13F Filings History of Fourth Dimension Wealth, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$274,033,279
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 604 stock holdings with total value $274,033,279 as of Q4 2025. Top holdings included AAPL, SPTM, XLK, JMBS, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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