4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. reported 151 positions worth $130.3M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: BIL (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $6.0M | 4.64% | 65,909 | — | — | |
| ▸ 2 | MPRO | SH | $5.4M | 4.11% | 163,425 | — | — | |
| ▸ 3 | JEPI | SH | $4.5M | 3.49% | 80,521 | — | — | |
| ▸ 4 | NVDA | SH | $3.9M | 3.00% | 20,031 | — | — | |
| ▸ 5 | VGSH | SH | $3.3M | 2.55% | 56,994 | — | — | |
| ▸ 6 | JEPQ | SH | $3.3M | 2.50% | 53,652 | — | — | |
| ▸ 7 | VCIT | SH | $3.1M | 2.38% | 37,408 | — | — | |
| ▸ 8 | AAPL | SH | $3.1M | 2.35% | 10,885 | — | — | |
| ▸ 9 | VCSH | SH | $2.7M | 2.06% | 33,940 | — | — | |
| ▸ 10 | MSFT | SH | $2.5M | 1.89% | 6,690 | — | — |
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Frequently Asked Questions
What stocks does 4WEALTH ADVISORS, INC. hold as of Q2 2026?
4WEALTH ADVISORS, INC. reported 151 positions worth $130.3M in its Q2 2026 13F filing. Largest positions: BIL (4.6%), MPRO (4.1%), JEPI (3.5%), NVDA (3.0%) and VGSH (2.5%).
What did 4WEALTH ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 4WEALTH ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.