4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc.

  • $112 Billion
  • Q3 2025

4 Wealth Advisors, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $4.4B, Northern Lts Fd Tr Iv Monarch with a value of $4.31B, Nvidia Corp with a value of $3.59B, Vanguard with a value of $3.11B, and J P Morgan ETF Tr Nasdaq Equit with a value of $3.05B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $98.4B to 112B.

4 Wealth Advisors, Inc. is based out at Burr Ridge, IL

Below you can find more details about 4 Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $52.4 Billion
Technology: $15.8 Billion
Consumer Cyclical: $7.87 Billion
Financial Services: $6.93 Billion
Communication Services: $4.87 Billion
Healthcare: $4.41 Billion
Industrials: $4.29 Billion
Consumer Defensive: $3.71 Billion
Other: $4.85 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$3.59 Billion 3.21% of portfolio
19,254
Q3 2025 Reduced 4.11%
$4.3T
$2.95 Billion 2.64% of portfolio
11,593
Q3 2025 Added 5.2%
$3.78T
$2.46 Billion 2.19% of portfolio
4,741
Q3 2025 Added 7.8%
$522B
$1.69 Billion 1.51% of portfolio
9,111
Q3 2025 Added 2.31%
$2.39T
$1.56 Billion 1.39% of portfolio
7,093
Q3 2025 Added 3.65%
$1.74T
$1.53 Billion 1.36% of portfolio
6,264
Q3 2025 Added 10.71%
$279B
$1.37 Billion 1.23% of portfolio
13,335
Q3 2025 Added 3.71%
$1.29T
$1.31 Billion 1.17% of portfolio
2,948
Q3 2025 Reduced 2.19%
$533B
$1.28 Billion 1.15% of portfolio
3,760
Q3 2025 Reduced 0.11%
$1.37T
$1.29 Billion 1.15% of portfolio
1,758
Q3 2025 Reduced 1.01%
$662B
$1.23 Billion 1.1% of portfolio
2,449
Q3 2025 Added 21.72%
$224B
$1.03 Billion 0.92% of portfolio
3,378
Q3 2025 Added 5.36%
$5.53B
$937 Million 0.84% of portfolio
76,834
Q3 2025 Added 1.48%
$29.2B
$907 Million 0.81% of portfolio
20,366
Q3 2025 Added 0.85%
$143B
$874 Million 0.78% of portfolio
26,062
Q3 2025 Reduced 0.66%
$197B
$854 Million 0.76% of portfolio
4,170
Q3 2025 Added 1.29%
$414B
$752 Million 0.67% of portfolio
3,249
Q3 2025 Added 8.88%
$367B
$747 Million 0.67% of portfolio
1,844
Q3 2025 Added 19.43%
$388B
$748 Million 0.67% of portfolio
4,626
Q3 2025 Reduced 6.9%
$20.9B
$738 Million 0.66% of portfolio
4,149
Q3 2025 Added 162.1%
$266B
$740 Million 0.66% of portfolio
2,623
Q3 2025 Added 13.55%
$41.4B
$716 Million 0.64% of portfolio
7,982
Q3 2025 Added 143.58%
$881B
$717 Million 0.64% of portfolio
2,274
Q3 2025 Added 0.8%
$21.2B
$709 Million 0.63% of portfolio
1,305
Q2 2025 Reduced 4.11%
$228B
$707 Million 0.63% of portfolio
5,279
Q3 2025 Reduced 0.75%
$204B
$687 Million 0.61% of portfolio
4,889
Q3 2025 Added 4.18%
$1.65T
$673 Million 0.6% of portfolio
2,768
Q2 2025 Reduced 1.35%
$139B
$671 Million 0.6% of portfolio
2,033
Q3 2025 Reduced 28.74%
-
$664 Million 0.59% of portfolio
-
Q3 2025 Reduced 2.44%
$23.2B
$650 Million 0.58% of portfolio
13,255
Q3 2025 Added 0.01%
$182B
$626 Million 0.56% of portfolio
917
Q3 2025 Added 24.25%
$346B
$591 Million 0.53% of portfolio
3,845
Q3 2025 Added 10.08%
$822M
$580 Million 0.52% of portfolio
33,558
Q3 2025 New
$114B
$575 Million 0.51% of portfolio
2,665
Q3 2025 Reduced 29.48%
$2.14B
$557 Million 0.5% of portfolio
74,412
Q3 2025 Added 20.1%
$212M
$547 Million 0.49% of portfolio
84,868
Q3 2025 Added 101.2%
$265B
$550 Million 0.49% of portfolio
690
Q3 2025 Reduced 5.09%
$971B
$518 Million 0.46% of portfolio
679
Q3 2025 Added 3.82%
$67.3B
$509 Million 0.45% of portfolio
1,822
Q3 2025 Added 8.32%
$91.4B
$489 Million 0.44% of portfolio
3,154
Q3 2025 Added 0.41%
$3.65B
$494 Million 0.44% of portfolio
8,819
Q3 2025 Reduced 8.48%
$490B
$485 Million 0.43% of portfolio
4,304
Q3 2025 Added 9.18%
$319B
$485 Million 0.43% of portfolio
7,093
Q3 2025 Added 3.08%
$132B
$483 Million 0.43% of portfolio
2,296
Q3 2025 Added 8.0%
$512B
$457 Million 0.41% of portfolio
804
Q3 2025 Added 6.07%
$237B
$449 Million 0.4% of portfolio
1,896
Q3 2025 Added 25.65%
$0
$451 Million 0.4% of portfolio
12,300
Q3 2025 Reduced 1.99%
$269B
$451 Million 0.4% of portfolio
1,886
Q3 2025 Added 14.37%
$79.2B
$441 Million 0.39% of portfolio
6,328
Q3 2025 Added 8.8%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $112 Billion
  • Prior Value $98.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email