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: $117.2M135 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$502K	0.4%Prev: 0.4%	3,133 SH	Increased-21 SH
ABBOTT LABS	COM	$717K	0.6%Prev: 0.6%	5,722 SH	Increased+443 SH
ABBVIE INC	COM	$714K	0.6%Prev: 0.7%	3,125 SH	Decreased-124 SH
ADOBE INC	COM	$223K	0.2%Prev: 0.2%	637 SH	Increased+12 SH
ADVANCED MICRO DEVICES INC	COM	$745K	0.6%Prev: 0.7%	3,477 SH	Decreased-1,149 SH
ALPHABET INC	CAP STK CL A	$879K	0.7%Prev: 0.6%	2,808 SH	Increased+40 SH
ALPHABET INC	CAP STK CL C	$1.5M	1.3%Prev: 1.4%	4,899 SH	Increased-1,365 SH
AMAZON COM INC	COM	$1.7M	1.5%Prev: 1.4%	7,436 SH	Increased+343 SH
APPLE INC	COM	$2.9M	2.5%Prev: 2.6%	10,671 SH	Decreased-922 SH
APPLIED MATLS INC	COM	$560K	0.5%Prev: 0.8%	2,180 SH	Decreased-1,990 SH
AT&T INC	COM	$266K	0.2%Prev: 0.3%	10,691 SH	Decreased-1 SH
BANK AMERICA CORP	COM	$257K	0.2%Prev: 0.2%	4,678 SH	Increased-4 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	1.1%Prev: 1.1%	2,515 SH	Increased+66 SH
BIOMARIN PHARMACEUTICAL INC	COM	$212K	0.2%	3,567 SH	New
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$73K	0.1%Prev: 0.1%	11,021 SH	Decreased
BOEING CO	COM	$1.0M	0.9%Prev: 0.5%	4,804 SH	Increased+2,139 SH
BORR DRILLING LTD	SHS	$52K	0.0%Prev: 0.0%	12,936 SH	Increased+326 SH
BROADCOM INC	COM	$705K	0.6%Prev: 0.6%	2,038 SH	Increased+5 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$201K	0.2%	4,612 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$243K	0.2%Prev: 0.2%	5,474 SH	Increased+919 SH
CARNIVAL CORP	UNIT 99/99/9999	$335K	0.3%Prev: 0.3%	10,974 SH	Increased+409 SH
CATERPILLAR INC	COM	$407K	0.3%Prev: 0.3%	710 SH	Increased-2 SH
CAVA GROUP INC	COM	$358K	0.3%Prev: 0.2%	6,094 SH	Increased+2,045 SH
CHEVRON CORP NEW	COM	$412K	0.4%Prev: 0.4%	2,700 SH	Increased+134 SH
CISCO SYS INC	COM	$598K	0.5%Prev: 0.4%	7,768 SH	Increased+675 SH
CLEVELAND-CLIFFS INC NEW	COM	$619K	0.5%Prev: 0.8%	46,583 SH	Decreased-30,251 SH
COCA COLA CO	COM	$206K	0.2%	2,948 SH	New
CONOCOPHILLIPS	COM	$400K	0.3%Prev: 0.3%	4,276 SH	Increased+437 SH
CONSTELLATION ENERGY CORP	COM	$341K	0.3%Prev: 0.3%	966 SH	Increased
COOPER COS INC	COM	$364K	0.3%Prev: 0.3%	4,439 SH	Increased+206 SH
COSTCO WHSL CORP NEW	COM	$270K	0.2%Prev: 0.3%	313 SH	Decreased-30 SH
CURTISS WRIGHT CORP	COM	$719K	0.6%Prev: 0.6%	1,305 SH	Increased
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$421K	0.4%	44,669 SH	New
DISNEY WALT CO	COM	$311K	0.3%Prev: 0.3%	2,730 SH	Decreased-51 SH
DOW INC	COM	$506K	0.4%	21,642 SH	New
E L F BEAUTY INC	COM	$337K	0.3%	4,435 SH	New
ELI LILLY & CO	COM	$719K	0.6%Prev: 0.5%	669 SH	Increased-10 SH
EXXON MOBIL CORP	COM	$538K	0.5%Prev: 0.4%	4,468 SH	Increased+164 SH
