4wealth Advisors
$130M 13F equity value
157 Holdings
Quarter ended June 30, 2026
The latest 13F on file for 4wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 65,909 | $6M | 4.6% |
| MPRO | NORTHERN LTS FD TR IV | 163,425 | $5M | 4.1% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 80,521 | $5M | 3.5% |
| NVDA | NVIDIA CORPORATION | 20,031 | $4M | 3.0% |
| VGSH | VANGUARD SCOTTSDALE FDS | 56,994 | $3M | 2.5% |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 53,652 | $3M | 2.5% |
| VCIT | VANGUARD SCOTTSDALE FDS | 37,408 | $3M | 2.4% |
| AAPL | APPLE INC | 10,885 | $3M | 2.4% |
| VCSH | VANGUARD SCOTTSDALE FDS | 33,940 | $3M | 2.1% |
| MSFT | MICROSOFT CORP | 6,690 | $2M | 1.9% |
Track 4wealth Advisors's 13F portfolio: $130M in reported holdings, 157 positions. Top holdings and quarterly changes on SentiSense.
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