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: $130.3M151 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$511K	0.4%Prev: 0.5%	3,144 SH	Increased+3 SH
ABBOTT LABORATORIES	COM	$883K	0.7%	9,520 SH	New
ABBVIE INC	COM	$828K	0.6%Prev: 0.6%	3,256 SH	Increased+272 SH
ADVANCED MICRO DEVICES INC	COM	$852K	0.7%Prev: 0.7%	1,580 SH	Increased-3,389 SH
ALPHABET INC	CAP STK CL A	$997K	0.8%Prev: 0.5%	2,819 SH	Increased+51 SH
ALPHABET INC	CAP STK CL C	$1.6M	1.3%Prev: 1.0%	4,663 SH	Increased-995 SH
AMAZON COM INC	COM	$1.9M	1.4%Prev: 1.5%	7,763 SH	Increased+920 SH
APPLE INC	COM	$3.1M	2.4%Prev: 2.3%	10,885 SH	Increased-135 SH
APPLIED MATLS INC	COM	$543K	0.4%Prev: 0.8%	782 SH	Decreased-3,335 SH
AT&T INC	COM	$233K	0.2%Prev: 0.3%	10,691 SH	Decreased+1 SH
BANK OF AMER CORP	COM	$276K	0.2%	4,773 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	1.1%Prev: 1.0%	3,011 SH	Increased+999 SH
BIOHAVEN LTD	COM	$217K	0.2%	14,532 SH	New
BIOMARIN PHARMACEUTICAL INC	COM	$225K	0.2%	3,906 SH	New
BOEING CO	COM	$919K	0.7%Prev: 0.8%	4,279 SH	Increased+500 SH
BORR DRILLING LTD	SHS	$50K	0.0%Prev: 0.0%	11,936 SH	Increased-174 SH
BROADCOM INC	COM	$746K	0.6%Prev: 0.8%	2,004 SH	Decreased-849 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$251K	0.2%	5,092 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$235K	0.2%	5,026 SH	New
CARNIVAL CORP LTD	COMMON SHARES	$344K	0.3%	11,768 SH	New
CATERPILLAR INC	COM	$609K	0.5%Prev: 0.5%	589 SH	Increased-802 SH
CHEVRON CORPORATION	COM	$294K	0.2%	1,746 SH	New
CISCO SYS INC	COM	$781K	0.6%Prev: 0.5%	6,637 SH	Increased-244 SH
CLEVELAND-CLIFFS INC NEW	COM	$216K	0.2%Prev: 0.6%	23,012 SH	Decreased-52,704 SH
COCA COLA CO	COM	$244K	0.2%Prev: 0.2%	2,948 SH	Increased+68 SH
CODA OCTOPUS GROUP INC	COM NEW	$119K	0.1%	12,434 SH	New
CONOCOPHILLIPS	COM	$251K	0.2%Prev: 0.3%	2,410 SH	Decreased-956 SH
CONSTELLATION ENERGY CORP	COM	$251K	0.2%Prev: 0.3%	966 SH	Decreased
COOPER COS INC	COM	$343K	0.3%Prev: 0.3%	4,809 SH	Increased+937 SH
CORNING INC	COM	$389K	0.3%	1,522 SH	New
COSTCO WHOLESALE CORPORATION	COM	$296K	0.2%	313 SH	New
CURTISS WRIGHT CORP	COM	$843K	0.6%Prev: 0.6%	1,143 SH	Increased-162 SH
DIREXION SHARES ETF TRUST	DAILY 500 1X ETF	$701K	0.5%	80,212 SH	New
DISNEY WALT CO	COM	$267K	0.2%Prev: 0.4%	2,704 SH	Decreased-150 SH
E L F BEAUTY INC	COM	$593K	0.5%	8,478 SH	New
EA SERIES TRUST	EA ASTORIA DYNMC	$215K	0.2%	8,525 SH	New
ELI LILLY & CO	COM	$823K	0.6%Prev: 0.5%	669 SH	Increased+15 SH
EVERPURE INC	CL A	$229K	0.2%	3,163 SH	New
EXXON MOBIL CORP	COM	$382K	0.3%Prev: 0.4%	2,811 SH	Decreased-1,131 SH
FEDEX CORP	COM	$436K	0.3%Prev: 0.3%	1,341 SH	Increased-146 SH
FIFTH THIRD BANCORP	COM	$1.2M	0.9%Prev: 0.8%	20,890 SH	Increased+696 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$787K	0.6%Prev: 0.6%	16,249 SH	Increased+2,293 SH
