Fourth Dimension Wealth, LLC holds a diversified book of 678 stocks worth $316.3M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Invesco S&P 500 Revenue ETF and trimmed SS Technology Select Sector. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056691/holdings"
Use Arkolith to show Fourth Dimension Wealth, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fourth Dimension Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $114.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $502.7B |
| UBS Group AG | 79 / 80 | $155.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $97.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $65.2B |
| STIFEL FINANCIAL CORP | 79 / 80 | $30.1B |
| FIFTH THIRD BANCORP | 79 / 80 | $22.9B |
| Rockefeller Capital Management L.P. | 79 / 80 | $20.2B |
Ranked by how many of Fourth Dimension Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State Street MF Closed and MF Open | $18.5M | 203.5K | 5.8% | ▲+3.7% Added · +7K sh | |
| 2 | State Street MF Closed and MF Open | $18.4M | 96.7K | 5.8% | ▼−0.3% Reduced · −296 sh | |
| 3 | Apple Inc Common Stock | $15.3M | 52.8K | 4.8% | ▼−2.1% Reduced · −1K sh | |
| 4 | Invesco S&P MF Closed and MF Open | $10.6M | 83.1K | 3.4% | ▲New New position | |
| 5 | Janus Henderson MF Closed and MF Open | $10.5M | 232.5K | 3.3% | ▼−14% Reduced · −39K sh | |
| 6 | Nvidia Corp Common Stock | $9.9M | 49.7K | 3.1% | ▲+4.4% Added · +2K sh | |
| 7 | State Street MF Closed and MF Open | $7.8M | 154.3K | 2.5% | ▲+3.3% Added · +5K sh | |
| 8 | Goldman Sachs MF Closed and MF Open | $7.6M | 53.9K | 2.4% | ▲+3.8% Added · +2K sh | |
| 9 | State Street MF Closed and MF Open | $7.3M | 256.3K | 2.3% | ▼−22% Reduced · −71K sh | |
| 10 | Amazon Com Common Stock | $6.5M | 27.2K | 2.0% | ▼−1.9% Reduced · −526 sh | |
| 11 | Pimco Active MF Closed and MF Open | $6.4M | 69.9K | 2.0% | ▲New New position | |
| 12 | Vanguard Growth MF Closed and MF Open | $6.1M | 71.3K | 1.9% | ▲+482% Added · +59K sh | |
| 13 | State Street MF Closed and MF Open | $5.3M | 99.0K | 1.7% | ▲+2.3% Added · +2K sh | |
| 14 | Advanced Micro Common Stock | $5.2M | 9.0K | 1.7% | ▲+32% Added · +2K sh | |
| 15 | State Street MF Closed and MF Open | $5.2M | 32.9K | 1.7% | ▲+2.5% Added · +794 sh | |
| 16 | Ishares Msci MF Closed and MF Open | $5.1M | 75.2K | 1.6% | ▲+2.1% Added · +2K sh | |
| 17 | Wisdomtree Intl MF Closed and MF Open | $4.9M | 114.5K | 1.6% | ▲+4.5% Added · +5K sh | |
| 18 | State Street MF Closed and MF Open | $4.8M | 165.8K | 1.5% | ▼−17% Reduced · −34K sh | |
| 19 | State Street MF Closed and MF Open | $4.5M | 38.2K | 1.4% | ▲+1.6% Added · +600 sh | |
| 20 | Invesco Nasdaq MF Closed and MF Open | $4.4M | 14.7K | 1.4% | ▲New New position | |
| 21 | Vanguard Value MF Closed and MF Open | $4.0M | 18.3K | 1.3% | ▼−2.9% Reduced · −547 sh | |
| 22 | Janus Henderson MF Closed and MF Open | $4.0M | 79.1K | 1.3% | ▲+36% Added · +21K sh | |
| 23 | State Street MF Closed and MF Open | $3.9M | 36.2K | 1.2% | ▲+2.5% Added · +883 sh | |
