StockDriftsStockDriftsTop 50 4wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.69% | 24.1K | $16.9M | +577.47%(+20.51K) | $674.18(+4.51%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 4.96% | 78.3K | $7.2M | +18.78%(+12.38K) | $91.60(-0.03%) | 2026-09-30 | |
| MPRO | NORTHERN LTS FD TR IV | 3.82% | 174.8K | $5.5M | +6.94%(+11.34K) | $29.86(+8.68%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.34% | 85.6K | $4.8M | +6.25%(+5.04K) | $58.07(-1.75%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.92% | 18.6K | $4.2M | -7.35%(-1.47K) | $129.71(+67.37%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.51% | 63.1K | $3.6M | +10.72%(+6.11K) | $58.54(-1.53%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.39% | 56.6K | $3.5M | +5.44%(+2.92K) | $55.89(+6.46%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.19% | 40.4K | $3.2M | +8.13%(+3.04K) | $81.94(-4.01%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.08% | 9.1K | $3.0M | -16.27%(-1.77K) | $233.54(+46.84%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.97% | 37.0K | $2.9M | +8.89%(+3.02K) | $78.80(-1.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.33% |
4wealth Advisors INC reports $144.57M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are VOO (11.7%), BIL (5.0%) and MPRO (3.8%). The top 20 holdings account for 52.8% of reported assets. Its disclosed equity book has returned +11.94% cumulatively over 7 quarters. Figures reflect the Q3 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