FLUENT INC	COM NEW	$96K	0.1%Prev: 0.0%	26,917 SH	Increased+8,131 SH
GENERAL DYNAMICS CORP	COM	$381K	0.3%Prev: 0.4%	1,096 SH	Increased-146 SH
GENERAL MILLS INC	COM	$688K	0.5%	18,905 SH	New
GOLDMAN SACHS GROUP INC	COM	$653K	0.5%Prev: 0.5%	640 SH	Increased-87 SH
GOODYEAR TIRE & RUBR CO	COM	$673K	0.5%Prev: 0.7%	101,387 SH	Increased+39,430 SH
HOME DEPOT INC	COM	$843K	0.6%Prev: 0.6%	2,403 SH	Increased+859 SH
INTERNATIONAL BUSINESS MACHS	COM	$719K	0.6%Prev: 0.7%	2,587 SH	Increased+277 SH
INTUIT	COM	$364K	0.3%Prev: 0.6%	1,366 SH	Decreased+628 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$727K	0.6%	6,327 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.4M	1.1%Prev: 2.9%	1,979 SH	Decreased-3,140 SH
INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$1.5M	1.2%	72,281 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$404K	0.3%Prev: 0.2%	11,827 SH	Increased+7,898 SH
ISHARES TR	0-3 MTH TREASURY	$1.9M	1.4%	18,595 SH	New
ISHARES TR	20 YR TR BD ETF	$1.9M	1.4%Prev: 1.6%	21,286 SH	Increased+3,751 SH
ISHARES TR	CORE MSCI TOTAL	$1.4M	1.0%	14,386 SH	New
ISHARES TR	CORE S&P MCP ETF	$444K	0.3%Prev: 0.2%	5,807 SH	Increased+2,343 SH
ISHARES TR	CORE S&P SCP ETF	$486K	0.4%Prev: 0.2%	3,297 SH	Increased+1,135 SH
ISHARES TR	CORE S&P500 ETF	$282K	0.2%Prev: 0.2%	378 SH	Increased+2 SH
ISHARES TR	CORE US AGGBD ET	$362K	0.3%Prev: 0.4%	3,642 SH	Decreased-361 SH
ISHARES TR	ENERGY STRG & MA	$240K	0.2%	5,458 SH	New
ISHARES TR	IBONDS DEC 2032	$601K	0.5%	26,386 SH	New
ISHARES TR	MSCI AC ASIA ETF	$231K	0.2%	1,968 SH	New
ISHARES TR	US TREAS BD ETF	$1.6M	1.2%Prev: 2.5%	70,299 SH	Decreased-38,754 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.5M	3.5%Prev: 3.9%	80,521 SH	Increased+13,775 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.3M	2.5%Prev: 2.6%	53,652 SH	Increased+5,789 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$1.2M	0.9%Prev: 1.1%	25,810 SH	Increased+4,205 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.9M	1.5%Prev: 1.7%	37,444 SH	Increased+4,671 SH
JBS N.V.	CL A SHS	$347K	0.3%	28,370 SH	New
JOHNSON & JOHNSON	COM	$2.1M	1.6%Prev: 1.4%	8,271 SH	Increased-634 SH
JPMORGAN CHASE & CO	COM	$926K	0.7%	2,810 SH	New
LOOP INDS INC	COM	$41K	0.0%	42,516 SH	New
LULULEMON ATHLETICA INC	COM	$523K	0.4%Prev: 0.4%	4,574 SH	Increased+2,991 SH
MASTERCARD INCORPORATED	CL A	$425K	0.3%Prev: 0.4%	834 SH	Decreased+76 SH
MCDONALDS CORP	COM	$942K	0.7%Prev: 1.0%	3,527 SH	Increased+321 SH
META PLATFORMS INC	CL A	$1.5M	1.1%Prev: 1.3%	2,603 SH	Increased+827 SH
MICRON TECHNOLOGY INC	COM	$369K	0.3%	322 SH	New
MICROSOFT CORP	COM	$2.5M	1.9%Prev: 2.2%	6,690 SH	Increased+2,292 SH
NETFLIX INC.	COM	$337K	0.3%	4,565 SH	New
