account_balance
Investment manager · 13F filer · SEC CIK 2056676
4wealth Advisors, Inc.
Reported value$145Mas of Sep 30, 2026
Positions144 18 new, 25 sold out
Top 10 weight37.9%VOO alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.7%Added +577%
BILSPDR Series Trust
5.0%Added +19%
MPRONorthern LTS Fd Tr IV
3.8%Added +7%
JEPIJ P Morgan Exchange Traded F
3.3%Added +6%
NVDANVIDIA Corp
2.9%Trimmed −7%
VGSHVanguard Scottsdale FDS
2.5%Added +11%
JEPQJ P Morgan Exchange Traded F
2.4%Added +5%
VCITVanguard Scottsdale FDS
2.2%Added +8%
AAPLApple Inc.
2.1%Trimmed −16%
VCSHVanguard Scottsdale FDS
2.0%+9%
IJHiShares Tr
1.8%Added +505%
MSFTMicrosoft Corp
1.7%Trimmed −28%
VOOVanguard Index FDS
11.7%Added +577%
BILSPDR Series Trust
5.0%
MPRONorthern LTS Fd Tr IV
3.8%
JEPIJ P Morgan Exchange Traded F
3.3%
NVDANVIDIA Corp
2.9%−7%
VGSHVanguard Scottsdale FDS
2.5%
JEPQJ P Morgan Exchange Traded F
2.4%
VCITVanguard Scottsdale FDS
2.2%
VCSH2.0%
IJH1.8%
MSFT1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.7% Added +577%
BIL SPDR Series Trust 5.0% Added +19%
MPRO Northern LTS Fd Tr IV 3.8% Added +7%
JEPI J P Morgan Exchange Traded F 3.3% Added +6%
NVDA NVIDIA Corp 2.9% Trimmed −7%VGSH Vanguard Scottsdale FDS 2.5% Added +11%
JEPQ J P Morgan Exchange Traded F 2.4% Added +5%
VCIT Vanguard Scottsdale FDS 2.2% Added +8%
AAPL Apple Inc. 2.1% Trimmed −16%VCSH Vanguard Scottsdale FDS 2.0% Added +9%
IJH iShares Tr 1.8% Added +505%
MSFT Microsoft Corp 1.7% Trimmed −28%What changed
Biggest moves since Jun 30, 2026
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