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NEW DIMENSIONS WEALTH MANAGEMENT, LLC 13F portfolio summary

NEW DIMENSIONS WEALTH MANAGEMENT, LLC of NEW DIMENSIONS WEALTH MANAGEMENT, LLC has 20 current stock holdings with a reported portfolio value of $117.5M. The portfolio 1 year return is +15.72%. Top holdings include DFAC (24.19%), DFIC (18.03%), DFUV (11.44%), DFEM (10.29%), DUSB (8.53%).

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NEW DIMENSIONS WEALTH MANAGEMENT, LLC

NEW DIMENSIONS WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

NEW DIMENSIONS WEALTH MANAGEMENT, LLC runs NEW DIMENSIONS WEALTH MANAGEMENT, LLC and currently holds 20 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $117.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEW DIMENSIONS WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEW DIMENSIONS WEALTH MANAGEMENT, LLC's portfolio at NEW DIMENSIONS WEALTH MANAGEMENT, LLC has delivered returns of +15.72%. Their 3-year annualized return is +15.72%. Looking at the 5-year horizon, NEW DIMENSIONS WEALTH MANAGEMENT, LLC has achieved +15.72% annualized returns at NEW DIMENSIONS WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.72%
#0/1000
3 Year
+15.72%
#0/1000
5 Year
+15.72%
#0/1000

Portfolio Value

$117.51M

Alpha Score

14.3

#0 of 1000

Holdings

20

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change