Fourth Dimension Wealth, LLC
RIA/Wealth
Fourth Dimension Wealth, LLC is a RIA/Wealth based in Middleburg Heights, OH led by Douglas Ryan Magers, reporting $283.6M in AUM as of Q3 2025 with 72% ETF concentration.
CEODouglas Ryan Magers
- Portfolio Value
- $261.2M
- Positions
- 589
- Top Holding
- AAPL at 5.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fourth Dimension Wealth, LLC's portfolio (38.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $14.4M | 5.50% | +$258.2K Bought | 0.00% 56.4K shares | |
ETF ETF | $14.3M | 5.49% | +$818.8K Bought | — 177.9K shares | |
ETF ETF | $13.6M | 5.21% | +$310.0K Bought | — 48.3K shares | |
ETF ETF | $11.7M | 4.48% | +$923.9K Bought | — 256.5K shares | |
ETF ETF | $9.1M | 3.47% | +$657.2K Bought | — 313.8K shares | |
Semiconductors Technology | $9.0M | 3.44% | +$777.8K Bought | 0.00% 48.1K shares | |
ETF ETF | $8.5M | 3.27% | +$565.3K Bought | — 18.4K shares | |
ETF ETF | $6.8M | 2.60% | -$571.7K Sold | — 14.2K shares | |
Specialty Retail Consumer Cyclical | $6.3M | 2.41% | +$268.8K Bought | 0.00% 28.6K shares | |
ETF ETF | $6.2M | 2.39% | +$343.8K Bought | — 47.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fourth Dimension Wealth, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Fourth Dimension Wealth, LLC
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