1y return+12.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $117 against $127 in the S&P 500.2
4wealth Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BILSpdr Series Trust | $6.0M | 4.6% | +53.1% |
| MPRONorthern Lts Fd Tr Iv | $5.4M | 4.1% | +3.4% |
| JEPIJ P Morgan Exchange Traded F | $4.5M | 3.5% | +1.2% |
| NVDANvidia Corporation | $3.9M | 3.0% | |
| VGSHVanguard Scottsdale Fds | $3.3M | 2.5% | +1.7% |
| JEPQJ P Morgan Exchange Traded F | $3.3M | 2.5% | +1.0% |
| VCITVanguard Scottsdale Fds | $3.1M | 2.4% | +7.5% |
| AAPLApple Inc | $3.1M | 2.4% | −1.7% |
| VCSHVanguard Scottsdale Fds | $2.7M | 2.1% | |
| MSFTMicrosoft Corp | $2.5M | 1.9% | +11.4% |
| VOOVanguard Index Fds | $2.4M | 1.9% | +5.9% |
| JNJJohnson & Johnson | $2.1M | 1.6% | −4.3% |
| PULSPgim Etf Tr | $2.0M | 1.6% | |
| JAAAJanus Detroit Str Tr | $1.9M | 1.5% | +5.1% |
| SGOVIshares Tr | $1.9M | 1.4% | +1.7% |
| AMZNAmazon Com Inc | $1.9M | 1.4% | −5.1% |
| TLTIshares Tr | $1.9M | 1.4% | +7.4% |
| GOOGAlphabet Inc | $1.6M | 1.3% | −3.4% |
| GOVTIshares Tr | $1.6M | 1.2% | −2.8% |
| WMTWalmart Inc | $1.6M | 1.2% | |
| NOBLProshares Tr | $1.5M | 1.2% | +4.8% |
| PPIInvestment Managers Ser Tr I | $1.5M | 1.2% | +4.5% |
| BRK/BBerkshire Hathaway Inc Del | $1.5M | 1.1% | +5.3% |
| XLVSelect Sector Spdr Tr | $1.5M | 1.1% | +6.7% |
| METAMeta Platforms Inc | $1.5M | 1.1% | +27.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GDXVaneck Etf Trust | December 31, 2024 | +122.5% | $1.0M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $997K |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.6M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $2.1M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $3.9M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $1.4M |
| XLISelect Sector Spdr Tr | December 31, 2024 | +40.6% | $991K |
| JPMJpmorgan Chase & Co | December 31, 2024 | +36.6% | $926K |
| FITBFifth Third Bancorp | December 31, 2024 | +33.3% | $1.2M |
| VBKVanguard Index Fds | December 31, 2024 | +30.6% | $1.1M |
Sold off last quarter
- TMUST-mobile Us Inc was $600K
- Honeywell Intl IncCUSIP 438516106 was $591K
- IAUIshares Gold Tr was $323K
- ADBEAdobe Inc was $301K
- Carnival CorpCUSIP 143658300 was $278K
- EXCExelon Corp was $207K
- SLVRSprott Fds Tr was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.6% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 4wealth Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056676&type=13F-HR&dateb=&owner=include&count=40CIK 2056676
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056676/000194104026000425/Filed July 17, 2026 · accession 0001941040-26-000425