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Fourth Dimension Wealth - Q4 2025 13F Filings

FO

Fourth Dimension Wealth, LLC

CIK: 0002056691
Address: Ohio Middleburg Heights 16600 Sprague Road Suite 450
$274.03 M
Portfolio Value
604
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. XLK Technology Select Sector Spdr Fund
+$6.88 M
2. IQDG Wisdomtree International Quality Dividend Growth Fund
+$4.21 M
3. SPIB State Street Spdr Portfolio Intermediate Term Corporate Bond Etf
+$3.3 M
4. XLY Consumer Discretionary Select Sector Spdr Fund
+$2.12 M
5. IBTH Ishares Ibonds Dec 2027 Term Treasury Etf
+$1 M
6. IBTG Ishares Ibonds Dec 2026 Term Treasury Etf
+$874,994.55

Top Sells

Q4 2025
1. IBTF Ishares Ibonds Dec 2025 Term Treasury Etf
−$1.89 M
2. MYCF Spdr Ssga My2026 Corporate Bond Etf
−$698,614
3. BSMP Invesco Bulletshares 2025 Municipal Bond Etf
−$541,785
4. SPLG Spdr Portfolio S&P 500 Etf
−$266,572.65
5. KGS Kodiak Gas Services
−$262,697.6

Asset Allocation

Stocks/ETFs
+7.65%
$273.88 M 99.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
-97.99%
$155,752 0.06%

Sector Allocation (Stocks)

Fourth Dimension Wealth Q4 2025 Filing Summary

Fourth Dimension Wealth, LLC filed its 13F report for Q4 2025 on February 04, 2026. The portfolio totaled 274.03 M reflecting a +4.53% change from the prior quarter, spanning 604 assets. The top 10 holdings comprised 37.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 42 new positions and 21 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Fourth Dimension Wealth’s Q4 2025 Filing

Fourth Dimension Wealth submitted their Form 13F-HR for the Q4 2025 period on 02/04/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Fourth Dimension Wealth reported a managed portfolio value of 274.03 M, consisting of 648 individual positions.

This page displays the raw filing documents. To see which stocks Fourth Dimension Wealth bought or sold during Q4 2025, please visit Fourth Dimension Wealth's Portfolio Analysis page.