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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$211M
$547 Million 0.49% of portfolio
84,868
Q3 2025 Added 101.2%

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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