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: $112.0M133 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$489K	0.4%Prev: 0.4%	3,154 SH	Decreased+10 SH
ABBOTT LABS	COM	$707K	0.6%	5,279 SH	New
ABBVIE INC	COM	$752K	0.7%Prev: 0.6%	3,249 SH	Decreased-7 SH
ADOBE INC	COM	$220K	0.2%	625 SH	New
ADVANCED MICRO DEVICES INC	COM	$748K	0.7%Prev: 0.7%	4,626 SH	Decreased+3,046 SH
ALPHABET INC	CAP STK CL A	$673K	0.6%Prev: 0.8%	2,768 SH	Decreased-51 SH
ALPHABET INC	CAP STK CL C	$1.5M	1.4%Prev: 1.3%	6,264 SH	Decreased+1,601 SH
AMAZON COM INC	COM	$1.6M	1.4%Prev: 1.4%	7,093 SH	Decreased-670 SH
APPLE INC	COM	$3.0M	2.6%Prev: 2.4%	11,593 SH	Decreased+708 SH
APPLIED MATLS INC	COM	$854K	0.8%Prev: 0.4%	4,170 SH	Increased+3,388 SH
AT&T INC	COM	$302K	0.3%Prev: 0.2%	10,692 SH	Increased+1 SH
BANK AMERICA CORP	COM	$242K	0.2%	4,682 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	1.1%Prev: 1.1%	2,449 SH	Decreased-562 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$74K	0.1%	11,021 SH	New
BOEING CO	COM	$575K	0.5%Prev: 0.7%	2,665 SH	Decreased-1,614 SH
BORR DRILLING LTD	SHS	$34K	0.0%Prev: 0.0%	12,610 SH	Decreased+674 SH
BROADCOM INC	COM	$671K	0.6%Prev: 0.6%	2,033 SH	Decreased+29 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$200K	0.2%	4,555 SH	New
CARNIVAL CORP	UNIT 99/99/9999	$305K	0.3%	10,565 SH	New
CATERPILLAR INC	COM	$340K	0.3%Prev: 0.5%	712 SH	Decreased+123 SH
CAVA GROUP INC	COM	$245K	0.2%	4,049 SH	New
CHEVRON CORP NEW	COM	$398K	0.4%	2,566 SH	New
CISCO SYS INC	COM	$485K	0.4%Prev: 0.6%	7,093 SH	Decreased+456 SH
CLEVELAND-CLIFFS INC NEW	COM	$937K	0.8%Prev: 0.2%	76,834 SH	Increased+53,822 SH
CONOCOPHILLIPS	COM	$363K	0.3%Prev: 0.2%	3,839 SH	Increased+1,429 SH
CONSTELLATION ENERGY CORP	COM	$318K	0.3%Prev: 0.2%	966 SH	Increased
COOPER COS INC	COM	$290K	0.3%Prev: 0.3%	4,233 SH	Decreased-576 SH
COSTCO WHSL CORP NEW	COM	$317K	0.3%	343 SH	New
CURTISS WRIGHT CORP	COM	$709K	0.6%Prev: 0.6%	1,305 SH	Decreased+162 SH
DISNEY WALT CO	COM	$318K	0.3%Prev: 0.2%	2,781 SH	Increased+77 SH
ELI LILLY & CO	COM	$518K	0.5%Prev: 0.6%	679 SH	Decreased+10 SH
EXXON MOBIL CORP	COM	$485K	0.4%Prev: 0.3%	4,304 SH	Increased+1,493 SH
FASTENAL CO	COM	$650K	0.6%	13,255 SH	New
FEDEX CORP	COM	$354K	0.3%Prev: 0.3%	1,499 SH	Decreased+158 SH
FIFTH THIRD BANCORP	COM	$907K	0.8%Prev: 0.9%	20,366 SH	Decreased-524 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$674K	0.6%Prev: 0.6%	14,568 SH	Decreased-1,681 SH
FLUENT INC	COM NEW	$41K	0.0%Prev: 0.1%	18,536 SH	Decreased-8,381 SH
FORD MTR CO	COM	$336K	0.3%	28,087 SH	New
GENERAL DYNAMICS CORP	COM	$372K	0.3%Prev: 0.3%	1,092 SH	Decreased-4 SH
GOLDMAN SACHS GROUP INC	COM	$550K	0.5%Prev: 0.5%	690 SH	Decreased+50 SH
GOODYEAR TIRE & RUBR CO	COM	$557K	0.5%Prev: 0.5%	74,412 SH	Decreased-26,975 SH
HASBRO INC	COM	$305K	0.3%	4,016 SH	New
HOME DEPOT INC	COM	$747K	0.7%Prev: 0.6%	1,844 SH	Decreased-559 SH
HONEYWELL INTL INC	COM	$483K	0.4%	2,296 SH	New
INTEL CORP	COM	$874K	0.8%	26,062 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$740K	0.7%Prev: 0.6%	2,623 SH	Increased+36 SH
INTUIT	COM	$626K	0.6%Prev: 0.3%	917 SH	Increased-449 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	2.3%Prev: 1.1%	4,219 SH	Increased+2,240 SH
INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$532K	0.5%Prev: 1.2%	29,025 SH	Decreased-43,256 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$301K	0.3%Prev: 0.3%	4,633 SH	Decreased-7,194 SH
