4wealth Advisors, Inc.

13F filer · CIK 0002056676

Reported Jul 17, 2026

13F portfolio value$130MU.S. long equity reported on 13F

Positions96Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight16.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 202696 positions
NVDANvidia Corp	$3.91M	3.00%	0.00%	0.0%	Q4 2024
AAPLApple Inc.	$3.07M	2.35%	0.00%	-1.7%	Q4 2024
MSFTMicrosoft Corp	$2.47M	1.89%	0.00%	+11.4%	Q4 2024
JNJJohnson & Johnson	$2.14M	1.64%	0.00%	-4.3%	Q4 2024
PULSPulse Electronics Corp	$2.05M	1.57%	0.23%	-0.1%	Q4 2025
AMZNAmazon Com Inc	$1.86M	1.43%	0.00%	-5.1%	Q4 2024
GOOGAlphabet Inc.	$1.64M	1.26%	Not reported	-3.4%	Q4 2024
WMTWalmart Inc.	$1.59M	1.22%	0.00%	+0.2%	Q4 2024
NOBLNoble International, Ltd.	$1.54M	1.18%	Not reported	+4.8%	Q4 2024
PPIPassport Potash Inc	$1.53M	1.17%	0.03%	+4.5%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.49M	1.15%	Not reported	+5.3%	Q4 2024
METAMeta Platforms, Inc.	$1.46M	1.12%	Not reported	+27.1%	Q4 2024
VVisa Inc.	$1.44M	1.10%	0.00%	+3.5%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.43M	1.10%	Not reported	+13.1%	Q4 2024
TSLATesla, Inc.	$1.25M	0.96%	0.00%	+15.1%	Q4 2024
FITBFifth Third Bancorp	$1.19M	0.91%	0.00%	+0.8%	Q4 2024
GOOGLAlphabet Inc.	$997K	0.77%	0.00%	-1.0%	Q4 2024
MCDMcdonalds Corp	$942K	0.72%	0.00%	+1.4%	Q4 2024
JPMJPMorgan Chase & Co	$926K	0.71%	0.00%	+18.3%	Q4 2024
BABoeing Co	$919K	0.71%	0.00%	+1.7%	Q4 2024
GLDMWorld Gold Trust	$883K	0.68%	0.00%	+16.3%	Q4 2024
ABTAbbott Laboratories	$883K	0.68%	0.00%	+25.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$852K	0.65%	0.00%	-26.8%	Q4 2024
HDHome Depot, Inc.	$843K	0.65%	0.00%	+10.8%	Q4 2024
CWCurtiss Wright Corp	$843K	0.65%	0.00%	-6.7%	Q4 2024
ABBVAbbVie Inc.	$828K	0.64%	0.00%	-0.2%	Q4 2024
LLYELI LILLY & Co	$823K	0.63%	0.00%	-0.3%	Q4 2024
QCOMQualcomm Inc	$798K	0.61%	0.00%	-21.1%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$787K	0.60%	Not reported	+3.5%	Q4 2024
CSCOCisco Systems, Inc.	$781K	0.60%	0.00%	-12.1%	Q4 2024
PEPPepsico Inc	$758K	0.58%	0.00%	+1.0%	Q4 2024
AVGOBroadcom Inc.	$746K	0.57%	0.00%	-9.9%	Q4 2024
IBMInternational Business Machines Corp	$719K	0.55%	0.00%	-3.6%	Q4 2024
CEFSprott Physical Gold & Silver Trust	$706K	0.54%	0.01%	+0.9%	Q4 2024
GISGeneral Mills Inc	$688K	0.53%	0.00%	New	Q2 2026
GTGoodyear Tire & Rubber Co	$673K	0.52%	0.04%	+2.5%	Q4 2024