FEDEX CORP	COM	$471K	0.4%Prev: 0.3%	1,630 SH	Increased+131 SH
FIFTH THIRD BANCORP	COM	$962K	0.8%Prev: 0.8%	20,554 SH	Increased+188 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$711K	0.6%Prev: 0.6%	15,423 SH	Increased+855 SH
FLUENT INC	COM NEW	$42K	0.0%Prev: 0.0%	17,502 SH	Increased-1,034 SH
GENERAL DYNAMICS CORP	COM	$368K	0.3%Prev: 0.3%	1,093 SH	Decreased+1 SH
GOLDMAN SACHS GROUP INC	COM	$583K	0.5%Prev: 0.5%	663 SH	Increased-27 SH
GOODYEAR TIRE & RUBR CO	COM	$838K	0.7%Prev: 0.5%	95,685 SH	Increased+21,273 SH
HASBRO INC	COM	$352K	0.3%Prev: 0.3%	4,288 SH	Increased+272 SH
HOME DEPOT INC	COM	$692K	0.6%Prev: 0.7%	2,011 SH	Decreased+167 SH
HONEYWELL INTL INC	COM	$518K	0.4%Prev: 0.4%	2,658 SH	Increased+362 SH
INTEL CORP	COM	$411K	0.4%Prev: 0.8%	11,133 SH	Decreased-14,929 SH
INTERNATIONAL BUSINESS MACHS	COM	$780K	0.7%Prev: 0.7%	2,632 SH	Increased+9 SH
INTUIT	COM	$645K	0.6%Prev: 0.6%	974 SH	Increased+57 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$327K	0.3%	3,163 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.2M	1.8%Prev: 2.3%	3,501 SH	Decreased-718 SH
INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$957K	0.8%Prev: 0.5%	51,373 SH	Increased+22,348 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$417K	0.4%Prev: 0.3%	8,398 SH	Increased+3,765 SH
ISHARES GOLD TR	ISHARES NEW	$482K	0.4%Prev: 0.6%	5,943 SH	Decreased-2,842 SH
ISHARES SILVER TR	ISHARES	$400K	0.3%	6,217 SH	New
ISHARES TR	0-3 MNTH TREASRY	$1.8M	1.6%Prev: 1.6%	18,180 SH	Decreased-39 SH
ISHARES TR	20 YR TR BD ETF	$1.8M	1.5%Prev: 1.6%	20,475 SH	Increased+600 SH
ISHARES TR	CORE MSCI TOTAL	$808K	0.7%Prev: 0.5%	9,548 SH	Increased+3,171 SH
ISHARES TR	CORE S&P MCP ETF	$311K	0.3%Prev: 0.3%	4,709 SH	Increased+120 SH
ISHARES TR	CORE S&P SCP ETF	$341K	0.3%Prev: 0.3%	2,839 SH	Increased+42 SH
ISHARES TR	CORE S&P500 ETF	$259K	0.2%Prev: 0.2%	377 SH	Increased
ISHARES TR	CORE US AGGBD ET	$387K	0.3%Prev: 0.3%	3,879 SH	Decreased-20 SH
ISHARES TR	IBONDS DEC 2032	$476K	0.4%Prev: 0.2%	20,618 SH	Increased+9,119 SH
ISHARES TR	US TREAS BD ETF	$2.3M	2.0%Prev: 2.1%	101,738 SH	Decreased-2,027 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.5M	3.8%Prev: 3.9%	77,896 SH	Increased+785 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.1M	2.6%Prev: 2.7%	53,300 SH	Increased+256 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$1.1M	1.0%Prev: 1.0%	23,727 SH	Increased+1,247 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.8M	1.5%Prev: 1.6%	35,165 SH	Increased+580 SH
JBS N.V.	CL A SHS	$726K	0.6%Prev: 0.5%	50,361 SH	Increased+11,332 SH
JOHNSON & JOHNSON	COM	$1.8M	1.6%Prev: 1.5%	8,902 SH	Increased-209 SH
