4WEALTH ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$117,031
Net value change ($000)
-165 (-0.1%)
New positions
9
Sold out positions
9
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 3,321 531.4%
UTWO 1,478 NEW
VITL 653 NEW
MPRO 514 11.8%
PPI 454 47.4%
SPDN 405 96.2%
IXUS 331 41.0%
NB 289 NEW
RPV 281 85.9%
JNJ 255 13.8%
Top Reduces (Value $000, Stocks/ETFs)
GOVT -687 -29.3%
DOW -506 -100.0%
MSFT -458 -17.5%
NVDA -444 -11.8%
CLF -434 -70.1%
INTC -411 -100.0%
CAVA -358 -100.0%
HAS -352 -100.0%
AMD -322 -43.2%
QQQ -313 -24.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type