4WEALTH ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$144,572
Net value change ($000)
+14,296 (11.0%)
New positions
19
Sold out positions
26
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 14,481 598.9%
VEA 2,200 NEW
IJH 2,097 472.3%
SCHD 1,943 NEW
DIA 1,686 436.8%
BIL 1,135 18.8%
AIS 590 NEW
VIG 508 NEW
IJR 490 100.8%
TLT 452 24.3%
Top Reduces (Value $000, Stocks/ETFs)
GS -653 -100.0%
HD -642 -76.2%
ELF -593 -100.0%
MCD -581 -61.7%
PEP -530 -69.9%
AVGO -525 -70.4%
BRK-B -520 -34.8%
CSCO -518 -66.3%
NOW -512 -100.0%
TRV -510 -100.0%
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