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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$822M
$364 Million 0.31% of portfolio
18,650
Q4 2025 Reduced 44.42%
$741M
$52.1 Million 0.04% of portfolio
12,936
Q4 2025 Added 2.59%

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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