4WEALTH ADVISORS, INC.
13F Portfolio Filings
Most recent 13F Q3 2025Location burr ridge, ILCIK 0002056676All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
136 | $111.96M | JEPI, MPRO, NVDA, VGSH | 13F-HR | Oct 28, 2025 | 000194104025000575 | ||
132 | $98.44M | 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 |