GSGoldman Sachs Group Inc	$653K	0.50%	0.00%	+0.8%	Q4 2024
CATCaterpillar Inc	$609K	0.47%	0.00%	-2.8%	Q4 2024
ELFe.l.f. Beauty, Inc.	$593K	0.45%	0.01%	+20.5%	Q4 2024
VITLVital Farms, Inc.	$577K	0.44%	0.12%	+3.2%	Q1 2025
AMATApplied Materials Inc	$543K	0.42%	0.00%	+0.1%	Q4 2024
LULUlululemon athletica inc.	$523K	0.40%	0.00%	+2.7%	Q2 2025
NOWServiceNow, Inc.	$512K	0.39%	0.00%	New	Q2 2026
MMM3m Co	$511K	0.39%	0.00%	+0.3%	Q4 2024
TRVTravelers Companies, Inc.	$510K	0.39%	0.00%	+1.4%	Q4 2024
NKENIKE, Inc.	$496K	0.38%	0.00%	+27.4%	Q4 2024
TGTTarget Corp	$487K	0.37%	0.00%	+91.5%	Q2 2025
SOSouthern Co	$462K	0.35%	0.00%	+1.0%	Q4 2024
CRMSalesforce, Inc.	$450K	0.35%	0.00%	-1.3%	Q4 2024
UNHUnitedhealth Group Inc	$445K	0.34%	0.00%	+5.6%	Q4 2024

Q1 2026Reported Apr 27, 202694 positions
NVDANvidia Corp	$3.31M	2.83%	0.00%	-0.5%	Q4 2024
AAPLApple Inc.	$2.73M	2.33%	0.00%	+3.7%	Q4 2024
MSFTMicrosoft Corp	$2.16M	1.84%	0.00%	+11.2%	Q4 2024
JNJJohnson & Johnson	$2.1M	1.79%	0.00%	-2.9%	Q4 2024
PULSPulse Electronics Corp	$2.04M	1.75%	0.23%	+4.8%	Q4 2025
WMTWalmart Inc.	$1.71M	1.46%	0.00%	-1.4%	Q4 2024
AMZNAmazon Com Inc	$1.64M	1.40%	0.00%	+10.0%	Q4 2024
PPIPassport Potash Inc	$1.41M	1.21%	0.03%	+34.7%	Q3 2025
NOBLNoble International, Ltd.	$1.36M	1.17%	Not reported	+6.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.36M	1.16%	Not reported	+13.7%	Q4 2024
GOOGAlphabet Inc.	$1.32M	1.13%	Not reported	-1.5%	Q4 2024
VVisa Inc.	$1.22M	1.04%	0.00%	+2.7%	Q4 2024
METAMeta Platforms, Inc.	$1.1M	0.94%	Not reported	-2.6%	Q4 2024
MCDMcdonalds Corp	$1.07M	0.92%	0.00%	+0.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$977K	0.83%	Not reported	-16.7%	Q4 2024
TSLATesla, Inc.	$937K	0.80%	0.00%	+0.9%	Q4 2024
FITBFifth Third Bancorp	$926K	0.79%	0.00%	+0.8%	Q4 2024
JBSJBS N.V.	$920K	0.79%	Not reported	+5.3%	Q3 2025
GLDMWorld Gold Trust	$853K	0.73%	0.00%	-0.2%	Q4 2024
PEPPepsico Inc	$849K	0.73%	0.00%	+4.2%	Q4 2024
BABoeing Co	$796K	0.68%	0.00%	-12.5%	Q4 2024
CEFSprott Physical Gold & Silver Trust	$793K	0.68%	0.01%	+2.9%	Q4 2024
GOOGLAlphabet Inc.	$779K	0.67%	0.00%	+1.4%	Q4 2024
CWCurtiss Wright Corp	$774K	0.66%	0.00%	-6.1%	Q4 2024
ABTAbbott Laboratories	$774K	0.66%	0.00%	+32.8%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$732K	0.63%	Not reported	+1.8%	Q4 2024
HDHome Depot, Inc.	$701K	0.60%	0.00%	+7.8%	Q4 2024
