW $33.23 -16.1%
639 SATS ECHOSTAR CORP Technology 7.0 $711.0 NEW $101.57 -14.4%
640 SLVM SYLVAMO CORP Basic Materials 18.0 $680.0 NEW $37.78 -8.6%
Page 32 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%