4WEALTH ADVISORS, INC.

CIK

2056676

Location

Burr Ridge, IL

Portfolio Value

Micro $59,928,156

Diversification

Diversified

Filing Date

Global Rank

#3,088 / 4,286 ▲ 3342

Top Industry

Semiconductors 12.6%

3Y Alpha vs SPY

+1.3%

Period ended 37 days ago

Filed Jul 17, 2026 · 20d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.0%

SPY

+28.4%

Annualised alpha

+2.2%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 97% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.7%

+0.5 pts

Top 5

22.7%

+0.0 pts

Top 10

35.1%

−0.3 pts

HHI

211

Diversified+1

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$17,220,499	18
Financial Services	13.9%	$8,302,469	11
Consumer Cyclical	12.3%	$7,352,800	9
Healthcare	10.8%	$6,471,090	10
Consumer Defensive	9.6%	$5,773,287	11
Industrials	7.2%	$4,287,515	8
Unclassified	5.8%	$3,499,133	5
Communication Services	5.6%	$3,381,573	6
Utilities	1.8%	$1,104,830	3
Energy	1.6%	$973,573	4
Basic Materials	1.6%	$969,524	4
Real Estate	1.0%	$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
LOOP	Loop Industries, Inc.	+14,280	42,516	$40,815
FLNT	Fluent, Inc.	+4,680	26,917	$100,400
PTLO	Portillo's Inc.	+3,305	85,831	$406,838
NKE	NIKE, Inc.	+2,574	11,954	$490,711
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
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
META	Meta Platforms, Inc.	+555	2,603	$1,466,243
JPM	Jpmorgan Chase & Co	+435	2,810	$919,797
TSLA	Tesla, Inc.	+398	3,035	$1,276,521
HD	Home Depot, Inc.	+235	2,403	$847,490
QQQ	Invesco Qqq Trust, Series 1	+229	1,979	$1,457,335
BHVN	Biohaven Ltd.	+216	14,532	$216,236
CLF	Cleveland-Cliffs Inc.	+180	23,012	$216,082
FITB	Fifth Third Bancorp	+168	20,890	$1,177,569
BRK-B	Berkshire Hathaway Inc	+151	3,011	$1,506,674
CCL	Carnival Corp Ltd.	+151	11,768	$336,211
CEF	Sprott Physical Gold & Silver Trust	+150	17,699	$712,030
V	Visa Inc.	+143	4,212	$1,445,095
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
GOOGL	Alphabet Inc.	−4,857	2,819	$1,007,426
PG	PROCTER & GAMBLE Co	−2,981	1,552	$227,585
NFLX	Netflix Inc	−1,923	4,565	$325,941
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
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
AAPL	Apple Inc.	−183	10,885	$3,149,683
MA	Mastercard Inc	−105	834	$428,342
IBM	International Business Machines Corp	−96	2,587	$727,490
CW	Curtiss Wright Corp	−82	1,143	$866,119
SPY	Spdr S&P 500 ETF Trust	−61	508	$379,359
CRM	Salesforce, Inc.	−37	2,852	$446,794
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GIS	General Mills Inc	18,905	$657,894
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
CODA	Coda Octopus Group, Inc.	12,434	$121,480
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TMUS	T-Mobile US, Inc.	2,805	$589,134
IAU	Ishares Gold Trust	3,799	$334,919
ADBE	Adobe Inc.	1,250	$303,850
EXC	Exelon Corp	4,209	$206,325
HON	Honeywell International Inc	2,646	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $59,928,156 total · 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 91 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	20,031	+3	$4,008,002	+14.7%	6.69%
AAPL	Apple Inc. Technology	Reduced	10,885	-183	$3,149,683	+12.1%	5.26%
MSFT	Microsoft Corp Technology	Added	6,690	+683	$2,495,503	+12.2%	4.16%
JNJ	Johnson & Johnson Healthcare	Reduced	8,271	-375	$2,100,585	−0.6%	3.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,763	-419	$1,850,233	+8.6%	3.09%
