4WEALTH Advisors, Inc.
In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 13, 2026), 4WEALTH Advisors, Inc. reported 144 stock positions worth $144.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.7% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 5.0%) and Monarch Procap Index ETF (MPRO, 3.8%). Compared with Q2 2026, it opened 19 new positions, sold out of 26, added to 72 and reduced 46. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +577%) and the biggest sale Home Depot (HD, shares −71%).
- Most Recent 13F
- Q3 2026
- Location
- BURR RIDGE, IL
- CIK
- 0002056676
- Portfolio Value
- $144.6M (Q3 2026)
- SEC Filing
- 0001941040-26-000721 ↗ filed Oct 13, 2026
Holdings Value
Holdings 144 stocks · $144.6M
| VOO Vanguard S&P 500 ETF | 11.69% | 24,057 | $16.9M | Add +577.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.96% | 78,290 | $7.2M | Add +18.8% |
| MPRO Monarch Procap Index ETF | 3.82% | 174,769 | $5.5M | Add +6.9% |
| JEPI JPMorgan Equity Premium Inco | 3.34% | 85,556 | $4.8M | Add +6.3% |
| NVDA Nvidia Corp. | 2.92% | 18,559 | $4.2M | Reduce -7.3% |
| VGSH Vanguard Short-Term Treasury | 2.51% | 63,101 | $3.6M | Add +10.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.39% | 56,572 | $3.5M | Add +5.4% |
| VCIT Vanguard Int-Term Corporate | 2.19% | 40,448 | $3.2M | Add +8.1% |
| AAPL Apple Inc. | 2.08% | 9,114 | $3.0M | Reduce -16.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.97% | 36,956 | $2.9M | Add +8.9% |
| IJH iShares Core S&P Midcap ETF | 1.76% | 35,104 | $2.5M | Add +504.5% |
| MSFT Microsoft Corp. | 1.69% | 4,807 | $2.4M | Reduce -28.1% |
| TLT iShares 20+ Year Treasury BD | 1.60% | 29,571 | $2.3M | Add +38.9% |
| PULS Pgim Ultra Short Bond ETF | 1.56% | 45,574 | $2.3M | Add +10.8% |
| VEA Vanguard Ftse Developed ETF | 1.52% | 30,913 | $2.2M | New |
| JAAA Janus Henderson Aaa Clo ETF | 1.48% | 42,090 | $2.1M | Add +12.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 1.43% | 4,040 | $2.1M | Add +446.7% |
| SCHD Schwab US DVD Equity ETF | 1.34% | 59,150 | $1.9M | New |
| SGOV iShares 0-3 Month Treasury B | 1.29% | 18,472 | $1.9M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.26% | 6,807 | $1.8M | Reduce -17.7% |
| XLV SS Health Care Select Sector | 1.14% | 9,666 | $1.7M | Add +5.7% |
| NOBL Proshares S&P 500 Dividend A | 1.13% | 30,032 | $1.6M | Add +10.0% |
| GOVT iShares US Treasury Bond ETF | 1.06% | 70,191 | $1.5M | Reduce -0.1% |
| PPI Astoria Real Assets ETF | 1.05% | 75,563 | $1.5M | Add +4.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.04% | 2,043 | $1.5M | Add +3.2% |
| IXUS iShares Core Intl Stock ETF | 0.99% | 14,995 | $1.4M | Add +4.2% |
| AMZN Amazon.com Inc. | 0.98% | 5,761 | $1.4M | Reduce -25.8% |
| WMT Walmart Inc. | 0.92% | 12,513 | $1.3M | Reduce -9.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.90% | 14,508 | $1.3M | Add +4.0% |
| JBBB Janus Henderson B-BBB Clo Et | 0.88% | 26,696 | $1.3M | Add +3.4% |
| V Visa Inc. Class A | 0.84% | 3,327 | $1.2M | Reduce -21.0% |
| GOOG Alphabet Inc. Class C | 0.81% | 3,466 | $1.2M | Reduce -25.7% |
| FITB Fifth Third Bancorp | 0.79% | 22,478 | $1.1M | Add +7.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.77% | 3,300 | $1.1M | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.76% | 1,494 | $1.1M | Reduce -42.6% |
| GDX Vaneck Gold Miners ETF | 0.72% | 11,756 | $1.0M | Reduce -11.3% |
| XLI SS Industrial Select Sector | 0.70% | 5,982 | $1.0M | Add +10.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 11,232 | $1.0M | Add +8.9% |
| UTWO F/M US Treasury 2 Year Note | 0.69% | 21,000 | $994K | Reduce -10.3% |
