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Fourth Dimension Wealth - Q1 2026 13F Filings

FO

Fourth Dimension Wealth, LLC

CIK: 0002056691
Address: Ohio Middleburg Heights 16600 Sprague Road Suite 450
$263.71 M
Portfolio Value
593
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPTM Spdr Portfolio S&P 1500 Composite Stock Market Etf
+$1.28 M
2. GSLC Tr Activebeta Us Large Cap Equity Etf
+$472,737.57
3. QQQ Invesco Qqq Trust Series I
+$446,741.44
4. GLNG Golar Lng Limited
+$411,229
5. PRF Invesco Rafi Us 1000 Etf
+$406,998.7

Top Sells

Q1 2026
1. SPLG Spdr Portfolio S&P 500 Etf
−$3.38 M
2. IXUS Ishares Core Msci Total International Stock Etf
−$1.13 M
3. VUG Vanguard Growth Etf
−$814,205.59
4. AGG Ishares Core Us Aggregate Bond Etf
−$697,569.92
5. VTV Vanguard Value Etf
−$689,063.33

Asset Allocation

Stocks/ETFs
-3.76%
$263.57 M 99.95%
Options
$0 0.00%
Debt
$0 0.00%
Other
-8.20%
$142,981 0.05%

Sector Allocation (Stocks)

Fourth Dimension Wealth Q1 2026 Filing Summary

Fourth Dimension Wealth, LLC filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 263.71 M reflecting a -3.77% change from the prior quarter, spanning 593 assets. The top 10 holdings comprised 38.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 31 new positions and 38 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Fourth Dimension Wealth’s Q1 2026 Filing

Fourth Dimension Wealth submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Fourth Dimension Wealth reported a managed portfolio value of 263.71 M, consisting of 634 individual positions.

This page displays the raw filing documents. To see which stocks Fourth Dimension Wealth bought or sold during Q1 2026, please visit Fourth Dimension Wealth's Portfolio Analysis page.