4WEALTH ADVISORS, INC.

CIK 0002056676 • 7 13F filings • May 5, 2025 – Oct 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $98.4M129 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$478K	0.5%Prev: 0.4%	3,141 SH	Increased+5 SH
ABBOTT LABS	COM	$723K	0.7%	5,319 SH	New
ABBVIE INC	COM	$554K	0.6%Prev: 0.6%	2,984 SH	Decreased-277 SH
ADVANCED MICRO DEVICES INC	COM	$705K	0.7%Prev: 0.4%	4,969 SH	Increased+2,812 SH
ALPHABET INC	CAP STK CL A	$488K	0.5%Prev: 0.7%	2,768 SH	Decreased-80 SH
ALPHABET INC	CAP STK CL C	$1.0M	1.0%Prev: 1.1%	5,658 SH	Decreased+830 SH
AMAZON COM INC	COM	$1.5M	1.5%Prev: 1.4%	6,843 SH	Decreased-1,339 SH
APPLE INC	COM	$2.3M	2.3%Prev: 2.3%	11,020 SH	Decreased-48 SH
APPLIED MATLS INC	COM	$754K	0.8%Prev: 0.2%	4,117 SH	Increased+3,336 SH
AT&T INC	COM	$309K	0.3%Prev: 0.3%	10,690 SH	Increased-4 SH
AUTONATION INC	COM	$286K	0.3%	1,438 SH	New
BANK AMERICA CORP	COM	$221K	0.2%Prev: 0.2%	4,675 SH	Decreased-11 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$977K	1.0%Prev: 1.2%	2,012 SH	Decreased-848 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$81K	0.1%	11,021 SH	New
BOEING CO	COM	$792K	0.8%Prev: 0.7%	3,779 SH	Decreased-427 SH
BORR DRILLING LTD	SHS	$22K	0.0%Prev: 0.1%	12,110 SH	Decreased-326 SH
BROADCOM INC	COM	$787K	0.8%Prev: 0.6%	2,853 SH	Increased+630 SH
CARNIVAL CORP	UNIT 99/99/9999	$320K	0.3%	11,389 SH	New
CASEYS GEN STORES INC	COM	$271K	0.3%	531 SH	New
CATERPILLAR INC	COM	$540K	0.5%Prev: 0.3%	1,391 SH	Increased+785 SH
CHEVRON CORP NEW	COM	$773K	0.8%	5,396 SH	New
CISCO SYS INC	COM	$477K	0.5%Prev: 0.5%	6,881 SH	Decreased-669 SH
CLEVELAND-CLIFFS INC NEW	COM	$575K	0.6%Prev: 0.2%	75,716 SH	Increased+52,884 SH
COCA COLA CO	COM	$204K	0.2%Prev: 0.2%	2,880 SH	Decreased-51 SH
CONOCOPHILLIPS	COM	$302K	0.3%Prev: 0.4%	3,366 SH	Decreased+209 SH
CONSTELLATION ENERGY CORP	COM	$312K	0.3%Prev: 0.2%	966 SH	Increased
COOPER COS INC	COM	$276K	0.3%Prev: 0.3%	3,872 SH	Decreased-842 SH
COSTCO WHSL CORP NEW	COM	$339K	0.3%	343 SH	New
CURTISS WRIGHT CORP	COM	$638K	0.6%Prev: 0.7%	1,305 SH	Decreased+80 SH
DIREXION SHS ETF TR	DLY S&P500 BR 3X	$94K	0.1%	20,000 SH	New
DISNEY WALT CO	COM	$354K	0.4%Prev: 0.2%	2,854 SH	Increased+181 SH
ELI LILLY & CO	COM	$510K	0.5%Prev: 0.5%	654 SH	Decreased-17 SH
EXXON MOBIL CORP	COM	$425K	0.4%Prev: 0.5%	3,942 SH	Decreased+612 SH
FASTENAL CO	COM	$557K	0.6%	13,254 SH	New
FEDEX CORP	COM	$338K	0.3%Prev: 0.4%	1,487 SH	Decreased+127 SH
FIFTH THIRD BANCORP	COM	$831K	0.8%Prev: 0.8%	20,194 SH	Decreased-528 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$624K	0.6%Prev: 0.6%	13,956 SH	Decreased-1,744 SH
FLUENT INC	COM NEW	$38K	0.0%Prev: 0.1%	18,786 SH	Decreased-3,451 SH
FORD MTR CO	COM	$312K	0.3%	28,742 SH	New
GENERAL DYNAMICS CORP	COM	$362K	0.4%Prev: 0.3%	1,242 SH	Decreased+148 SH
GOLDMAN SACHS GROUP INC	COM	$515K	0.5%Prev: 0.4%	727 SH	Increased+92 SH
GOODYEAR TIRE & RUBR CO	COM	$642K	0.7%Prev: 0.5%	61,957 SH	Increased-36,920 SH
HASBRO INC	COM	$299K	0.3%	4,052 SH	New
HERSHEY CO	COM	$261K	0.3%	1,572 SH	New
HOME DEPOT INC	COM	$566K	0.6%Prev: 0.6%	1,544 SH	Decreased-624 SH
HONEYWELL INTL INC	COM	$495K	0.5%Prev: 0.5%	2,126 SH	Decreased-520 SH
INTEL CORP	COM	$588K	0.6%	26,236 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$681K	0.7%Prev: 0.5%	2,310 SH	Increased-373 SH
INTUIT	COM	$581K	0.6%Prev: 0.5%	738 SH	Decreased-633 SH
