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

About 4Wealth Advisors, Inc.

Investment Activity

4Wealth Advisors, Inc. has $117.03 million in total holdings as of March 31, 2026.
4Wealth Advisors, Inc. owns shares of 142 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
Approximately 11.08% of the portfolio was purchased this quarter.
About 7.19% of the portfolio was sold this quarter.
This quarter, 4Wealth Advisors, Inc. has purchased 142 new stocks and bought additional shares in 84 stocks.
4Wealth Advisors, Inc. sold shares of 44 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Monarch ProCap Index ETF: $4,882,638
JPMorgan Equity Premium Income ETF: $4,427,007
SPDR Bloomberg 1-3 Month T-Bill ETF: $3,946,187
NVIDIA: $3,307,958
Vanguard Short-Term Treasury ETF: $3,276,316

Largest New Holdings this Quarter

74933W486 - US Treasury 2 Year Note ETF: $1,477,969 Holding
92847W103 - Vital Farms: $653,057 Holding
654484609 - NioCorp Developments: $289,081 Holding
92189F585 - VanEck Oil Refiners ETF: $248,481 Holding
46438G737 - ISHARES TR: $218,166 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 36,226 shares (about $3.32M)
US Treasury 2 Year Note ETF: 30,641 shares (about $1.48M)
Vital Farms: 49,474 shares (about $653.06K)
Monarch ProCap Index ETF: 15,608 shares (about $482.13K)
Direxion Daily S&P 500 Bear 1x Shares: 36,077 shares (about $369.07K)

Largest Sales this Quarter

Invesco QQQ: 1,751 shares (about $977.43K)
iShares U.S. Treasury Bond ETF: 29,406 shares (about $673.10K)
SPDR S&P 500 ETF Trust: 952 shares (about $601.25K)
Applied Materials: 1,399 shares (about $452.04K)
Target: 3,311 shares (about $393.19K)

