Fourth Dimension Wealth, LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$274.0B

Holdings

604

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (604 positions)

#StockSharesValue% PortfolioType
201
DEDEERE & CO
254$118.0M0.04%
202
LMTLOCKHEED MARTIN
245$118.0M0.04%
203
IWMISHARES RUSSELL
475$116.0M0.04%
204
MGMMGM RESORTS
3,100$113.0M0.04%
205
VIGVANGUARD DIVIDEND
506$111.0M0.04%
206
NEENEXTERA ENERGY
1,393$111.0M0.04%
207
PANWPALO ALTO
600$110.0M0.04%
208
LOWLOWES COMPANIES
451$108.0M0.04%
209
QCOMQUALCOMM INC
619$105.0M0.04%
210
PEPPEPSICO INC
729$104.0M0.04%
211
BILSSTATE STREET
1,008$100.0M0.04%
212
IWRISHARES RUSSELL
1,034$99.0M0.04%
213
HBANHUNTINGTON BANCSHARES
5,631$97.0M0.04%
214
TLTISHARES 20
1,111$96.0M0.04%
215
NETCLOUDFLARE INC
486$95.0M0.03%
216
NOWSERVICENOW INC
620$94.0M0.03%
217
PFEPFIZER INC
3,535$88.0M0.03%
218
CEGCONSTELLATION ENERGY
251$88.0M0.03%
219
STESTERIS PLC
350$88.0M0.03%
220
AAAUGOLDMAN SACHS
2,057$87.0M0.03%
221
STXSEAGATE TECHNOLOGY
318$87.0M0.03%
222
TRVCCITIGROUP INC
722$84.0M0.03%
223
FLMXFRANKLIN FTSE
2,478$83.0M0.03%
224
4I1PHILIP MORRIS
517$82.0M0.03%
225
XOPSTATE STREET
652$82.0M0.03%
226
GEGE AEROSPACE
267$82.0M0.03%
227
DASHDOORDASH INC
356$80.0M0.03%
228
GILDGILEAD SCIENCES
648$79.0M0.03%
229
MMM3M COMPANY
484$77.0M0.03%
230
BXBLACKSTONE INC
500$77.0M0.03%
231
SHWSHERWIN WILLIAMS
236$76.0M0.03%
232
MOHMOLINA HEALTHCARE
440$76.0M0.03%
233
PGXINVESCO PFD
6,604$74.0M0.03%
234
NSCNORFOLK SOUTHERN
254$73.0M0.03%
235
SLGSL GREEN
1,600$73.0M0.03%
236
EPDENTERPRISE PRODUCTS
2,294$73.0M0.03%
237
IGVISHARES EXPANDED
682$72.0M0.03%
238
HYLBXTRACKERS USD
1,944$71.0M0.03%
239
KLMNINVESCO S&P
600$71.0M0.03%
240
BABOEING COMPANY
325$70.0M0.03%
241
FFORD MOTOR
5,054$66.0M0.02%
242
SPABSTATE STREET
2,571$66.0M0.02%
243
OUSAALPS OSHARES
1,150$66.0M0.02%
244
SPMBSTATE STREET
2,970$66.0M0.02%
245
CVXCHEVRON CORP
423$64.0M0.02%
246
FXYINVESCO CURRENCYSHARES
1,100$64.0M0.02%
247
OKEONEOK INC
863$63.0M0.02%
248
ANGLVANECK FALLEN
2,161$63.0M0.02%
249
URAGLOBAL X
1,416$60.0M0.02%
250
PLDPROLOGIS INC
475$60.0M0.02%
251
IBMINTL BUSINESS
200$59.0M0.02%
252
AMGNAMGEN INC
179$58.0M0.02%
253
CATCATERPILLAR INC
100$57.0M0.02%
254
EDCONSOLIDATED EDISON
572$56.0M0.02%
255
VTEBVANGUARD MUNICIPAL
1,100$55.0M0.02%
256
MCHIISHARES MSCI
932$55.0M0.02%
257
NVSNNOVARTIS AG
400$55.0M0.02%
258
DALDELTA AIRLINES
795$55.0M0.02%
259
KEYKEYCORP NEW
2,703$55.0M0.02%
260
UNHUNITEDHEALTH GROUP
167$55.0M0.02%
261
MRVLMARVELL TECHNOLOGY
628$53.0M0.02%
262
AGNCAGNC INVESTMENT
5,000$53.0M0.02%
263
DDOMINION ENERGY
902$52.0M0.02%
264
ADBEADOBE INC
150$52.0M0.02%
265
NUENUCOR CORP
313$51.0M0.02%
266
LRCXLAM RESEARCH
300$51.0M0.02%
267
WPCW P CAREY
800$51.0M0.02%
268
SHELSHELL PLC
682$50.0M0.02%
269
ENBENBRIDGE INC
1,057$50.0M0.02%
270
GEVGE VERNOVA
78$50.0M0.02%
271
WDCWESTERN DIGITAL
290$49.0M0.02%
272
LVLNSPDR S&P
762$49.0M0.02%
273
TOTLSTATE STREET
1,242$49.0M0.02%
274
MDTMEDTRONIC PLC
505$48.0M0.02%
275
UBERUBER TECHNOLOGIES
594$48.0M0.02%
276
DLYDOUBLELINE YIELD
3,300$47.0M0.02%
277
TRVTRAVELERS COS
165$47.0M0.02%
278
MPWRMONOLITHIC POWER
49$44.0M0.02%
279
SPYDSTATE STREET
1,035$44.0M0.02%
280
ENPHENPHASE ENERGY
1,401$44.0M0.02%
281
ARMARM HOLDINGS
400$43.0M0.02%
282
RPMRPM INTL INC
420$43.0M0.02%
283
OREALTY INCOME
766$43.0M0.02%
284
VAWVANGUARD MATERIALS
204$42.0M0.02%
285
BCCCGLOBAL X
891$42.0M0.02%
286
IVEISHARES S&P
200$42.0M0.02%
287
STZCONSTELLATION BRANDS
300$41.0M0.01%
288
SJMSMUCKER JM
420$41.0M0.01%
289
CRWVCOREWEAVE INC
575$41.0M0.01%
290
AEPAMERICAN ELECTRIC
361$41.0M0.01%
291
KMBKIMBERLY CLARK
404$40.0M0.01%
292
FSSLFS SPECIALTY
2,848$40.0M0.01%
293
ANETARISTA NETWORKS
300$39.0M0.01%
294
EPOLISHARES MSCI
1,120$39.0M0.01%
295
NKENIKE INC
614$39.0M0.01%
296
TPRTAPESTRY INC
300$38.0M0.01%
297
BSXBOSTON SCIENTIFIC
400$38.0M0.01%
298
LITELUMENTUM HOLDINGS
104$38.0M0.01%
299
IWBISHARES RUSSELL
102$37.0M0.01%
300
COPCONOCOPHILLIPS
390$36.0M0.01%
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