| ABT Abbott Laboratories | 0.69% | 9,819 | $991K | Add +3.1% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.68% | 9,589 | $985K | Add +8.6% |
| IJR iShares Core S&P Small-Cap E | 0.68% | 7,129 | $976K | Add +116.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 1,937 | $973K | Reduce -35.7% |
| GOOGL Alphabet Inc. Class A | 0.66% | 2,813 | $959K | Reduce -0.2% |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.65% | 111,047 | $941K | Add +38.4% |
| GLDM SPDR Gold Minishares Trust | 0.63% | 10,953 | $905K | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.62% | 7,317 | $901K | Add +2.1% |
| BA The Boeing Co. | 0.61% | 4,722 | $886K | Add +10.3% |
| TSLA Tesla Inc. | 0.60% | 2,446 | $863K | Reduce -19.4% |
| FVD First Trust Value Line DVD | 0.58% | 17,818 | $843K | Add +9.7% |
| RPV Invesco S&P 500 Pure Value E | 0.57% | 7,198 | $831K | Add +13.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.52% | 12,338 | $758K | Add +0.8% |
| PYLD PIMCO Multisector Bond Actv | 0.52% | 29,745 | $756K | Add +33.4% |
| NFLX Netflix Inc. | 0.52% | 10,667 | $750K | Add +133.7% |
| CEF Sprott Physical Gold and Sil | 0.51% | 17,644 | $739K | Reduce -0.3% |
| XLP SS Consumer Staples Sel Sect | 0.51% | 8,952 | $733K | Add +11.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 6,484 | $684K | Add +139.8% |
| IBTM iShares Ibnds Dec 2032 TT | 0.47% | 31,167 | $678K | Add +18.1% |
| GIS General Mills Inc. | 0.45% | 19,279 | $652K | Add +2.0% |
| CW Curtiss-Wright Corp. | 0.42% | 1,143 | $610K | No change |
| SPEM State Street SP PTF Em ETF | 0.41% | 11,456 | $596K | Add +9.6% |
| AIS Vistashares Ais ETF | 0.41% | 7,844 | $590K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.40% | 11,360 | $575K | Add +2.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.38% | 11,841 | $556K | Add +0.3% |
| AMD Advanced Micro Devices | 0.38% | 898 | $546K | Reduce -43.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.38% | 6,500 | $543K | Add +21.3% |
| CLF Cleveland-Cliffs Inc. | 0.37% | 49,134 | $541K | Add +113.5% |
| MMM 3M Co. | 0.37% | 3,132 | $528K | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 2,162 | $508K | New |
| GT Goodyear Tire & Rubber Co. | 0.35% | 101,192 | $506K | Reduce -0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.34% | 12,397 | $492K | Add +16.5% |
| AGGA Ea Astoria Beacon Dynamic Co. | 0.34% | 20,159 | $492K | Add +136.5% |
| ZTS Zoetis Inc. | 0.34% | 6,892 | $485K | Add +81.0% |
| VITL Vital Farms Inc. | 0.33% | 51,088 | $480K | Add +0.1% |
| XLE SS Energy Select Sector | 0.32% | 7,464 | $459K | Add +9.3% |
| LLY Eli Lilly & Co. | 0.31% | 380 | $450K | Reduce -43.2% |
| LULU Lululemon Athletica Inc. | 0.31% | 4,574 | $443K | No change |
| JPM JPMorgan Chase & Co. | 0.31% | 1,317 | $441K | Reduce -53.1% |
| OSBC Old Second Bancorp Inc. | 0.28% | 16,500 | $407K | Reduce -9.8% |
| VDC Vanguard Consumer Staple ETF | 0.28% | 1,824 | $404K | New |
| AMAT Applied Materials Inc. | 0.28% | 778 | $398K | Reduce -0.5% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.27% | 20,714 | $394K | Reduce -1.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.27% | 7,137 | $386K | New |
| ABBV Abbvie Inc. | 0.27% | 1,459 | $384K | Reduce -55.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 501 | $383K | Reduce -1.4% |
| JBS JBS NV-A | 0.26% | 32,442 | $369K | Add +14.3% |
| GD General Dynamics Corp. | 0.25% | 1,097 | $365K | Add +0.1% |
| MCD McDonald's Corp. | 0.25% | 1,542 | $361K | Reduce -56.3% |
| QCOM Qualcomm Inc. | 0.24% | 1,912 | $352K | Reduce -54.8% |
