New Dimensions Wealth Management, LLC
Filing Date
Global Rank
#8,195
/ 8,232
▲ 187
Top Industry
Insurance - Diversified
52.4%
3Y Alpha vs SPY
-15.8%
Period ended 2 months ago
Filed May 15, 2026 · 30d
5 quarters · since Mar 2025
Clone Performance
May 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.9%
SPY
+27.1%
Annualised alpha
-15.7%
Max drawdown
−10.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
52.4%
+1.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,012
Highly concentrated+11
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 52.4% | $230,495 |
| Technology | 47.6% | $209,122 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −39 | 824 | $209,122 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$439,617 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 481 | $230,495 | 52.43% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 824 | $209,122 | 47.57% |