4Wealth Advisors, Inc.
152 holdingsFiling period: 2026-06-30Current AUM: $130.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIL | Spdr Series Trust | 65.9K | $6.0M | $6.0M | 4.62% | +22.8K | 2026-06-30 |
| 2 | MPRO | Northern Lts FD TR IV | 163.4K | $5.4M | $5.5M | 4.21% | +5.4K | 2026-06-30 |
| 3 | JEPI | J P Morgan Exchange Traded F | 80.5K | $4.5M | $4.5M | 3.48% | +970 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 20.0K | $3.9M | $3.6M | 2.79% | +3 | 2026-06-30 |
| 5 | VGSH | Vanguard Scottsdale Fds | 57.0K | $3.3M | $3.3M | 2.53% | +979 | 2026-06-30 |
| 6 | JEPQ | J P Morgan Exchange Traded F | 53.7K | $3.3M | $2.9M | 2.21% | +557 | 2026-06-30 |
| 7 | VCIT | Vanguard Scottsdale Fds | 37.4K | $3.1M | $3.0M | 2.30% | +2.6K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 10.9K | $3.1M | $3.6M | 2.78% | -183 | 2026-06-30 |
| 9 | VCSH | Vanguard Scottsdale Fds | 33.9K | $2.7M | $2.6M | 2.03% | +283 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 6.7K | $2.5M | $3.5M | 2.69% | +683 | 2026-06-30 |
| 11 | VOO | Vanguard Index Fds | 3.6K | $2.4M | $2.4M | 1.82% | +197 | 2026-06-30 |
| 12 | JNJ | Johnson & Johnson | 8.3K | $2.1M | $2.3M | 1.78% | -375 | 2026-06-30 |
| 13 | PULS | Pgim ETF TR | 41.1K | $2.0M | $2.0M | 1.57% | -24 | 2026-06-30 |
| 14 | JAAA | Janus Detroit Str TR | 37.4K | $1.9M | $1.9M | 1.46% | +1.8K | 2026-06-30 |
| 15 | SGOV | iShares TR | 18.6K | $1.9M | $1.9M | 1.43% | +315 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 7.8K | $1.9M | $2.0M | 1.55% | -419 | 2026-06-30 |
| 17 | TLT | iShares TR | 21.3K | $1.9M | $1.8M | 1.35% | +1.5K | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 4.7K | $1.6M | $1.3M | 1.01% | -165 | 2026-06-30 |
| 19 | GOVT | iShares TR | 70.3K | $1.6M | $1.6M | 1.21% | -2,033 | 2026-06-30 |
| 20 | WMT | Walmart Inc | 13.9K | $1.6M | $1.8M | 1.35% | +33 | 2026-06-30 |
| 21 | NOBL | ProShares TR | 27.3K | $1.5M | $1.6M | 1.26% | +14.3K | 2026-06-30 |
| 22 | PPI | Investment Managers Ser TR I | 72.3K | $1.5M | $1.4M | 1.04% | +3.1K | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 3.0K | $1.5M | $1.5M | 1.14% | +151 | 2026-06-30 |
| 24 | XLV | Select Sector Spdr TR | 9.1K | $1.5M | $1.7M | 1.31% | +572 | 2026-06-30 |
| 25 | META | Meta Platforms Inc | 2.6K | $1.5M | $1.6M | 1.22% | +555 | 2026-06-30 |
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