4WEALTH Advisors
4WEALTH Advisors reported 144 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (11.7%), BIL (5.0%) and MPRO (3.8%). Compared with Q2 2026, the fund opened new positions in VEA, SCHD and AIS, added to VOO, BIL and MPRO, trimmed NVDA, AAPL and MSFT and sold out of GS, ELF and NOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $16.9M | 11.7% | 24K | +21K (+577%) | 8 of 8 | |
| 2 |  BIL ST Stert Spdr Blmbg 1 3 | $7.2M | 5.0% | 78K | +12K (+19%) | 8 of 8 | |
| 3 |  MPRO Northern Lts FD TR IV | $5.5M | 3.8% | 175K | +11K (+7%) | 8 of 8 | |
| 4 |  JEPI J P Morgan Exchange Traded F | $4.8M | 3.3% | 86K | +5,035 (+6%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $4.2M | 2.9% | 19K | −1,472 (−7%) | 8 of 8 | |
| 6 |  VGSH Vanguard Scottsdale Fds | $3.6M | 2.5% | 63K | +6,107 (+11%) | 8 of 8 | |
| 7 |  JEPQ J P Morgan Exchange Traded F | $3.5M | 2.4% | 57K | +2,920 (+5%) | 8 of 8 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $3.2M | 2.2% | 40K | +3,040 (+8%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $3M | 2.1% | 9,114 | −1,771 (−16%) | 8 of 8 | |
| 10 |  VCSH Vanguard Scottsdale Fds | $2.9M | 2.0% | 37K | +3,016 (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GS Goldman Sachs Group Inc | $653K | 640 |
 ELF E L F Beauty Inc | $593K | 8,478 |
 NOW Servicenow Inc | $512K | 5,118 |
 TRV Travelers Cos Inc | $510K | 1,538 |
 NKE Nike Inc | $496K | 12K |
🔒 Free account: see all 26.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →4WEALTH Advisors 13F FAQ
What does 4WEALTH Advisors own?
4WEALTH Advisors reported 144 stocks worth $145M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (11.7%), BIL (5.0%) and MPRO (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did 4WEALTH Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 19 new positions, 69 added to, 46 trimmed and 26 sold out. New positions include VEA, SCHD and AIS. It sold all of GS, ELF and NOW.
When will 4WEALTH Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is 4WEALTH Advisors's portfolio worth?
The Q3 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.