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: $117.0M135 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$447K	0.4%Prev: 0.5%	3,136 SH	Decreased-235 SH
ABBOTT LABORATORIES	COM	$774K	0.7%	7,597 SH	New
ABBVIE INC	COM	$695K	0.6%Prev: 0.7%	3,261 SH	Increased+264 SH
ADOBE INC	COM	$301K	0.3%	1,250 SH	New
ADVANCED MICRO DEVICES INC	COM	$423K	0.4%Prev: 0.6%	2,157 SH	Decreased-2,988 SH
ALPHABET INC	CAP STK CL A	$779K	0.7%Prev: 0.5%	2,848 SH	Increased+42 SH
ALPHABET INC	CAP STK CL C	$1.3M	1.1%Prev: 1.0%	4,828 SH	Increased-795 SH
AMAZON COM INC	COM	$1.6M	1.4%Prev: 1.3%	8,182 SH	Increased+1,940 SH
APPLE INC	COM	$2.7M	2.3%Prev: 2.7%	11,068 SH	Increased-173 SH
APPLIED MATLS INC	COM	$252K	0.2%Prev: 0.7%	781 SH	Decreased-3,368 SH
AT&T INC	COM	$308K	0.3%Prev: 0.3%	10,694 SH	Increased+7 SH
BANK AMERICA CORP	COM	$221K	0.2%Prev: 0.2%	4,686 SH	Increased-600 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	1.2%Prev: 1.5%	2,860 SH	Decreased+226 SH
BIOHAVEN LTD	COM	$116K	0.1%	14,316 SH	New
BIOMARIN PHARMACEUTICAL INC	COM	$213K	0.2%	3,880 SH	New
BOEING CO	COM	$796K	0.7%Prev: 1.1%	4,206 SH	Decreased-1,954 SH
BORR DRILLING LTD	SHS	$72K	0.1%Prev: 0.0%	12,436 SH	Increased+1,976 SH
BROADCOM INC	COM	$652K	0.6%Prev: 0.5%	2,223 SH	Increased-624 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$212K	0.2%	5,122 SH	New
CARNIVAL CORP	COMMON STOCK	$278K	0.2%	11,617 SH	New
CATERPILLAR INC	COM	$405K	0.3%Prev: 0.5%	606 SH	Decreased-795 SH
CHEVRON CORPORATION	COM	$450K	0.4%	2,135 SH	New
CISCO SYS INC	COM	$582K	0.5%Prev: 0.5%	7,550 SH	Increased+598 SH
CLEVELAND-CLIFFS INC NEW	COM	$185K	0.2%Prev: 0.4%	22,832 SH	Decreased-26,368 SH
COCA COLA CO	COM	$224K	0.2%Prev: 0.2%	2,931 SH	Increased+55 SH
CONOCOPHILLIPS	COM	$420K	0.4%Prev: 0.4%	3,157 SH	Increased-217 SH
CONSTELLATION ENERGY CORP	COM	$288K	0.2%	966 SH	New
COOPER COS INC	COM	$327K	0.3%	4,714 SH	New
COSTCO WHOLESALE CORPORATION	COM	$312K	0.3%	313 SH	New
CURTISS WRIGHT CORP	COM	$774K	0.7%Prev: 0.5%	1,225 SH	Increased-136 SH
DIREXION SHARES ETF TRUST	DAILY S&P 500 BE	$826K	0.7%	80,746 SH	New
DISNEY WALT CO	COM	$252K	0.2%Prev: 0.6%	2,673 SH	Decreased-3,071 SH
E L F BEAUTY INC	COM	$418K	0.4%Prev: 0.6%	7,037 SH	Decreased-1,059 SH
ELI LILLY & CO	COM	$595K	0.5%Prev: 0.6%	671 SH	Increased+22 SH
EXELON CORP	COM	$207K	0.2%	4,209 SH	New
EXXON MOBIL CORP	COM	$571K	0.5%Prev: 0.5%	3,330 SH	Increased-620 SH
FEDEX CORP	COM	$465K	0.4%Prev: 0.4%	1,360 SH	Increased-147 SH
FIFTH THIRD BANCORP	COM	$926K	0.8%Prev: 0.9%	20,722 SH	Increased+737 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$732K	0.6%	15,700 SH	New
FLUENT INC	COM NEW	$69K	0.1%Prev: 0.0%	22,237 SH	Increased+5,301 SH
GENERAL DYNAMICS CORP	COM	$373K	0.3%Prev: 0.4%	1,094 SH	Increased-146 SH
GOLDMAN SACHS GROUP INC	COM	$513K	0.4%Prev: 0.5%	635 SH	Increased-137 SH
GOODYEAR TIRE & RUBR CO	COM	$622K	0.5%Prev: 0.6%	98,877 SH	Increased+34,933 SH
HOME DEPOT INC	COM	$701K	0.6%Prev: 0.6%	2,168 SH	Increased+618 SH
HONEYWELL INTL INC	COM	$591K	0.5%Prev: 0.5%	2,646 SH	Increased+498 SH
INTERNATIONAL BUSINESS MACHS	COM	$637K	0.5%Prev: 0.6%	2,683 SH	Increased+350 SH
INTUIT	COM	$588K	0.5%Prev: 0.5%	1,371 SH	Increased+619 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$608K	0.5%	5,746 SH	New
INVESCO QQQ TR	UNIT SER 1	$977K	0.8%Prev: 1.8%	1,750 SH	Decreased-1,739 SH
INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$1.4M	1.2%	69,199 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$473K	0.4%	12,565 SH	New
ISHARES GOLD TR	ISHARES NEW	$323K	0.3%Prev: 0.6%	3,799 SH	Decreased-5,619 SH
ISHARES TR	0-3 MNTH TREASRY	$1.8M	1.6%Prev: 2.1%	18,280 SH	Decreased-570 SH
ISHARES TR	20 YR TR BD ETF	$1.7M	1.5%Prev: 2.1%	19,812 SH	Decreased-885 SH
ISHARES TR	CORE MSCI TOTAL	$1.1M	1.0%	13,606 SH	New
ISHARES TR	CORE S&P MCP ETF	$364K	0.3%	5,549 SH	New
ISHARES TR	CORE S&P SCP ETF	$383K	0.3%	3,171 SH	New
ISHARES TR	CORE S&P500 ETF	$240K	0.2%Prev: 0.2%	378 SH	Increased+2 SH
ISHARES TR	CORE US AGGBD ET	$381K	0.3%Prev: 0.4%	3,851 SH	Decreased-162 SH
ISHARES TR	ENERGY STRG & MA	$218K	0.2%	6,614 SH	New
ISHARES TR	IBONDS DEC 2032	$556K	0.5%	24,325 SH	New
ISHARES TR	US TREAS BD ETF	$1.7M	1.4%Prev: 2.8%	72,332 SH	Decreased-38,850 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.4M	3.8%Prev: 4.1%	79,551 SH	Increased+13,151 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.9M	2.4%Prev: 2.7%	53,095 SH	Increased+5,632 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$1.1M	1.0%Prev: 1.0%	24,087 SH	Increased+4,306 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.8M	1.5%Prev: 1.7%	35,633 SH	Increased+5,381 SH
JBS N.V.	CL A SHS	$920K	0.8%	53,039 SH	New
JOHNSON & JOHNSON	COM	$2.1M	1.8%Prev: 1.6%	8,646 SH	Increased-310 SH
JPMORGAN CHASE & CO	COM	$674K	0.6%	2,375 SH	New
LOOP INDS INC	COM	$38K	0.0%	28,236 SH	New
LULULEMON ATHLETICA INC	COM	$649K	0.6%	4,452 SH	New
MASTERCARD INCORPORATED	CL A	$464K	0.4%Prev: 0.5%	939 SH	Increased+168 SH
MCDONALDS CORP	COM	$1.1M	0.9%Prev: 1.1%	3,479 SH	Increased+257 SH
META PLATFORMS INC	CL A	$1.1M	0.9%Prev: 1.0%	2,048 SH	Increased+512 SH
MICROSOFT CORP	COM	$2.2M	1.8%Prev: 1.8%	6,007 SH	Increased+1,496 SH
NETFLIX INC.	COM	$603K	0.5%	6,488 SH	New
NEXTERA ENERGY INC	COM	$428K	0.4%Prev: 0.3%	4,649 SH	Increased+213 SH
NIKE INC	CL B	$481K	0.4%Prev: 0.4%	9,380 SH	Increased+3,510 SH
NIOCORP DEVS LTD	COM NEW	$289K	0.2%	68,993 SH	New
NORTHERN LTS FD TR IV	MONARCH PROCAP I	$4.9M	4.2%Prev: 4.6%	158,065 SH	Increased+12,121 SH
NVIDIA CORPORATION	COM	$3.3M	2.8%Prev: 2.3%	20,028 SH	Increased+260 SH
OLD SECOND BANCORP INC DEL	COM	$370K	0.3%	18,650 SH	New
ORACLE CORP	COM	$393K	0.3%Prev: 0.4%	2,828 SH	Increased+298 SH
PEPSICO INC	COM	$849K	0.7%Prev: 0.8%	5,415 SH	Increased+801 SH
PFIZER INC	COM	$459K	0.4%Prev: 0.4%	16,516 SH	Increased+3,026 SH
PGIM ETF TR	PGIM ULTRA SH BD	$2.0M	1.7%	41,172 SH	New
PORTILLOS INC	COM CL A	$433K	0.4%Prev: 0.6%	82,526 SH	Decreased+38,984 SH
PROCTER & GAMBLE CO	COM	$656K	0.6%	4,533 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.4M	1.2%Prev: 1.8%	13,032 SH	Decreased-2,882 SH
PROSHARES TR	S&P TECH DIVIDEN	$355K	0.3%Prev: 0.5%	4,329 SH	Decreased-1,588 SH
PUBLIC STORAGE OPER CO	COM	$345K	0.3%Prev: 0.3%	1,300 SH	Increased+276 SH
QUALCOMM INC	COM	$682K	0.6%Prev: 0.8%	5,364 SH	Decreased+794 SH
RBB FD INC	US TREASY 2 YR	$1.5M	1.3%	30,641 SH	New
REDCLOUD HLDGS PLC	SHS	$15K	0.0%	21,505 SH	New
ROCKY MTN CHOCOLATE FACTORY	COM	$36K	0.0%Prev: 0.0%	16,225 SH	Increased+2,275 SH
