4Wealth Advisors, Inc. filed its 13F report for Q1 2026 on April 27, 2026. The portfolio totaled 117.03 M reflecting a -0.14% change from the prior quarter, spanning 142 assets. The top 10 holdings comprised 28.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 9 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
4Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/27/2026. This was the only submission for the quarter.
In the Q1 2026 filing, 4Wealth Advisors reported a managed portfolio value of 117.03 M, consisting of 142 individual positions.
This page displays the raw filing documents. To see which stocks 4Wealth Advisors bought or sold during Q1 2026, please visit 4Wealth Advisors's Portfolio Analysis page.