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
MPRO Monarch ProCap Index ETF	$4,882,638	$482,132 ▲	11.0%	158,065	4.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$4,427,007	$92,101 ▲	2.1%	79,551	3.8%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,946,187	$3,319,738 ▲	529.9%	43,062	3.4%	ETF
NVDA NVIDIA	$3,307,958	$15,195 ▼	-0.5%	20,028	2.8%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$3,276,316	$195,123 ▲	6.3%	56,015	2.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,864,906	$136,945 ▲	5.0%	34,811	2.4%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$2,854,918	$11,023 ▼	-0.4%	53,095	2.4%	ETF
AAPL Apple	$2,729,734	$97,913 ▲	3.7%	11,068	2.3%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$2,660,284	$191,121 ▲	7.7%	33,657	2.3%	ETF
MSFT Microsoft	$2,156,218	$216,447 ▲	11.2%	6,007	1.8%	Computer and Technology
JNJ Johnson & Johnson	$2,096,687	$62,081 ▼	-2.9%	8,646	1.8%	Medical
PULS PGIM Ultra Short Bond ETF	$2,044,621	$92,865 ▲	4.8%	41,172	1.7%	ETF
VOO Vanguard S&P 500 ETF	$1,948,283	$95,265 ▲	5.1%	3,354	1.7%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$1,840,040	$10,066 ▲	0.6%	18,280	1.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$1,799,823	$23,639 ▲	1.3%	35,633	1.5%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,719,285	$57,535 ▼	-3.2%	19,812	1.5%	ETF
WALMART INC	$1,707,242	$24,206 ▼	-1.4%	13,824	1.5%	COM
GOVT iShares U.S. Treasury Bond ETF	$1,655,675	$673,102 ▼	-28.9%	72,332	1.4%	ETF
AMZN Amazon.com	$1,644,173	$149,909 ▲	10.0%	8,182	1.4%	Retail/Wholesale
UTWO US Treasury 2 Year Note ETF	$1,477,969	$1,477,969 ▲	New Holding	30,641	1.3%	ETF
INVESTMENT MANAGERS SER TR I	$1,410,809	$363,431 ▲	34.7%	69,199	1.2%	ASTORIA REAL
NOBL ProShares S&P 500 Aristocrats ETF	$1,364,053	$82,375 ▲	6.4%	13,032	1.2%	ETF
BRK.B Berkshire Hathaway	$1,357,290	$163,729 ▲	13.7%	2,860	1.2%	Finance
GOOG Alphabet	$1,318,817	$19,394 ▼	-1.4%	4,828	1.1%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$1,232,582	$100,102 ▲	8.8%	8,570	1.1%	ETF
V Visa	$1,218,821	$32,350 ▲	2.7%	4,069	1.0%	Business Services
IXUS iShares Core MSCI Total International Stock ETF	$1,139,400	$339,827 ▲	42.5%	13,606	1.0%	Manufacturing
JBBB Janus Henderson B-BBB CLO ETF	$1,128,476	$16,866 ▲	1.5%	24,087	1.0%	ETF
META Meta Platforms	$1,098,545	$29,502 ▼	-2.6%	2,048	0.9%	Computer and Technology
MCD McDonald's	$1,073,481	$617 ▲	0.1%	3,479	0.9%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$1,038,652	$10,190 ▼	-1.0%	13,964	0.9%	ETF
QQQ Invesco QQQ	$976,871	$977,429 ▼	-50.0%	1,750	0.8%	Finance
GDX VanEck Gold Miners ETF	$971,390	$85,961 ▼	-8.1%	11,323	0.8%	ETF
XLE Energy Select Sector SPDR Fund	$967,784	$21,995 ▼	-2.2%	15,620	0.8%	ETF
TSLA Tesla	$936,873	$8,527 ▲	0.9%	2,637	0.8%	Auto/Tires/Trucks
FITB Fifth Third Bancorp	$925,867	$7,506 ▲	0.8%	20,722	0.8%	Finance
JBS N.V.	$919,696	$46,437 ▲	5.3%	53,039	0.8%	CL A SHS
VBK Vanguard Small-Cap Growth ETF	$912,969	$1,737 ▲	0.2%	3,153	0.8%	ETF
GLDM SPDR Gold MiniShares Trust	$853,274	$1,786 ▼	-0.2%	9,553	0.7%	Finance
PEP PepsiCo	$849,235	$34,346 ▲	4.2%	5,415	0.7%	Consumer Staples
SLYV SPDR S&P 600 Small Cap Value ETF	$839,107	$1,204 ▲	0.1%	9,062	0.7%	ETF
SPDN Direxion Daily S&P 500 Bear 1x Shares	$826,032	$369,068 ▲	80.8%	80,746	0.7%	ETF
XLI Industrial Select Sector SPDR Fund	$812,808	$61,078 ▲	8.1%	5,190	0.7%	ETF
BA Boeing	$795,817	$113,148 ▼	-12.4%	4,206	0.7%	Aerospace
SPROTT ASSET MANAGEMENT LP	$793,215	$22,555 ▲	2.9%	17,549	0.7%	PHYSICAL GOLD AN
GOOGL Alphabet	$778,963	$10,940 ▲	1.4%	2,848	0.7%	Computer and Technology
CW Curtiss-Wright	$774,281	$50,565 ▼	-6.1%	1,225	0.7%	Aerospace
ABT Abbott Laboratories	$773,986	$191,026 ▲	32.8%	7,597	0.7%	Medical
FVD First Trust Value Line Dividend Index Fund	$731,771	$12,911 ▲	1.8%	15,700	0.6%	ETF
VUG Vanguard Growth ETF	$726,590	$12,180 ▲	1.7%	1,730	0.6%	ETF
