4Wealth Advisors, Inc. 13F Holdings · Q2 2026
4Wealth Advisors, Inc. reported 151 securities worth $130.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BIL (4.64%), MPRO (4.11%), JEPI (3.49%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $6.0M | 4.64% | 65,909 | Added |
| 2 | MPRO | NORTHERN LTS FD TR IV | $5.4M | 4.11% | 163,425 | Added |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.5M | 3.49% | 80,521 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $3.9M | 3.00% | 20,031 | Added |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $3.3M | 2.55% | 56,994 | Added |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.3M | 2.50% | 53,652 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $3.1M | 2.38% | 37,408 | Added |
| 8 | AAPL | APPLE INC | $3.1M | 2.35% | 10,885 | Trimmed |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 2.06% | 33,940 | Added |
| 10 | MSFT | MICROSOFT CORP | $2.5M | 1.89% | 6,690 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $2.4M | 1.86% | 3,551 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.64% | 8,271 | Trimmed |
| 13 | PULS | PGIM ETF TR | $2.0M | 1.57% | 41,148 | Trimmed |
| 14 | JAAA | JANUS DETROIT STR TR | $1.9M | 1.46% | 37,444 | Added |
| 15 | SGOV | ISHARES TR | $1.9M | 1.44% | 18,595 | Added |
| 16 | AMZN | AMAZON COM INC | $1.9M | 1.43% | 7,763 | Trimmed |
| 17 | TLT | ISHARES TR | $1.9M | 1.43% | 21,286 | Added |
| 18 | GOOG | ALPHABET INC | $1.6M | 1.26% | 4,663 | Trimmed |
| 19 | GOVT | ISHARES TR | $1.6M | 1.23% | 70,299 | Trimmed |
| 20 | WMT | WALMART INC | $1.6M | 1.22% | 13,857 | Added |
| 21 | NOBL | PROSHARES TR | $1.5M | 1.18% | 27,310 | Added |
| 22 | PPI | INVESTMENT MANAGERS SER TR I | $1.5M | 1.17% | 72,281 | Added |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.15% | 3,011 | Added |
| 24 | XLV | SELECT SECTOR SPDR TR | $1.5M | 1.13% | 9,142 | Added |
| 25 | META | META PLATFORMS INC | $1.5M | 1.12% | 2,603 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR