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 Trade History
$0
$689 Million 0.62% of portfolio
12,452
Q3 2025 Reduced 1.9%
$0
$693 Million 0.62% of portfolio
8,839
Q3 2025 Reduced 0.48%
$197B
$687 Million 0.61% of portfolio
4,889
Q3 2025 Added 4.18%
$0
$669 Million 0.6% of portfolio
13,369
Q2 2025 Added 3.64%
$1.67T
$673 Million 0.6% of portfolio
2,768
Q2 2025 Reduced 1.35%
$142B
$671 Million 0.6% of portfolio
2,033
Q3 2025 Reduced 28.74%
$0
$674 Million 0.6% of portfolio
14,568
Q3 2025 Added 4.39%
-
$664 Million 0.59% of portfolio
-
Q3 2025 Reduced 2.44%
$23.4B
$650 Million 0.58% of portfolio
13,255
Q3 2025 Added 0.01%
$64B
$639 Million 0.57% of portfolio
8,785
Q3 2025 Added 11.97%
$183B
$626 Million 0.56% of portfolio
917
Q3 2025 Added 24.25%
$348B
$591 Million 0.53% of portfolio
3,845
Q3 2025 Added 10.08%
$816M
$580 Million 0.52% of portfolio
33,558
Q3 2025 New
Jbs N.V.
-
$583 Million 0.52% of portfolio
-
Q3 2025 New
$116B
$575 Million 0.51% of portfolio
2,665
Q3 2025 Reduced 29.48%
$2.14B
$557 Million 0.5% of portfolio
74,412
Q3 2025 Added 20.1%
$268B
$550 Million 0.49% of portfolio
690
Q3 2025 Reduced 5.09%
$0
$532 Million 0.48% of portfolio
29,025
Q3 2025 New
$0
$527 Million 0.47% of portfolio
6,377
Q3 2025 New
$878B
$518 Million 0.46% of portfolio
679
Q3 2025 Added 3.82%
$65.6B
$509 Million 0.45% of portfolio
1,822
Q3 2025 Added 8.32%
$0
$507 Million 0.45% of portfolio
5,858
Q3 2025 Reduced 2.5%
$91.1B
$489 Million 0.44% of portfolio
3,154
Q3 2025 Added 0.41%
$3.78B
$494 Million 0.44% of portfolio
8,819
Q3 2025 Reduced 8.48%
$489B
$485 Million 0.43% of portfolio
4,304
Q3 2025 Added 9.18%
$292B
$485 Million 0.43% of portfolio
7,093
Q3 2025 Added 3.08%
$130B
$483 Million 0.43% of portfolio
2,296
Q3 2025 Added 8.0%
$0
$472 Million 0.42% of portfolio
10,089
Q3 2025 Reduced 3.24%
$526B
$457 Million 0.41% of portfolio
804
Q3 2025 Added 6.07%
$240B
$449 Million 0.4% of portfolio
1,896
Q3 2025 Added 25.65%
$0
$451 Million 0.4% of portfolio
12,300
Q3 2025 Reduced 1.99%
$258B
$451 Million 0.4% of portfolio
1,886
Q3 2025 Added 14.37%
$77B
$441 Million 0.39% of portfolio
6,328
Q3 2025 Added 8.8%
$0
$429 Million 0.38% of portfolio
10,033
Q3 2025 Reduced 3.17%
$0
$427 Million 0.38% of portfolio
4,893
Q3 2025 Reduced 7.68%
$303B
$398 Million 0.36% of portfolio
2,566
Q3 2025 Reduced 52.45%
$99.5B
$403 Million 0.36% of portfolio
4,248
Q3 2025 Added 6.65%
$0
$391 Million 0.35% of portfolio
3,899
Q3 2025 Reduced 2.6%
$645B
$383 Million 0.34% of portfolio
1,360
Q3 2025 Reduced 45.25%
$303B
$368 Million 0.33% of portfolio
1,067
Q3 2025 Added 7.34%
$95.1B
$372 Million 0.33% of portfolio
1,092
Q3 2025 Reduced 12.08%
$60.1B
$373 Million 0.33% of portfolio
1,987
Q3 2025 Added 7.58%
$38.2B
$375 Million 0.33% of portfolio
1,218
Q3 2025 Added 4.37%
$137B
$375 Million 0.33% of portfolio
14,698
Q3 2025 Added 9.94%
$68.2B
$354 Million 0.32% of portfolio
1,499
Q3 2025 Added 0.81%
$165B
$355 Million 0.32% of portfolio
4,697
Q3 2025 Added 6.8%
$111B
$363 Million 0.32% of portfolio
3,839
Q3 2025 Added 14.05%
$0
$332 Million 0.3% of portfolio
2,797
Q3 2025 Added 29.37%
$0
$341 Million 0.3% of portfolio
10,067
Q3 2025 Reduced 18.06%

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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