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CIK: 0002056676
Total reported value
$130.3M
$130.3M
142 檔
14.4%
In Q4 2025, 4wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $130.3M, distributed across 142 disclosed stock positions.
In Q4 2025, 4wealth Advisors, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.80% | -0.29% | +1.02% | |
| 2 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 3.73% | -0.06% | +0.81% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.20% | +0.17% | +4.50% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.64% | +0.06% | +0.48% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.64% | -0.25% | -0.39% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.02% | -7.95% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.37% | -0.07% | -0.09% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | +0.05% | +13.98% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.13% | -0.21% | +1.36% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.00% | -0.18% | -1.95% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.83% | +0.27% | -17.02% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.20% | +1.56% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.66% | -0.18% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.15% | -2.29% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.56% | -0.13% | -0.21% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.52% | -0.04% | +3.02% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.52% | -0.08% | +1.68% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.03% | +4.84% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.24% | +5.14% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.13% | -21.79% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | +0.06% | +5.35% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | +0.18% | +19.62% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.09% | +0.01% | -23.88% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.01% | +2.69% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.04% | +0.08% | -10.65% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | +0.16% | -11.36% | |
| 27 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.97% | -0.02% | +5.55% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.04% | +1.73% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.20% | +2.93% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.90% | -0.06% | -6.73% | |
| 31 | BA | Boeing Co/the | Stock-Industrials | 0.89% | +0.03% | +80.26% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | -0.02% | -64.49% | |
| 33 | FITB | Fifth Third Bancorp | Stock-Financials | 0.82% | +0.12% | +0.92% | |
| 34 | PPI | Astoria Real Assets ETF | ETF-Other | 0.82% | -0.04% | +77.00% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.81% | +0.08% | +11.40% | |
| 36 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.75% | -0.15% | +2.29% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.10% | +1.45% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.03% | +3.78% | |
| 39 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.72% | -0.01% | +28.59% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | +0.05% | +2.47% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.70% | +0.02% | +4.37% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.70% | -0.05% | +3.07% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.69% | +0.08% | +49.73% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.07% | -0.55% | |
| 45 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.67% | -0.14% | +38.62% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | +0.01% | +0.34% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.15% | +6.28% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +0.29% | -24.84% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.64% | +0.07% | -9.93% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.13% | +0.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.4% | +80.26% | Add |
| 2 | PPI | Astoria Real Assets ETF | +0.3% | +77.00% | Add |
| 3 | CEF | Sprott Physical Gold And Sil | +0.3% | +38.62% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +94.31% | Add |
| 5 | GT | Goodyear Tire & Rubber Co | +0.2% | +28.59% | Add |
| 6 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +49.73% | Add |
| 7 | IBTM | Ishares Ibnds Dec 2032 Tt | +0.2% | +79.30% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.45% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | -1.47% | Trim |
| 10 | WMT | Walmart Inc | +0.1% | +5.14% | Add |
| 11 | JBS | Jbs N.v. | +0.1% | +29.03% | Add |
| 12 | NKE | Nike Inc -cl B | +0.1% | +41.04% | Add |
| 13 | LULU | Lululemon Athletica Inc | +0.1% | +2.29% | Add |
| 14 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +81.26% | Add |
| 15 | CAVA | Cava Group Inc | +0.1% | +50.51% | Add |
| 16 | FDX | Fedex CORP | +0.1% | +8.74% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +9.52% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +4.84% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -2.29% | Trim |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +11.40% | Add |
| 21 | MSFT | Microsoft CORP | 0% | +13.98% | Add |
| 22 | NVDA | Nvidia CORP | 0% | +4.50% | Add |
| 23 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -17.86% | Trim |
| 24 | XLE | Ss Energy Select Sector | -0.2% | +66.75% | Add |
| 25 | PTLO | Portillo's Inc-cl A | -0.2% | +0.43% | Add |
| 26 | IAU | Ishares Gold Trust | -0.2% | -32.35% | Trim |
| 27 | TSLA | Tesla Inc | -0.2% | -11.36% | Trim |
| 28 | OSBC | Old Second Bancorp Inc | -0.2% | -44.42% | Trim |
| 29 | TGT | Target CORP | -0.2% | -34.73% | Trim |
| 30 | AMAT | Applied Materials Inc | -0.3% | -47.72% | Trim |
| 31 | CLF | Cleveland-cliffs Inc | -0.3% | -39.37% | Trim |
| 32 | NOBL | Proshares S&p 500 Dividend A | -0.4% | -23.88% | Trim |
| 33 | INTC | Intel CORP | -0.4% | -57.28% | Trim |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -17.02% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -64.49% | Trim |
| 36 | PULS | Pgim Ultra Short Bond ETF | — | NEW | New buy |
| 37 | FAST | Fastenal Co | — | EXIT | Sold out |
| 38 | DOW | Dow Inc | — | NEW | New buy |
| 39 | STNG | Scorpio Tankers Inc. | — | EXIT | Sold out |
| 40 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | — | NEW | New buy |
| 41 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 42 | ELF | Elf Beauty Inc | — | NEW | New buy |
| 43 | F | Ford Motor Co | — | EXIT | Sold out |
| 44 | RPV | Invesco S&p 500 Pure Value E | — | NEW | New buy |
| 45 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 46 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
| 47 | METL | Sprott Act Metals&miners ETF | — | NEW | New buy |
| 48 | BMRN | Biomarin Pharmaceutical Inc | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
According to official SEC Form 13F filings, 4wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $130.3M across 142 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPI, MPRO, NVDA) accounted for 14.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PULS
市值: $1.9M
Top Position Liquidated / Trimmed
FAST
前期市值: $650.0K
During Q4 2025, 4wealth Advisors, Inc.'s top holdings by market value included JEPI (3.8%)、MPRO (3.7%)、NVDA (3.2%). The largest single position, JEPI, represented 3.8% of total portfolio value.
In Q4 2025, 4wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 3 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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