13F Filings History of Fourth Dimension Wealth, LLC
- Latest 13F filing
- Q2 2026 - 31 Jul 2026
- Latest reported 13F value
- $316,300,753
- Largest 13F holdings
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SPTM XLK AAPL RWL JMBS NVDA SPDW GSLC SPTI AMZN BOND VUG
+8 more
XLF AMD XLV EEM IQDG SPTS XLY QQQM - Form 13F summary
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- Fourth Dimension Wealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Fourth Dimension Wealth, LLC reported 678 equity holdings with a total reported market value of $316,300,753 for Q2 2026. Top reported holdings included SPTM, XLK, AAPL, RWL, and JMBS.
- Manager signature
- Andrew Ulrich - WEALTH STRATEGIST
- Manager location
- Middleburg Heights, OH
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$316,300,753
Quarter delta
+$52,588,678
Accepted
31 Jul 2026, 13:27
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 678 | $316,300,753 | +$58,117,858 | -$32,319,348 | +$25,798,510 | SPTM, XLK, AAPL, RWL, JMBS | 13F-HR | 31 Jul 2026, 13:27 |
| Q1 2026 | 593 | $263,712,075 | +$14,023,473 | -$16,905,238 | -$2,881,765 | SPTM, AAPL, XLK, JMBS, SPTI | 13F-HR | 11 May 2026, 13:37 |
| Q4 2025 | 604 | $274,033,279 | +$26,757,112 | -$7,537,591 | +$19,219,521 | AAPL, SPTM, XLK, JMBS, NVDA | 13F-HR | 04 Feb 2026, 12:29 |
| Q3 2025 | 590 | $262,161,961 | +$16,657,453 | -$6,506,238 | +$10,151,215 | AAPL, SPTM, XLK, JMBS, SPTI | 13F-HR | 04 Nov 2025, 09:33 |
| Q2 2025 | 602 | $236,792,075 | +$25,286,937 | -$12,142,515 | +$13,144,422 | SPTM, XLK, AAPL, JMBS, SPTI | 13F-HR | 05 Aug 2025, 16:34 |
| Q1 2025 | 623 | $206,884,549 | +$34,386,815 | -$11,766,936 | +$22,619,879 | AAPL, SPTM, JMBS, XLK, VUG | 13F-HR | 23 Apr 2025, 09:42 |
| Q4 2024 | 619 | $191,457,305 | $0 | $0 | $0 | AAPL, SPTM, XLK, VUG, NVDA | 13F-HR | 18 Feb 2025, 11:28 |