Fourth Dimension Wealth, LLC
•CIK: 2056691•Filing: Q4 2025
**Fourth Dimension Wealth, LLC** manages $274M across a diversified portfolio of 604 positions. The fund exhibits significant concentration in technology and market sector ETFs, notably holding AAPL at $15.3M and SPTM at $14.9M. Key allocations also include XLK ($13.8M) and JMBS ($12.1M), indicating a strategic focus on growth sectors and established market indices. This positioning suggests a mandate emphasizing large-cap technology exposure and broad market capture.
Total AUM
$274.0M
QoQ Performance
+4.5%
Positions
492
Top 10 Concentration
38.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
SPTM
XLK
AAPL5.6%
SPTM5.4%
XLK5.0%
JMBS4.4%
NVDA3.5%
SPTI3.4%
DON3.3%
VUG2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.3%
Technology13.3%
Consumer3.8%
Healthcare1.5%
Financial1.4%
Communication0.8%
ETF0.6%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
—
ISHARES IBONDS
SOLD
$1.9M
—
INVESCO BULLETSHARES
SOLD
$541.8K
+400 more exited positions
Changes from Q3 2025
NEW15 new positions
↑95 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024