4Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About 4Wealth Advisors, Inc.

Investment Activity

4Wealth Advisors, Inc. has $130.28 million in total holdings as of June 30, 2026.
4Wealth Advisors, Inc. owns shares of 151 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
Approximately 9.83% of the portfolio was purchased this quarter.
About 4.72% of the portfolio was sold this quarter.
This quarter, 4Wealth Advisors, Inc. has purchased 142 new stocks and bought additional shares in 75 stocks.
4Wealth Advisors, Inc. sold shares of 57 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

SPDR Bloomberg 1-3 Month T-Bill ETF: $6,039,921
Monarch ProCap Index ETF: $5,352,167
JPMorgan Equity Premium Income ETF: $4,544,623
NVIDIA: $3,905,401
Vanguard Short-Term Treasury ETF: $3,319,883

Largest New Holdings this Quarter

370334104 - General Mills: $687,764 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF: $592,824 Holding
81762P102 - ServiceNow: $511,646 Holding
219350105 - Corning: $389,198 Holding
595112103 - Micron Technology: $368,762 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 22,847 shares (about $2.09M)
ProShares S&P 500 Aristocrats ETF: 14,278 shares (about $804.56K)
Vanguard Growth ETF: 8,581 shares (about $728.13K)
General Mills: 18,905 shares (about $687.76K)
PIMCO Multi Sector Bond Active ETF: 22,295 shares (about $592.82K)

