Fourth Dimension Wealth Q2 2026 Portfolio Highlights: Major Buys and Sells
Fourth Dimension Wealth's latest filing shows significant buying activity in several ETFs including XLK, RWL, JMBS, NVDA, and SPDW, while selling off positions like SPTM.
Fourth Dimension Wealth, Llc has made notable adjustments to its portfolio during the second quarter of 2026. The investment firm's latest filing reveals a mix of substantial purchases in several exchange-traded funds (ETFs) and reductions in others.
The investor demonstrated strong buying momentum this quarter, significantly increasing positions across multiple ETFs. Notable additions include:
- XLK (State Street SPDR Trust) saw a massive increase of 1635% in its holding, representing one of the largest growth percentages among all changes.
- RWL (iShares Core S&P Small Cap ETF) experienced substantial buying with a nearly 1022% increase in shares.
- JMBS (Janus Henderson Group ETF) also showed significant growth, increasing by approximately 692%.
- The highly anticipated move into the tech giant NVDA was confirmed with a nearly 1730% increase in holdings during this period.
- SPDW" (SPDR Portfolio S&P 500 ETF Trust) experienced one of the largest share increases, growing by over 1220%.
Conversely, Fourth Dimension Wealth also indicated significant reductions or exits from certain positions during Q2:
- SPTM (SPDR Portfolio S&P 500 Trust ETF) saw a dramatic decrease of over 92% in its holding.
- The firm also sold off positions in other SPDR funds, including the highly traded SPTS (SPDR Portfolio S&P 500 ETF) and XLF (State Street SPDR Trust).
- IQDG (WisdomTree International Equity ETF) experienced a notable reduction, though not as drastic as SPTM.
The overall portfolio allocation remains dominated by large institutional holdings. The buying activity suggests confidence in broad market exposure and specific sectors like Technology where both XLF and NVDA were increased.
The substantial selling of SPDR ETFs, particularly the nearly 92% reduction in SPTM, indicates a potential shift away from certain large-cap exposure this quarter. These changes reflect Fourth Dimension Wealth's active management approach.
For more detailed information on the portfolio holdings and performance of Fourth Dimension Wealth, Llc, please refer to their latest filing. Investors can explore individual stock positions by visiting the respective pages for each symbol.