New Dimensions Wealth Management, LLC
New Dimensions Wealth Management, LLC reported 21 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
New Dimensions Wealth Management, LLC reported 21 holdings worth US$132M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Broadcom Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 868 | US$251K | 0.19% |
| Berkshire Hathaway Inc. | 481 | US$241K | 0.18% |
| Broadcom Inc. | 554 | US$209K | 0.16% |