Dimension Capital Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Dimension Capital Management Llc disclosed 136 stock positions valued at approximately $852.20M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and SPDR GOLD TR.

Report Period
June 30, 2026
No. of Stocks
136
Portfolio Value
$852.20M
Holdings by Sector
Dimension Capital Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRACWIOther18.61%1,010,593+169,654+20.17%$158,633,105
STATE STR SPDR S&P 500 ETF TSPYOther15.54%177,291+2,077+1.19%$132,395,966
SPDR GOLD TRGLDOther7.06%163,287+977+0.60%$60,151,665
SPDR SERIES TRUSTBILOther4.64%431,114-19,301-4.29%$39,507,287
ISHARES TRIJROther4.00%229,782+2,867+1.26%$34,078,968
INVESCO EXCHANGE TRADED FD TRSPOther3.18%127,514-1,634-1.27%$27,131,154
INVESCO QQQ TRQQQOther2.62%30,338+21+0.07%$22,340,905
ISHARES TRIWMOther2.56%72,734+121+0.17%$21,852,930
BARCLAYS BANK PLCDJPOther2.46%478,880-6,829-1.41%$20,931,845
ISHARES TREEMOther2.13%264,901+1,070+0.41%$18,121,963
ISHARES TRIVVOther2.09%23,824+177+0.75%$17,841,952
BAIN CAP SPECIALTY FIN INCBCSFFinancial Services1.84%1,253,662+29,172+2.38%$15,695,848
ISHARES TREFAOther1.82%149,059+1,419+0.96%$15,484,249
ISHARES TRSMMDOther1.51%140,441+136,776+3731.95%$12,868,609
VANGUARD INTL EQUITY INDEX FVGKOther1.28%123,630+10+0.01%$10,946,200
KKR REAL ESTATE FIN TR INCKREFReal Estate1.27%1,588,196+1,588,196+100.00%$10,863,261
AMAZON COM INCAMZNConsumer Cyclical1.15%41,237+4,436+12.05%$9,828,571
NEW MTN FIN CORPNMFCFinancial Services1.03%1,223,088+66,547+5.75%$8,769,554
ISHARES TRIWDOther1.02%35,903--$8,703,964
BARINGS BDC INCBBDCFinancial Services1.02%1,020,581+35,419+3.60%$8,695,352
ISHARES TRIGSBOther0.99%161,544--$8,466,521
ISHARES TRIWFOther0.94%64,412+48,286+299.43%$7,998,038
MICROSOFT CORPMSFTTechnology0.92%21,038+8,353+65.85%$7,847,878
SURGERY PARTNERS INCSGRYHealthcare0.89%450,606-80,000-15.08%$7,570,181
ISHARES TRIEFOther0.85%76,374-2,882-3.64%$7,222,689
SMARTRENT INCSMRTTechnology0.83%5,973,595+4,814,460+415.35%$7,108,578
FIRST TR EXCHANGE-TRADED FDEMLPOther0.82%160,702+153,825+2236.80%$6,990,537
TPG RE FIN TR INCTRTXReal Estate0.71%724,317+3,720+0.52%$6,062,533
MORGAN STANLEYMSFinancial Services0.64%26,281--$5,493,780
APPLE INCAAPLTechnology0.55%16,072+44+0.27%$4,650,594
Showing 30 of 136 holdings in the latest reporting period.
Dimension Capital Management Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AESThe AES CorporationCALL75,000$1,099,500
Q2 2026SLViShares Silver TrustCALL4,000$213,880
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.