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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 5 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGM ISHARES EXPANDED 4,301.0 $703K 0.22% NEW $163.56 -3.0%
82 SHYD VANECK SHORT 30,239.0 $692K 0.22% NEW $22.90 -1.6%
83 SPMD STATE STREET 9,632.0 $651K 0.21% NEW $67.56 -3.3%
84 FLHY FRANKLIN HIGH 26,603.0 $646K 0.20% NEW $24.29 -1.1%
85 MEAR ISHARES SHORT 12,688.0 $639K 0.20% NEW $50.38 -0.7%
86 ABBV ABBVIE INC Healthcare 2,496.0 $628K 0.20% NEW $251.66 +3.3%
87 APD AIR PRODUCTS Basic Materials 2,133.0 $625K 0.20% NEW $293.24 +4.1%
88 TSM TAIWAN SEMICONDUCTOR Technology 1,279.0 $611K 0.19% NEW $477.40 -13.3%
89 NVT NVENT ELECTRIC Industrials 3,469.0 $588K 0.19% NEW $169.63 -13.2%
90 CAT CATERPILLAR INC Industrials 550.0 $586K 0.18% NEW $1064.90 -26.8%
91 MBB ISHARES MBS 5,785.0 $547K 0.17% NEW $94.52 -2.2%
92 SPACE EXPLORATION 3,127.0 $534K 0.17% NEW $170.86
93 HD HOME DEPOT Consumer Cyclical 1,487.0 $524K 0.17% NEW $352.68 -9.3%
94 DUK DUKE ENERGY Utilities 4,133.0 $523K 0.17% NEW $126.59 -4.9%
95 MLN VANECK LONG 29,314.0 $521K 0.17% NEW $17.78 -4.1%
96 MPC MARATHON PETROLEUM Energy 2,016.0 $515K 0.16% NEW $255.67 +49.8%
97 PANW PALO ALTO Technology 1,510.0 $515K 0.16% NEW $341.02 +6.2%
98 MA MASTERCARD INC Financial Services 992.0 $509K 0.16% NEW $513.60 +13.1%
99 VCSH VANGUARD SHORT 6,231.0 $492K 0.16% NEW $79.03 -1.2%
100 VBK VANGUARD SMALL 1,336.0 $489K 0.15% NEW $365.70 -5.8%
Page 5 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%