| AGG iShares Core U.S. Aggregate | 0.24% | 3,642 | $345K | No change |
| MU Micron Technology Inc. | 0.24% | 322 | $343K | No change |
| CCL Carnival Corp. Ltd. | 0.23% | 13,442 | $338K | Add +14.2% |
| CMG Chipotle Mexican Grill Inc. | 0.22% | 10,066 | $321K | New |
| CSX CSX Corp. | 0.22% | 6,777 | $318K | New |
| NB Niocorp Developments Ltd. | 0.22% | 90,155 | $315K | Add +29.3% |
| TGT Target Corp. | 0.21% | 1,980 | $310K | Reduce -45.5% |
| LMT Lockheed Martin Corp. | 0.21% | 603 | $309K | New |
| NOC Northrop Grumman Corp. | 0.21% | 610 | $308K | New |
| COST Costco Wholesale Corp. | 0.21% | 331 | $306K | Add +5.8% |
| METL Sprott Act Metals&miners ETF | 0.20% | 11,352 | $292K | Add +4.8% |
Portfolio Sells Q2 2026 → Q3 2026
| HD Home Depot Inc. | Reduce -71.0% | 0.14% | −0.51 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.50 |
| MCD McDonald's Corp. | Reduce -56.3% | 0.25% | −0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -35.7% | 0.67% | −0.47 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.46 |
| GOOG Alphabet Inc. Class C | Reduce -25.7% | 0.81% | −0.45 |
| AMZN Amazon.com Inc. | Reduce -25.8% | 0.98% | −0.45 |
| PEP Pepsico Inc. | Reduce -67.6% | 0.16% | −0.42 |
| AVGO Broadcom Inc. | Reduce -69.0% | 0.15% | −0.42 |
| CSCO Cisco Systems Inc. | Reduce -62.9% | 0.18% | −0.42 |
| JPM JPMorgan Chase & Co. | Reduce -53.1% | 0.31% | −0.41 |
| IBM Intl Business Machines Corp. | Reduce -61.6% | 0.15% | −0.40 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.39 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.39 |
| JNJ Johnson & Johnson | Reduce -17.7% | 1.26% | −0.38 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.38 |
| ABBV Abbvie Inc. | Reduce -55.2% | 0.27% | −0.37 |
| QCOM Qualcomm Inc. | Reduce -54.8% | 0.24% | −0.37 |
| TSLA Tesla Inc. | Reduce -19.4% | 0.60% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -42.6% | 0.76% | −0.36 |
| SO The Southern Co. | Sold out | 0.00% | −0.35 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.35 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.34 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.33 |
| TDV Proshares S&P Tech DVD Arist | Sold out | 0.00% | −0.33 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.33 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.33 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.33 |
| CAT Caterpillar Inc. | Reduce -56.9% | 0.15% | −0.32 |
| LLY Eli Lilly & Co. | Reduce -43.2% | 0.31% | −0.32 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.32 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.30 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.30 |
| WMT Walmart Inc. | Reduce -9.7% | 0.92% | −0.29 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.29 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.28 |
| AAPL Apple Inc. | Reduce -16.3% | 2.08% | −0.28 |
| AMD Advanced Micro Devices | Reduce -43.2% | 0.38% | −0.28 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.26 |
| V Visa Inc. Class A | Reduce -21.0% | 0.84% | −0.26 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.25 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.23 |
| PSA Public Storage | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -28.1% | 1.69% | −0.20 |
| COP Conocophillips | Sold out | 0.00% | −0.19 |
| AAXJ iShares MSCI All Country Asi | Sold out | 0.00% | −0.18 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.18 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.18 |
| UTWO F/M US Treasury 2 Year Note | Reduce -10.3% | 0.69% | −0.17 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.1% | 1.06% | −0.17 |
