4WEALTH ADVISORS, INC.: 13F holdings
CIK 20566762026Q2
| Positions | 151 |
|---|
| Reported value | $130.3m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 151 (+9 vs prior quarter) |
|---|
| Reported value | $130.3m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIL SPDR SERIES TRUST | 65,909 | $6.0m | 4.6% |
| MPRO NORTHERN LTS FD TR IV | 163,425 | $5.4m | 4.1% |
| JEPI J P MORGAN EXCHANGE TRADED F | 80,521 | $4.5m | 3.5% |
| NVDA NVIDIA CORPORATION | 20,031 | $3.9m | 3.0% |
| VGSH VANGUARD SCOTTSDALE FDS | 56,994 | $3.3m | 2.5% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 53,652 | $3.3m | 2.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 37,408 | $3.1m | 2.4% |
| AAPL APPLE INC | 10,885 | $3.1m | 2.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 33,940 | $2.7m | 2.1% |
| MSFT MICROSOFT CORP | 6,690 | $2.5m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056676")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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