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4Wealth Advisors - Q2 2026 13F Filings

4W

4Wealth Advisors, Inc.

CIK: 0002056676
Address: Illinois Burr Ridge 745 Mcclintock Drive Suite 150
$130.28 M
Portfolio Value
151
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/17/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$2.09 M
2. NOBL Proshares S&P 500 Dividend Aristocrats Etf
+$804,562.95
3. VUG Vanguard Growth Etf
+$728,131.68
4. GIS General Mills
+$687,764
5. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$592,824

Top Sells

Q2 2026
1. TMUS T-Mobile Us
−$600,137
2. HON Honeywell International
−$591,259
3. XLE Energy Select Sector Spdr Fund
−$471,082.78
4. PG The Procter & Gamble Company
−$442,670.82
5. UTWO Us Treasury 2 Year Note Etf
−$347,075.54

Asset Allocation

Stocks/ETFs
+11.47%
$129.57 M 99.46%
Options
$0 0.00%
Debt
$0 0.00%
Other
-10.99%
$706,013 0.54%

Sector Allocation (Stocks)

4Wealth Advisors Q2 2026 Filing Summary

4Wealth Advisors, Inc. filed its 13F report for Q2 2026 on July 17, 2026. The portfolio totaled 130.28 M reflecting a +11.32% change from the prior quarter, spanning 151 assets. The top 10 holdings comprised 29.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 6 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for 4Wealth Advisors’s Q2 2026 Filing

4Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/17/2026. This was the only submission for the quarter.

In the Q2 2026 filing, 4Wealth Advisors reported a managed portfolio value of 130.28 M, consisting of 151 individual positions.

This page displays the raw filing documents. To see which stocks 4Wealth Advisors bought or sold during Q2 2026, please visit 4Wealth Advisors's Portfolio Analysis page.