JPMORGAN CHASE & CO.	COM	$739K	0.6%Prev: 0.6%	2,293 SH	Increased+19 SH
LULULEMON ATHLETICA INC	COM	$882K	0.8%Prev: 0.7%	4,244 SH	Increased+95 SH
MASTERCARD INCORPORATED	CL A	$485K	0.4%Prev: 0.4%	850 SH	Increased+46 SH
MCDONALDS CORP	COM	$1.1M	0.9%Prev: 0.9%	3,477 SH	Increased+99 SH
META PLATFORMS INC	CL A	$1.4M	1.2%Prev: 1.2%	2,103 SH	Increased+345 SH
MICROSOFT CORP	COM	$2.6M	2.2%Prev: 2.2%	5,404 SH	Increased+663 SH
NETFLIX INC	COM	$408K	0.3%Prev: 0.3%	4,349 SH	Increased+4,088 SH
NEXTERA ENERGY INC	COM	$369K	0.3%Prev: 0.3%	4,595 SH	Increased-102 SH
NIKE INC	CL B	$569K	0.5%Prev: 0.4%	8,925 SH	Increased+2,597 SH
NORTHERN LTS FD TR IV	MONARCH PROCAP I	$4.4M	3.7%Prev: 3.9%	142,457 SH	Increased+1,145 SH
NVIDIA CORPORATION	COM	$3.8M	3.2%Prev: 3.2%	20,120 SH	Increased+866 SH
OLD SECOND BANCORP INC ILL	COM	$364K	0.3%Prev: 0.5%	18,650 SH	Decreased-14,908 SH
ORACLE CORP	COM	$482K	0.4%Prev: 0.3%	2,474 SH	Increased+1,114 SH
PEPSICO INC	COM	$746K	0.6%Prev: 0.6%	5,196 SH	Increased+307 SH
PFIZER INC	COM	$395K	0.3%Prev: 0.3%	15,866 SH	Increased+1,168 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.9M	1.7%	39,302 SH	New
PORTILLOS INC	COM CL A	$387K	0.3%Prev: 0.5%	85,230 SH	Decreased+362 SH
PROCTER AND GAMBLE CO	COM	$611K	0.5%Prev: 0.5%	4,264 SH	Increased+419 SH
PROSHARES TR	S&P 500 DV ARIST	$1.3M	1.1%Prev: 1.5%	12,245 SH	Decreased-3,842 SH
PROSHARES TR	S&P TECH DIVIDEN	$495K	0.4%Prev: 0.5%	5,719 SH	Decreased-139 SH
PUBLIC STORAGE OPER CO	COM	$304K	0.3%Prev: 0.3%	1,170 SH	Decreased+80 SH
QUALCOMM INC	COM	$851K	0.7%Prev: 0.7%	4,973 SH	Increased+181 SH
REDCLOUD HLDGS PLC	SHS	$19K	0.0%Prev: 0.0%	12,425 SH	Decreased
ROCKY MTN CHOCOLATE FACTORY	COM	$38K	0.0%Prev: 0.0%	19,860 SH	Increased+4,260 SH
SALESFORCE INC	COM	$552K	0.5%Prev: 0.4%	2,084 SH	Increased+188 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$564K	0.5%	7,260 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$714K	0.6%	15,975 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	1.0%	7,874 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$745K	0.6%	4,800 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$385K	0.3%	9,012 SH	New
SIMON PPTY GROUP INC NEW	COM	$376K	0.3%Prev: 0.3%	2,033 SH	Increased+46 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$647K	0.6%Prev: 0.6%	29,557 SH	Decreased-816 SH
SOUTHERN CO	COM	$366K	0.3%Prev: 0.4%	4,197 SH	Decreased-51 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$247K	0.2%Prev: 0.2%	513 SH	Decreased-44 SH
