CIK 2056676
4WEALTH ADVISORS, INC.
Institutional 13F holdings & portfolio
Holdings
142
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 78K | $1M+ | SH |
| MPRO | NORTHERN LTS FD TR IV | 142K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 20K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 53K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 53K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 31K | $1M+ | SH |
| GOVT | ISHARES TR | 102K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| PULS | PGIM ETF TR | 39K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| SGOV | ISHARES TR | 18K | $1M+ | SH |
| TLT | ISHARES TR | 20K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 35K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| WMT | WALMART INC | 14K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| NOBL | PROSHARES TR | 12K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| JBBB | JANUS DETROIT STR TR | 24K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 14K | $1M+ | SH |
| MCD | MCDONALDS CORP | 3K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 12K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 21K | $500K+ | SH |
| PPI | INVESTMENT MANAGERS SER TR I | 51K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| LULU | LULULEMON ATHLETICA INC | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| GT | GOODYEAR TIRE & RUBR CO | 96K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| SLYV | SPDR SERIES TRUST | 9K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 10K | $500K+ | SH |
| IXUS | ISHARES TR | 10K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 7K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 17K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| JBS | JBS N.V. | 50K | $500K+ | SH |