4WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Burr Ridge, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 130,276
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 151 | 130,276 | 13F-HR | 4WEALTH ADVISORS, INC. |
| Q1 2026 | 4/27/2026 | 142 | 117,031 | 13F-HR | 4WEALTH ADVISORS, INC. |
| Q4 2025 | 1/21/2026 | 147 | 117,196 | 13F-HR | 4WEALTH ADVISORS, INC. |
| Q3 2025 | 10/28/2025 | 136 | 111,961 | 13F-HR | 4WEALTH ADVISORS, INC. |
| Q2 2025 | 8/4/2025 | 132 | 98,445 | 13F-HR | 4WEALTH ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.19 K | 49.3% | 563 | 0 | 563 |
| ETFs | 65.49 K | 50.3% | 12.63 K | 0 | 12.63 K |
| Debt | 601 | 0.5% | 45 | 0 | 45 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
130,276
Holdings
151
QoQ value change ($000)
13,245
(11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.