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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$4.46 Billion 3.8% of portfolio	77,896	Q4 2025 Added 1.02%
MPRO Northern Lts Fd Tr Iv Monarch	$0	$4.37 Billion 3.73% of portfolio	142,457	Q4 2025 Added 0.81%
NVDA Nvidia Corp Technology	$465B	$3.75 Billion 3.2% of portfolio	20,120	Q4 2025 Added 4.5%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$3.1 Billion 2.64% of portfolio	53,300	Q4 2025 Added 0.48%
VGSH Vanguard ETFs	$0	$3.09 Billion 2.64% of portfolio	52,679	Q4 2025 Reduced 0.39%
AAPL Apple Inc. Technology	$4.3T	$2.9 Billion 2.48% of portfolio	10,671	Q4 2025 Reduced 7.95%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.78 Billion 2.37% of portfolio	33,147	Q4 2025 Reduced 0.09%
MSFT Microsoft Corp Technology	$3.78T	$2.61 Billion 2.23% of portfolio	5,404	Q4 2025 Added 13.98%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.49 Billion 2.13% of portfolio	31,239	Q4 2025 Added 1.36%

GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$2.34 Billion 2.0% of portfolio	101,738	Q4 2025 Reduced 1.95%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2 Billion 1.71% of portfolio	3,190	Q4 2025 Added 1.56%
PULS Pgim ETF Tr ETFs	$0	$1.95 Billion 1.66% of portfolio	39,302	Q4 2025 New
JNJ Johnson & Johnson Healthcare	$522B	$1.84 Billion 1.57% of portfolio	8,902	Q4 2025 Reduced 2.29%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.82 Billion 1.56% of portfolio	18,180	Q4 2025 Reduced 0.21%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$1.78 Billion 1.52% of portfolio	20,475	Q4 2025 Added 3.02%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.78 Billion 1.52% of portfolio	35,165	Q4 2025 Added 1.68%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.72 Billion 1.46% of portfolio	7,436	Q4 2025 Added 4.84%
WMT Walmart Inc. Consumer Defensive	$279B	$1.56 Billion 1.33% of portfolio	14,020	Q4 2025 Added 5.14%

GOOG Alphabet Inc. Communication Services	$1.74T	$1.54 Billion 1.31% of portfolio	4,899	Q4 2025 Reduced 21.79%
V Visa Inc. Financial Services	$533B	$1.39 Billion 1.19% of portfolio	3,961	Q4 2025 Added 5.35%
META Meta Platforms, Inc. Communication Services	$1.37T	$1.39 Billion 1.18% of portfolio	2,103	Q4 2025 Added 19.62%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.29 Billion 1.1% of portfolio	2,101	Q4 2025 Reduced 5.32%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.27 Billion 1.09% of portfolio	12,245	Q4 2025 Reduced 23.88%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.26 Billion 1.08% of portfolio	2,515	Q4 2025 Added 2.69%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.22 Billion 1.04% of portfolio	7,874	Q4 2025 Reduced 10.65%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$1.18 Billion 1.0% of portfolio	2,613	Q4 2025 Reduced 11.36%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$1.13 Billion 0.97% of portfolio	23,727	Q4 2025 Added 5.55%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.13 Billion 0.97% of portfolio	14,101	Q4 2025 Added 1.73%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$1.06 Billion 0.91% of portfolio	3,477	Q4 2025 Added 2.93%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$1.06 Billion 0.9% of portfolio	12,325	Q4 2025 Reduced 6.73%
BA Boeing CO Industrials	$114B	$1.04 Billion 0.89% of portfolio	4,804	Q4 2025 Added 80.26%
PPI Investment Mngers Ser Tr Ii Ax ETFs	$0	$957 Million 0.82% of portfolio	51,373	Q4 2025 Added 77.0%
FITB Fifth Third Bancorp Financial Services	$29.2B	$962 Million 0.82% of portfolio	20,554	Q4 2025 Added 0.92%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$951 Million 0.81% of portfolio	3,147	Q4 2025 Added 11.4%
GOOGL Alphabet Inc. Communication Services	$1.65T	$879 Million 0.75% of portfolio	2,808	Q4 2025 Added 1.45%
LULU Lululemon Athletica Inc. Consumer Cyclical	$20.9B	$882 Million 0.75% of portfolio	4,244	Q4 2025 Added 2.29%
QCOM Qualcomm Inc Technology	$187B	$851 Million 0.73% of portfolio	4,973	Q4 2025 Added 3.78%
GT Goodyear Tire & Rubber CO Consumer Cyclical	$2.14B	$838 Million 0.72% of portfolio	95,685	Q4 2025 Added 28.59%
VUG Vanguard Growth ETF ETFs	$0	$830 Million 0.71% of portfolio	1,701	Q4 2025 Added 2.47%
GLDM World Gold Trust ETFs	$11.9B	$817 Million 0.7% of portfolio	9,573	Q4 2025 Added 3.07%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$823 Million 0.7% of portfolio	9,049	Q4 2025 Added 4.37%
IXUS Ishares Tr ETFs	$0	$808 Million 0.69% of portfolio	9,548	Q4 2025 Added 49.73%
SPYG Spdr Portfolio ETFs	$0	$798 Million 0.68% of portfolio	7,480	Q4 2025 Reduced 0.55%
IBM International Business Machines Corp Technology	$266B	$780 Million 0.67% of portfolio	2,632	Q4 2025 Added 0.34%
CEF Sprott Physical Gold & Silver Trust Financial Services	$0	$781 Million 0.67% of portfolio	17,050	Q4 2025 Added 38.62%
AMD Advanced Micro Devices Inc Technology	$388B	$745 Million 0.64% of portfolio	3,477	Q4 2025 Reduced 24.84%
XLI Industrial Sector Spdr ETFs	$0	$745 Million 0.64% of portfolio	4,800	Q4 2025 Reduced 9.93%
PEP Pepsico Inc Consumer Defensive	$204B	$746 Million 0.64% of portfolio	5,196	Q4 2025 Added 6.28%
JPM Jpmorgan Chase & CO Financial Services	$881B	$739 Million 0.63% of portfolio	2,293	Q4 2025 Added 0.84%
Jbs N.V.	-	$726 Million 0.62% of portfolio	-	Q4 2025 Added 29.03%

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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4 Wealth Advisors, Inc. Portfolio Holdings