4WEALTH ADVISORS, INC.

CIK

2056676

Location

Burr Ridge, IL

Portfolio Value

Micro $55,779,495

Diversification

Diversified

Filing Date

Global Rank

#6,703 / 8,605 ▲ 2 · as of Mar 2026

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

+1.4%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.3%

SPY

+24.4%

Annualised alpha

+1.2%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

+0.1 pts

Top 5

22.2%

+0.3 pts

Top 10

33.9%

+0.1 pts

HHI

203

Diversified+5

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$13,713,353	14
Financial Services	13.3%	$7,402,400	11
Consumer Cyclical	12.6%	$7,048,455	9
Consumer Defensive	10.9%	$6,092,799	10
Healthcare	10.1%	$5,632,866	9
Industrials	7.8%	$4,323,437	8
Communication Services	6.9%	$3,841,557	7
Unclassified	6.0%	$3,367,639	6
Energy	2.7%	$1,495,177	4
Utilities	2.4%	$1,364,515	4
Basic Materials	1.6%	$884,385	4
Real Estate	1.1%	$612,912	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RCT	RedCloud Holdings plc	+9,080	21,505	$15,268
FLNT	Fluent, Inc.	+4,735	22,237	$70,268
IBIT	iShares Bitcoin Trust ETF	+4,167	12,565	$482,747
GT	Goodyear Tire & Rubber Co /Oh/	+3,192	98,877	$655,554
JBS	Jbs N.V.	+2,678	53,039	$952,580
ELF	e.l.f. Beauty, Inc.	+2,602	7,037	$426,512
NFLX	Netflix Inc	+2,139	6,488	$623,821
ABT	Abbott Laboratories	+1,875	7,597	$779,983
CRM	Salesforce, Inc.	+805	2,889	$539,289
AMZN	Amazon Com Inc	+746	8,182	$1,704,065
PFE	Pfizer Inc	+650	16,516	$463,769
CCL	Carnival Corp Ltd.	+643	11,617	$300,647
ADBE	Adobe Inc.	+613	1,250	$303,850
MSFT	Microsoft Corp	+603	6,007	$2,223,611
SO	Southern Co	+534	4,731	$456,636
TMUS	T-Mobile US, Inc.	+516	2,805	$589,134
CEF	Sprott Physical Gold & Silver Trust	+499	17,549	$837,438
NKE	NIKE, Inc.	+455	9,380	$495,451
AAPL	Apple Inc.	+397	11,068	$2,808,947
INTU	Intuit Inc.	+397	1,371	$592,792
QCOM	Qualcomm Inc/De	+391	5,364	$690,775
ORCL	Oracle Corp	+354	2,828	$416,027
BRK-B	Berkshire Hathaway Inc	+345	2,860	$1,370,512
BMRN	Biomarin Pharmaceutical Inc	+313	3,880	$219,181
COO	Cooper Companies, Inc.	+275	4,714	$337,051
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CLF	Cleveland-Cliffs Inc.	−23,751	22,832	$192,930
RMCF	Rocky Mountain Chocolate Factory, Inc.	−3,635	16,225	$36,506
TGT	Target Corp	−3,311	1,899	$230,158
PTLO	Portillo's Inc.	−2,704	82,526	$436,562
IAU	Ishares Gold Trust	−2,144	3,799	$334,919
QQQ	Invesco Qqq Trust, Series 1	−1,751	1,750	$1,010,065
AMAT	Applied Materials Inc /De	−1,399	781	$266,937
AMD	Advanced Micro Devices Inc	−1,320	2,157	$438,798
XOM	Exxon Mobil Corp	−1,138	3,330	$564,967
COP	Conocophillips	−1,119	3,157	$416,724
SPY	Spdr S&P 500 ETF Trust	−952	569	$370,043
SPG	Simon Property Group Inc.	−635	1,398	$260,768
BA	Boeing Co	−598	4,206	$837,120
CVX	Chevron Corp	−565	2,135	$441,731
BORR	Borr Drilling Ltd	−500	12,436	$71,755
TRV	Travelers Companies, Inc.	−351	1,517	$442,478
FDX	Fedex Corp	−270	1,360	$390,334
JNJ	Johnson & Johnson	−256	8,646	$2,113,428
CSCO	Cisco Systems, Inc.	−218	7,550	$585,804
WMT	Walmart Inc.	−196	13,824	$1,718,046
CAT	Caterpillar Inc	−104	606	$429,326
NVDA	Nvidia Corp	−92	20,028	$3,492,883
CW	Curtiss Wright Corp	−80	1,225	$834,372
DIS	Walt Disney Co	−57	2,673	$257,623
META	Meta Platforms, Inc.	−55	2,048	$1,171,722
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VITL	Vital Farms, Inc.	49,474	$698,572
NB	Niocorp Developments Ltd	68,993	$307,708
EXC	Exelon Corp	4,209	$206,325
BHVN	Biohaven Ltd.	14,316	$121,113
LOOP	Loop Industries, Inc.	28,236	$40,377
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	21,642	$505,989
INTC	Intel Corp	11,133	$410,807
SLV	iShares Silver Trust	6,217	$400,499
CAVA	Cava Group, Inc.	6,094	$357,656
HAS	Hasbro, Inc.	4,288	$351,616
GLD	Spdr Gold Trust	767	$303,969
BTX	BlackRock Technology & Private Equity Term Trust	11,021	$72,628
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $55,779,495 total · as of Mar 31, 2026