Portfolio Buys Q2 2026 → Q3 2026
| VOO Vanguard S&P 500 ETF | Add +577.5% | 11.69% | +9.83 |
| VEA Vanguard Ftse Developed ETF | New | 1.52% | +1.52 |
| IJH iShares Core S&P Midcap ETF | Add +504.5% | 1.76% | +1.42 |
| SCHD Schwab US DVD Equity ETF | New | 1.34% | +1.34 |
| DIA SS SPDR Dow Jones Indus Avg | Add +446.7% | 1.43% | +1.14 |
| AIS Vistashares Ais ETF | New | 0.41% | +0.41 |
| VIG Vanguard Dividend Apprec ETF | New | 0.35% | +0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +18.8% | 4.96% | +0.33 |
| IJR iShares Core S&P Small-Cap E | Add +116.2% | 0.68% | +0.30 |
| VDC Vanguard Consumer Staple ETF | New | 0.28% | +0.28 |
| DIS The Walt Disney Co. | Add +139.8% | 0.47% | +0.27 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.27% | +0.27 |
| NFLX Netflix Inc. | Add +133.7% | 0.52% | +0.26 |
| CMG Chipotle Mexican Grill Inc. | New | 0.22% | +0.22 |
| CSX CSX Corp. | New | 0.22% | +0.22 |
| LMT Lockheed Martin Corp. | New | 0.21% | +0.21 |
| NOC Northrop Grumman Corp. | New | 0.21% | +0.21 |
| CLF Cleveland-Cliffs Inc. | Add +113.5% | 0.37% | +0.21 |
| STBF Perf Trust Short Term BD ETF | New | 0.19% | +0.19 |
| UTEN F/M US Treasury 10 Year Note | New | 0.19% | +0.19 |
| AGGA Ea Astoria Beacon Dynamic Co. | Add +136.5% | 0.34% | +0.18 |
| TLT iShares 20+ Year Treasury BD | Add +38.9% | 1.60% | +0.17 |
| MPC Marathon Petroleum Corp. | New | 0.16% | +0.16 |
| IXJ iShares Global Healthcare Et | New | 0.15% | +0.15 |
| AOR iShares Core 60/40 Balanced | New | 0.15% | +0.15 |
| PICK iShares MSCI Global Metals & | New | 0.15% | +0.15 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.14% | +0.14 |
| SLVR Sprott SLVR Miner & PHY SLVR | New | 0.14% | +0.14 |
| XOM Exxonmobil Holdings Corp. | New | 0.14% | +0.14 |
| ZTS Zoetis Inc. | Add +81.0% | 0.34% | +0.12 |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | Add +38.4% | 0.65% | +0.11 |
| PYLD PIMCO Multisector Bond Actv | Add +33.4% | 0.52% | +0.07 |
| CODA Coda Octopus Group Inc. | Add +50.1% | 0.14% | +0.05 |
| XLE SS Energy Select Sector | Add +9.3% | 0.32% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +21.3% | 0.38% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.9% | 0.70% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +12.4% | 1.48% | +0.02 |
| RPV Invesco S&P 500 Pure Value E | Add +13.8% | 0.57% | +0.02 |
| XLV SS Health Care Select Sector | Add +5.7% | 1.14% | +0.01 |
| ABT Abbott Laboratories | Add +3.1% | 0.69% | +0.01 |
| IBTM iShares Ibnds Dec 2032 TT | Add +18.1% | 0.47% | +0.01 |
| T AT&T Inc. | Add +0.0% | 0.18% | +0.00 |
| SPEM State Street SP PTF Em ETF | Add +9.6% | 0.41% | +0.00 |
| VIS Vanguard Industrials ETF | Add +20.6% | 0.17% | −0.00 |
| BMRN Biomarin Pharmaceutical Inc. | Add +4.4% | 0.17% | −0.00 |
| PULS Pgim Ultra Short Bond ETF | Add +10.8% | 1.56% | −0.01 |
| RCT Redcloud Holdings PLC | Add +10.2% | 0.01% | −0.01 |
| KO The Coca-Cola Co. | Add +0.2% | 0.18% | −0.01 |
| METL Sprott Act Metals&miners ETF | Add +4.8% | 0.20% | −0.01 |
| JBS JBS NV-A | Add +14.3% | 0.26% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 144 | $144.6M | VOO, BIL, MPRO, JEPI, NVDA |
| Q2 2026 | 151 | $130.3M | BIL, MPRO, JEPI, NVDA, VGSH |
| Q1 2026 | 142 | $117.0M | MPRO, JEPI, BIL, NVDA, VGSH |
| Q4 2025 | 142 | $115.5M | JEPI, MPRO, NVDA, JEPQ, VGSH |
| Q3 2025 | 133 | $108.2M | JEPI, MPRO, NVDA, VGSH, JEPQ |
| Q2 2025 | 129 | $96.2M | MPRO, JEPI, NVDA, VGSH, VCIT |
| Q1 2025 | 123 | $90.3M | MPRO, JEPI, VGSH, GOVT, VCIT |
| Q4 2024 | 141 | $97.8M | MPRO, JEPI, AAPL, GOVT, VGSH |