Fourth Dimension Wealth, LLC Portfolio Holdings

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Coreweave Inc
-
$140 Million 0.05% of portfolio
-
Q3 2025 Reduced 53.72%
$261B
$124 Million 0.05% of portfolio
524
Q3 2025 Added 39.36%
$0
$120 Million 0.05% of portfolio
911
Q1 2025 Added 7.05%
$0
$127 Million 0.05% of portfolio
1,424
Q3 2025 Reduced 9.82%
$73.4B
$144 Million 0.05% of portfolio
525
Q4 2024 New
$0
$132 Million 0.05% of portfolio
614
Q3 2025 Added 10,133.33%
$0
$136 Million 0.05% of portfolio
635
Q4 2024 New
$204B
$132 Million 0.05% of portfolio
1,156
Q3 2025 Reduced 2.94%
$209B
$134 Million 0.05% of portfolio
1,595
Q3 2025 Added 4.25%
$128B
$122 Million 0.05% of portfolio
245
Q1 2025 Reduced 5.77%
$22.2B
$92.6 Million 0.04% of portfolio
5,362
Q4 2024 New
$0
$112 Million 0.04% of portfolio
775
Q2 2025 Reduced 13.7%
$0
$109 Million 0.04% of portfolio
163
Q2 2025 Reduced 41.37%
$0
$100 Million 0.04% of portfolio
1,008
Q2 2025 Reduced 55.56%
$198B
$102 Million 0.04% of portfolio
729
Q1 2025 Added 16.08%
$123B
$98.8 Million 0.04% of portfolio
300
Q2 2025 New
$12.6B
$107 Million 0.04% of portfolio
3,100
Q2 2025 Reduced 6.23%
$22.4B
$94 Million 0.04% of portfolio
910
Q3 2025 Reduced 25.1%
$161B
$105 Million 0.04% of portfolio
1,393
Q3 2025 Added 0.07%
$0
$115 Million 0.04% of portfolio
475
Q3 2025 Reduced 6.68%
$70.2B
$104 Million 0.04% of portfolio
486
Q3 2025 Reduced 68.44%
$0
$99.8 Million 0.04% of portfolio
1,034
Q3 2025 Added 461.96%
$203B
$103 Million 0.04% of portfolio
619
Q3 2025 Reduced 4.18%
$139B
$116 Million 0.04% of portfolio
254
Q3 2025 Reduced 58.7%
$126M
$68.4 Million 0.03% of portfolio
1,100
Q4 2024 New
$0
$86.6 Million 0.03% of portfolio
655
Q2 2025 Reduced 5.48%
$1.31B
$78.4 Million 0.03% of portfolio
2,057
Q1 2025 New
$8.59B
$84.2 Million 0.03% of portfolio
440
Q2 2025 Reduced 31.25%
$0
$72.3 Million 0.03% of portfolio
1,947
Q3 2025 Reduced 2.11%
$0
$66 Million 0.03% of portfolio
2,220
Q3 2025 Reduced 5.29%
$138B
$75 Million 0.03% of portfolio
2,942
Q3 2025 Reduced 3.22%
$0
$76.6 Million 0.03% of portfolio
6,603
Q3 2025 Reduced 6.82%
$54.8B
$75.1 Million 0.03% of portfolio
318
Q4 2024 New
$0
$78.4 Million 0.03% of portfolio
682
Q2 2025 Reduced 34.36%
$0
$81.7 Million 0.03% of portfolio
1,200
Q3 2025 Reduced 8.12%
$65.3B
$76.2 Million 0.03% of portfolio
254
Q3 2025 Added 0.4%
$312B
$72.5 Million 0.03% of portfolio
210
Q3 2025 Added 68.0%
$0
$69.9 Million 0.03% of portfolio
3,116
Q3 2025 Reduced 48.24%
$3.24B
$65.8 Million 0.03% of portfolio
1,100
Q2 2025 Reduced 35.29%
$23.7B
$86.6 Million 0.03% of portfolio
350
Q1 2025 Reduced 5.91%
$89.6B
$81.7 Million 0.03% of portfolio
236
Q2 2025 Reduced 9.58%
$224B
$83.8 Million 0.03% of portfolio
517
Q3 2025 Reduced 65.14%
$0
$67.5 Million 0.03% of portfolio
1,416
Q2 2025 Reduced 34.35%
$27.6B
$79.9 Million 0.03% of portfolio
1,585
Q1 2025 Reduced 8.65%
$66.5B
$71.7 Million 0.03% of portfolio
2,294
Q4 2024 New
Circle Internet
-
$82.9 Million 0.03% of portfolio
-
Q3 2025 Reduced 27.91%
$337B
$75.2 Million 0.03% of portfolio
250
Q3 2025 New
$153B
$71.9 Million 0.03% of portfolio
648
Q3 2025 Added 11.72%
$102B
$85.4 Million 0.03% of portfolio
500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 629
  • Current Value $262 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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