ABBVAbbVie Inc.	$695K	0.59%	0.00%	+4.4%	Q4 2024
QCOMQualcomm Inc	$682K	0.58%	0.00%	+7.9%	Q4 2024
JPMJPMorgan Chase & Co	$674K	0.58%	0.00%	+3.6%	Q4 2024
PGPROCTER & GAMBLE Co	$656K	0.56%	0.00%	+6.3%	Q4 2024
VITLVital Farms, Inc.	$653K	0.56%	0.11%	Not reported	Q1 2025
AVGOBroadcom Inc.	$652K	0.56%	0.00%	+9.1%	Q4 2024
LULUlululemon athletica inc.	$649K	0.55%	0.00%	+4.9%	Q2 2025
IBMInternational Business Machines Corp	$637K	0.54%	0.00%	+1.9%	Q4 2024
GTGoodyear Tire & Rubber Co	$622K	0.53%	0.03%	+3.3%	Q4 2024
NFLXNetflix Inc	$603K	0.52%	0.00%	+49.2%	Q4 2024
TMUST-Mobile US, Inc.	$600K	0.51%	0.00%	+22.5%	Q4 2024
LLYELI LILLY & Co	$595K	0.51%	0.00%	+0.3%	Q4 2024
HONHoneywell International Inc	$591K	0.51%	0.00%	-0.5%	Q4 2024
INTUIntuit Inc.	$588K	0.50%	0.00%	+40.8%	Q4 2024
CSCOCisco Systems, Inc.	$582K	0.50%	0.00%	-2.8%	Q4 2024
XOMExxonMobil Holdings Corp	$571K	0.49%	0.00%	-25.5%	Q4 2024
CRMSalesforce, Inc.	$535K	0.46%	0.00%	+38.6%	Q4 2024
GSGoldman Sachs Group Inc	$513K	0.44%	0.00%	-4.2%	Q4 2024
NKENIKE, Inc.	$481K	0.41%	0.00%	+5.1%	Q4 2024
IBITiShares Bitcoin Trust ETF	$473K	0.40%	0.00%	+57.1%	Q2 2025
FDXFedex Corp	$465K	0.40%	0.00%	-16.6%	Q4 2024
MAMastercard Inc	$464K	0.40%	0.00%	+10.5%	Q4 2024
PFEPfizer Inc	$459K	0.39%	0.00%	+4.1%	Q4 2024

Q4 2025Reported Jan 21, 202696 positions
NVDANvidia Corp	$3.75M	3.20%	0.00%	+4.5%	Q4 2024
AAPLApple Inc.	$2.9M	2.48%	0.00%	-8.0%	Q4 2024
MSFTMicrosoft Corp	$2.61M	2.23%	0.00%	+14.0%	Q4 2024
PULSPulse Electronics Corp	$1.95M	1.66%	0.22%	New	Q4 2025
JNJJohnson & Johnson	$1.84M	1.57%	0.00%	-2.3%	Q4 2024
AMZNAmazon Com Inc	$1.72M	1.46%	0.00%	+4.8%	Q4 2024
WMTWalmart Inc.	$1.56M	1.33%	0.00%	+5.1%	Q4 2024
GOOGAlphabet Inc.	$1.54M	1.31%	Not reported	-21.8%	Q4 2024
VVisa Inc.	$1.39M	1.19%	0.00%	+5.4%	Q4 2024
METAMeta Platforms, Inc.	$1.39M	1.18%	Not reported	+19.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.29M	1.10%	Not reported	-5.3%	Q4 2024
NOBLNoble International, Ltd.	$1.27M	1.09%	Not reported	-23.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.26M	1.08%	Not reported	+2.7%	Q4 2024
TSLATesla, Inc.	$1.18M	1.00%	0.00%	-11.4%	Q4 2024
MCDMcdonalds Corp	$1.06M	0.91%	0.00%	+2.9%	Q4 2024
BABoeing Co	$1.04M	0.89%	0.00%	+80.3%	Q4 2024
FITBFifth Third Bancorp	$962K	0.82%	0.00%	+0.9%	Q4 2024
PPIPassport Potash Inc	$957K	0.82%	0.02%	+77.0%	Q3 2025
LULUlululemon athletica inc.	$882K	0.75%	0.00%	+2.3%	Q2 2025
