4WEALTH ADVISORS, INC. 13F Holdings

CIK 000129727 · Burr Ridge, IL

As of Sep 30, 2025, 4WEALTH ADVISORS, INC. reported 133 positions worth 12.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—77,111$4.4M3.93%
NORTHERN LTS FD TR IV——141,312$4.3M3.85%
NVIDIA CORPNVDATechnology19,254$3.6M3.21%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—52,885$3.1M2.78%
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETFJEPQ—53,044$3.1M2.73%
APPLE INCAAPLTechnology11,593$3.0M2.64%
SPDR S&P 500 ETF TRUSTSPY—4,283$2.9M2.55%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—33,178$2.8M2.49%
INVESCO QQQ TRUST SERIES 1QQQ—4,219$2.5M2.26%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—30,819$2.5M2.20%
MICROSOFT CORPMSFTTechnology4,741$2.5M2.19%
ISHARES US TREASURY BOND ETFGOVT—103,765$2.4M2.14%
VANGUARD 500 INDEX FUNDVOO—3,141 .9M1.72%
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—18,219 .8M1.64%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—19,875 .8M1.59%
JANUS HENDERSON AAA CLO ETFJAAA—34,585 .8M1.57%
JOHNSON & JOHNSONJNJHealthcare9,111 .7M1.51%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—16,087 .7M1.48%
AMAZON.COM INCAMZNEquity7,093 .6M1.39%
ALPHABET INCGOOGEquity6,264 .5M1.36%
WALMART INCWMTConsumer Defensive13,335 .4M1.23%
TESLA INCTSLAConsumer Cyclical2,948 .3M1.17%
META PLATFORMS INCMETACommunication Services1,758 .3M1.15%
VISA INC-CLASS A SHARESVFinancial Services3,760 .3M1.15%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,449 .2M1.10%