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4wealth Advisors, Inc. Portfolio
$144.6M across 144 positions as of 2026-09-30, with 38% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $16.9M | 11.7% | 24,057 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $7.2M | 5.0% | 78,290 |
| NORTHERN LTS FD TR IV | $5.5M | 3.8% | 174,769 |
| JEPIJPMorgan Equity Premium Income ETF | $4.8M | 3.3% | 85,556 |
| NVDANVIDIA Corp | $4.2M | 2.9% | 18,559 |
| VGSHVanguard Short-Term Treasury ETF | $3.6M | 2.5% | 63,101 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $3.5M | 2.4% | 56,572 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $3.2M | 2.2% | 40,448 |
| AAPLApple Inc | $3M | 2.1% | 9,114 |
| VCSHVanguard Short-Term Corporate Bond ETF | $2.9M | 2.0% | 36,956 |
| IJHiShares Core S&P Mid-Cap ETF | $2.5M | 1.8% | 35,104 |
| MSFTMicrosoft Corp | $2.4M | 1.7% | 4,807 |
| TLTiShares 20+ Year Treasury Bond ETF | $2.3M | 1.6% | 29,571 |
| PULSPGIM Ultra Short Bond ETF | $2.3M | 1.6% | 45,574 |
| VEAVanguard FTSE Developed Markets ETF | $2.2M | 1.5% | 30,913 |
| JAAAJanus Henderson AAA CLO ETF | $2.1M | 1.5% | 42,090 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $2.1M | 1.4% | 4,040 |
| SCHDSchwab US Dividend Equity ETF | $1.9M | 1.3% | 59,150 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1.9M | 1.3% | 18,472 |
| JNJJohnson & Johnson | $1.8M | 1.3% | 6,807 |
| XLVState Street Health Care Select Sector SPDR ETF | $1.7M | 1.1% | 9,666 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $1.6M | 1.1% | 30,032 |
| GOVTiShares U.S. Treasury Bond ETF | $1.5M | 1.1% | 70,191 |
| INVESTMENT MANAGERS SER TR I | $1.5M | 1.1% | 75,563 |
| QQQInvesco QQQ Trust, Series 1 | $1.5M | 1.0% | 2,043 |
| IXUSiShares Core MSCI Total International Stock ETF | $1.4M | 1.0% | 14,995 |
| AMZNAmazon.com Inc | $1.4M | 1.0% | 5,761 |
| WMTWalmart Inc | $1.3M | 0.9% | 12,513 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.3M | 0.9% | 14,508 |
| JANUS DETROIT STR TR | $1.3M | 0.9% | 26,696 |
| VVisa Inc | $1.2M | 0.8% | 3,327 |
| GOOGAlphabet Inc | $1.2M | 0.8% | 3,466 |
| FITBFifth Third Bancorp | $1.1M | 0.8% | 22,478 |
| VBKVanguard Small-Cap Growth ETF | $1.1M | 0.8% | 3,300 |
| METAMeta Platforms Inc | $1.1M | 0.8% | 1,494 |
| GDXVanEck Gold Miners ETF | $1M | 0.7% | 11,756 |
| XLIState Street Industrial Select Sector SPDR ETF | $1M | 0.7% | 5,982 |
| VUGVanguard Growth ETF | $1M | 0.7% | 11,232 |
| RBB FD INC | $993.7K | 0.7% | 21,000 |
| ABTAbbott Laboratories | $991.3K | 0.7% | 9,819 |
| SPDR SERIES TRUST | $985.3K | 0.7% | 9,589 |
| IJRiShares Core S&P Small-Cap ETF | $976.1K | 0.7% | 7,129 |
| BRK.BBerkshire Hathaway Inc | $973.3K | 0.7% | 1,937 |
| GOOGLAlphabet Inc | $959.1K | 0.7% | 2,813 |
