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 101–142 of 142
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| COO | COOPER COS INC | 4K | $100K–$500K | SH |
| OSBC | OLD SECOND BANCORP INC ILL | 19K | $100K–$500K | SH |
| CAVA | CAVA GROUP INC | 6K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 521 | $100K–$500K | SH |
| HAS | HASBRO INC | 4K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 966 | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| ELF | E L F BEAUTY INC | 4K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 11K | $100K–$500K | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 313 | $100K–$500K | SH |
| T | AT&T INC | 11K | $100K–$500K | SH |
| IVV | ISHARES TR | 377 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 513 | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 5K | $100K–$500K | SH |
| DWM | WISDOMTREE TR | 3K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 567 | $100K–$500K | SH |
| METL | SPROTT FDS TR | 9K | $100K–$500K | SH |
| ADBE | ADOBE INC | 637 | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 4K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5K | $100K–$500K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 11K | $50K–$100K | SH |
| BORR | BORR DRILLING LTD | 13K | $50K–$100K | SH |
| FLNT | FLUENT INC | 18K | $15K–$50K | SH |
| RMCF | ROCKY MTN CHOCOLATE FACTORY | 20K | $15K–$50K | SH |
| RCT | REDCLOUD HLDGS PLC | 12K | $15K–$50K | SH |