New Dimensions Wealth Management, LLC
All 13F Filings
- Location
- Allen, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 132,389
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 21 | 132,389 | 13F-HR | New Dimensions Wealth Management, LLC |
| 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 | 701 | 0.5% | 262 | 0 | 262 |
| ETFs | 131.7 K | 99.5% | 14.62 K | 0 | 14.62 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
132,389
Holdings
21
QoQ value change ($000)
14,876
(12.7%)
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.