4Wealth Advisors, Inc. (CIK: 0002056676) is a financial institution headquartered at 745 Mcclintock Drive, Suite 150, Burr Ridge, Illinois 60527-6490. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $144.57 M, comprising 144 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 38.1%. Quarterly turnover: 15.8%. ▲ 18 new, +72 added, −46 reduced, ×25 exited.

Top Buys

Q3 2026

1. VOO Vanguard S&P 500 Etf

+$14.4 M

2. VEA Vanguard Ftse Developed Markets Etf

+$2.2 M

3. IJH Ishares Core S&P Mid-Cap Etf

+$2.12 M

4. SCHD Schwab Us Dividend Equity Etf

+$1.94 M

5. DIA Spdr Dow Jones Industrial Average Etf Trust

+$1.69 M

Top Sells

Q3 2026

1. MSFT Microsoft Corporation

−$958,515.55

2. META Meta Platforms

−$819,818.23

3. GS The Goldman Sachs Group

−$653,115

4. ELF Elf Beauty

−$592,697

5. AAPL Apple

−$583,412.17

Stocks/ETFs

+11.01%

$143.83 M 99.49%

Options

$0 0.00%

Debt

$0 0.00%

Other

+4.71%

$739,284 0.51%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard S&P 500 Etf ETF-VOO	24,057	$16.9 M	11.69%	▲ 20,506	Add 577.5%
Spdr Bloomberg 1-3 Month T-Bill Etf ETF-BIL	78,290	$7.18 M	4.96%	▲ 12,381	Add 18.8%
Monarch Procap Index Etf ETF-MPRO	174,769	$5.52 M	3.82%	▲ 11,344	Add 6.9%
Jpmorgan Equity Premium Income Etf ETF-JEPI	85,556	$4.83 M	3.34%	▲ 5,035	Add 6.3%
Nvidia Corporation NVDA	18,559	$4.22 M	2.92%	▼ 1,472	Reduce -7.4%
Vanguard Short-Term Treasury Etf ETF-VGSH	63,101	$3.63 M	2.51%	▲ 6,107	Add 10.7%
Jpmorgan Nasdaq Equity Premium Income Etf ETF-JEPQ	56,572	$3.46 M	2.39%	▲ 2,920	Add 5.4%
Vanguard Intermediate-Term Corporate Bond Etf ETF-VCIT	40,448	$3.17 M	2.19%	▲ 3,040	Add 8.1%
Apple AAPL	9,114	$3 M	2.08%	▼ 1,771	Reduce -16.3%
Vanguard Short-Term Corporate Bond Etf ETF-VCSH	36,956	$2.85 M	1.97%	▲ 3,016	Add 8.9%

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4Wealth Advisors, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by 4Wealth Advisors, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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4Wealth Advisors, Inc. Quarterly 13F Statistics

Discover detailed insights into 4Wealth Advisors, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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4Wealth Advisors, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by 4Wealth Advisors, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

4Wealth Advisors, Inc. 13F Filings, Portfolio & Analysis

4Wealth Advisors, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

4Wealth Advisors, Inc.'s Portfolio

4Wealth Advisors, Inc. Quarterly 13F Statistics

4Wealth Advisors, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)