§ 13F · FUND PROFILE
4WEALTH ADVISORS, INC..
AUM · $130M (13F)Positions · 151Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 66K | $6M | 4.6% | +53% |
| 2 | MPRO | NORTHERN LTS FD TR IV | 163K | $5M | 4.1% | +3% |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 81K | $5M | 3.5% | +1% |
| 4 | NVDA | NVIDIA CORPORATION | 20K | $4M | 3.0% | ±0% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 57K | $3M | 2.5% | +2% |
| 6 | JEPQ | J P MORGAN EXCHANGE TRADED F | 54K | $3M | 2.5% | +1% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 37K | $3M | 2.4% | +7% |
| 8 | AAPL | APPLE INC | 11K | $3M | 2.4% | −2% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 34K | $3M | 2.1% | +1% |
| 10 | MSFT | MICROSOFT CORP | 7K | $2M | 1.9% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 4WEALTH SIGNAL
AC read
4WEALTH ADVISORS, INC. is a Other fund managing $130 million in assets. The fund runs a portfolio of 151 positions.
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