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

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	20,028	-92	$3,492,883	−6.9%	6.26%
AAPL	Apple Inc. Technology	Added	11,068	+397	$2,808,947	−3.2%	5.04%
MSFT	Microsoft Corp Technology	Added	6,007	+603	$2,223,611	−14.9%	3.99%
JNJ	Johnson & Johnson Healthcare	Reduced	8,646	-256	$2,113,428	+14.7%	3.79%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,824	-196	$1,718,046	+10.0%	3.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,182	+746	$1,704,065	−0.7%	3.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,860	+345	$1,370,512	+8.4%	2.46%
V	Visa Inc. Financial Services	Added	4,069	+108	$1,229,814	−11.5%	2.20%
META	Meta Platforms, Inc. Communication Services	Reduced	2,048	-55	$1,171,722	−15.6%	2.10%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,479	+2	$1,081,238	+1.7%	1.94%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,750	-1,751	$1,010,065	−53.0%	1.81%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,637	+24	$980,304	−16.6%	1.76%
FITB	Fifth Third Bancorp Financial Services	Added	20,722	+168	$962,744	+0.1%	1.73%
JBS	Jbs N.V. Consumer Defensive	Added	53,039	+2,678	$952,580	+31.2%	1.71%
GLDM	World Gold Trust	Reduced	9,553	-20	$885,467	+8.3%	1.59%
PEP	Pepsico Inc Consumer Defensive	Added	5,415	+219	$840,895	+12.8%	1.51%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	17,549	+499	$837,438	+7.2%	1.50%
BA	Boeing Co Industrials	Reduced	4,206	-598	$837,120	−19.7%	1.50%
CW	Curtiss Wright Corp Industrials	Reduced	1,225	-80	$834,372	+16.0%	1.50%
GOOGL	Alphabet Inc. Communication Services	Added	2,848	+40	$818,970	−6.8%	1.47%
ABT	Abbott Laboratories Healthcare	Added	7,597	+1,875	$779,983	+8.8%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,168	+157	$713,033	+3.0%	1.28%
ABBV	AbbVie Inc. Healthcare	Added	3,261	+136	$709,234	−0.7%	1.27%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,375	+82	$698,630	−5.4%	1.25%
VITL	Vital Farms, Inc. Consumer Defensive	NEW	49,474	NEW	$698,572	NEW	1.25%
QCOM	Qualcomm Inc/De Technology	Added	5,364	+391	$690,775	−18.8%	1.24%
AVGO	Broadcom Inc. Technology	Added	2,223	+185	$688,040	−2.5%	1.23%
LULU	lululemon athletica inc. Consumer Cyclical	Added	4,452	+208	$681,601	−22.7%	1.22%
GT	Goodyear Tire & Rubber Co /Oh/ Consumer Cyclical	Added	98,877	+3,192	$655,554	−21.8%	1.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,533	+269	$654,746	+7.1%	1.17%
IBM	International Business Machines Corp Technology	Added	2,683	+51	$650,332	−16.6%	1.17%
HON	Honeywell International Inc Industrials	Reduced	2,646	-12	$627,242	+15.3%	1.12%
NFLX	Netflix Inc Communication Services	Added	6,488	+2,139	$623,821	+53.0%	1.12%
LLY	ELI LILLY & Co Healthcare	Added	671	+2	$617,165	−14.2%	1.11%
INTU	Intuit Inc. Technology	Added	1,371	+397	$592,792	−8.1%	1.06%
TMUS	T-Mobile US, Inc. Communication Services	Added	2,805	+516	$589,134	+26.8%	1.06%
CSCO	Cisco Systems, Inc. Technology	Reduced	7,550	-218	$585,804	−2.1%	1.05%
XOM	Exxon Mobil Corp Energy	Reduced	3,330	-1,138	$564,967	+5.1%	1.01%
CRM	Salesforce, Inc. Technology	Added	2,889	+805	$539,289	−2.3%	0.97%
GS	Goldman Sachs Group Inc Financial Services	Reduced	635	-28	$537,203	−7.8%	0.96%
NKE	NIKE, Inc. Consumer Cyclical	Added	9,380	+455	$495,451	−12.9%	0.89%
IBIT	iShares Bitcoin Trust ETF	Added	12,565	+4,167	$482,747	+15.8%	0.87%
MA	Mastercard Inc Financial Services	Added	939	+89	$469,180	−3.3%	0.84%
PFE	Pfizer Inc Healthcare	Added	16,516	+650	$463,769	+17.4%	0.83%
SO	Southern Co Utilities	Added	4,731	+534	$456,636	+24.8%	0.82%
MMM	3M Co Industrials	Added	3,136	+3	$455,441	−9.2%	0.82%
TRV	Travelers Companies, Inc. Financial Services	Reduced	1,517	-351	$442,478	−18.3%	0.79%
CVX	Chevron Corp Energy	Reduced	2,135	-565	$441,731	+7.3%	0.79%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,157	-1,320	$438,798	−41.1%	0.79%
PTLO	Portillo's Inc. Consumer Cyclical	Reduced	82,526	-2,704	$436,562	+12.8%	0.78%