Largest Sales this Quarter

Energy Select Sector SPDR Fund: 8,792 shares (about $471.08K)
Procter & Gamble: 2,981 shares (about $442.67K)
US Treasury 2 Year Note ETF: 7,233 shares (about $347.08K)
Advanced Micro Devices: 577 shares (about $311.29K)
JBS N.V.: 24,669 shares (about $301.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$6,039,921	$2,093,706 â–²	53.1%	65,909	4.6%	ETF
MPRO Monarch ProCap Index ETF	$5,352,167	$175,540 â–²	3.4%	163,425	4.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$4,544,623	$54,747 â–²	1.2%	80,521	3.5%	ETF
NVDA NVIDIA	$3,905,401	$585 â–²	0.0%	20,031	3.0%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$3,319,883	$57,026 â–²	1.7%	56,994	2.5%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,256,652	$33,810 â–²	1.0%	53,652	2.5%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,103,349	$215,446 â–²	7.5%	37,408	2.4%	ETF
AAPL Apple	$3,066,795	$51,559 â–¼	-1.7%	10,885	2.4%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$2,685,979	$22,396 â–²	0.8%	33,940	2.1%	ETF
MSFT Microsoft	$2,465,841	$251,744 â–²	11.4%	6,690	1.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$2,418,189	$134,155 â–²	5.9%	3,551	1.9%	ETF
JNJ Johnson & Johnson	$2,138,228	$96,945 â–¼	-4.3%	8,271	1.6%	Medical
PULS PGIM Ultra Short Bond ETF	$2,045,473	$1,193 â–¼	-0.1%	41,148	1.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$1,897,683	$91,782 â–²	5.1%	37,444	1.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,871,946	$31,711 â–²	1.7%	18,595	1.4%	ETF
AMZN Amazon.com	$1,864,207	$100,619 â–¼	-5.1%	7,763	1.4%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$1,861,487	$128,903 â–²	7.4%	21,286	1.4%	ETF
GOOG Alphabet	$1,638,110	$57,964 â–¼	-3.4%	4,663	1.3%	Computer and Technology
GOVT iShares U.S. Treasury Bond ETF	$1,607,749	$46,495 â–¼	-2.8%	70,299	1.2%	ETF
WALMART INC	$1,587,956	$3,782 â–²	0.2%	13,857	1.2%	COM
NOBL ProShares S&P 500 Aristocrats ETF	$1,538,914	$804,563 â–²	109.6%	27,310	1.2%	ETF
INVESTMENT MANAGERS SER TR I	$1,530,347	$65,253 â–²	4.5%	72,281	1.2%	ASTORIA REAL
BRK.B Berkshire Hathaway	$1,493,208	$74,884 â–²	5.3%	3,011	1.1%	Finance
XLV Health Care Select Sector SPDR Fund	$1,469,409	$91,939 â–²	6.7%	9,142	1.1%	ETF
META Meta Platforms	$1,464,321	$312,216 â–²	27.1%	2,603	1.1%	Computer and Technology
V Visa	$1,439,064	$48,857 â–²	3.5%	4,212	1.1%	Business Services
QQQ Invesco QQQ	$1,432,800	$165,796 â–²	13.1%	1,979	1.1%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$1,363,634	$73,935 â–²	5.7%	14,386	1.0%	Manufacturing
TSLA Tesla	$1,249,934	$163,912 â–²	15.1%	3,035	1.0%	Auto/Tires/Trucks
JBBB Janus Henderson B-BBB CLO ETF	$1,226,510	$81,878 â–²	7.2%	25,810	0.9%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,215,713	$1,656 â–¼	-0.1%	13,945	0.9%	ETF
FITB Fifth Third Bancorp	$1,186,114	$9,539 â–²	0.8%	20,890	0.9%	Finance
UTWO US Treasury 2 Year Note ETF	$1,123,233	$347,076 â–¼	-23.6%	23,408	0.9%	ETF
VBK Vanguard Small-Cap Growth ETF	$1,117,610	$22,049 â–¼	-1.9%	3,092	0.9%	ETF
GDX VanEck Gold Miners ETF	$1,002,751	$145,834 â–²	17.0%	13,250	0.8%	ETF
GOOGL Alphabet	$997,024	$10,257 â–¼	-1.0%	2,819	0.8%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$991,303	$42,766 â–²	4.5%	5,424	0.8%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$960,482	$25,013 â–¼	-2.5%	8,832	0.7%	ETF
MCD McDonald's	$942,321	$12,824 â–²	1.4%	3,527	0.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$925,632	$143,292 â–²	18.3%	2,810	0.7%	Finance
BA Boeing	$918,659	$15,672 â–²	1.7%	4,279	0.7%	Aerospace
GLDM SPDR Gold MiniShares Trust	$883,007	$124,021 â–²	16.3%	11,114	0.7%	Finance
ABT Abbott Laboratories	$882,636	$178,289 â–²	25.3%	9,520	0.7%	Medical
VUG Vanguard Growth ETF	$874,929	$728,132 â–²	496.0%	10,311	0.7%	ETF
AMD Advanced Micro Devices	$852,394	$311,286 â–¼	-26.8%	1,580	0.7%	Computer and Technology
HD Home Depot	$843,007	$82,441 â–²	10.8%	2,403	0.6%	Retail/Wholesale
CW Curtiss-Wright	$842,847	$60,467 â–¼	-6.7%	1,143	0.6%	Aerospace
SPYG SPDR Portfolio S&P 500 Growth ETF	$841,228	$8,219 â–¼	-1.0%	7,165	0.6%	ETF
ABBV AbbVie	$827,986	$1,271 â–¼	-0.2%	3,256	0.6%	Medical
LLY Eli Lilly and Company	$823,179	$2,461 â–¼	-0.3%	669	0.6%	Medical
QCOM Qualcomm	$798,415	$213,804 â–¼	-21.1%	4,231	0.6%	Computer and Technology