GOOGLAlphabet Inc.	$879K	0.75%	0.00%	+1.5%	Q4 2024
QCOMQualcomm Inc	$851K	0.73%	0.00%	+3.8%	Q4 2024
GTGoodyear Tire & Rubber Co	$838K	0.72%	0.03%	+28.6%	Q4 2024
GLDMWorld Gold Trust	$817K	0.70%	0.00%	+3.1%	Q4 2024
CEFSprott Physical Gold & Silver Trust	$781K	0.67%	0.01%	+38.6%	Q4 2024
IBMInternational Business Machines Corp	$780K	0.67%	0.00%	+0.3%	Q4 2024
PEPPepsico Inc	$746K	0.64%	0.00%	+6.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$745K	0.64%	0.00%	-24.8%	Q4 2024
JPMJPMorgan Chase & Co	$739K	0.63%	0.00%	+0.8%	Q4 2024
JBSJBS N.V.	$726K	0.62%	Not reported	+29.0%	Q3 2025
CWCurtiss Wright Corp	$719K	0.61%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$719K	0.61%	0.00%	-1.5%	Q4 2024
ABTAbbott Laboratories	$717K	0.61%	0.00%	+8.4%	Q4 2024
ABBVAbbVie Inc.	$714K	0.61%	0.00%	-3.8%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$711K	0.61%	Not reported	+5.9%	Q4 2024
AVGOBroadcom Inc.	$705K	0.60%	0.00%	+0.3%	Q4 2024
HDHome Depot, Inc.	$692K	0.59%	0.00%	+9.1%	Q4 2024
INTUIntuit Inc.	$645K	0.55%	0.00%	+6.2%	Q4 2024
CLFCleveland-Cliffs Inc.	$619K	0.53%	0.01%	-39.4%	Q1 2025
PGPROCTER & GAMBLE Co	$611K	0.52%	0.00%	+10.9%	Q4 2024
CSCOCisco Systems, Inc.	$598K	0.51%	0.00%	+9.5%	Q4 2024
GSGoldman Sachs Group Inc	$583K	0.50%	0.00%	-3.9%	Q4 2024
NKENIKE, Inc.	$569K	0.49%	0.00%	+41.0%	Q4 2024
AMATApplied Materials Inc	$560K	0.48%	0.00%	-47.7%	Q4 2024
CRMSalesforce, Inc.	$552K	0.47%	0.00%	+9.9%	Q4 2024
TRVTravelers Companies, Inc.	$542K	0.46%	0.00%	+2.5%	Q4 2024
XOMExxonMobil Holdings Corp	$538K	0.46%	0.00%	+3.8%	Q4 2024
HONHoneywell International Inc	$518K	0.44%	0.00%	+15.8%	Q4 2024
TGTTarget Corp	$509K	0.43%	0.00%	-34.7%	Q2 2025
DOWDow Inc.	$506K	0.43%	0.00%	Not reported	Q4 2024
MMM3m Co	$502K	0.43%	0.00%	-0.7%	Q4 2024

Q3 2025Reported Oct 28, 202592 positions
NVDANvidia Corp	$3.59M	3.21%	0.00%	-4.1%	Q4 2024
AAPLApple Inc.	$2.95M	2.64%	0.00%	+5.2%	Q4 2024
MSFTMicrosoft Corp	$2.46M	2.19%	0.00%	+7.8%	Q4 2024
JNJJohnson & Johnson	$1.69M	1.51%	0.00%	+2.3%	Q4 2024
NOBLNoble International, Ltd.	$1.66M	1.48%	Not reported	-3.4%	Q4 2024
AMZNAmazon Com Inc	$1.56M	1.39%	0.00%	+3.7%	Q4 2024
GOOGAlphabet Inc.	$1.53M	1.36%	Not reported	+10.7%	Q4 2024
WMTWalmart Inc.	$1.37M	1.23%	0.00%	+3.7%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.33M	1.19%	Not reported	+4.7%	Q4 2024