NEXTERA ENERGY INC	COM	$412K	0.3%Prev: 0.3%	4,644 SH	Increased+246 SH
NIKE INC	CL B	$496K	0.4%Prev: 0.4%	11,954 SH	Increased+6,138 SH
NIOCORP DEVS LTD	COM NEW	$319K	0.2%	69,750 SH	New
NORTHERN LTS FD TR IV	MONA PROC IN ETF	$5.4M	4.1%	163,425 SH	New
NVIDIA CORPORATION	COM	$3.9M	3.0%Prev: 3.2%	20,031 SH	Increased-48 SH
OLD SECOND BANCORP INC DEL	COM	$425K	0.3%	18,300 SH	New
ORACLE CORP	COM	$427K	0.3%Prev: 0.6%	2,889 SH	Decreased+405 SH
PEPSICO INC	COM	$758K	0.6%Prev: 0.6%	5,467 SH	Increased+774 SH
PFIZER INC	COM	$390K	0.3%Prev: 0.3%	16,017 SH	Increased+2,648 SH
PGIM ETF TR	PGIM ULTRA SH BD	$2.0M	1.6%	41,148 SH	New
PIMCO ETF TR	MULTISECTOR BD	$593K	0.5%	22,295 SH	New
PORTILLOS INC	COM CL A	$408K	0.3%Prev: 0.5%	85,831 SH	Decreased+43,650 SH
PROCTER & GAMBLE CO	COM	$230K	0.2%	1,552 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.5M	1.2%Prev: 1.7%	27,310 SH	Decreased+10,658 SH
PROSHARES TR	S&P TECH DIVIDEN	$433K	0.3%Prev: 0.5%	4,258 SH	Decreased-1,750 SH
PUBLIC STORAGE	COM	$282K	0.2%	868 SH	New
QUALCOMM INC	COM	$798K	0.6%Prev: 0.7%	4,231 SH	Increased-255 SH
RBB FD INC	US TREASY 2 YR	$1.1M	0.9%	23,408 SH	New
REDCLOUD HLDGS PLC	SHS	$18K	0.0%	48,960 SH	New
ROCKY MTN CHOCOLATE FACTORY	COM	$13K	0.0%Prev: 0.0%	15,225 SH	Decreased+1,010 SH
SALESFORCE INC	COM	$450K	0.3%Prev: 0.4%	2,852 SH	Increased+1,343 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.5M	1.1%	9,142 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$366K	0.3%	6,828 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$991K	0.8%	5,424 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$679K	0.5%	8,053 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$490K	0.4%	10,641 SH	New
SERVICENOW INC	COM	$512K	0.4%	5,118 SH	New
SIMON PPTY GROUP INC NEW	COM	$321K	0.2%Prev: 0.3%	1,411 SH	Increased-436 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$432K	0.3%Prev: 0.7%	21,061 SH	Decreased-10,073 SH
SOUTHERN CO	COM	$462K	0.4%Prev: 0.4%	4,778 SH	Increased+795 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$537K	0.4%	10,455 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$554K	0.4%	11,051 SH	New
SPDR SERIES TRUST	ST INTER BD ETF	$256K	0.2%	7,631 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$6.0M	4.6%	65,909 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.2M	0.9%	13,945 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$841K	0.6%	7,165 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$745K	0.6%	12,246 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$222K	0.2%	2,002 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$206K	0.2%	2,173 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$282K	0.2%	2,388 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$960K	0.7%	8,832 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$706K	0.5%	17,699 SH	New
