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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 9 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IYW ISHARES TECHNOLOGY 700.0 $177K 0.06% NEW $252.23 -1.5%
162 ENTERGY CORP 1,530.0 $176K 0.06% NEW $114.86
163 WMB WILLIAMS COS Energy 2,350.0 $175K 0.06% NEW $74.34 +1.0%
164 PLTR PALANTIR TECHNOLOGIES Technology 1,475.0 $172K 0.05% NEW $116.67 +42.6%
165 MRK MERCK & COMPANY Healthcare 1,329.0 $171K 0.05% NEW $128.50 +17.2%
166 DE DEERE & CO Industrials 264.0 $167K 0.05% NEW $634.33 +8.4%
167 RTX RTX CORP Industrials 869.0 $165K 0.05% NEW $189.73 +6.2%
168 FDN FIRST TRUST 622.0 $165K 0.05% NEW $264.72 +8.2%
169 DIA STATE STREET Financial Services 311.0 $163K 0.05% NEW $522.62 +1.5%
170 AVMU AVANTIS CORE 3,475.0 $162K 0.05% NEW $46.59 -4.5%
171 CWST CASELLA WASTE Industrials 1,586.0 $154K 0.05% NEW $96.97 -2.4%
172 ECL ECOLAB INC Basic Materials 525.0 $146K 0.05% NEW $278.61 +1.1%
173 VDC VANGUARD CONSUMER 630.0 $142K 0.04% NEW $225.49 +2.6%
174 ARM ARM HOLDINGS Technology 400.0 $142K 0.04% NEW $354.57 -34.6%
175 MGM MGM RESORTS Consumer Cyclical 2,950.0 $141K 0.04% NEW $47.81 -12.8%
176 XOP STATE STREET 908.0 $140K 0.04% NEW $154.26 +25.1%
177 LRCX LAM RESEARCH Technology 323.0 $140K 0.04% NEW $433.33 -33.4%
178 IWM ISHARES RUSSELL 458.0 $138K 0.04% NEW $300.55 -2.5%
179 VZ VERIZON COMMUNICATIONS Communication Services 3,215.0 $136K 0.04% NEW $42.34 +19.9%
180 NEE NEXTERA ENERGY Utilities 1,512.0 $133K 0.04% NEW $87.77 -5.8%
Page 9 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%