Fourth Dimension Wealth, LLC
CIK
0002056691
City
MIDDLEBURG HEIGHTS
State / Country
OH
Top Portfolio Positions
349 positions ·
$88,353,274 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
56,121 | $15,257,054 | 17.27% |
| NVDA |
Nvidia Corp
Technology
|
50,781 | $9,470,656 | 10.72% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
18,631 | $8,953,499 | 10.13% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,782 | $6,643,460 | 7.52% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,971 | $5,510,974 | 6.24% |
| GLD |
Spdr Gold Trust
|
10,594 | $4,198,507 | 4.75% |
| MSFT |
Microsoft Corp
Technology
|
6,968 | $3,369,864 | 3.81% |
| LLY |
ELI LILLY & Co
Healthcare
|
2,334 | $2,508,303 | 2.84% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,973 | $1,962,447 | 2.22% |
| NFLX |
Netflix Inc
Communication Services
|
19,475 | $1,825,976 | 2.07% |
Portfolio Trend
Holdings in DSU
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,353 | 133 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,235 | 493 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,719 | 731 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,126 | 970 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,437 | 970 | Shares | Sole | 2025-02-18 | |
| No quarters match your search. | ||||||