4Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, 4Wealth Advisors, Inc. disclosed 145 stock positions valued at approximately $130.28M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, J P MORGAN EXCHANGE TRADED F, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 145
- Portfolio Value
- $130.28M
Holdings by Sector
4Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | BIL | Other | 4.64% | 65,909 | +22,847 | +53.06% | $6,039,921 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.49% | 80,521 | +970 | +1.22% | $4,544,623 |
| NVIDIA CORPORATION | NVDA | Technology | 3.00% | 20,031 | +3 | +0.01% | $3,905,401 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 2.55% | 56,994 | +979 | +1.75% | $3,319,883 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.50% | 53,652 | +557 | +1.05% | $3,256,652 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.38% | 37,408 | +2,597 | +7.46% | $3,103,349 |
| APPLE INC | AAPL | Technology | 2.35% | 10,885 | -183 | -1.65% | $3,066,795 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.06% | 33,940 | +283 | +0.84% | $2,685,979 |
| MICROSOFT CORP | MSFT | Technology | 1.89% | 6,690 | +683 | +11.37% | $2,465,841 |
| VANGUARD INDEX FDS | VOO | Other | 1.86% | 3,551 | +197 | +5.87% | $2,418,189 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.64% | 8,271 | -375 | -4.34% | $2,138,228 |
| PGIM ETF TR | PULS | Other | 1.57% | 41,148 | -24 | -0.06% | $2,045,473 |
| JANUS DETROIT STR TR | JAAA | Other | 1.46% | 37,444 | +1,811 | +5.08% | $1,897,683 |
| ISHARES TR | SGOV | Other | 1.44% | 18,595 | +315 | +1.72% | $1,871,946 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.43% | 7,763 | -419 | -5.12% | $1,864,207 |
| ISHARES TR | TLT | Other | 1.43% | 21,286 | +1,474 | +7.44% | $1,861,487 |
| ALPHABET INC | GOOG | Communication Services | 1.26% | 4,663 | -165 | -3.42% | $1,638,110 |
| ISHARES TR | GOVT | Other | 1.23% | 70,299 | -2,033 | -2.81% | $1,607,749 |
| WALMART INC | WMT | Consumer Defensive | 1.22% | 13,857 | +33 | +0.24% | $1,587,956 |
| PROSHARES TR | NOBL | Other | 1.18% | 27,310 | +14,278 | +109.56% | $1,538,914 |
| INVESTMENT MANAGERS SER TR I | PPI | Other | 1.17% | 72,281 | +3,082 | +4.45% | $1,530,347 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.15% | 3,011 | +151 | +5.28% | $1,493,208 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.13% | 9,142 | +572 | +6.67% | $1,469,409 |
| META PLATFORMS INC | META | Communication Services | 1.12% | 2,603 | +555 | +27.10% | $1,464,321 |
| VISA INC | V | Financial Services | 1.10% | 4,212 | +143 | +3.51% | $1,439,064 |
| INVESCO QQQ TR | QQQ | Other | 1.10% | 1,979 | +229 | +13.09% | $1,432,800 |
| ISHARES TR | IXUS | Other | 1.05% | 14,386 | +780 | +5.73% | $1,363,634 |
| TESLA INC | TSLA | Consumer Cyclical | 0.96% | 3,035 | +398 | +15.09% | $1,249,934 |
| JANUS DETROIT STR TR | JBBB | Other | 0.94% | 25,810 | +1,723 | +7.15% | $1,226,510 |
| SPDR SERIES TRUST | SPLG | Other | 0.93% | 13,945 | -19 | -0.14% | $1,215,713 |
Showing 30 of 145 holdings in the latest reporting period.