4WEALTH ADVISORS, INC.
•CIK: 2056676•Filing: Q4 2025
**4WEALTH ADVISORS, INC.** manages $115M across a diversified portfolio of 142 positions. The strategy exhibits a notable allocation to income-generating and defensive assets, evidenced by top holdings such as JEPI ($4.5M) and MPRO ($4.4M). Significant exposure is maintained in technology leaders like NVDA ($3.8M) and AAPL ($2.9M), balanced by fixed-income plays in VGSH ($3.1M) and VCIT ($2.8M). This structure suggests a mandate focused on capital preservation combined with targeted growth opportunities.
Total AUM
$113.8M
+ $1.5M in options
QoQ Performance
+5.5%
Positions
111
+ 2 options
Top 10 Concentration
27.6%
Latest Filing
Q4 2025
Top Holdings Allocation
JEPI3.9%
MPRO3.8%
NVDA3.3%
JEPQ2.7%
VGSH2.7%
AAPL2.5%
VCIT2.4%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.8%
Technology16.5%
Consumer6.1%
Financial5.2%
Healthcare4.1%
Industrial2.8%
ETF2.5%
Communication1.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
↑82 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024