| DIREXION SHARES ETF TRUST | $940.6K | 0.7% | 111,047 |
| GLDMSPDR Gold MiniShares Trust | $905.2K | 0.6% | 10,953 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $901.4K | 0.6% | 7,317 |
| BABoeing Co | $886.2K | 0.6% | 4,722 |
| TSLATesla Inc | $863K | 0.6% | 2,446 |
| FVDFirst Trust VL Dividend | $842.6K | 0.6% | 17,818 |
| RPVInvesco S&P 500 Pure Value ETF | $831.3K | 0.6% | 7,198 |
| SPDR SERIES TRUST | $757.6K | 0.5% | 12,338 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $755.8K | 0.5% | 29,745 |
| NFLXNetflix Inc | $749.9K | 0.5% | 10,667 |
| CEFSprott Physical Gold and Silver Trust | $739.3K | 0.5% | 17,644 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $732.8K | 0.5% | 8,952 |
| DISWalt Disney Co | $683.5K | 0.5% | 6,484 |
| ISHARES TR | $678.1K | 0.5% | 31,167 |
| GISGeneral Mills Inc | $652K | 0.5% | 19,279 |
| CWCurtiss-Wright Corp | $610.2K | 0.4% | 1,143 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $595.7K | 0.4% | 11,456 |
| AISVistaShares Artificial Intelligence Supercycle ETF | $590K | 0.4% | 7,844 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $574.7K | 0.4% | 11,360 |
| VTEBVanguard Tax-Exempt Bond ETF | $555.9K | 0.4% | 11,841 |
| AMDAdvanced Micro Devices Inc | $545.6K | 0.4% | 898 |
| VEUVanguard FTSE All World Ex US ETF | $543.1K | 0.4% | 6,500 |
| CLFCleveland-Cliffs Inc | $541K | 0.4% | 49,134 |
| MMM3M Co | $527.9K | 0.4% | 3,132 |
| VIGVanguard Div Appreciation ETF | $508.5K | 0.4% | 2,162 |
| GTGoodyear Tire & Rubber Co | $506K | 0.3% | 101,192 |
| XLUState Street Utilities Select Sector SPDR ETF | $492.3K | 0.3% | 12,397 |
| EA SERIES TRUST | $492K | 0.3% | 20,159 |
| ZTSZoetis Inc | $484.5K | 0.3% | 6,892 |
| VITAL FARMS INC | $479.7K | 0.3% | 51,088 |
| XLEState Street Energy Select Sector SPDR ETF | $459.4K | 0.3% | 7,464 |
| LLYEli Lilly and Co | $450.3K | 0.3% | 380 |
| LULULululemon Athletica Inc | $443.1K | 0.3% | 4,574 |
| JPMJPMorgan Chase & Co | $441.2K | 0.3% | 1,317 |
| OLD SECOND BANCORP INC DEL | $406.7K | 0.3% | 16,500 |
| VDCVanguard Consumer Staples ETF | $404.2K | 0.3% | 1,824 |
| AMATApplied Materials Inc | $398.4K | 0.3% | 778 |
| SIMPLIFY EXCHANGE TRADED FUN | $394K | 0.3% | 20,714 |
| FNDFSchwab Fundamental International Equity ETF | $386.4K | 0.3% | 7,137 |
| ABBVAbbVie Inc | $384.3K | 0.3% | 1,459 |
| SPYState Street SPDR S&P 500 ETF Trust | $383K | 0.3% | 501 |
| JBS N.V. | $368.9K | 0.3% | 32,442 |
| GDGeneral Dynamics Corp | $364.8K | 0.3% | 1,097 |
| MCDMcDonald's Corp | $361K | 0.2% | 1,542 |
| QCOMQualcomm Inc | $352.1K | 0.2% | 1,912 |
| AGGiShares Core U.S. Aggregate Bond ETF | $344.5K | 0.2% | 3,642 |
| MUMicron Technology Inc | $343K | 0.2% | 322 |
| CARNIVAL CORP LTD | $337.5K | 0.2% | 13,442 |
| CMGChipotle Mexican Grill Inc | $320.9K | 0.2% | 10,066 |
