New Dimensions Wealth Management, LLC holds a concentrated book of 21 stocks worth $132.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Broadcom Inc and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% 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 New Dimensions Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 21 / 21 | $99.1B |
| JPMORGAN CHASE & CO | 21 / 21 | $92.2B |
| ROYAL BANK OF CANADA | 21 / 21 | $29.3B |
| RAYMOND JAMES FINANCIAL INC | 21 / 21 | $15.8B |
| LPL Financial LLC | 21 / 21 | $12.8B |
| MERCER GLOBAL ADVISORS INC /ADV | 21 / 21 | $10.2B |
| ENVESTNET ASSET MANAGEMENT INC | 21 / 21 | $8.6B |
| Savant Capital, LLC | 21 / 21 | $4.7B |
Ranked by the share of each fund's own book sitting in the names it shares with New Dimensions Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $33.2M | 748.3K | 25.1% | ▲+2.3% Added · +17K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $23.3M | 625.3K | 17.6% | ▲+4.8% Added · +29K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $15.8M | 286.3K | 11.9% | ▲+3.2% Added · +9K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $13.9M | 342.3K | 10.5% | ▼−2.2% Reduced · −8K sh | |
| 5 | Dimensional ETF Trust INFLATION PROTE | $10.6M | 256.7K | 8.0% | ▲+9.1% Added · +21K sh | |
| 6 | Dimensional ETF Trust ULTR FIX INC ETF | $10.1M | 199.7K | 7.7% | ▲+1.0% Added · +2K sh | |
| 7 | Dimensional ETF Trust SHOR DUR FIX ETF | $6.6M | 138.7K | 5.0% | ▲+7.6% Added · +10K sh | |
| 8 | Dimensional ETF Trust GLOBAL REAL EST | $5.9M | 203.9K | 4.5% | ▲+3.1% Added · +6K sh | |
| 9 | Vanguard Malvern FDS STRM INFPROIDX | $2.7M | 52.8K | 2.0% | ▲+14% Added · +7K sh | |
| 10 | Dimensional ETF Trust WORLD EX US CORE | $2.1M | 57.6K | 1.6% | —Held | |
| 11 | Dimensional ETF Trust NATL MUN BD ETF | $2.1M | 42.8K | 1.6% | ▲+66% Added · +17K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $2.0M | 28.9K | 1.5% | ▼−5.0% Reduced · −2K sh | |
| 13 | Dimensional ETF Trust INTERNATNAL VAL | $1.2M | 22.4K | 0.9% | ▼−2.0% Reduced · −455 sh | |
| 14 | Dimensional ETF Trust US EQUI MARK ETF | $562K | 6.9K | 0.4% | —Held | |
| 15 | American Centy ETF TR INTL EQT ETF | $487K | 5.5K | 0.4% | ▼−1.5% Reduced · −82 sh | |
| 16 | Dimensional ETF Trust INTL SMALL CAP E | $453K | 12.9K | 0.3% | ▼−2.6% Reduced · −353 sh | |
| 17 | Dimensional ETF Trust US CORE EQT MKT | $414K | 8.0K | 0.3% | —Held | |
| 18 | Dimensional ETF Trust INTL SMALL CAP V | $276K | 6.9K | 0.2% | —Held | |
| 19 | Apple Inc COM | $251K | 868 | 0.2% | ▲+5.3% Added · +44 sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $241K | 481 | 0.2% | —Held | |
| 21 | Broadcom Inc COM | $209K | 554 | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2068447/holdings"
Use Arkolith to show New Dimensions Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.