4WEALTH ADVISORS, INC. - Portfolio Stock Holdings
4WEALTH ADVISORS, INC. disclosed 169 stock positions in a recent SEC 13F filing. $144,010,886 of stock holdings were filed, with the largest holdings including VOO, BIL, and MPRO. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
169Est. Stock Holding Value:
$144,010,886Top Stock Holdings By Sector
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Portfolio Stock Holdings - 4WEALTH ADVISORS, INC.
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