INVESCO QQQ TR	UNIT SER 1	$2.8M	2.9%Prev: 0.8%	5,119 SH	Increased+3,369 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$240K	0.2%Prev: 0.4%	3,929 SH	Decreased-8,636 SH
ISHARES GOLD TR	ISHARES NEW	$489K	0.5%Prev: 0.3%	7,846 SH	Increased+4,047 SH
ISHARES TR	0-3 MNTH TREASRY	$1.9M	1.9%Prev: 1.6%	18,957 SH	Increased+677 SH
ISHARES TR	20 YR TR BD ETF	$1.5M	1.6%Prev: 1.5%	17,535 SH	Decreased-2,277 SH
ISHARES TR	CORE S&P MCP ETF	$215K	0.2%Prev: 0.3%	3,464 SH	Decreased-2,085 SH
ISHARES TR	CORE S&P SCP ETF	$236K	0.2%Prev: 0.3%	2,162 SH	Decreased-1,009 SH
ISHARES TR	CORE S&P500 ETF	$234K	0.2%Prev: 0.2%	376 SH	Decreased-2 SH
ISHARES TR	CORE US AGGBD ET	$397K	0.4%Prev: 0.3%	4,003 SH	Increased+152 SH
ISHARES TR	US TREAS BD ETF	$2.5M	2.5%Prev: 1.4%	109,053 SH	Increased+36,721 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.8M	3.9%Prev: 3.8%	66,746 SH	Decreased-12,805 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.6M	2.6%Prev: 2.4%	47,863 SH	Decreased-5,232 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$1.0M	1.1%Prev: 1.0%	21,605 SH	Decreased-2,482 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.7M	1.7%Prev: 1.5%	32,773 SH	Decreased-2,860 SH
JOHNSON & JOHNSON	COM	$1.4M	1.4%Prev: 1.8%	8,905 SH	Decreased+259 SH
JPMORGAN CHASE & CO.	COM	$654K	0.7%	2,256 SH	New
LULULEMON ATHLETICA INC	COM	$376K	0.4%Prev: 0.6%	1,583 SH	Decreased-2,869 SH
MASTERCARD INCORPORATED	CL A	$426K	0.4%Prev: 0.4%	758 SH	Decreased-181 SH
MCDONALDS CORP	COM	$937K	1.0%Prev: 0.9%	3,206 SH	Decreased-273 SH
META PLATFORMS INC	CL A	$1.3M	1.3%Prev: 0.9%	1,776 SH	Increased-272 SH
MICROSOFT CORP	COM	$2.2M	2.2%Prev: 1.8%	4,398 SH	Increased-1,609 SH
NETFLIX INC	COM	$351K	0.4%	262 SH	New
NEXTERA ENERGY INC	COM	$305K	0.3%Prev: 0.4%	4,398 SH	Decreased-251 SH
NIKE INC	CL B	$413K	0.4%Prev: 0.4%	5,816 SH	Decreased-3,564 SH
NORTHERN LTS FD TR IV	MONARCH PROCAP I	$4.5M	4.5%Prev: 4.2%	149,895 SH	Decreased-8,170 SH
NVIDIA CORPORATION	COM	$3.2M	3.2%Prev: 2.8%	20,079 SH	Decreased+51 SH
ORACLE CORP	COM	$543K	0.6%Prev: 0.3%	2,484 SH	Increased-344 SH
PEPSICO INC	COM	$620K	0.6%Prev: 0.7%	4,693 SH	Decreased-722 SH
PFIZER INC	COM	$324K	0.3%Prev: 0.4%	13,369 SH	Decreased-3,147 SH
PORTILLOS INC	COM CL A	$492K	0.5%Prev: 0.4%	42,181 SH	Increased-40,345 SH
PROCTER AND GAMBLE CO	COM	$557K	0.6%	3,493 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.7M	1.7%Prev: 1.2%	16,652 SH	Increased+3,620 SH
PROSHARES TR	S&P TECH DIVIDEN	$500K	0.5%Prev: 0.3%	6,008 SH	Increased+1,679 SH
PUBLIC STORAGE OPER CO	COM	$296K	0.3%Prev: 0.3%	1,009 SH	Decreased-291 SH
QUALCOMM INC	COM	$714K	0.7%Prev: 0.6%	4,486 SH	Increased-878 SH
ROCKY MTN CHOCOLATE FACTORY	COM	$20K	0.0%Prev: 0.0%	14,215 SH	Decreased-2,010 SH
SALESFORCE INC	COM	$411K	0.4%Prev: 0.5%	1,509 SH	Decreased-1,380 SH
SCORPIO TANKERS INC	SHS	$377K	0.4%	9,636 SH	New
SELECT SECTOR SPDR TR	ENERGY	$687K	0.7%	8,099 SH	New
SELECT SECTOR SPDR TR	INDL	$851K	0.9%	5,769 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$719K	0.7%	8,882 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.2M	1.2%	9,022 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$433K	0.4%	5,300 SH	New
SIMON PPTY GROUP INC NEW	COM	$297K	0.3%Prev: 0.2%	1,847 SH	Increased+449 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$686K	0.7%Prev: 0.4%	31,134 SH	Increased+8,663 SH