FVD First Trust Value Line Dividend Index Fund	$786,951	$26,588 â–²	3.5%	16,249	0.6%	ETF
CSCO Cisco Systems	$781,207	$107,465 â–¼	-12.1%	6,637	0.6%	Computer and Technology
PEP PepsiCo	$758,121	$7,211 â–²	1.0%	5,467	0.6%	Consumer Staples
AVGO Broadcom	$746,241	$81,550 â–¼	-9.9%	2,004	0.6%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$744,542	$2,675 â–¼	-0.4%	12,246	0.6%	ETF
RPV Invesco S&P 500 Pure Value ETF	$727,201	$66,778 â–²	10.1%	6,327	0.6%	ETF
IBM International Business Machines	$719,093	$26,685 â–¼	-3.6%	2,587	0.6%	Computer and Technology
SPROTT ASSET MANAGEMENT LP	$706,013	$5,983 â–²	0.9%	17,699	0.5%	PHYSICAL GOLD AN
SPDN Direxion Daily S&P 500 Bear 1x Shares	$701,049	$4,667 â–¼	-0.7%	80,212	0.5%	ETF
GIS General Mills	$687,764	$687,764 â–²	New Holding	18,905	0.5%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$679,431	$32,651 â–²	5.0%	8,053	0.5%	ETF
GT Goodyear Tire & Rubber	$673,210	$16,666 â–²	2.5%	101,387	0.5%	Auto/Tires/Trucks
GS The Goldman Sachs Group	$653,115	$5,102 â–²	0.8%	640	0.5%	Finance
CAT Caterpillar	$609,043	$17,578 â–¼	-2.8%	589	0.5%	Industrials
IBTM iShares iBonds Dec 2032 Term Treasury ETF	$601,200	$46,959 â–²	8.5%	26,386	0.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$597,647	$506 â–¼	-0.1%	11,802	0.5%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$592,824	$592,824 â–²	New Holding	22,295	0.5%	ETF
ELF e.l.f. Beauty	$592,697	$100,740 â–²	20.5%	8,478	0.5%	Consumer Staples
VITL Vital Farms	$576,899	$17,843 â–²	3.2%	51,053	0.4%	Consumer Staples
SPDW SPDR Portfolio Developed World ex-US ETF	$553,638	$13,827 â–²	2.6%	11,051	0.4%	ETF
AMAT Applied Materials	$543,022	$694 â–²	0.1%	782	0.4%	Computer and Technology
SPEM SPDR Portfolio Emerging Markets ETF	$536,575	$3,182 â–¼	-0.6%	10,455	0.4%	ETF
LULU lululemon athletica	$522,762	$13,943 â–²	2.7%	4,574	0.4%	Consumer Discretionary
NOW ServiceNow	$511,646	$511,646 â–²	New Holding	5,118	0.4%	Computer and Technology
MMM 3M	$510,666	$1,299 â–²	0.3%	3,144	0.4%	Multi-Sector Conglomerates
TRV Travelers Companies	$510,491	$6,970 â–²	1.4%	1,538	0.4%	Finance
NKE NIKE	$495,848	$106,769 â–²	27.4%	11,954	0.4%	Consumer Discretionary
XLU Utilities Select Sector SPDR Fund	$489,719	$38,382 â–¼	-7.3%	10,641	0.4%	ETF
TGT Target	$486,939	$232,622 â–²	91.5%	3,636	0.4%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$485,870	$18,568 â–²	4.0%	3,297	0.4%	ETF
SO Southern	$462,247	$4,547 â–²	1.0%	4,778	0.4%	Utilities
CRM Salesforce	$450,463	$5,844 â–¼	-1.3%	2,852	0.3%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$445,823	$49,268 â–²	12.4%	5,357	0.3%	ETF
UNH UnitedHealth Group	$445,343	$23,505 â–²	5.6%	1,061	0.3%	Medical
IJH iShares Core S&P Mid-Cap ETF	$444,388	$19,744 â–²	4.6%	5,807	0.3%	ETF
FDX FedEx	$436,333	$6,182 â–¼	-1.4%	1,341	0.3%	Transportation
TDV ProShares S&P Technology Dividend Aristocrats ETF	$432,686	$7,215 â–¼	-1.6%	4,258	0.3%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$432,164	$28,933 â–¼	-6.3%	21,061	0.3%	ETF
UNP Union Pacific	$430,321	$9,817 â–²	2.3%	1,578	0.3%	Transportation
ORCL Oracle	$426,905	$9,014 â–²	2.2%	2,889	0.3%	Computer and Technology
MA Mastercard	$424,965	$53,503 â–¼	-11.2%	834	0.3%	Business Services
OSBC Old Second Bancorp	$424,743	$8,124 â–¼	-1.9%	18,300	0.3%	Finance
NEE NextEra Energy	$411,744	$443 â–¼	-0.1%	4,644	0.3%	Utilities
PTLO Portillo's	$407,697	$15,699 â–²	4.0%	85,831	0.3%	Retail/Wholesale
ISHARES BITCOIN TRUST ETF	$404,247	$25,225 â–¼	-5.9%	11,827	0.3%	SHS BEN INT
PFE Pfizer	$390,329	$12,160 â–¼	-3.0%	16,017	0.3%	Medical
GLW Corning	$389,198	$389,198 â–²	New Holding	1,522	0.3%	Computer and Technology
VMC Vulcan Materials	$387,810	$4,559 â–²	1.2%	1,276	0.3%	Construction
DIA SPDR Dow Jones Industrial Average ETF Trust	$385,688	$65,238 â–²	20.4%	739	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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4Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About 4Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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4Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About 4Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of4Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools