Dimension Capital Management Llc Portfolio Stock Holdings

Dimension Capital Management Llc disclosed 121 stock positions valued at approximately $711.6 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and SPDR GOLD TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
121
Portfolio Value
$711.6M
Holdings by Sector
Dimension Capital Management Llc Portfolio Holdings in Q1 2026

117 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRACWIOther16.35%840,939-11,976-1.40%$116,361,013
STATE STR SPDR S&P 500 ETF TSPYOther16.01%175,214+3,141+1.83%$113,948,991
SPDR GOLD TRGLDOther9.81%162,310-26,413-14.00%$69,840,370
SPDR SERIES TRUSTBILOther5.80%450,415-20,465-4.35%$41,276,031
ISHARES TRIJROther3.96%226,915+42,663+23.15%$28,207,804
INVESCO EXCHANGE TRADED FD TRSPOther3.48%129,148+3,794+3.03%$24,786,084
BARCLAYS BANK PLCDJPOther3.29%485,709-3,693-0.75%$23,382,031
ISHARES TRIWMOther2.53%72,613+9,639+15.31%$18,008,024
INVESCO QQQ TRQQQOther2.46%30,317-93-0.31%$17,498,367
ISHARES TRIVVOther2.17%23,647-4,437-15.80%$15,446,803
BAIN CAP SPECIALTY FIN INCBCSFFinancial Services2.13%1,224,490+413,805+51.04%$15,183,676
ISHARES TREEMOther2.11%263,831-6,354-2.35%$14,983,033
ISHARES TREFAOther2.02%147,640+29,653+25.13%$14,340,273
VANGUARD INTL EQUITY INDEX FVGKOther1.43%123,620+6,957+5.96%$10,189,997
NEW MTN FIN CORPNMFCFinancial Services1.26%1,156,541+7,206+0.63%$8,974,772
ISHARES TRIGSBOther1.19%161,544-2,847-1.73%$8,490,753
BARINGS BDC INCBBDCFinancial Services1.14%985,162+226,219+29.81%$8,107,885
ISHARES TRIWDOther1.08%35,903-1,211-3.26%$7,671,394
AMAZON COM INCAMZNConsumer Cyclical1.08%36,801-4,154-10.14%$7,664,670
ISHARES TRIEFOther1.06%79,256-2,752-3.36%$7,564,193
ISHARES TRIWFOther0.97%16,126-949-5.56%$6,876,126
SURGERY PARTNERS INCSGRYHealthcare0.89%530,606+140,484+36.01%$6,324,824
TPG RE FIN TR INCTRTXReal Estate0.79%720,597+27,650+3.99%$5,627,863
MICROSOFT CORPMSFTTechnology0.66%12,685-565-4.26%$4,695,887
MORGAN STANLEYMSFinancial Services0.61%26,281+11+0.04%$4,325,064
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.61%6--$4,308,840
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.58%8,675-711-7.58%$4,157,060
APPLE INCAAPLTechnology0.57%16,028-5,696-26.22%$4,067,746
CONSTELLATION ENERGY CORPCEGUtilities0.52%13,235--$3,695,874
SPDR SERIES TRUSTXBIOther0.50%27,959+2,633+10.40%$3,571,203
FRANCO NEV CORPFNVBasic Materials0.50%14,300--$3,532,815
CHATHAM LODGING TRCLDTReal Estate0.44%398,085+398,085+100.00%$3,132,929
ISHARES TRMCHIOther0.43%54,186+1,932+3.70%$3,044,169
META PLATFORMS INCMETACommunication Services0.41%5,121-53-1.02%$2,930,434
SELECT SECTOR SPDR TRXLFOther0.36%52,462+2,472+4.94%$2,590,049
ALPHABET INCGOOGCommunication Services0.36%8,869-4,381-33.06%$2,544,161
UDR INCUDRReal Estate0.31%65,700--$2,219,346
APOLLO GLOBAL MGMT INCAPOFinancial Services0.31%19,740+5,633+39.93%$2,199,431
ALPHABET INCGOOGLCommunication Services0.27%6,594+34+0.52%$1,896,171
SMARTRENT INCSMRTTechnology0.24%1,159,135--$1,738,703
NVIDIA CORPORATIONNVDATechnology0.23%9,555-2,683-21.92%$1,666,392
VANGUARD INDEX FDSVBOther0.23%6,275-757-10.77%$1,643,548
ADAPTHEALTH CORPAHCOHealthcare0.22%128,947--$1,534,469
DBX ETF TRDBEFOther0.21%30,349+1,242+4.27%$1,499,241
ISHARES TRHYGOther0.17%15,073-985-6.13%$1,199,208
ISHARES TRHEFAOther0.17%28,025-678-2.36%$1,190,922
