4WEALTH ADVISORS, INC.

CIK

2056676

Location

Burr Ridge, IL

Portfolio Value

Small $128,008,584

Diversification

Diversified

Files via

Astoria Portfolio Advisors LLC. GLOBAL VALUE INVESTMENT CORP. Kingsview Wealth Management, LLC

Filing Date

Global Rank

#7,852 / 8,794 ▼ 292 · as of Jun 2026

Top Industry

Semiconductors 12.3%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

120 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

−1.0 pts

Top 5

29.4%

+2.2 pts

Top 10

45.0%

+2.7 pts

HHI

279

Diversified+15

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.6%	$69,931,984	34
Technology	13.5%	$17,220,499	18
Financial Services	6.5%	$8,302,469	11
Consumer Cyclical	5.7%	$7,352,800	9
Healthcare	5.1%	$6,471,090	10
Consumer Defensive	4.5%	$5,773,287	11
Communication Services	3.9%	$5,029,150	6
Industrials	3.3%	$4,287,515	8
Utilities	0.9%	$1,104,830	3
Energy	0.8%	$973,573	4
Basic Materials	0.8%	$969,524	4
Real Estate	0.5%	$591,863	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RCT	RedCloud Holdings plc	+27,455	48,960	$14,394
—		+22,847	65,909	$6,039,900
LOOP	Loop Industries, Inc.	+14,280	42,516	$40,815
—		+14,278	27,310	$1,533,729
VB	Vanguard Morningstar Small-Cap ETF	+8,665	17,996	$4,710,990
—		+5,360	163,425	$5,335,009
FLNT	Fluent, Inc.	+4,680	26,917	$100,400
BNDW	Vanguard Total World Bond ETF	+3,859	128,342	$9,091,099
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+3,756	56,382	$4,756,470
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,584	171,502	$9,345,843
JA	Janus Henderson AA-A CLO ETF	+3,534	63,254	$3,112,650
PTLO	Portillo's Inc.	+3,305	85,831	$406,838
AAOX	Tradr 2X Long AAOI Daily ETF	+3,082	72,281	$0
NKE	NIKE, Inc.	+2,574	11,954	$490,711
AFK	VanEck Africa Index ETF	+2,513	18,906	$1,260,340
GT	Goodyear Tire & Rubber Co /Oh/	+2,510	101,387	$669,154
ABT	Abbott Laboratories	+1,923	9,520	$863,844
TGT	Target Corp	+1,737	3,636	$474,897
VITL	Vital Farms, Inc.	+1,579	51,053	$593,746
GLDM	World Gold Trust	+1,561	11,114	$882,673
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+1,527	134,173	$7,845,277
ELF	e.l.f. Beauty, Inc.	+1,441	8,478	$627,372
NB	Niocorp Developments Ltd	+757	69,750	$336,195
MSFT	Microsoft Corp	+683	6,690	$2,495,503
VEU	Vanguard FTSE All-World Ex-US ETF	+592	5,357	$448,648
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBS	Jbs N.V.	−24,669	28,370	$336,184
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−8,820	32,035	$3,300,253
DYTA	SGI Dynamic Tactical ETF	−7,233	23,408	$1,122,647
PG	PROCTER & GAMBLE Co	−2,981	1,552	$227,585
NFLX	Netflix Inc	−1,923	4,565	$325,941
AGGH	Simplify Aggregate Bond ETF	−1,410	21,061	$430,170
QCOM	Qualcomm Inc/De	−1,133	4,231	$781,846
RMCF	Rocky Mountain Chocolate Factory, Inc.	−1,000	15,225	$13,550
CSCO	Cisco Systems, Inc.	−913	6,637	$779,582
COP	Conocophillips	−747	2,410	$250,543
IBIT	iShares Bitcoin Trust ETF	−738	11,827	$393,720
AMD	Advanced Micro Devices Inc	−577	1,580	$917,837
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−534	80,212	$0
XOM	ExxonMobil Holdings Corp	−519	2,811	$384,319
BORR	Borr Drilling Ltd	−500	11,936	$49,295
PFE	Pfizer Inc	−499	16,017	$385,689
PSA	Public Storage	−432	868	$276,293
AMZN	Amazon Com Inc	−419	7,763	$1,850,233
CVX	Chevron Corp	−389	1,746	$289,416
JNJ	Johnson & Johnson	−375	8,271	$2,100,585
OSBC	Old Second Bancorp Inc	−350	18,300	$426,756
AVGO	Broadcom Inc.	−219	2,004	$757,011
GOOGL	Alphabet Inc.	−194	7,482	$2,655,003
AAPL	Apple Inc.	−183	10,885	$3,149,683
MA	Mastercard Inc	−105	834	$428,342
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GIS	General Mills Inc	18,905	$657,894
BILZ	PIMCO Ultra Short Government Active ETF	22,295	$591,263
NOW	ServiceNow, Inc.	5,118	$508,115
GLW	Corning Inc /Ny	1,522	$388,764
MU	Micron Technology Inc	322	$371,681
TXN	Texas Instruments Inc	937	$279,291
ZTS	Zoetis Inc.	3,808	$273,642
P	Everpure, Inc.	3,163	$249,212
CGGR	Capital Group Growth ETF	5,026	$237,227
EDV	Vanguard World Funds Extended Duration ETF	646	$232,805
AAAA	Amplius Aggressive Asset Allocation ETF	8,525	$214,224
CODA	Coda Octopus Group, Inc.	12,434	$121,480
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,646	$598,075
TMUS	T-Mobile US, Inc.	2,805	$589,134
