§ 13F · FUND PROFILE
4WEALTH ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112M (13F)Positions · 136Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MPRO | NORTHERN LTS FD TR IV | 158K | $5M | 4.2% | +11% |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | 80K | $4M | 3.8% | +2% |
| 3 | BIL | SPDR SERIES TRUST | 43K | $4M | 3.4% | +530% |
| 4 | NVDA | NVIDIA CORPORATION | 20K | $3M | 2.8% | ±0% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 56K | $3M | 2.8% | +6% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 35K | $3M | 2.4% | +5% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 53K | $3M | 2.4% | ±0% |
| 8 | AAPL | APPLE INC | 11K | $3M | 2.3% | +4% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | 34K | $3M | 2.3% | +8% |
| 10 | MSFT | MICROSOFT CORP | 6K | $2M | 1.8% | +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 $112 million in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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