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CIK: 0002056676
Total reported value
$130.3M
$130.3M
129 檔
13.1%
During the Q2 2025 filing period, 4wealth Advisors, Inc. (CIK: 0002056676) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $130.3M across 129 reported positions.
During Q2 2025, 4wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 4.53% | -0.06% | +2.71% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.85% | -0.29% | +0.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | +0.17% | +1.57% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.91% | -0.25% | +3.06% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.87% | +0.27% | +46.72% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.66% | -0.07% | +2.31% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.64% | +0.06% | +0.84% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.55% | -0.18% | -1.91% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.30% | -0.21% | +2.96% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.02% | -1.97% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | +0.05% | -2.50% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.94% | -0.13% | +0.57% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.70% | +0.01% | +4.64% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.69% | -0.08% | +8.33% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.57% | -0.04% | -15.28% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.03% | +9.63% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.15% | -0.57% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.06% | +0.08% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | +0.18% | +15.63% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.24% | -9.00% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.24% | +0.08% | +7.20% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.20% | +18.78% | |
| 23 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 1.06% | -0.02% | +9.22% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.13% | +0.62% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.01% | -23.61% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.16% | +0.70% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.20% | -0.50% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | +0.07% | +2.21% | |
| 29 | FITB | Fifth Third Bancorp | Stock-Financials | 0.84% | +0.12% | +1.05% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.02% | -24.93% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.81% | -0.06% | -23.47% | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.80% | +0.03% | -38.65% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.01% | +0.21% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.15% | -13.18% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.77% | +0.08% | +7.83% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.20% | -0.77% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.05% | +13.38% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.07% | +0.88% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | +0.02% | -0.69% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.73% | -0.02% | +1.55% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.03% | -1.84% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.72% | +0.29% | -3.42% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.55% | +34.05% | |
| 44 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.70% | -0.07% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | +0.01% | -0.99% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | +0.74% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.04% | +3.64% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.13% | -1.70% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.66% | +0.02% | +3.09% | |
| 50 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.65% | -0.01% | -3.11% |
According to official SEC Form 13F filings, 4wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $130.3M across 129 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MPRO, JEPI, NVDA) accounted for 13.1% of total reported equity market value during Q2 2025.
During Q2 2025, 4wealth Advisors, Inc.'s top holdings by market value included MPRO (4.5%)、JEPI (3.9%)、NVDA (3.2%). The largest single position, MPRO, represented 4.5% of total portfolio value.
In Q2 2025, 4wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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