4WEALTH ADVISORS, INC. - Portfolio Stock Holdings
4WEALTH ADVISORS, INC. disclosed 157 stock positions in a recent SEC 13F filing. $130,545,274 of stock holdings were filed, with the largest holdings including BIL, MPRO, and JEPI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $275,278,482 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
157Est. Stock Holding Value:
$130,545,274Top Stock Holdings By Sector
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Portfolio Stock Holdings - 4WEALTH ADVISORS, INC.
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