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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 6 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CLS CELESTICA INC Technology 1,330.0 $485K 0.15% NEW $364.80 -19.8%
102 DKS DICKS SPORTING Consumer Cyclical 2,101.0 $477K 0.15% NEW $226.83 -41.4%
103 VEA VANGUARD FTSE 6,687.0 $476K 0.15% NEW $71.25 +1.2%
104 BRX BRIXMOR PROPERTY Real Estate 15,025.0 $474K 0.15% NEW $31.53 -7.2%
105 LOAR LOAR HOLDINGS Industrials 5,841.0 $471K 0.15% NEW $80.61 -14.5%
106 DASH DOORDASH INC Communication Services 2,504.0 $462K 0.15% NEW $184.53 +22.3%
107 CFG CITIZENS FINANCIAL Financial Services 6,495.0 $455K 0.14% NEW $70.07 -2.7%
108 GLNG GOLAR LNG Energy 8,742.0 $436K 0.14% NEW $49.84 +5.0%
109 TSLA TESLA INC Consumer Cyclical 1,035.0 $435K 0.14% NEW $420.60 -15.3%
110 VLO VALERO ENERGY Energy 1,653.0 $431K 0.14% NEW $260.44 +39.0%
111 VCIT VANGUARD INTERMEDIATE 5,151.0 $426K 0.14% NEW $82.64 -2.7%
112 CSL CARLISLE COMPANIES Industrials 1,168.0 $424K 0.13% NEW $362.75 -7.7%
113 SDY STATE STREET 2,772.0 $422K 0.13% NEW $152.18 +2.3%
114 BERKSHIRE HATHAWAY 825.0 $413K 0.13% NEW $500.39
115 AGG ISHARES CORE 4,162.0 $412K 0.13% NEW $98.98 -2.2%
116 JGRO JPMORGAN ACTIVE 4,100.0 $404K 0.13% NEW $98.59 -5.6%
117 TSN TYSON FOODS Consumer Defensive 6,884.0 $394K 0.12% NEW $57.25 -3.8%
118 FITB FIFTH THIRD Financial Services 6,806.0 $384K 0.12% NEW $56.37 -6.0%
119 NOW SERVICENOW INC Technology 3,774.0 $375K 0.12% NEW $99.28 +43.9%
120 VOO VANGUARD S&P 539.0 $370K 0.12% NEW $686.61 +2.0%
Page 6 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%