ISHARES GOLD TR	ISHARES NEW	$639K	0.6%	8,785 SH	New
ISHARES TR	0-3 MNTH TREASRY	$1.8M	1.6%	18,219 SH	New
ISHARES TR	20 YR TR BD ETF	$1.8M	1.6%Prev: 1.4%	19,875 SH	Decreased-1,411 SH
ISHARES TR	CORE MSCI TOTAL	$527K	0.5%Prev: 1.0%	6,377 SH	Decreased-8,009 SH
ISHARES TR	CORE S&P MCP ETF	$299K	0.3%Prev: 0.3%	4,589 SH	Decreased-1,218 SH
ISHARES TR	CORE S&P SCP ETF	$332K	0.3%Prev: 0.4%	2,797 SH	Decreased-500 SH
ISHARES TR	CORE S&P500 ETF	$252K	0.2%Prev: 0.2%	377 SH	Decreased-1 SH
ISHARES TR	CORE US AGGBD ET	$391K	0.3%Prev: 0.3%	3,899 SH	Increased+257 SH
ISHARES TR	IBONDS DEC 2032	$266K	0.2%Prev: 0.5%	11,499 SH	Decreased-14,887 SH
ISHARES TR	US TREAS BD ETF	$2.4M	2.1%Prev: 1.2%	103,765 SH	Increased+33,466 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.4M	3.9%Prev: 3.5%	77,111 SH	Decreased-3,410 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.1M	2.7%Prev: 2.5%	53,044 SH	Decreased-608 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$1.1M	1.0%Prev: 0.9%	22,480 SH	Decreased-3,330 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.8M	1.6%Prev: 1.5%	34,585 SH	Decreased-2,859 SH
JBS N.V.	CL A SHS	$583K	0.5%Prev: 0.3%	39,029 SH	Increased+10,659 SH
JOHNSON & JOHNSON	COM	$1.7M	1.5%Prev: 1.6%	9,111 SH	Decreased+840 SH
JPMORGAN CHASE & CO.	COM	$717K	0.6%	2,274 SH	New
LULULEMON ATHLETICA INC	COM	$738K	0.7%Prev: 0.4%	4,149 SH	Increased-425 SH
MASTERCARD INCORPORATED	CL A	$457K	0.4%Prev: 0.3%	804 SH	Increased-30 SH
MCDONALDS CORP	COM	$1.0M	0.9%Prev: 0.7%	3,378 SH	Increased-149 SH
META PLATFORMS INC	CL A	$1.3M	1.2%Prev: 1.1%	1,758 SH	Decreased-845 SH
MICROSOFT CORP	COM	$2.5M	2.2%Prev: 1.9%	4,741 SH	Decreased-1,949 SH
NETFLIX INC	COM	$313K	0.3%	261 SH	New
NEXTERA ENERGY INC	COM	$355K	0.3%Prev: 0.3%	4,697 SH	Decreased+53 SH
NIKE INC	CL B	$441K	0.4%Prev: 0.4%	6,328 SH	Decreased-5,626 SH
NORTHERN LTS FD TR IV	MONARCH PROCAP I	$4.3M	3.9%	141,312 SH	New
NVIDIA CORPORATION	COM	$3.6M	3.2%Prev: 3.0%	19,254 SH	Decreased-777 SH
OLD SECOND BANCORP INC ILL	COM	$580K	0.5%	33,558 SH	New
ORACLE CORP	COM	$383K	0.3%Prev: 0.3%	1,360 SH	Decreased-1,529 SH
PEPSICO INC	COM	$687K	0.6%Prev: 0.6%	4,889 SH	Decreased-578 SH
PFIZER INC	COM	$375K	0.3%Prev: 0.3%	14,698 SH	Decreased-1,319 SH
PORTILLOS INC	COM CL A	$547K	0.5%Prev: 0.3%	84,868 SH	Increased-963 SH
PROCTER AND GAMBLE CO	COM	$591K	0.5%	3,845 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.7M	1.5%Prev: 1.2%	16,087 SH	Increased-11,223 SH
PROSHARES TR	S&P TECH DIVIDEN	$507K	0.5%Prev: 0.3%	5,858 SH	Increased+1,600 SH
PUBLIC STORAGE OPER CO	COM	$315K	0.3%	1,090 SH	New
QUALCOMM INC	COM	$797K	0.7%Prev: 0.6%	4,792 SH	Decreased+561 SH
REDCLOUD HLDGS PLC	SHS	$22K	0.0%Prev: 0.0%	12,425 SH	Increased-36,535 SH
ROCKY MTN CHOCOLATE FACTORY	COM	$25K	0.0%Prev: 0.0%	15,600 SH	Increased+375 SH
SALESFORCE INC	COM	$449K	0.4%Prev: 0.3%	1,896 SH	Decreased-956 SH
SCORPIO TANKERS INC	SHS	$494K	0.4%	8,819 SH	New
SELECT SECTOR SPDR TR	ENERGY	$856K	0.8%	9,580 SH	New
SELECT SECTOR SPDR TR	INDL	$822K	0.7%	5,329 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$693K	0.6%	8,839 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.2M	1.1%	8,813 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$427K	0.4%	4,893 SH	New
SIMON PPTY GROUP INC NEW	COM	$373K	0.3%Prev: 0.2%	1,987 SH	Increased+576 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$664K	0.6%Prev: 0.3%	30,373 SH	Increased+9,312 SH