SPROTT FDS TR	ACTIVE METALS	$276K	0.2%	10,827 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$386K	0.3%	739 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$376K	0.3%	508 SH	New
TARGET CORP	COM	$487K	0.4%Prev: 0.3%	3,636 SH	Increased+359 SH
TESLA INC	COM	$1.2M	1.0%Prev: 1.0%	3,035 SH	Increased+21 SH
TEXAS INSTRS INC	COM	$267K	0.2%	937 SH	New
TRAVELERS COMPANIES INC	COM	$510K	0.4%Prev: 0.5%	1,538 SH	Increased-144 SH
UNION PAC CORP	COM	$430K	0.3%	1,578 SH	New
UNITEDHEALTH GROUP INC	COM	$445K	0.3%Prev: 0.3%	1,061 SH	Increased+67 SH
VANECK ETF TRUST	GOLD MINERS ETF	$1.0M	0.8%Prev: 0.8%	13,250 SH	Increased-2,133 SH
VANECK ETF TRUST	OIL REFINERS ETF	$263K	0.2%	5,656 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$875K	0.7%Prev: 0.8%	10,311 SH	Increased+8,599 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	1.9%Prev: 1.1%	3,551 SH	Increased+1,565 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$253K	0.2%	1,042 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$1.1M	0.9%Prev: 0.8%	3,092 SH	Increased+366 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$446K	0.3%Prev: 0.2%	5,357 SH	Increased+2,327 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$598K	0.5%Prev: 0.7%	11,802 SH	Decreased-1,567 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.1M	2.4%Prev: 2.7%	37,408 SH	Increased+5,863 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.3M	2.5%Prev: 2.9%	56,994 SH	Increased+8,296 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	2.1%Prev: 2.3%	33,940 SH	Increased+5,422 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$230K	0.2%	646 SH	New
VISA INC	COM CL A	$1.4M	1.1%Prev: 1.4%	4,212 SH	Increased+448 SH
VITAL FARMS INC	COM	$577K	0.4%Prev: 0.3%	51,053 SH	Increased+44,011 SH
VULCAN MATLS CO	COM	$388K	0.3%Prev: 0.3%	1,276 SH	Increased+109 SH
WALMART INC	COM	$1.6M	1.2%Prev: 1.3%	13,857 SH	Increased+999 SH
WELLS FARGO & CO	COM	$262K	0.2%	3,137 SH	New
WISDOMTREE TR	INTL EQUITY FD	$223K	0.2%Prev: 0.2%	3,069 SH	Increased-375 SH
WORLD GOLD TR	SPDR GLD MINIS	$883K	0.7%Prev: 0.6%	11,114 SH	Increased+1,818 SH
ZOETIS INC	CL A	$279K	0.2%	3,808 SH	New

Sold (vs prior filing)

ABBOTT LABS — $723K
AUTONATION INC — $286K
BANK AMERICA CORP — $221K
BLACKROCK TECH AND PRIVATE E — $81K
CARNIVAL CORP — $320K
CASEYS GEN STORES INC — $271K
CHEVRON CORP NEW — $773K
COSTCO WHSL CORP NEW — $339K
DIREXION SHS ETF TR — $94K
FASTENAL CO — $557K
FORD MTR CO — $312K
HASBRO INC — $299K
HERSHEY CO — $261K
HONEYWELL INTL INC — $495K
INTEL CORP — $588K
ISHARES GOLD TR — $489K
ISHARES TR — $1.9M
JPMORGAN CHASE & CO. — $654K
NETFLIX INC — $351K
NORTHERN LTS FD TR IV — $4.5M
… and 23 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