4 Wealth Advisors, Inc. Portfolio Holdings

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

4 Wealth Advisors, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 136 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 $4.4B, Northern Lts Fd Tr Iv Monarch with a value of $4.31B, Nvidia Corp with a value of $3.59B, Vanguard with a value of $3.11B, and J P Morgan ETF Tr Nasdaq Equit with a value of $3.05B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $98.4B to 112B.

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 $112 Billion

ETFs: $52.4 Billion

Technology: $15.8 Billion

Consumer Cyclical: $7.87 Billion

Financial Services: $6.93 Billion

Communication Services: $4.87 Billion

Healthcare: $4.41 Billion

Industrials: $4.29 Billion

Consumer Defensive: $3.71 Billion

Other: $4.85 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$4.4 Billion 3.93% of portfolio	77,111	Q3 2025 Added 15.53%
MPRO Northern Lts Fd Tr Iv Monarch	$0	$4.31 Billion 3.85% of portfolio	141,312	Q3 2025 Reduced 5.73%
NVDA Nvidia Corp Technology	$469B	$3.59 Billion 3.21% of portfolio	19,254	Q3 2025 Reduced 4.11%
VGSH Vanguard ETFs	$0	$3.11 Billion 2.78% of portfolio	52,885	Q3 2025 Added 8.6%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$3.05 Billion 2.73% of portfolio	53,044	Q3 2025 Added 10.82%
AAPL Apple Inc. Technology	$4.34T	$2.95 Billion 2.64% of portfolio	11,593	Q3 2025 Added 5.2%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.79 Billion 2.49% of portfolio	33,178	Q3 2025 Added 5.18%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.46 Billion 2.2% of portfolio	30,819	Q3 2025 Added 8.07%
MSFT Microsoft Corp Technology	$3.71T	$2.46 Billion 2.19% of portfolio	4,741	Q3 2025 Added 7.8%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$2.4 Billion 2.14% of portfolio	103,765	Q3 2025 Reduced 4.85%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.92 Billion 1.72% of portfolio	3,141	Q3 2025 Added 58.16%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.83 Billion 1.64% of portfolio	18,219	Q3 2025 Reduced 3.89%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$1.78 Billion 1.59% of portfolio	19,875	Q3 2025 Added 13.34%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.76 Billion 1.57% of portfolio	34,585	Q3 2025 Added 5.53%
JNJ Johnson & Johnson Healthcare	$489B	$1.69 Billion 1.51% of portfolio	9,111	Q3 2025 Added 2.31%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.66 Billion 1.48% of portfolio	16,087	Q3 2025 Reduced 3.39%
AMZN Amazon Com Inc Consumer Cyclical	$2.48T	$1.56 Billion 1.39% of portfolio	7,093	Q3 2025 Added 3.65%
GOOG Alphabet Inc. Communication Services	$1.74T	$1.53 Billion 1.36% of portfolio	6,264	Q3 2025 Added 10.71%
WMT Walmart Inc. Consumer Defensive	$276B	$1.37 Billion 1.23% of portfolio	13,335	Q3 2025 Added 3.71%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.33 Billion 1.19% of portfolio	2,219	Q3 2025 Added 4.72%
TSLA Tesla, Inc. Consumer Cyclical	$1.41T	$1.31 Billion 1.17% of portfolio	2,948	Q3 2025 Reduced 2.19%
V Visa Inc. Financial Services	$551B	$1.28 Billion 1.15% of portfolio	3,760	Q3 2025 Reduced 0.11%
META Meta Platforms, Inc. Communication Services	$1.43T	$1.29 Billion 1.15% of portfolio	1,758	Q3 2025 Reduced 1.01%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.23 Billion 1.1% of portfolio	8,813	Q3 2025 Reduced 2.32%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$635B	$1.23 Billion 1.1% of portfolio	2,449	Q3 2025 Added 21.72%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.09 Billion 0.97% of portfolio	13,861	Q3 2025 Added 58.34%
JBBB Janus Detroit Str Tr Henderson ETFs	$0	$1.08 Billion 0.97% of portfolio	22,480	Q3 2025 Added 4.05%
MCD Mcdonalds Corp Consumer Cyclical	$220B	$1.03 Billion 0.92% of portfolio	3,378	Q3 2025 Added 5.36%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$1.01 Billion 0.9% of portfolio	13,215	Q3 2025 Reduced 14.09%
CLF Cleveland Cliffs Inc. Basic Materials	$5.2B	$937 Million 0.84% of portfolio	76,834	Q3 2025 Added 1.48%
FITB Fifth Third Bancorp Financial Services	$29.2B	$907 Million 0.81% of portfolio	20,366	Q3 2025 Added 0.85%
INTC Intel Corp Technology	$153B	$874 Million 0.78% of portfolio	26,062	Q3 2025 Reduced 0.66%
AMAT Applied Materials Inc Technology	$201B	$854 Million 0.76% of portfolio	4,170	Q3 2025 Added 1.29%
XLE Energy Sector Spdr ETFs	$0	$856 Million 0.76% of portfolio	9,580	Q3 2025 Added 18.29%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$841 Million 0.75% of portfolio	2,825	Q3 2025 Added 3.63%
XLI Industrial Sector Spdr ETFs	$0	$822 Million 0.73% of portfolio	5,329	Q3 2025 Reduced 7.63%
QCOM Qualcomm Inc Technology	$195B	$797 Million 0.71% of portfolio	4,792	Q3 2025 Added 6.82%
VUG Vanguard Growth ETF ETFs	$0	$796 Million 0.71% of portfolio	1,660	Q3 2025 Reduced 3.04%
SPYG Spdr Portfolio ETFs	$0	$786 Million 0.7% of portfolio	7,521	Q3 2025 Reduced 2.63%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$769 Million 0.69% of portfolio	8,670	Q3 2025 Added 6.81%
ABBV Abb Vie Inc. Healthcare	$387B	$752 Million 0.67% of portfolio	3,249	Q3 2025 Added 8.88%
HD Home Depot, Inc. Consumer Cyclical	$378B	$747 Million 0.67% of portfolio	1,844	Q3 2025 Added 19.43%
AMD Advanced Micro Devices Inc Technology	$384B	$748 Million 0.67% of portfolio	4,626	Q3 2025 Reduced 6.9%
LULU Lululemon Athletica Inc. Consumer Cyclical	$20B	$738 Million 0.66% of portfolio	4,149	Q3 2025 Added 162.1%
IBM International Business Machines Corp Technology	$280B	$740 Million 0.66% of portfolio	2,623	Q3 2025 Added 13.55%
TGT Target Corp Consumer Defensive	$41B	$716 Million 0.64% of portfolio	7,982	Q3 2025 Added 143.58%
JPM Jpmorgan Chase & CO Financial Services	$919B	$717 Million 0.64% of portfolio	2,274	Q3 2025 Added 0.8%
GLDM World Gold Trust ETFs	$11.6B	$710 Million 0.63% of portfolio	9,288	Q3 2025 Reduced 0.09%
CW Curtiss Wright Corp Industrials	$22.1B	$709 Million 0.63% of portfolio	1,305	Q2 2025 Reduced 4.11%
ABT Abbott Laboratories Healthcare	$219B	$707 Million 0.63% of portfolio	5,279	Q3 2025 Reduced 0.75%

Summary

Portfolio
No. of Stocks 136
Current Value $112 Billion
Prior Value $98.4 Billion
Filing
Period Q3 2025
Filing Date October 28, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 12 stocks
Additional Purchases 70 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

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4 Wealth Advisors, Inc. Portfolio Holdings