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CIK: 0002056676
Total reported value
$144.6M
$144.6M
151 檔
16.0%
At the close of Q2 2026, 4wealth Advisors, Inc. disclosed equity holdings valued at approximately $144.6M, spread across 151 reported holdings.
In Q2 2026, 4wealth Advisors, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 75 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.64% | +0.32% | +53.06% | |
| 2 | MPRO | Monarch Procap Index ETF | ETF-Large Cap & Growth | 4.11% | -0.29% | +3.39% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.49% | -0.15% | +1.22% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | -0.08% | +0.01% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.55% | -0.04% | +1.75% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.50% | -0.11% | +1.05% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.38% | -0.19% | +7.46% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.35% | -0.27% | -1.65% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.06% | -0.09% | +0.84% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.20% | +11.37% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | +9.83% | +5.87% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.38% | -4.34% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.57% | -0.01% | -0.06% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.46% | +0.02% | +5.08% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.44% | -0.15% | +1.72% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.45% | -5.12% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.43% | +0.17% | +7.44% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | -0.45% | -3.42% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.23% | -0.17% | -2.81% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.30% | +0.24% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.18% | -0.05% | +109.56% | |
| 22 | PPI | Astoria Real Assets ETF | ETF-Other | 1.17% | -0.12% | +4.45% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | -0.48% | +5.28% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.13% | +0.01% | +6.67% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.36% | +27.10% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | -0.26% | +3.51% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | -0.06% | +13.09% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.05% | -0.06% | +5.73% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.36% | +15.09% | |
| 30 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.94% | -0.06% | +7.15% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.03% | -0.14% | |
| 32 | FITB | Fifth Third Bancorp | Stock-Financials | 0.91% | -0.12% | +0.81% | |
| 33 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 0.86% | -0.17% | -23.61% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.86% | -0.09% | -1.93% | |
| 35 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.77% | -0.05% | +17.02% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.11% | -1.02% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.76% | -0.06% | +4.51% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.74% | -0.06% | -2.54% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.72% | -0.47% | +1.38% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.40% | +18.32% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.71% | -0.10% | +1.74% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.68% | -0.05% | +16.34% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | +0.01% | +25.31% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.03% | +496.01% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.65% | -0.27% | -26.75% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.51% | +10.84% | |
| 47 | CW | Curtiss-wright CORP | Stock-Industrials | 0.65% | -0.23% | -6.69% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.03% | -0.97% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.37% | -0.15% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.32% | -0.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.3% | +53.06% | Add |
| 2 | GIS | General Mills Inc | +0.5% | NEW | New buy |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.5% | NEW | New buy |
| 4 | NOW | Servicenow Inc | +0.4% | NEW | New buy |
| 5 | GLW | Corning Inc | +0.3% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +0.3% | -26.75% | Trim |
| 7 | MU | Micron Technology Inc | +0.3% | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +13.09% | Add |
| 9 | ✓ | Carnival CORP LTD F | +0.3% | NEW | New buy |
| 10 | ZTS | Zoetis Inc | +0.2% | NEW | New buy |
| 11 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +5.87% | Add |
| 13 | AMAT | Applied Materials Inc | +0.2% | +0.13% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +27.10% | Add |
| 15 | TGT | Target CORP | +0.2% | +91.47% | Add |
| 16 | CGGR | Cap Group Growth Equity | +0.2% | NEW | New buy |
| 17 | AAXJ | Ishares Msci All Country Asi | +0.2% | NEW | New buy |
| 18 | VIS | Vanguard Industrials ETF | +0.2% | NEW | New buy |
| 19 | P | Everpure Inc-a | +0.2% | NEW | New buy |
| 20 | NVDA | Nvidia CORP | +0.2% | +0.01% | Add |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | NEW | New buy |
| 22 | TSLA | Tesla Inc | +0.2% | +15.09% | Add |
| 23 | AGGA | Ea As Dy Cr US Fi In Etf-usd | +0.2% | NEW | New buy |
| 24 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -3.42% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +18.32% | Add |
| 27 | FITB | Fifth Third Bancorp | +0.1% | +0.81% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | -0.30% | Trim |
| 29 | CAT | Caterpillar Inc | +0.1% | -2.81% | Trim |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +5.57% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.02% | Trim |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -12.09% | Trim |
| 33 | ELF | Elf Beauty Inc | +0.1% | +20.48% | Add |
| 34 | CODA | Coda Octopus Group Inc | +0.1% | NEW | New buy |
| 35 | XLV | Ss Health Care Select Sector | +0.1% | +6.67% | Add |
| 36 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +5.73% | Add |
| 37 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -1.93% | Trim |
| 38 | XLI | Ss Industrial Select Sector | +0.1% | +4.51% | Add |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -0.97% | Trim |
| 40 | BHVN | Biohaven Ltd. | +0.1% | +1.51% | Add |
| 41 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +1.05% | Add |
| 42 | V | Visa Inc-class A Shares | +0.1% | +3.51% | Add |
| 43 | GS | Goldman Sachs Group Inc | +0.1% | +0.79% | Add |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +20.36% | Add |
| 45 | MSFT | Microsoft CORP | +0.1% | +11.37% | Add |
| 46 | VUG | Vanguard Growth ETF | +0.1% | +496.01% | Add |
| 47 | HD | Home Depot Inc | +0.1% | +10.84% | Add |
| 48 | ABBV | Abbvie Inc | +0.1% | -0.15% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -0.14% | Trim |
| 50 | RPV | Invesco S&p 500 Pure Value E | 0% | +10.11% | Add |
According to official SEC Form 13F filings, 4wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $144.6M across 151 disclosed positions in Q2 2026.
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 BIL, MPRO, JEPI) accounted for 16.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
GIS
市值: $687.8K
Top Position Liquidated / Trimmed
TMUS
前期市值: $600.1K
During Q2 2026, 4wealth Advisors, Inc.'s top holdings by market value included BIL (4.6%)、MPRO (4.1%)、JEPI (3.5%). The largest single position, BIL, represented 4.6% of total portfolio value.
In Q2 2026, 4wealth Advisors, Inc. made 155 total portfolio adjustments, initiating 16 new buys, adding to 75 positions, trimming 57 holdings, and fully liquidating 7 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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