SALESFORCE INC	COM	$535K	0.5%Prev: 0.4%	2,889 SH	Increased+1,372 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$628K	0.5%	7,666 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$968K	0.8%	15,620 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	1.1%	8,570 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$813K	0.7%	5,190 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$527K	0.5%	11,475 SH	New
SIMON PPTY GROUP INC NEW	COM	$255K	0.2%Prev: 0.3%	1,398 SH	Decreased-465 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$473K	0.4%	22,471 SH	New
SOUTHERN CO	COM	$459K	0.4%Prev: 0.4%	4,731 SH	Increased+713 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$954K	0.8%	21,292 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$7.7M	6.6%	95,688 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$793K	0.7%	17,549 SH	New
SPROTT FDS TR	ACTIVE METALS	$276K	0.2%	10,918 SH	New
SPROTT FDS TR	SILVER MINERS	$200K	0.2%	3,685 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$277K	0.2%	614 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$359K	0.3%	569 SH	New
T-MOBILE US INC	COM	$600K	0.5%Prev: 0.5%	2,805 SH	Increased+1,133 SH
TARGET CORP	COM	$226K	0.2%	1,899 SH	New
TESLA INC	COM	$937K	0.8%Prev: 0.8%	2,637 SH	Increased-356 SH
TRAVELERS COMPANIES INC	COM	$443K	0.4%Prev: 0.5%	1,517 SH	Decreased-187 SH
UNION PAC CORP	COM	$369K	0.3%	1,542 SH	New
UNITEDHEALTH GROUP INC	COM	$263K	0.2%Prev: 0.4%	1,005 SH	Decreased+361 SH
VANECK ETF TRUST	GOLD MINERS ETF	$971K	0.8%Prev: 1.0%	11,323 SH	Increased-8,778 SH
VANECK ETF TRUST	OIL REFINERS ETF	$248K	0.2%	5,070 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$727K	0.6%Prev: 0.6%	1,730 SH	Increased+220 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	1.7%Prev: 0.9%	3,354 SH	Increased+1,682 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$232K	0.2%	1,094 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$913K	0.8%Prev: 0.7%	3,153 SH	Increased+625 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$347K	0.3%	4,765 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$588K	0.5%Prev: 0.7%	11,812 SH	Decreased-1,087 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.9M	2.4%Prev: 2.7%	34,811 SH	Increased+3,978 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.3M	2.8%Prev: 3.0%	56,015 SH	Increased+8,761 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	2.3%Prev: 2.4%	33,657 SH	Increased+5,960 SH
VISA INC	COM CL A	$1.2M	1.0%Prev: 1.4%	4,069 SH	Decreased+308 SH
VITAL FARMS INC	COM	$653K	0.6%Prev: 0.2%	49,474 SH	Increased+42,396 SH
VULCAN MATLS CO	COM	$337K	0.3%Prev: 0.3%	1,261 SH	Increased+79 SH
WALMART INC	COM	$1.7M	1.5%Prev: 1.4%	13,824 SH	Increased-306 SH
WELLS FARGO & CO	COM	$241K	0.2%	3,140 SH	New
WISDOMTREE TR	INTL EQUITY FD	$209K	0.2%	3,080 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$853K	0.7%Prev: 0.6%	9,553 SH	Increased+45 SH

Sold (vs prior filing)

ABBOTT LABS — $710K
AUTONATION INC — $233K
BLACKROCK TECH AND PRIVATE E — $69K
CARNIVAL CORP — $227K
CASEYS GEN STORES INC — $518K
CHEVRON CORP NEW — $1.0M
DIAMONDBACK ENERGY INC — $340K
DIREXION SHS ETF TR — $301K
DIREXION SHS ETF TR — $142K
DOLLAR GEN CORP NEW — $575K
FIRST TR VALUE LINE DIVID IN — $610K
HASBRO INC — $254K
HERSHEY CO — $269K
INTEL CORP — $604K
INTUITIVE SURGICAL INC — $411K
INVESCO EXCHANGE TRADED FD T — $270K
JPMORGAN CHASE & CO. — $563K
NETFLIX INC — $244K
PROCTER AND GAMBLE CO — $599K
SCHWAB STRATEGIC TR — $413K
… and 20 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