4Wealth Advisors, Inc. filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 117.2 M reflecting a +4.68% change from the prior quarter, spanning 147 assets. The top 10 holdings comprised 27.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 3 complete exits.
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4Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.
In the Q4 2025 filing, 4Wealth Advisors reported a managed portfolio value of 117.2 M, consisting of 147 individual positions.
This page displays the raw filing documents. To see which stocks 4Wealth Advisors bought or sold during Q4 2025, please visit 4Wealth Advisors's Portfolio Analysis page.