IAU	Ishares Gold Trust	3,799	$334,919
ADBE	Adobe Inc.	1,250	$303,850
—		3,685	$218,078
EXC	Exelon Corp	4,209	$206,325
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 tracked positions · $128,008,584 total · filing declares 151 positions · $130,276,312 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	171,502	+3,584	$9,345,843	—	7.30%
BNDW	Vanguard Total World Bond ETF	Added	128,342	+3,859	$9,091,099	+3.0%	7.10%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	134,173	+1,527	$7,845,277	+5.2%	6.13%
		Added	65,909	+22,847	$6,039,900	+53.1%	4.72%
		Added	163,425	+5,360	$5,335,009	+8.0%	4.17%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	56,382	+3,756	$4,756,470	+24.5%	3.72%
VB	Vanguard Morningstar Small-Cap ETF	Added	17,996	+8,665	$4,710,990	+41.9%	3.68%
NVDA	Nvidia Corp Technology	Added	20,031	+3	$4,008,002	+14.7%	3.13%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	32,035	-8,820	$3,300,253	−7.8%	2.58%
AAPL	Apple Inc. Technology	Reduced	10,885	-183	$3,149,683	+12.1%	2.46%
JA	Janus Henderson AA-A CLO ETF	Added	63,254	+3,534	$3,112,650	+6.7%	2.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,482	-194	$2,655,003	+20.5%	2.07%
MSFT	Microsoft Corp Technology	Added	6,690	+683	$2,495,503	+12.2%	1.95%
JNJ	Johnson & Johnson Healthcare	Reduced	8,271	-375	$2,100,585	−0.6%	1.64%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	41,148	-24	$2,038,883	+0.0%	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,763	-419	$1,850,233	+8.6%	1.45%
WMT	Walmart Inc. Consumer Defensive	Added	13,857	+33	$1,569,443	−8.6%	1.23%
		Added	27,310	+14,278	$1,533,729	+122.0%	1.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,011	+151	$1,506,674	+9.9%	1.18%
META	Meta Platforms, Inc. Communication Services	Added	2,603	+555	$1,466,243	+25.1%	1.15%
QQQ	Invesco Qqq Trust, Series 1	Added	1,979	+229	$1,457,335	+44.3%	1.14%
V	Visa Inc. Financial Services	Added	4,212	+143	$1,445,095	+17.5%	1.13%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,035	+398	$1,276,521	+30.2%	1.00%
AFK	VanEck Africa Index ETF	Added	18,906	+2,513	$1,260,340	−2.3%	0.98%
FITB	Fifth Third Bancorp Financial Services	Added	20,890	+168	$1,177,569	+22.3%	0.92%
DYTA	SGI Dynamic Tactical ETF	Reduced	23,408	-7,233	$1,122,647	−24.1%	0.88%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	21,506	+214	$1,098,218	+11.5%	0.86%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,527	+48	$953,383	−11.8%	0.74%
BA	Boeing Co Industrials	Added	4,279	+73	$926,275	+10.7%	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,810	+435	$919,797	+31.7%	0.72%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,580	-577	$917,837	+109.2%	0.72%
GLDM	World Gold Trust	Added	11,114	+1,561	$882,673	−0.3%	0.69%
CW	Curtiss Wright Corp Industrials	Reduced	1,143	-82	$866,119	+3.8%	0.68%
ABT	Abbott Laboratories Healthcare	Added	9,520	+1,923	$863,844	+10.8%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,403	+235	$847,490	+18.9%	0.66%
ABBV	AbbVie Inc. Healthcare	Reduced	3,256	-5	$819,339	+15.5%	0.64%
LLY	ELI LILLY & Co Healthcare	Reduced	669	-2	$802,418	+30.0%	0.63%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	16,249	+549	$782,876	+6.0%	0.61%
QCOM	Qualcomm Inc/De Technology	Reduced	4,231	-1,133	$781,846	+13.2%	0.61%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,637	-913	$779,582	+33.1%	0.61%
AVGO	Broadcom Inc. Technology	Reduced	2,004	-219	$757,011	+10.0%	0.59%
PEP	Pepsico Inc Consumer Defensive	Added	5,467	+52	$740,231	−12.0%	0.58%
IBM	International Business Machines Corp Technology	Reduced	2,587	-96	$727,490	+11.9%	0.57%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	6,327	+581	$720,139	+16.7%	0.56%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	17,699	+150	$712,030	−15.0%	0.56%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	Added	101,387	+2,510	$669,154	+2.1%	0.52%
		Added	8,053	+387	$668,962	+6.4%	0.52%
GIS	General Mills Inc Consumer Defensive	NEW	18,905	NEW	$657,894	NEW	0.51%
GS	Goldman Sachs Group Inc Financial Services	Added	640	+5	$647,276	+20.5%	0.51%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Added	8,478	+1,441	$627,372	+47.1%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.