4wealth Advisors, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationburr ridge, IL
- CIK0002056676
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
136 | $111.96 M | JEPI, MPRO, NVDA, VGSH | 13F-HR | Oct 28, 2025 | 000194104025000575 | ||
132 | $98.44 M | MPRO, JEPI, NVDA, VGSH | 13F-HR | Aug 4, 2025 | 000194104025000412 | ||
125 | $91.76 M | MPRO, JEPI, VGSH, GOVT | 13F-HR | May 5, 2025 | 000194104025000258 | ||
143 | $99.84 M | MPRO, JEPI, AAPL, GOVT | 13F-HR | Feb 14, 2025 | 000194104025000166 |