New Dimensions Wealth Management, LLC reported 3 positions worth $701.21K for the quarter ended Jun 30, 2026, up 59.5% on the prior quarter. It opened 1 new position, added to 1, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 35.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AVGO Broadcom Inc. | +554 | $209.34K | 29.85% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 868 | $251.18K | 35.82% | +44 | +5.3% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 481 | $240.69K | 34.32% | 0 | 0.0% | Unchanged | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 554 | $209.34K | 29.85% | +554 | – | New | 0% |
Tip. Select a row to see that position’s full history at New Dimensions Wealth Management.
As of its Q2 2026 13F filing, New Dimensions Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 35.8%, Berkshire Hathaway Inc (BRK-B) at 34.3%, Broadcom Inc. (AVGO) at 29.9% of the reported portfolio.
New Dimensions Wealth Management, LLC reported a 13F portfolio worth $701.21K across 3 positions for Q2 2026. That is up 59.5% from the previous quarter.
Its largest purchases by value were Broadcom Inc. ($209.34K), Apple Inc. ($12.73K). It opened 1 new positions.
From the Form 13F-HR reports New Dimensions Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.