SOUTHERN CO	COM	$366K	0.4%Prev: 0.4%	3,983 SH	Decreased-748 SH
SPDR GOLD TR	GOLD SHS	$243K	0.2%	797 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$419K	0.4%	10,361 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$446K	0.5%	10,427 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$804K	0.8%	1,301 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$304K	0.3%	3,315 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$413K	0.4%	12,286 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$636K	0.6%	8,754 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$736K	0.7%	7,724 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$664K	0.7%	12,693 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$207K	0.2%	2,335 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$647K	0.7%	8,117 SH	New
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$378K	0.4%	12,550 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$308K	0.3%	6,282 SH	New
T-MOBILE US INC	COM	$393K	0.4%Prev: 0.5%	1,649 SH	Decreased-1,156 SH
TARGET CORP	COM	$323K	0.3%Prev: 0.2%	3,277 SH	Increased+1,378 SH
TESLA INC	COM	$957K	1.0%Prev: 0.8%	3,014 SH	Increased+377 SH
TRAVELERS COMPANIES INC	COM	$450K	0.5%Prev: 0.4%	1,682 SH	Increased+165 SH
ULTA BEAUTY INC	COM	$286K	0.3%	611 SH	New
UNITEDHEALTH GROUP INC	COM	$310K	0.3%Prev: 0.2%	994 SH	Increased-11 SH
VANECK ETF TRUST	GOLD MINERS ETF	$801K	0.8%Prev: 0.8%	15,383 SH	Decreased+4,060 SH
VANGUARD INDEX FDS	GROWTH ETF	$751K	0.8%Prev: 0.6%	1,712 SH	Increased-18 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1.1%Prev: 1.7%	1,986 SH	Decreased-1,368 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$755K	0.8%Prev: 0.8%	2,726 SH	Decreased-427 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$204K	0.2%Prev: 0.3%	3,030 SH	Decreased-1,735 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$655K	0.7%Prev: 0.5%	13,369 SH	Increased+1,557 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.6M	2.7%Prev: 2.4%	31,545 SH	Decreased-3,266 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.9M	2.9%Prev: 2.8%	48,698 SH	Decreased-7,317 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.3M	2.3%Prev: 2.3%	28,518 SH	Decreased-5,139 SH
VISA INC	COM CL A	$1.3M	1.4%Prev: 1.0%	3,764 SH	Increased-305 SH
VITAL FARMS INC	COM	$271K	0.3%Prev: 0.6%	7,042 SH	Decreased-42,432 SH
VULCAN MATLS CO	COM	$304K	0.3%Prev: 0.3%	1,167 SH	Decreased-94 SH
WALMART INC	COM	$1.3M	1.3%Prev: 1.5%	12,858 SH	Decreased-966 SH
WISDOMTREE TR	INTL EQUITY FD	$219K	0.2%Prev: 0.2%	3,444 SH	Increased+364 SH
WORLD GOLD TR	SPDR GLD MINIS	$609K	0.6%Prev: 0.7%	9,296 SH	Decreased-257 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $774K
ADOBE INC — $301K
BIOHAVEN LTD — $116K
BIOMARIN PHARMACEUTICAL INC — $213K
CAPITAL GROUP DIVIDEND VALUE — $212K
CARNIVAL CORP — $278K
CHEVRON CORPORATION — $450K
COSTCO WHOLESALE CORPORATION — $312K
DIREXION SHARES ETF TRUST — $826K
E L F BEAUTY INC — $418K
EXELON CORP — $207K
INVESCO EXCHANGE TRADED FD T — $608K
INVESTMENT MANAGERS SER TR I — $1.4M
ISHARES TR — $1.1M
ISHARES TR — $218K
ISHARES TR — $556K
JBS N.V. — $920K
JPMORGAN CHASE & CO — $674K
LOOP INDS INC — $38K
NETFLIX INC. — $603K
… and 22 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001941040-26-000721	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001941040-26-000036	$117.2M	View
Oct 28, 2025	Q3 2025