4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc.

  • $117 Billion
  • Q4 2025

4 Wealth Advisors, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 147 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 $4.46B, Northern Lts Fd Tr Iv Monarch with a value of $4.37B, Nvidia Corp with a value of $3.75B, J P Morgan ETF Tr Nasdaq Equit with a value of $3.1B, and Vanguard with a value of $3.09B.

Examining the 13F form we can see an increase of $5.23B in the current position value, from $112B to 117B.

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 $117 Billion
ETFs: $54.5 Billion
Technology: $15.8 Billion
Consumer Cyclical: $8.01 Billion
Financial Services: $7.66 Billion
Communication Services: $5.25 Billion
Healthcare: $4.95 Billion
Industrials: $4.36 Billion
Consumer Defensive: $4.28 Billion
Other: $4.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$3.75 Billion 3.2% of portfolio
20,120
Q4 2025 Added 4.5%
$4.3T
$2.9 Billion 2.48% of portfolio
10,671
Q4 2025 Reduced 7.95%
$3.78T
$2.61 Billion 2.23% of portfolio
5,404
Q4 2025 Added 13.98%
$522B
$1.84 Billion 1.57% of portfolio
8,902
Q4 2025 Reduced 2.29%
$2.39T
$1.72 Billion 1.46% of portfolio
7,436
Q4 2025 Added 4.84%
$279B
$1.56 Billion 1.33% of portfolio
14,020
Q4 2025 Added 5.14%
$1.74T
$1.54 Billion 1.31% of portfolio
4,899
Q4 2025 Reduced 21.79%
$533B
$1.39 Billion 1.19% of portfolio
3,961
Q4 2025 Added 5.35%
$1.37T
$1.39 Billion 1.18% of portfolio
2,103
Q4 2025 Added 19.62%
$662B
$1.26 Billion 1.08% of portfolio
2,515
Q4 2025 Added 2.69%
$1.29T
$1.18 Billion 1.0% of portfolio
2,613
Q4 2025 Reduced 11.36%
$224B
$1.06 Billion 0.91% of portfolio
3,477
Q4 2025 Added 2.93%
$114B
$1.04 Billion 0.89% of portfolio
4,804
Q4 2025 Added 80.26%
$29.2B
$962 Million 0.82% of portfolio
20,554
Q4 2025 Added 0.92%
$1.65T
$879 Million 0.75% of portfolio
2,808
Q4 2025 Added 1.45%
$20.9B
$882 Million 0.75% of portfolio
4,244
Q4 2025 Added 2.29%
$2.14B
$838 Million 0.72% of portfolio
95,685
Q4 2025 Added 28.59%
$266B
$780 Million 0.67% of portfolio
2,632
Q4 2025 Added 0.34%
$0
$781 Million 0.67% of portfolio
17,050
Q4 2025 Added 38.62%
$388B
$745 Million 0.64% of portfolio
3,477
Q4 2025 Reduced 24.84%
$204B
$746 Million 0.64% of portfolio
5,196
Q4 2025 Added 6.28%
$881B
$739 Million 0.63% of portfolio
2,293
Q4 2025 Added 0.84%
$21.2B
$719 Million 0.61% of portfolio
1,305
Q2 2025 Reduced 4.11%
$414B
$714 Million 0.61% of portfolio
3,125
Q4 2025 Reduced 3.82%
$971B
$719 Million 0.61% of portfolio
669
Q4 2025 Reduced 1.47%
$228B
$717 Million 0.61% of portfolio
5,722
Q4 2025 Added 8.39%
$139B
$705 Million 0.6% of portfolio
2,038
Q4 2025 Added 0.25%
$367B
$692 Million 0.59% of portfolio
2,011
Q4 2025 Added 9.06%
$182B
$645 Million 0.55% of portfolio
974
Q4 2025 Added 6.22%
-
$647 Million 0.55% of portfolio
-
Q4 2025 Reduced 2.69%
$5.53B
$619 Million 0.53% of portfolio
46,583
Q4 2025 Reduced 39.37%
$346B
$611 Million 0.52% of portfolio
4,264
Q4 2025 Added 10.9%
$319B
$598 Million 0.51% of portfolio
7,768
Q4 2025 Added 9.52%
$265B
$583 Million 0.5% of portfolio
663
Q4 2025 Reduced 3.91%
$79.2B
$569 Million 0.49% of portfolio
8,925
Q4 2025 Added 41.04%
$197B
$560 Million 0.48% of portfolio
2,180
Q4 2025 Reduced 47.72%
$237B
$552 Million 0.47% of portfolio
2,084
Q4 2025 Added 9.92%
$67.3B
$542 Million 0.46% of portfolio
1,868
Q4 2025 Added 2.52%
$490B
$538 Million 0.46% of portfolio
4,468
Q4 2025 Added 3.81%
$132B
$518 Million 0.44% of portfolio
2,658
Q4 2025 Added 15.77%
$91.4B
$502 Million 0.43% of portfolio
3,133
Q4 2025 Reduced 0.67%
$41.4B
$509 Million 0.43% of portfolio
5,210
Q4 2025 Reduced 34.73%
$16.1B
$506 Million 0.43% of portfolio
21,642
Q4 2025 New
$512B
$485 Million 0.41% of portfolio
850
Q4 2025 Added 5.72%
$593B
$482 Million 0.41% of portfolio
2,474
Q4 2025 Added 81.91%
$68.9B
$471 Million 0.4% of portfolio
1,630
Q4 2025 Added 8.74%
$269B
$465 Million 0.4% of portfolio
2,289
Q4 2025 Added 21.37%
$303B
$412 Million 0.35% of portfolio
2,700
Q4 2025 Added 5.22%
$143B
$411 Million 0.35% of portfolio
11,133
Q4 2025 Reduced 57.28%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $117 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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