Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fourth Dimension Wealth, LLC (CIK 2056691) reported $263.7M across 589 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($15.5M, 5.88%), AAPL ($13.7M, 5.20%), XLK ($12.9M, 4.89%), JMBS ($12.2M, 4.64%), SPTI ($9.4M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $15.5M | 5.88% | 196,202 | Added |
| 2 | AAPL | APPLE INC | $13.7M | 5.20% | 53,983 | Trimmed |
| 3 | XLK | SELECT SECTOR SPDR TR | $12.9M | 4.89% | 97,025 | Added |
| 4 | JMBS | JANUS HENDERSON | $12.2M | 4.64% | 271,035 | Added |
| 5 | SPTI | SPDR SERIES TRUST | $9.4M | 3.56% | 327,557 | Added |
| 6 | DIA | STATE STR SPDR DOW JONES IND | $8.9M | 3.39% | 19,310 | Added |
| 7 | NVDA | NVIDIA CORP | $8.3M | 3.15% | 47,608 | Trimmed |
| 8 | SPDW | SPDR INDEX SHS FDS | $6.8M | 2.59% | 149,340 | Added |
| 9 | GSLC | GOLDMAN SACHS | $6.5M | 2.46% | 51,908 | Added |
| 10 | SPTS | SPDR SERIES TRUST | $5.8M | 2.22% | 200,273 | Added |
| 11 | AMZN | AMAZON COM | $5.8M | 2.19% | 27,696 | Trimmed |
| 12 | QQQ | INVESCO QQQ | $5.6M | 2.13% | 9,745 | Added |
| 13 | VUG | VANGUARD GROWTH | $5.3M | 2.03% | 12,241 | Trimmed |
| 14 | TFI | STATE STREET | $4.9M | 1.85% | 107,845 | Added |
| 15 | XLF | STATE STREET | $4.8M | 1.81% | 96,779 | Added |
| 16 | XLV | SELECT SECTOR SPDR TR | $4.7M | 1.79% | 32,117 | Added |
| 17 | GLD | SPDR GOLD TR | $4.5M | 1.71% | 10,484 | Trimmed |
| 18 | IQDG | WISDOMTREE TR | $4.4M | 1.67% | 109,538 | Added |
| 19 | EEM | ISHARES MSCI | $4.2M | 1.59% | 73,621 | Added |
| 20 | XLY | SELECT SECTOR SPDR TR | $4.1M | 1.56% | 37,641 | Added |
| 21 | XLC | STATE STREET | $3.9M | 1.48% | 35,271 | Added |
| 22 | VTV | VANGUARD VALUE | $3.7M | 1.40% | 18,870 | Trimmed |
| 23 | SPIB | SPDR SERIES TRUST | $3.3M | 1.26% | 98,826 | Added |
| 24 | SPTL | SPDR SERIES TRUST | $3.2M | 1.21% | 121,248 | Added |
| 25 | RSP | INVESCO S&P | $3.1M | 1.18% | 16,270 | Added |
Source: SEC Form 13F filings · as of 2026-03-31