4WEALTH ADVISORS, INC.
Q4 2025 13F Holdings
- Locationburr ridge, IL
- Num holdings
147
- Value ($000)
$117,196
- Date Filed01/21/2026
- Form type13F-HR
- CIK0002056676
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $4.46M | 4 % | 77,896 | ||
NORTHERN LTS FD TR IV | MONARCH PROCAP I | 66538H245 | $4.37M | 4 % | 142,457 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.75M | 3 % | 20,120 | ||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $3.1M | 3 % | 53,300 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $3.09M | 3 % | 52,679 | ||
APPLE INC | COM | 037833100 | $2.9M | 3 % | 10,671 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $2.78M | 2 % | 33,147 | ||
MICROSOFT CORP | COM | 594918104 | $2.61M | 2 % | 5,404 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $2.49M | 2 % | 31,239 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | $2.34M | 2 % | 101,738 |
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