New Dimensions Wealth Management, LLC
All 13F Filings
- Location
- Allen, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 117,513
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 20 | 117,513 | 13F-HR | New Dimensions Wealth Management, LLC |
| Q4 2025 | 2/3/2026 | 20 | 116,944 | 13F-HR | New Dimensions Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 20 | 114,138 | 13F-HR | New Dimensions Wealth Management, LLC |
| Q2 2025 | 8/6/2025 | 19 | 109,480 | 13F-HR | New Dimensions Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 439 | 0.4% | 0 | 114.8 K | -114.8 K |
| ETFs | 117.1 K | 99.6% | 115.4 K | 0 | 115.4 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
117,513
Holdings
20
QoQ value change ($000)
569
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.