SOUTHERN CO	COM	$403K	0.4%Prev: 0.4%	4,248 SH	Decreased-530 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$258K	0.2%	557 SH	New
SPDR GOLD TR	GOLD SHS	$247K	0.2%	695 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$429K	0.4%	10,033 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$472K	0.4%	10,089 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	2.5%	4,283 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$323K	0.3%	3,518 SH	New
SPDR SERIES TRUST	PORTFOLIO INTRMD	$341K	0.3%	10,067 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$1.1M	1.0%	13,861 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$207K	0.2%	7,070 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$786K	0.7%	7,521 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$689K	0.6%	12,452 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$219K	0.2%	2,318 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$769K	0.7%	8,670 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$451K	0.4%Prev: 0.5%	12,300 SH	Decreased-5,399 SH
T-MOBILE US INC	COM	$451K	0.4%	1,886 SH	New
TARGET CORP	COM	$716K	0.6%Prev: 0.4%	7,982 SH	Increased+4,346 SH
TESLA INC	COM	$1.3M	1.2%Prev: 1.0%	2,948 SH	Increased-87 SH
TRAVELERS COMPANIES INC	COM	$509K	0.5%Prev: 0.4%	1,822 SH	Decreased+284 SH
UNION PAC CORP	COM	$315K	0.3%Prev: 0.3%	1,332 SH	Decreased-246 SH
UNITEDHEALTH GROUP INC	COM	$368K	0.3%Prev: 0.3%	1,067 SH	Decreased+6 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.0M	0.9%Prev: 0.8%	13,215 SH	Increased-35 SH
VANGUARD INDEX FDS	GROWTH ETF	$796K	0.7%Prev: 0.7%	1,660 SH	Decreased-8,651 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	1.7%Prev: 1.9%	3,141 SH	Decreased-410 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$841K	0.8%Prev: 0.9%	2,825 SH	Decreased-267 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$296K	0.3%Prev: 0.3%	4,154 SH	Decreased-1,203 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$669K	0.6%Prev: 0.5%	13,369 SH	Increased+1,567 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.8M	2.5%Prev: 2.4%	33,178 SH	Decreased-4,230 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.1M	2.8%Prev: 2.5%	52,885 SH	Decreased-4,109 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.5M	2.2%Prev: 2.1%	30,819 SH	Decreased-3,121 SH
VISA INC	COM CL A	$1.3M	1.1%Prev: 1.1%	3,760 SH	Decreased-452 SH
VULCAN MATLS CO	COM	$375K	0.3%Prev: 0.3%	1,218 SH	Decreased-58 SH
WALMART INC	COM	$1.4M	1.2%Prev: 1.2%	13,335 SH	Decreased-522 SH
WISDOMTREE TR	INTL EQUITY FD	$222K	0.2%Prev: 0.2%	3,353 SH	Decreased+284 SH
WORLD GOLD TR	SPDR GLD MINIS	$710K	0.6%Prev: 0.7%	9,288 SH	Decreased-1,826 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $883K
BANK OF AMER CORP — $276K
BIOHAVEN LTD — $217K
BIOMARIN PHARMACEUTICAL INC — $225K
CAPITAL GROUP DIVIDEND VALUE — $251K
CAPITAL GROUP GROWTH ETF — $235K
CARNIVAL CORP LTD — $344K
CHEVRON CORPORATION — $294K
COCA COLA CO — $244K
CODA OCTOPUS GROUP INC — $119K
CORNING INC — $389K
COSTCO WHOLESALE CORPORATION — $296K
DIREXION SHARES ETF TRUST — $701K
E L F BEAUTY INC — $593K
EA SERIES TRUST — $215K
EVERPURE INC — $229K
GENERAL MILLS INC — $688K
INVESCO EXCHANGE TRADED FD T — $727K
ISHARES TR — $1.9M
ISHARES TR — $240K
… and 40 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