Fourth Dimension Wealth, LLC - Portfolio overview

Fourth Dimension Wealth, LLC has 646 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.14%
2. JMBS - JANUS HENDERSON, 5.37%
3. SPTI - STATE STREET, 4.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.