VANGUARD INDEX FDSVOOOther0.16%1,955-80-3.93%$1,168,210
BRP INCDOOOConsumer Cyclical0.16%15,521--$1,114,563
ISHARES TRINDAOther0.15%22,569+6,652+41.79%$1,057,132
BLACKSTONE INCBXFinancial Services0.15%9,127-4,392-32.49%$1,049,514
SPOTIFY TECHNOLOGY S ASPOTOther0.15%2,128-29-1.34%$1,031,922
SELECT SECTOR SPDR TRXLIOther0.14%6,133--$991,890
VANGUARD MUN BD FDSVTEBOther0.14%19,840+19,840+100.00%$989,818
ISHARES BITCOIN TRUST ETFIBITOther0.13%24,572+3,404+16.08%$944,056
VISA INCVFinancial Services0.12%2,929-529-15.30%$885,261
WAYSTAR HLDG CORPWAYHealthcare0.12%35,705+35,705+100.00%$860,848
ASML HLDG NVASMLOther0.12%632-338-34.85%$835,187
ISHARES TRIVEOther0.11%3,873--$817,784
EATON CORP PLCETNOther0.11%2,185-1,136-34.21%$781,509
PALANTIR TECHNOLOGIES INCPLTRTechnology0.11%5,302-301-5.37%$775,672
ISHARES TRIVWOther0.10%6,490--$734,084
ORACLE CORPORCLTechnology0.10%4,985-3,252-39.48%$733,343
RTX CORPORATIONRTXIndustrials0.10%3,705-85-2.24%$714,695
ISHARES TRACWXOther0.10%10,345+3,767+57.27%$708,322
TESLA INCTSLAConsumer Cyclical0.10%1,864+1,262+209.63%$692,958
EXXON MOBIL CORPXOMEnergy0.10%3,994-124-3.01%$677,791
ISHARES INCEWJOther0.09%7,766+3,347+75.74%$655,761
ISHARES TRHEZUOther0.09%14,953--$653,446
INVESCO EXCH TRADED FD TR IIPWZOther0.09%26,232--$626,158
VANGUARD INTL EQUITY INDEX FVWOOther0.09%11,474+3,622+46.13%$620,170
SPDR SERIES TRUSTHYMBOther0.08%23,886+23,886+100.00%$592,373
ISHARES TRIYROther0.08%6,206-123-1.94%$586,839
MAPLEBEAR INCCARTConsumer Cyclical0.08%15,480+5,130+49.57%$579,881
S&P GLOBAL INCSPGIFinancial Services0.08%1,307-710-35.20%$556,297
SSGA ACTIVE ETF TRSRLNOther0.07%13,213--$530,370
SELECT SECTOR SPDR TRXLVOther0.07%3,508+1,121+46.96%$514,308
CVS HEALTH CORPCVSHealthcare0.07%6,967-3,540-33.69%$500,370
VANGUARD INDEX FDSVBROther0.07%2,154+2,154+100.00%$467,957
MERCK & CO INCMRKHealthcare0.06%3,704--$445,554
ISHARES TRILFOther0.06%12,482+12,482+100.00%$443,361
FRANKLIN TEMPLETON ETF TRFLKROther0.06%11,088+11,088+100.00%$442,079
MOODYS CORPMCOFinancial Services0.06%995-591-37.26%$434,069
LOCKHEED MARTIN CORPLMTIndustrials0.06%704-2-0.28%$425,491
BROADCOM INCAVGOTechnology0.06%1,324+29+2.24%$409,791
SHOPIFY INCSHOPTechnology0.06%3,417+331+10.73%$405,413
PIMCO ETF TRSTPZOther0.06%7,483--$404,880
EXPEDIA GROUP INCEXPEConsumer Cyclical0.05%1,688-288-14.57%$389,742
JBG SMITH PPTYSJBGSReal Estate0.05%25,934--$378,896
SPDR SERIES TRUSTSJNKOther0.05%14,823-8,007-35.07%$370,279
PROSHARES TRUYGOther0.05%5,000--$367,050
ISHARES TRIJHOther0.05%5,400--$364,662
INVESCO EXCH TRADED FD TR IIBKLNOther0.05%17,840--$364,114
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.05%1,056-36-3.30%$356,875
ISHARES TRSHYOther0.05%4,300-2,094-32.75%$355,051
ISHARES TREMBOther0.05%3,687--$346,320
FIRST TR EXCHANGE-TRADED FDEMLPOther0.04%6,877+6,877+100.00%$299,973
ISHARES TRIWNOther0.04%1,560--$295,760
J P MORGAN EXCHANGE TRADED FBBEUOther0.04%4,040--$292,536
ISHARES TRSMMDOther0.04%3,665--$279,823
VANGUARD TAX-MANAGED FDSVEAOther0.04%4,288+4,288+100.00%$274,775
Dimension Capital Management Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026AESThe AES CorporationCALL75,000$1,056,750
Q1 2026SLViShares Silver TrustCALL4,000$272,560

Notional value represents the total exposure of the options position.