| 24 | Invesco S&P MF Closed and MF Open | $3.8M | 17.9K | 1.2% | ▲+10% Added · +2K sh | |
| 25 | Micron Technology Common Stock | $3.5M | 3.0K | 1.1% | ▲+39% Added · +854 sh | |
| 26 | State Street MF Closed and MF Open | $3.5M | 18.9K | 1.1% | ▲+9.1% Added · +2K sh | |
| 27 | Ishares Core MF Closed and MF Open | $3.1M | 40.3K | 1.0% | ▼−0.5% Reduced · −222 sh | |
| 28 | State Street MF Closed and MF Open | $3.0M | 65.7K | 1.0% | ▼−39% Reduced · −42K sh | |
| 29 | Eli Lilly Common Stock | $3.0M | 2.5K | 0.9% | ▲+13% Added · +282 sh | |
| 30 | Avantis U S MF Closed and MF Open | $3.0M | 40.4K | 0.9% | ▲+11% Added · +4K sh | |
| 31 | Invesco QQQ MF Closed and MF Open | $2.8M | 3.8K | 0.9% | ▼−61% Reduced · −6K sh | |
| 32 | Microsoft Corp Common Stock | $2.8M | 7.6K | 0.9% | ▲+12% Added · +828 sh | |
| 33 | American Century MF Closed and MF Open | $2.8M | 23.7K | 0.9% | ▲+12% Added · +3K sh | |
| 34 | State Street MF Closed and MF Open | $2.8M | 82.7K | 0.9% | ▼−16% Reduced · −16K sh | |
| 35 | State Street MF Closed and MF Open | $2.7M | 102.7K | 0.9% | ▼−15% Reduced · −19K sh | |
| 36 | Vanguard Total MF Closed and MF Open | $2.6M | 7.0K | 0.8% | ▼−12% Reduced · −984 sh | |
| 37 | Goldman Sachs MF Closed and MF Open | $2.4M | 45.8K | 0.7% | ▲New New position | |
| 38 | SPDR Gold MF Closed and MF Open | $2.3M | 29.1K | 0.7% | ▲New New position | |
| 39 | Ishares Ibonds MF Closed and MF Open | $2.1M | 92.9K | 0.7% | ▲+6.9% Added · +6K sh | |
| 40 | State Street MF Closed and MF Open | $2.1M | 25.4K | 0.7% | ▲+5.2% Added · +1K sh | |
| 41 | Alphabet Inc Common Stock | $1.9M | 5.4K | 0.6% | ▲+28% Added · +1K sh | |
| 42 | Ishares Core MF Closed and MF Open | $1.8M | 19.1K | 0.6% | ▼−5.6% Reduced · −1K sh | |
| 43 | State Street MF Closed and MF Open | $1.8M | 15.2K | 0.6% | ▼−3.2% Reduced · −504 sh | |
| 44 | JPMorgan Chase & Co COM | $1.7M | 5.3K | 0.5% | ▲+27% Added · +1K sh | |
| 45 | State Street MF Closed and MF Open | $1.7M | 31.3K | 0.5% | ▲+2.4% Added · +747 sh | |
| 46 | Meta Platforms Common Stock | $1.6M | 2.8K | 0.5% | ▲+17% Added · +414 sh | |
| 47 | SPDR Gold Common Stock | $1.6M | 4.2K | 0.5% | ▼−60% Reduced · −6K sh | |
| 48 | State Street MF Closed and MF Open | $1.5M | 66.9K | 0.5% | ▲+6.0% Added · +4K sh | |
| 49 | State Street MF Closed and MF Open | $1.4M | 22.4K | 0.4% | ▼−12% Reduced · −3K sh | |
| 50 | Broadcom Inc Common Stock | $1.3M | 3.4K | 0.4% | ▲+5.3% Added · +173 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 744 | $316.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 634 | $263.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 648 | $274.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 629 | $262.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 637 | $236.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 654 | $206.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 629 | $191.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.