Fourth Dimension Wealth, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $262 Billion distributed in 629 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.4B, Spdr Portfolio S&P 1500 Compos with a value of $14.3B, Technology Sector Spdr with a value of $13.6B, Janus Detroit Str Tr Henderson with a value of $11.7B, and Spdr Ser Tr Spdr Portfolio Int with a value of $9.07B.
Examining the 13F form we can see an increase of $25.4B in the current position value, from $237B to 262B.
Fourth Dimension Wealth, LLC is based out at Middleburg Heights, OH
Below you can find more details about Fourth Dimension Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$262 Billion
ETFs: $189 Billion
Technology: $32.9 Billion
Consumer Cyclical: $9.46 Billion
Communication Services: $7.55 Billion
Financial Services: $4.63 Billion
Healthcare: $4.09 Billion
Industrials: $2.53 Billion
Consumer Defensive: $2.3 Billion
Other: $4.38 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