TSLATesla, Inc.	$1.31M	1.17%	0.00%	-2.2%	Q4 2024
METAMeta Platforms, Inc.	$1.29M	1.15%	Not reported	-1.0%	Q4 2024
VVisa Inc.	$1.28M	1.15%	0.00%	-0.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.23M	1.10%	Not reported	+21.7%	Q4 2024
MCDMcdonalds Corp	$1.03M	0.92%	0.00%	+5.4%	Q4 2024
CLFCleveland-Cliffs Inc.	$937K	0.84%	0.02%	+1.5%	Q1 2025
FITBFifth Third Bancorp	$907K	0.81%	0.00%	+0.9%	Q4 2024
INTCIntel Corp	$874K	0.78%	0.00%	-0.7%	Q4 2024
AMATApplied Materials Inc	$854K	0.76%	0.00%	+1.3%	Q4 2024
QCOMQualcomm Inc	$797K	0.71%	0.00%	+6.8%	Q4 2024
ABBVAbbVie Inc.	$752K	0.67%	0.00%	+8.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$748K	0.67%	0.00%	-6.9%	Q4 2024
HDHome Depot, Inc.	$747K	0.67%	0.00%	+19.4%	Q4 2024
IBMInternational Business Machines Corp	$740K	0.66%	0.00%	+13.6%	Q4 2024
LULUlululemon athletica inc.	$738K	0.66%	0.00%	+162.1%	Q2 2025
JPMJPMorgan Chase & Co	$717K	0.64%	0.00%	+0.8%	Q4 2024
TGTTarget Corp	$716K	0.64%	0.00%	+143.6%	Q2 2025
GLDMWorld Gold Trust	$710K	0.63%	0.00%	-0.1%	Q4 2024
CWCurtiss Wright Corp	$709K	0.63%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$707K	0.63%	0.00%	-0.8%	Q4 2024
PEPPepsico Inc	$687K	0.61%	0.00%	+4.2%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$674K	0.60%	Not reported	+4.4%	Q4 2024
GOOGLAlphabet Inc.	$673K	0.60%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$671K	0.60%	0.00%	-28.7%	Q4 2024
FASTFastenal Co	$650K	0.58%	0.00%	0.0%	Q2 2025
IAUIshares Gold Trust	$639K	0.57%	0.00%	+12.0%	Q4 2024
INTUIntuit Inc.	$626K	0.56%	0.00%	+24.3%	Q4 2024
PGPROCTER & GAMBLE Co	$591K	0.53%	0.00%	+10.1%	Q4 2024
JBSJBS N.V.	$583K	0.52%	Not reported	New	Q3 2025
OSBCOld Second Bancorp Inc	$580K	0.52%	0.06%	New	Q3 2025
BABoeing Co	$575K	0.51%	0.00%	-29.5%	Q4 2024
GTGoodyear Tire & Rubber Co	$557K	0.50%	0.03%	+20.1%	Q4 2024
GSGoldman Sachs Group Inc	$550K	0.49%	0.00%	-5.1%	Q4 2024
PTLOPortillo's Inc.	$547K	0.49%	0.14%	+101.2%	Q4 2024
PPIPassport Potash Inc	$532K	0.48%	0.01%	New	Q3 2025
LLYELI LILLY & Co	$518K	0.46%	0.00%	+3.8%	Q4 2024
TRVTravelers Companies, Inc.	$509K	0.45%	0.00%	+8.3%	Q4 2024
STNGScorpio Tankers Inc.	$494K	0.44%	0.02%	-8.5%	Q4 2024
MMM3m Co	$489K	0.44%	0.00%	+0.4%	Q4 2024
CSCOCisco Systems, Inc.	$485K	0.43%	0.00%	+3.1%	Q4 2024
XOMExxonMobil Holdings Corp	$485K	0.43%	0.00%	+9.2%	Q4 2024

Premium opens every quarter this fund has filed