WMT	Walmart Inc. Consumer Defensive	Added	13,857	+33	$1,569,443	−8.6%	2.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,011	+151	$1,506,674	+9.9%	2.51%
META	Meta Platforms, Inc. Communication Services	Added	2,603	+555	$1,466,243	+25.1%	2.45%
QQQ	Invesco Qqq Trust, Series 1	Added	1,979	+229	$1,457,335	+44.3%	2.43%
V	Visa Inc. Financial Services	Added	4,212	+143	$1,445,095	+17.5%	2.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,035	+398	$1,276,521	+30.2%	2.13%
FITB	Fifth Third Bancorp Financial Services	Added	20,890	+168	$1,177,569	+22.3%	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,819	-4,857	$1,007,426	−54.3%	1.68%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,527	+48	$953,383	−11.8%	1.59%
BA	Boeing Co Industrials	Added	4,279	+73	$926,275	+10.7%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,810	+435	$919,797	+31.7%	1.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,580	-577	$917,837	+109.2%	1.53%
GLDM	World Gold Trust	Added	11,114	+1,561	$882,673	−0.3%	1.47%
CW	Curtiss Wright Corp Industrials	Reduced	1,143	-82	$866,119	+3.8%	1.45%
ABT	Abbott Laboratories Healthcare	Added	9,520	+1,923	$863,844	+10.8%	1.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,403	+235	$847,490	+18.9%	1.41%
ABBV	AbbVie Inc. Healthcare	Reduced	3,256	-5	$819,339	+15.5%	1.37%
LLY	ELI LILLY & Co Healthcare	Reduced	669	-2	$802,418	+30.0%	1.34%
QCOM	Qualcomm Inc/De Technology	Reduced	4,231	-1,133	$781,846	+13.2%	1.30%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,637	-913	$779,582	+33.1%	1.30%
AVGO	Broadcom Inc. Technology	Reduced	2,004	-219	$757,011	+10.0%	1.26%
PEP	Pepsico Inc Consumer Defensive	Added	5,467	+52	$740,231	−12.0%	1.24%
IBM	International Business Machines Corp Technology	Reduced	2,587	-96	$727,490	+11.9%	1.21%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	17,699	+150	$712,030	−15.0%	1.19%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	Added	101,387	+2,510	$669,154	+2.1%	1.12%
GIS	General Mills Inc Consumer Defensive	NEW	18,905	NEW	$657,894	NEW	1.10%
GS	Goldman Sachs Group Inc Financial Services	Added	640	+5	$647,276	+20.5%	1.08%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Added	8,478	+1,441	$627,372	+47.1%	1.05%
CAT	Caterpillar Inc Industrials	Reduced	589	-17	$627,226	+46.1%	1.05%
VITL	Vital Farms, Inc. Consumer Defensive	Added	51,053	+1,579	$593,746	−15.0%	0.99%
AMAT	Applied Materials Inc /De Technology	Added	782	+1	$565,386	+111.8%	0.94%
LULU	lululemon athletica inc. Consumer Cyclical	Added	4,574	+122	$522,259	−23.4%	0.87%
MMM	3M Co Industrials	Added	3,144	+8	$509,045	+11.8%	0.85%
NOW	ServiceNow, Inc. Technology	NEW	5,118	NEW	$508,115	NEW	0.85%
TRV	Travelers Companies, Inc. Financial Services	Added	1,538	+21	$507,724	+14.7%	0.85%
NKE	NIKE, Inc. Consumer Cyclical	Added	11,954	+2,574	$490,711	−1.0%	0.82%
TGT	Target Corp Consumer Defensive	Added	3,636	+1,737	$474,897	+106.3%	0.79%
SO	Southern Co Utilities	Added	4,778	+47	$457,302	+0.1%	0.76%
CRM	Salesforce, Inc. Technology	Reduced	2,852	-37	$446,794	−17.2%	0.75%
UNH	Unitedhealth Group Inc Healthcare	Added	1,061	+56	$440,983	+62.2%	0.74%
UNP	Union Pacific Corp Industrials	Added	1,578	+36	$429,216	+14.7%	0.72%
MA	Mastercard Inc Financial Services	Reduced	834	-105	$428,342	−8.7%	0.71%
OSBC	Old Second Bancorp Inc Financial Services	Reduced	18,300	-350	$426,756	+13.5%	0.71%
ORCL	Oracle Corp Technology	Added	2,889	+61	$423,382	+1.8%	0.71%
FDX	Fedex Corp Industrials	Reduced	1,341	-19	$419,907	−13.3%	0.70%

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.