Fourth Dimension Wealth, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 4, 2025
Value $
$262M
Signature - Title
Andrew Ulrich - WEALTH STRATEGIST
Location
Middleburg Heights, OH
Summary
This page shows a list of all the recent 13F filings made by Fourth Dimension Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fourth Dimension Wealth, LLC reported 590 stock holdings with total value $262M as of Q3 2025. Top holdings included AAPL, SPTM, XLK, JMBS, and SPTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 590 $262M +$16.7M -$6.51M +$10.2M AAPL, SPTM, XLK, JMBS, SPTI 13F-HR 11/4/2025, 09:33 AM
Q2 2025 602 $237M +$25.3M -$12.1M +$13.1M SPTM, XLK, AAPL, JMBS, SPTI 13F-HR 8/5/2025, 04:34 PM
Q1 2025 623 $207M +$34.4M -$11.8M +$22.6M AAPL, SPTM, JMBS, XLK, VUG 13F-HR 4/23/2025, 09:42 AM
Q4 2024 619 $191M $0 $0 AAPL, SPTM, XLK, VUG, NVDA 13F-HR 2/18/2025, 11:28 AM