4WEALTH ADVISORS, INC.

Est. AUM

$117.0M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NORTHERN LTS FD TR IV	MONARCH PROCAP I	$4.9M	158065	4.17%	SOLE
2	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.4M	79551	3.78%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	43062	3.37%	SOLE
4	NVIDIA CORPORATION	COM	$3.3M	20028	2.83%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.3M	56015	2.80%	SOLE
6	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.9M	34811	2.45%	SOLE
7	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.9M	53095	2.44%	SOLE
8	APPLE INC	COM	$2.7M	11068	2.33%	SOLE
9	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	33657	2.27%	SOLE
10	MICROSOFT CORP	COM	$2.2M	6007	1.84%	SOLE
11	JOHNSON & JOHNSON	COM	$2.1M	8646	1.79%	SOLE
12	PGIM ETF TR	PGIM ULTRA SH BD	$2.0M	41172	1.75%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	3354	1.66%	SOLE
14	ISHARES TR	0-3 MNTH TREASRY	$1.8M	18280	1.57%	SOLE
15	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.8M	35633	1.54%	SOLE
16	ISHARES TR	20 YR TR BD ETF	$1.7M	19812	1.47%	SOLE
17	WALMART INC	COM	$1.7M	13824	1.46%	SOLE
18	ISHARES TR	US TREAS BD ETF	$1.7M	72332	1.41%	SOLE
19	AMAZON COM INC	COM	$1.6M	8182	1.40%	SOLE
20	RBB FD INC	US TREASY 2 YR	$1.5M	30641	1.26%	SOLE
21	INVESTMENT MANAGERS SER TR I	ASTORIA REAL	$1.4M	69199	1.21%	SOLE
22	PROSHARES TR	S&P 500 DV ARIST	$1.4M	13032	1.17%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2860	1.16%	SOLE
24	ALPHABET INC	CAP STK CL C	$1.3M	4828	1.13%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.2M	8570	1.05%	SOLE
26	VISA INC	COM CL A	$1.2M	4069	1.04%	SOLE
27	ISHARES TR	CORE MSCI TOTAL	$1.1M	13606	0.97%	SOLE
28	JANUS DETROIT STR TR	B-BBB CLO ETF	$1.1M	24087	0.96%	SOLE
29	META PLATFORMS INC	CL A	$1.1M	2048	0.94%	SOLE
30	MCDONALDS CORP	COM	$1.1M	3479	0.92%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	13964	0.89%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$977K	1750	0.83%	SOLE
33	VANECK ETF TRUST	GOLD MINERS ETF	$971K	11323	0.83%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET ENE	$968K	15620	0.83%	SOLE
35	TESLA INC	COM	$937K	2637	0.80%	SOLE
36	FIFTH THIRD BANCORP	COM	$926K	20722	0.79%	SOLE
37	JBS N.V.	CL A SHS	$920K	53039	0.79%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$913K	3153	0.78%	SOLE
39	WORLD GOLD TR	SPDR GLD MINIS	$853K	9553	0.73%	SOLE
40	PEPSICO INC	COM	$849K	5415	0.73%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$839K	9062	0.72%	SOLE
42	DIREXION SHARES ETF TRUST	DAILY S&P 500 BE	$826K	80746	0.71%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET IND	$813K	5190	0.69%	SOLE
44	BOEING CO	COM	$796K	4206	0.68%	SOLE
45	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$793K	17549	0.68%	SOLE
46	ALPHABET INC	CAP STK CL A	$779K	2848	0.67%	SOLE
47	ABBOTT LABORATORIES	COM	$774K	7597	0.66%	SOLE
48	CURTISS WRIGHT CORP	COM	$774K	1225	0.66%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	SHS	$732K	15700	0.63%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$727K	1730	0.62%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.