HD Home Depot	$701,486	$50,799 ▲	7.8%	2,168	0.6%	Retail/Wholesale
ABBV AbbVie	$694,894	$28,981 ▲	4.4%	3,261	0.6%	Medical
SPYV SPDR Portfolio S&P 500 Value ETF	$683,841	$9,181 ▼	-1.3%	12,290	0.6%	ETF
QCOM Qualcomm	$681,601	$49,684 ▲	7.9%	5,364	0.6%	Computer and Technology
SPYG SPDR Portfolio S&P 500 Growth ETF	$680,603	$23,047 ▼	-3.3%	7,235	0.6%	ETF
JPM JPMorgan Chase & Co.	$674,035	$23,272 ▲	3.6%	2,375	0.6%	Finance
PG Procter & Gamble	$655,972	$38,927 ▲	6.3%	4,533	0.6%	Consumer Staples
VITL Vital Farms	$653,057	$653,057 ▲	New Holding	49,474	0.6%	Consumer Staples
AVGO Broadcom	$652,229	$54,279 ▲	9.1%	2,223	0.6%	Computer and Technology
LULU lululemon athletica	$649,235	$30,333 ▲	4.9%	4,452	0.6%	Consumer Discretionary
IBM International Business Machines	$636,559	$12,100 ▲	1.9%	2,683	0.5%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$627,653	$33,241 ▲	5.6%	7,666	0.5%	ETF
GT Goodyear Tire & Rubber	$621,936	$20,078 ▲	3.3%	98,877	0.5%	Auto/Tires/Trucks
RPV Invesco S&P 500 Pure Value ETF	$608,318	$273,457 ▲	81.7%	5,746	0.5%	ETF
NFLX Netflix	$603,189	$198,863 ▲	49.2%	6,488	0.5%	Consumer Discretionary
TMUS T-Mobile US	$600,137	$110,400 ▲	22.5%	2,805	0.5%	Computer and Technology
LLY Eli Lilly and Company	$594,795	$1,773 ▲	0.3%	671	0.5%	Medical
HON Honeywell International	$591,259	$2,681 ▼	-0.5%	2,646	0.5%	Multi-Sector Conglomerates
INTU Intuit	$588,333	$170,363 ▲	40.8%	1,371	0.5%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$587,877		0.0%	11,812	0.5%	ETF
CSCO Cisco Systems	$581,637	$16,794 ▼	-2.8%	7,550	0.5%	Computer and Technology
XOM ExxonMobil	$570,994	$195,132 ▼	-25.5%	3,330	0.5%	Energy
IBTM iShares iBonds Dec 2032 Term Treasury ETF	$556,436	$84,798 ▲	18.0%	24,325	0.5%	ETF
CRM Salesforce	$534,508	$148,937 ▲	38.6%	2,889	0.5%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$526,929	$113,100 ▲	27.3%	11,475	0.5%	ETF
GS The Goldman Sachs Group	$513,151	$22,627 ▼	-4.2%	635	0.4%	Finance
NKE NIKE	$480,620	$23,314 ▲	5.1%	9,380	0.4%	Consumer Discretionary
SPEM SPDR Portfolio Emerging Markets ETF	$478,199	$2,637 ▲	0.6%	10,517	0.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$476,139	$17,234 ▲	3.8%	10,775	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$473,449	$157,012 ▲	49.6%	12,565	0.4%	SHS BEN INT
TUA Simplify Short Term Treasury Futures Strategy ETF	$473,016	$149,161 ▼	-24.0%	22,471	0.4%	ETF
FDX FedEx	$464,706	$92,258 ▼	-16.6%	1,360	0.4%	Transportation
MA Mastercard	$464,080	$43,986 ▲	10.5%	939	0.4%	Business Services
PFE Pfizer	$458,655	$18,051 ▲	4.1%	16,516	0.4%	Medical
SO Southern	$458,601	$51,763 ▲	12.7%	4,731	0.4%	Utilities
CVX Chevron	$449,871	$119,053 ▼	-20.9%	2,135	0.4%	Energy
MMM 3M	$446,954	$428 ▲	0.1%	3,136	0.4%	Multi-Sector Conglomerates
TRV Travelers Companies	$442,609	$102,410 ▼	-18.8%	1,517	0.4%	Finance
PTLO Portillo's	$433,262	$14,196 ▼	-3.2%	82,526	0.4%	Retail/Wholesale
NEE NextEra Energy	$427,898	$4,970 ▲	1.2%	4,649	0.4%	Utilities
AMD Advanced Micro Devices	$422,858	$258,773 ▼	-38.0%	2,157	0.4%	Computer and Technology
COP ConocoPhillips	$419,592	$148,725 ▼	-26.2%	3,157	0.4%	Energy
ELF e.l.f. Beauty	$417,646	$154,429 ▲	58.7%	7,037	0.4%	Consumer Staples
CAT Caterpillar	$404,651	$69,445 ▼	-14.6%	606	0.3%	Industrials
ORCL Oracle	$392,575	$49,141 ▲	14.3%	2,828	0.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$383,287	$40,130 ▲	11.7%	3,171	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$381,403	$2,773 ▼	-0.7%	3,851	0.3%	Finance
GD General Dynamics	$372,693	$341 ▲	0.1%	1,094	0.3%	Aerospace
OSBC Old Second Bancorp	$370,203		0.0%	18,650	0.3%	Finance
UNP Union Pacific	$368,893	$22,248 ▲	6.4%	1,542	0.3%	Transportation

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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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