StockDriftsStockDriftsTop 50 4wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 4.64% | 65.9K | $6.0M | +53.06%(+22.85K) | $91.59(-0.11%) | 2026-06-30 | |
| MPRO | NORTHERN LTS FD TR IV | 4.11% | 163.4K | $5.4M | +3.39%(+5.36K) | $29.71(+9.71%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.49% | 80.5K | $4.5M | +1.22%(+970) | $58.18(-0.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3% | 20.0K | $3.9M | +0.01%(+3) | $129.71(+69.97%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.55% | 57.0K | $3.3M | +1.75%(+979) | $58.61(-0.96%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.5% | 53.7K | $3.3M | +1.05%(+557) | $55.59(+7.35%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.38% | 37.4K | $3.1M | +7.46%(+2.60K) | $82.06(-1.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.35% | 10.9K | $3.1M | -1.65%(-183) | $233.54(+31.31%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.06% | 33.9K | $2.7M | +0.84%(+283) | $78.86(-0.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.89% | 6.7K | $2.5M | +11.37%(+683) | $429.76(+16.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.19% |
4wealth Advisors INC reports $130.28M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are BIL (4.6%), MPRO (4.1%) and JEPI (3.5%). The top 20 holdings account for 43.51% of reported assets. Its disclosed equity book has returned +9.56% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 4wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056676). View 4wealth Advisors INC’s 13F filings on SEC