4WEALTH ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$130,276
Net value change ($000)
+13,245 (11.3%)
New positions
16
Sold out positions
7
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,094 53.1%
GIS 688 NEW
NVDA 597 18.0%
PYLD 593 NEW
NOW 512 NEW
VOO 470 24.1%
MPRO 469 9.6%
QQQ 456 46.7%
AMD 429 101.4%
JEPQ 402 14.1%
Top Reduces (Value $000, Stocks/ETFs)
XLE -602 -62.2%
TMUS -600 -100.0%
HON -591 -100.0%
JBS -573 -62.3%
PG -426 -64.9%
UTWO -355 -24.0%
IAU -323 -100.0%
ADBE -301 -100.0%
CCL -278 -100.0%
NFLX -266 -44.1%
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