Holdings
New Dimensions Wealth Management, LLC
As of Jun 30, 2026, New Dimensions Wealth Management, LLC reported 3 positions worth US$701K. Largest: Apple Inc, Berkshire Hathaway Inc. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 868 | US$251K | +44 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 481 | US$241K | no change | Jun 30, 2026 |
| Broadcom Inc. | 554 | US$209K | new | Jun 30, 2026 |