4WEALTH ADVISORS, INC.
13F Portfolio Filings
Most recent 13F Q1 2026Location burr ridge, ILCIK 0002056676All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
142 | $117.03M | MPRO, JEPI, KRE, NVDA | 13F-HR | Apr 27, 2026 | 000194104026000269 | ||
147 | $117.2M | JEPI, MPRO, NVDA, JEPQ | 13F-HR | Jan 21, 2026 | 000194104026000036 | ||
136 | $111.96M | JEPI, MPRO, NVDA, VGSH | 13F-HR | Oct 28, 2025 | 000194104025000575 | ||
132 | $98.45M | MPRO, JEPI, NVDA, VGSH | 13F-HR | Aug 4, 2025 | 000194104025000412 | ||
125 | $91.76M | MPRO, JEPI, VGSH, GOVT | 13F-HR | May 5, 2025 | 000194104025000258 | ||
143 | $99.84M | MPRO, JEPI, AAPL, GOVT | 13F-HR | Feb 14, 2025 | 000194104025000166 |