| CSXCSX Corp | $318K | 0.2% | 6,777 |
| NIOCORP DEVS LTD | $314.6K | 0.2% | 90,155 |
| TGTTarget Corp | $309.8K | 0.2% | 1,980 |
| LMTLockheed Martin Corp | $309K | 0.2% | 603 |
| NOCNorthrop Grumman Corp | $307.8K | 0.2% | 610 |
| COSTCostco Wholesale Corp | $306.3K | 0.2% | 331 |
| SPROTT FDS TR | $292K | 0.2% | 11,352 |
| IVViShares Core S&P 500 ETF | $287.7K | 0.2% | 374 |
| VANECK ETF TRUST | $283.8K | 0.2% | 4,514 |
| TRUST FOR PROFESSIONAL MANAG | $280.2K | 0.2% | 11,274 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $273.6K | 0.2% | 2,541 |
| RBB FD INC | $269.9K | 0.2% | 6,650 |
| TXNTexas Instruments Inc | $265.2K | 0.2% | 941 |
| CSCOCisco Systems Inc | $263.4K | 0.2% | 2,463 |
| TAT&T Inc | $261.8K | 0.2% | 10,694 |
| CEGConstellation Energy Corp | $257.6K | 0.2% | 973 |
| KOCoca-Cola Co | $256.7K | 0.2% | 2,955 |
| VISVanguard Industrials ETF | $252.5K | 0.2% | 779 |
| WFCWells Fargo & Co | $252.5K | 0.2% | 3,137 |
| CGDVCapital Group Dividend Value ETF | $252.4K | 0.2% | 5,132 |
| BACBank of America Corp | $250.5K | 0.2% | 4,558 |
| PORTILLOS INC | $249.6K | 0.2% | 70,300 |
| GLWCorning Inc | $246.2K | 0.2% | 1,551 |
| VBRVanguard Small-Cap Value ETF | $245.3K | 0.2% | 1,052 |
| CGGRCapital Group Growth ETF | $244.8K | 0.2% | 5,128 |
| BMRNBioMarin Pharmaceutical Inc | $244.2K | 0.2% | 4,079 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $243.8K | 0.2% | 7,547 |
| ISHARES TR | $237.9K | 0.2% | 5,892 |
| SPDR SERIES TRUST | $228.3K | 0.2% | 2,176 |
| PEPPepsiCo Inc | $228.1K | 0.2% | 1,772 |
| MPCMarathon Petroleum Corp | $226.2K | 0.2% | 577 |
| IXJiShares Global Healthcare ETF | $221.8K | 0.2% | 2,140 |
| WISDOMTREE TR | $221.4K | 0.2% | 3,000 |
| AVGOBroadcom Inc | $221.2K | 0.2% | 622 |
| IBMInternational Business Machines Corp | $218.7K | 0.2% | 994 |
| IBITiShares Bitcoin Trust ETF | $215.4K | 0.1% | 4,551 |
| AORiShares Core 60/40 Balanced Allocation ETF | $212.9K | 0.1% | 3,097 |
| PICKiShares MSCI Global Select Metals & Mining Producers Fund | $212.3K | 0.1% | 3,542 |
| SPDR SERIES TRUST | $212.1K | 0.1% | 2,374 |
| CATCaterpillar Inc | $210.4K | 0.1% | 254 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $207.9K | 0.1% | 2,252 |
| SPROTT FDS TR | $205.3K | 0.1% | 3,708 |
| CODA OCTOPUS GROUP INC | $203.5K | 0.1% | 18,669 |
| XOMExxonmobil Holdings Corp | $201.5K | 0.1% | 1,248 |
| HDHome Depot Inc | $200.9K | 0.1% | 697 |
| BIOHAVEN LTD | $183.9K | 0.1% | 13,837 |
| FLUENT INC | $86.4K | 0.1% | 26,917 |
| BORR DRILLING LTD | $46.7K | 0.0% | 11,936 |
| LOOP INDS INC | $22.9K | 0.0% | 52,486 |
| ROCKY MTN CHOCOLATE FACTORY | $10.7K | 0.0% | 13,225 |
| REDCLOUD HLDGS PLC | $10K | 0.0% | 53,960 |
Quarter ending 2026-09-30.
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