SPDR GOLD TR	GOLD SHS	$304K	0.3%Prev: 0.2%	767 SH	Increased+72 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$461K	0.4%Prev: 0.4%	10,385 SH	Increased+352 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$490K	0.4%Prev: 0.4%	10,459 SH	Increased+370 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.9%Prev: 2.5%	1,521 SH	Decreased-2,762 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.9M	4.1%	69,539 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$781K	0.7%Prev: 0.4%	17,050 SH	Increased+4,750 SH
SPROTT FDS TR	ACTIVE METALS	$223K	0.2%	8,839 SH	New
T-MOBILE US INC	COM	$465K	0.4%Prev: 0.4%	2,289 SH	Increased+403 SH
TARGET CORP	COM	$509K	0.4%Prev: 0.6%	5,210 SH	Decreased-2,772 SH
TESLA INC	COM	$1.2M	1.0%Prev: 1.2%	2,613 SH	Decreased-335 SH
TRAVELERS COMPANIES INC	COM	$542K	0.5%Prev: 0.5%	1,868 SH	Increased+46 SH
UNION PAC CORP	COM	$335K	0.3%Prev: 0.3%	1,449 SH	Increased+117 SH
UNITEDHEALTH GROUP INC	COM	$345K	0.3%Prev: 0.3%	1,047 SH	Decreased-20 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.1M	0.9%Prev: 0.9%	12,325 SH	Increased-890 SH
VANGUARD INDEX FDS	GROWTH ETF	$830K	0.7%Prev: 0.7%	1,701 SH	Increased+41 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	1.7%Prev: 1.7%	3,190 SH	Increased+49 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$227K	0.2%	1,070 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$951K	0.8%Prev: 0.8%	3,147 SH	Increased+322 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$301K	0.3%Prev: 0.3%	4,086 SH	Increased-68 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$594K	0.5%Prev: 0.6%	11,812 SH	Decreased-1,557 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.8M	2.4%Prev: 2.5%	33,147 SH	Decreased-31 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.1M	2.6%Prev: 2.8%	52,679 SH	Decreased-206 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.5M	2.1%Prev: 2.2%	31,239 SH	Increased+420 SH
VISA INC	COM CL A	$1.4M	1.2%Prev: 1.1%	3,961 SH	Increased+201 SH
VULCAN MATLS CO	COM	$348K	0.3%Prev: 0.3%	1,222 SH	Decreased+4 SH
WALMART INC	COM	$1.6M	1.3%Prev: 1.2%	14,020 SH	Increased+685 SH
WELLS FARGO CO NEW	COM	$293K	0.2%	3,140 SH	New
WISDOMTREE TR	INTL EQUITY FD	$231K	0.2%Prev: 0.2%	3,354 SH	Increased+1 SH
WORLD GOLD TR	SPDR GLD MINIS	$817K	0.7%Prev: 0.6%	9,573 SH	Increased+285 SH

Sold (vs prior filing)

FASTENAL CO — $650K
FORD MTR CO — $336K
SCORPIO TANKERS INC — $494K
SELECT SECTOR SPDR TR — $856K
SELECT SECTOR SPDR TR — $822K
SELECT SECTOR SPDR TR — $693K
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $427K
SPDR SERIES TRUST — $323K
SPDR SERIES TRUST — $341K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $207K
SPDR SERIES TRUST — $786K
SPDR SERIES TRUST — $689K
SPDR SERIES TRUST — $219K
SPDR SERIES TRUST — $769K

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