Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
4WEALTH ADVISORS, INC. (CIK 2056676) reported $117.0M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MPRO ($4.9M, 4.17%), JEPI ($4.4M, 3.78%), BIL ($3.9M, 3.37%), NVDA ($3.3M, 2.83%), VGSH ($3.3M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MPRO | NORTHERN LTS FD TR IV | $4.9M | 4.17% | 158,065 | Added |
| 2 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.4M | 3.78% | 79,551 | Added |
| 3 | BIL | SPDR SERIES TRUST | $3.9M | 3.37% | 43,062 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $3.3M | 2.83% | 20,028 | Trimmed |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $3.3M | 2.80% | 56,015 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $2.9M | 2.45% | 34,811 | Added |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.44% | 53,095 | Trimmed |
| 8 | AAPL | APPLE INC | $2.7M | 2.33% | 11,068 | Added |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 2.27% | 33,657 | Added |
| 10 | MSFT | MICROSOFT CORP | $2.2M | 1.84% | 6,007 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.79% | 8,646 | Trimmed |
| 12 | PULS | PGIM ETF TR | $2.0M | 1.75% | 41,172 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $1.9M | 1.66% | 3,354 | Added |
| 14 | SGOV | ISHARES TR | $1.8M | 1.57% | 18,280 | Added |
| 15 | JAAA | JANUS DETROIT STR TR | $1.8M | 1.54% | 35,633 | Added |
| 16 | TLT | ISHARES TR | $1.7M | 1.47% | 19,812 | Trimmed |
| 17 | WMT | WALMART INC | $1.7M | 1.46% | 13,824 | Trimmed |
| 18 | GOVT | ISHARES TR | $1.7M | 1.41% | 72,332 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $1.6M | 1.40% | 8,182 | Added |
| 20 | UTWO | RBB FD INC | $1.5M | 1.26% | 30,641 | New |
| 21 | PPI | INVESTMENT MANAGERS SER TR I | $1.4M | 1.21% | 69,199 | Added |
| 22 | NOBL | PROSHARES TR | $1.4M | 1.17% | 13,032 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.16% | 2,860 | Added |
| 24 | GOOG | ALPHABET INC | $1.3M | 1.13% | 4,828 | Trimmed |
| 25 | XLV | SELECT SECTOR SPDR TR | $1.2M | 1.05% | 8,570 | Added |
Source: SEC Form 13F filings · as of 2026-03-31