4WEALTH ADVISORS, INC.

Q3 2025 13F Holdings

  • Location
    burr ridge, IL
  • Num holdings

    136

  • Value ($000)

    $111,961

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0002056676
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$4.40M
4 %

77,111

M
MPRO

NORTHERN LTS FD TR IV

MONARCH PROCAP I
66538H245
$4.31M
4 %

141,312

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.59M
3 %

19,254

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$3.11M
3 %

52,885

J
JEPQ

J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM
46654Q203
$3.05M
3 %

53,044

A
AAPL

APPLE INC

COM
037833100
$2.95M
3 %

11,593

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$2.79M
3 %

33,178

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.53M
2 %

3,800

put
V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$2.46M
2 %

30,819

M
MSFT

MICROSOFT CORP

COM
594918104
$2.46M
2 %

4,741

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