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4WEALTH ADVISORS, INC. 13F holdings

Filed 2026-07-17 · 4WEALTH ADVISORS, INC. · 151 positions · $130.3M

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TickerCompanySharesValue% of portfolio
BILSPDR SERIES TRUST65.9K$6.0M4.6%
—NORTHERN LTS FD TR IV163.4K$5.4M4.1%
JEPIJ P MORGAN EXCHANGE TRADED F80.5K$4.5M3.5%
NVDANVIDIA CORPORATION20.0K$3.9M3.0%
VGSHVANGUARD SCOTTSDALE FDS57.0K$3.3M2.5%
JEPQJ P MORGAN EXCHANGE TRADED F53.7K$3.3M2.5%
VCITVANGUARD SCOTTSDALE FDS37.4K$3.1M2.4%
AAPLAPPLE INC10.9K$3.1M2.4%
VCSHVANGUARD SCOTTSDALE FDS33.9K$2.7M2.1%
MSFTMICROSOFT CORP6.7K$2.5M1.9%
VOOVANGUARD INDEX FDS3.6K$2.4M1.9%
JNJJOHNSON & JOHNSON8.3K$2.1M1.6%
PULSPGIM ETF TR41.1K$2.0M1.6%
JAAAJANUS DETROIT STR TR37.4K$1.9M1.5%
SGOVISHARES TR18.6K$1.9M1.4%
AMZNAMAZON COM INC7.8K$1.9M1.4%
TLTISHARES TR21.3K$1.9M1.4%
GOOGALPHABET INC4.7K$1.6M1.3%
GOVTISHARES TR70.3K$1.6M1.2%
WMTWALMART INC13.9K$1.6M1.2%
NOBLPROSHARES TR27.3K$1.5M1.2%
PPIINVESTMENT MANAGERS SER TR I72.3K$1.5M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL3.0K$1.5M1.1%
XLVSELECT SECTOR SPDR TR9.1K$1.5M1.1%
METAMETA PLATFORMS INC2.6K$1.5M1.1%
VVISA INC4.2K$1.4M1.1%
QQQINVESCO QQQ TR2.0K$1.4M1.1%
IXUSISHARES TR14.4K$1.4M1.0%
TSLATESLA INC3.0K$1.2M1.0%
JBBBJANUS DETROIT STR TR25.8K$1.2M0.9%
SPYMSPDR SERIES TRUST13.9K$1.2M0.9%
FITBFIFTH THIRD BANCORP20.9K$1.2M0.9%
UTWORBB FD INC23.4K$1.1M0.9%
VBKVANGUARD INDEX FDS3.1K$1.1M0.9%
GDXVANECK ETF TRUST13.2K$1.0M0.8%
GOOGLALPHABET INC2.8K$997,0240.8%
XLISELECT SECTOR SPDR TR5.4K$991,3030.8%
SLYVSPDR SERIES TRUST8.8K$960,4820.7%
MCDMCDONALDS CORP3.5K$942,3210.7%
JPMJPMORGAN CHASE & CO2.8K$925,6320.7%
BABOEING CO4.3K$918,6590.7%
GLDMWORLD GOLD TR11.1K$883,0070.7%
ABTABBOTT LABORATORIES9.5K$882,6360.7%
VUGVANGUARD INDEX FDS10.3K$874,9290.7%
AMDADVANCED MICRO DEVICES INC1.6K$852,3940.7%
HDHOME DEPOT INC2.4K$843,0070.6%
CWCURTISS WRIGHT CORP1.1K$842,8470.6%
SPYGSPDR SERIES TRUST7.2K$841,2280.6%
ABBVABBVIE INC3.3K$827,9860.6%
LLYELI LILLY & CO669$823,1790.6%
QCOMQUALCOMM INC4.2K$798,4150.6%
FVDFIRST TR EXCHANGE-TRADED FD16.2K$786,9510.6%
CSCOCISCO SYS INC6.6K$781,2070.6%
PEPPEPSICO INC5.5K$758,1210.6%
AVGOBROADCOM INC2.0K$746,2410.6%
SPYVSPDR SERIES TRUST12.2K$744,5420.6%
RPVINVESCO EXCHANGE TRADED FD T6.3K$727,2010.6%
IBMINTERNATIONAL BUSINESS MACHS2.6K$719,0930.6%
CEFSPROTT ASSET MANAGEMENT LP17.7K$706,0130.5%
SPDNDIREXION SHARES ETF TRUST80.2K$701,0490.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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