§ 13F · FUND PROFILE
4WEALTH ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $98.4T (13F)Positions · 132Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | 78K | $4.5T | 3.8% | +1% |
| 2 | MPRO | NORTHERN LTS FD TR IV | 142K | $4.4T | 3.7% | +1% |
| 3 | NVDA | NVIDIA CORPORATION | 20K | $3.8T | 3.2% | +4% |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 53K | $3.1T | 2.6% | ±0% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 53K | $3.1T | 2.6% | ±0% |
| 6 | AAPL | APPLE INC | 11K | $2.9T | 2.5% | −8% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 33K | $2.8T | 2.4% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 5K | $2.6T | 2.2% | +14% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 31K | $2.5T | 2.1% | +1% |
| 10 | GOVT | ISHARES TR | 102K | $2.3T | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 4WEALTH SIGNAL
AC read
4WEALTH ADVISORS, INC. is a Other fund managing $98444.9 trillion in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed