4wealth Advisors
Burr Ridge, ILfiles as 4WEALTH ADVISORS, INC.
$130m in 151 US stocks at the end of 30 June 2026. The top 10 are 29.0% of the money. It changed about 9.4% of the portfolio this quarter.
Value
$130m
Stocks
151
Top 10 share
29.0%
Turnover
9.4%
What changed this quarter
New
Bought for the first time this quarter.
- General MillsGIS0.5% of the fund
- Pimco ETF TRPYLD0.5% of the fund
- ServiceNowNOW0.4% of the fund
- CorningGLW0.3% of the fund
- Micron TechnologyMU0.3% of the fund
- CarnivalCCL0.3% of the fund
- ZoetisZTS0.2% of the fund
- Texas InstrumentsTXN0.2% of the fund
- Capital Group Growth ETFCGGR0.2% of the fund
- Ishares TRAAXJ0.2% of the fund
- Vanguard World FDVIS0.2% of the fund
- EverpureP0.2% of the fund
- Spdr Series TrustMDYG0.2% of the fund
- EA Series TrustAGGA0.2% of the fund
- Spdr Series TrustMDYV0.2% of the fund
- Coda Octopus GroupCODA<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustBIL4.6% of the fund+53%
- Northern LTS FD TR IVMPRO4.1% of the fund+3%
- Vanguard Scottsdale FDSVCIT2.4% of the fund+7%
- MicrosoftMSFT1.9% of the fund+11%
- Vanguard Index FDSVOO1.9% of the fund+6%
- Janus Detroit STR TRJAAA1.5% of the fund+5%
- Ishares TRTLT1.4% of the fund+7%
- Proshares TRNOBL1.2% of the fund+5%
- Investment Managers SER TR IPPI1.2% of the fund+4%
- Berkshire HathawayBRK-B1.1% of the fund+5%
- Select Sector Spdr TRXLV1.1% of the fund+7%
- Meta PlatformsMETA1.1% of the fund+27%
- VisaV1.1% of the fund+4%
- Invesco QQQ TRQQQ1.1% of the fund+13%
- Ishares TRIXUS1.0% of the fund+6%
- TeslaTSLA1.0% of the fund+15%
- Janus Detroit STR TRJBBB0.9% of the fund+7%
- Vaneck ETF TrustGDX0.8% of the fund+17%
- Select Sector Spdr TRXLI0.8% of the fund+5%
- JPMorgan ChaseJPM0.7% of the fund+18%
- World Gold TRGLDM0.7% of the fund+16%
- Abbott LaboratoriesABT0.7% of the fund+25%
- Home DepotHD0.6% of the fund+11%
- First TR Exchange-Traded FDFVD0.6% of the fund+4%
- Invesco Exchange Traded FD TRPV0.6% of the fund+10%
Cut
Sold some of their stake.
- Johnson & JohnsonJNJ1.6% of the fund-4%
- Amazon.comAMZN1.4% of the fund-5%
- AlphabetGOOG1.3% of the fund-3%
- Ishares TRGOVT1.2% of the fund-3%
- RBB FDUTWO0.9% of the fund-24%
- Spdr Series TrustSLYV0.7% of the fund-3%
- Advanced Micro DevicesAMD0.7% of the fund-27%
- Curtiss WrightCW0.6% of the fund-7%
- QualcommQCOM0.6% of the fund-21%
- Cisco SystemsCSCO0.6% of the fund-12%
- BroadcomAVGO0.6% of the fund-10%
- International Business MachinesIBM0.6% of the fund-4%
- CaterpillarCAT0.5% of the fund-3%
- Select Sector Spdr TRXLU0.4% of the fund-7%
- Simplify Exchange Traded FUNTUA0.3% of the fund-6%
- MastercardMA0.3% of the fund-11%
- Ishares Bitcoin Trust ETFIBIT0.3% of the fund-6%
- PfizerPFE0.3% of the fund-3%
- ExxonMobil HoldingsXOM0.3% of the fund-16%
- State STR Spdr S&P 500 ETF TSPY0.3% of the fund-11%
- Select Sector Spdr TRXLE0.3% of the fund-56%
- Ishares TRAGG0.3% of the fund-5%
- JBSJBS0.3% of the fund-47%
- NetflixNFLX0.3% of the fund-30%
- ChevronCVX0.2% of the fund-18%
Sold out
Sold their entire stake.
- T-Mobile USTMUS-100%
- Honeywell InternationalHON-100%
- Ishares Gold TRIAU-100%
- AdobeADBE-100%
- Carnival-100%
- ExelonEXC-100%
- Sprott FDS TRSLVR-100%
Holdings
- Spdr Series TrustBIL
- Share
- 4.6%
- Value
- $6m
- Shares
- 65,909
+53%
- Northern LTS FD TR IVMPRO
- Share
- 4.1%
- Value
- $5m
- Shares
- 163,425
+3%
- J P Morgan Exchange Traded FJEPI
- Share
- 3.5%
- Value
- $5m
- Shares
- 80,521
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 2.5%
- Value
- $3m
- Shares
- 56,994
Held
- J P Morgan Exchange Traded FJEPQ
- Share
- 2.5%
- Value
- $3m
- Shares
- 53,652
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 2.4%
- Value
- $3m
- Shares
- 37,408
+7%
- Vanguard Scottsdale FDSVCSH
- Share
- 2.1%
- Value
- $3m
- Shares
- 33,940
Held
- Vanguard Index FDSVOO
- Share
- 1.9%
- Value
- $2m
- Shares
- 3,551
+6%
- Pgim ETF TRPULS
- Share
- 1.6%
- Value
- $2m
- Shares
- 41,148
Held
- Janus Detroit STR TRJAAA
- Share
- 1.5%
- Value
- $2m
- Shares
- 37,444
+5%
- Ishares TRSGOV
- Share
- 1.4%
- Value
- $2m
- Shares
- 18,595
Held
- Ishares TRTLT
- Share
- 1.4%
- Value
- $2m
- Shares
- 21,286
+7%
- Ishares TRGOVT
- Share
- 1.2%
- Value
- $2m
- Shares
- 70,299
-3%
- Proshares TRNOBL
- Share
- 1.2%
- Value
- $2m
- Shares
- 27,310
+5%
- Investment Managers SER TR IPPI
- Share
- 1.2%
- Value
- $2m
- Shares
- 72,281
+4%
- Select Sector Spdr TRXLV
- Share
- 1.1%
- Value
- $1m
- Shares
- 9,142
+7%
- Invesco QQQ TRQQQ
- Share
- 1.1%
- Value
- $1m
- Shares
- 1,979
+13%
- Ishares TRIXUS
- Share
- 1.0%
- Value
- $1m
- Shares
- 14,386
+6%
- Janus Detroit STR TRJBBB
- Share
- 0.9%
- Value
- $1m
- Shares
- 25,810
+7%
- Spdr Series TrustSPYM
- Share
- 0.9%
- Value
- $1m
- Shares
- 13,945
Held
- RBB FDUTWO
- Share
- 0.9%
- Value
- $1m
- Shares
- 23,408
-24%
- Vanguard Index FDSVBK
- Share
- 0.9%
- Value
- $1m
- Shares
- 3,092
Held
- Vaneck ETF TrustGDX
- Share
- 0.8%
- Value
- $1m
- Shares
- 13,250
+17%
- Select Sector Spdr TRXLI
- Share
- 0.8%
- Value
- $991,303
- Shares
- 5,424
+5%
- Spdr Series TrustSLYV
- Share
- 0.7%
- Value
- $960,482
- Shares
- 8,832
-3%
- World Gold TRGLDM
- Share
- 0.7%
- Value
- $883,007
- Shares
- 11,114
+16%
- Vanguard Index FDSVUG
- Share
- 0.7%
- Value
- $874,929
- Shares
- 10,311
Held
- Spdr Series TrustSPYG
- Share
- 0.6%
- Value
- $841,228
- Shares
- 7,165
Held
- First TR Exchange-Traded FDFVD
- Share
- 0.6%
- Value
- $786,951
- Shares
- 16,249
+4%
- Spdr Series TrustSPYV
- Share
- 0.6%
- Value
- $744,542
- Shares
- 12,246
Held
- Invesco Exchange Traded FD TRPV
- Share
- 0.6%
- Value
- $727,201
- Shares
- 6,327
+10%
- Sprott Asset Management LPCEF
- Share
- 0.5%
- Value
- $706,013
- Shares
- 17,699
Held
- Direxion Shares ETF TrustSPDN
- Share
- 0.5%
- Value
- $701,049
- Shares
- 80,212
Held
- Select Sector Spdr TRXLP
- Share
- 0.5%
- Value
- $679,431
- Shares
- 8,053
+5%
- Ishares TRIBTM
- Share
- 0.5%
- Value
- $601,200
- Shares
- 26,386
+8%
- Vanguard MUN BD FDSVTEB
- Share
- 0.5%
- Value
- $597,647
- Shares
- 11,802
Held
- Pimco ETF TRPYLD
- Share
- 0.5%
- Value
- $592,824
- Shares
- 22,295
New
- Spdr Index SHS FDSSPDW
- Share
- 0.4%
- Value
- $553,638
- Shares
- 11,051
+3%
- Spdr Index SHS FDSSPEM
- Share
- 0.4%
- Value
- $536,575
- Shares
- 10,455
Held
- Select Sector Spdr TRXLU
- Share
- 0.4%
- Value
- $489,719
- Shares
- 10,641
-7%
- Ishares TRIJR
- Share
- 0.4%
- Value
- $485,870
- Shares
- 3,297
+4%
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $445,823
- Shares
- 5,357
+12%
- Ishares TRIJH
- Share
- 0.3%
- Value
- $444,388
- Shares
- 5,807
+5%
- Proshares TRTDV
- Share
- 0.3%
- Value
- $432,686
- Shares
- 4,258
Held
- Simplify Exchange Traded FUNTUA
- Share
- 0.3%
- Value
- $432,164
- Shares
- 21,061
-6%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.3%
- Value
- $404,247
- Shares
- 11,827
-6%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.3%
- Value
- $385,688
- Shares
- 739
+20%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustBIL | 4.6% | $6m | 65,909 | +53% |
| Northern LTS FD TR IVMPRO | 4.1% | $5m | 163,425 | +3% |
| J P Morgan Exchange Traded FJEPI | 3.5% | $5m | 80,521 | Held |
| NvidiaNVDA | 3.0% | $4m | 20,031 | Held |
| Vanguard Scottsdale FDSVGSH | 2.5% | $3m | 56,994 | Held |
| J P Morgan Exchange Traded FJEPQ | 2.5% | $3m | 53,652 | Held |
| Vanguard Scottsdale FDSVCIT | 2.4% | $3m | 37,408 | +7% |
| AppleAAPL | 2.4% | $3m | 10,885 | Held |
| Vanguard Scottsdale FDSVCSH | 2.1% | $3m | 33,940 | Held |
| MicrosoftMSFT | 1.9% | $2m | 6,690 | +11% |
| Vanguard Index FDSVOO | 1.9% | $2m | 3,551 | +6% |
| Johnson & JohnsonJNJ | 1.6% | $2m | 8,271 | -4% |
| Pgim ETF TRPULS | 1.6% | $2m | 41,148 | Held |
| Janus Detroit STR TRJAAA | 1.5% | $2m | 37,444 | +5% |
| Ishares TRSGOV | 1.4% | $2m | 18,595 | Held |
| Amazon.comAMZN | 1.4% | $2m | 7,763 | -5% |
| Ishares TRTLT | 1.4% | $2m | 21,286 | +7% |
| AlphabetGOOG | 1.3% | $2m | 4,663 | -3% |
| Ishares TRGOVT | 1.2% | $2m | 70,299 | -3% |
| WalmartWMT | 1.2% | $2m | 13,857 | Held |
| Proshares TRNOBL | 1.2% | $2m | 27,310 | +5% |
| Investment Managers SER TR IPPI | 1.2% | $2m | 72,281 | +4% |
| Berkshire HathawayBRK-B | 1.1% | $1m | 3,011 | +5% |
| Select Sector Spdr TRXLV | 1.1% | $1m | 9,142 | +7% |
| Meta PlatformsMETA | 1.1% | $1m | 2,603 | +27% |
| VisaV | 1.1% | $1m | 4,212 | +4% |
| Invesco QQQ TRQQQ | 1.1% | $1m | 1,979 | +13% |
| Ishares TRIXUS | 1.0% | $1m | 14,386 | +6% |
| TeslaTSLA | 1.0% | $1m | 3,035 | +15% |
| Janus Detroit STR TRJBBB | 0.9% | $1m | 25,810 | +7% |
| Spdr Series TrustSPYM | 0.9% | $1m | 13,945 | Held |
| Fifth Third BancorpFITB | 0.9% | $1m | 20,890 | Held |
| RBB FDUTWO | 0.9% | $1m | 23,408 | -24% |
| Vanguard Index FDSVBK | 0.9% | $1m | 3,092 | Held |
| Vaneck ETF TrustGDX | 0.8% | $1m | 13,250 | +17% |
| AlphabetGOOGL | 0.8% | $997,024 | 2,819 | Held |
| Select Sector Spdr TRXLI | 0.8% | $991,303 | 5,424 | +5% |
| Spdr Series TrustSLYV | 0.7% | $960,482 | 8,832 | -3% |
| McDonald'sMCD | 0.7% | $942,321 | 3,527 | Held |
| JPMorgan ChaseJPM | 0.7% | $925,632 | 2,810 | +18% |
| BoeingBA | 0.7% | $918,659 | 4,279 | Held |
| World Gold TRGLDM | 0.7% | $883,007 | 11,114 | +16% |
| Abbott LaboratoriesABT | 0.7% | $882,636 | 9,520 | +25% |
| Vanguard Index FDSVUG | 0.7% | $874,929 | 10,311 | Held |
| Advanced Micro DevicesAMD | 0.7% | $852,394 | 1,580 | -27% |
| Home DepotHD | 0.6% | $843,007 | 2,403 | +11% |
| Curtiss WrightCW | 0.6% | $842,847 | 1,143 | -7% |
| Spdr Series TrustSPYG | 0.6% | $841,228 | 7,165 | Held |
| AbbVieABBV | 0.6% | $827,986 | 3,256 | Held |
| Eli LillyLLY | 0.6% | $823,179 | 669 | Held |
| QualcommQCOM | 0.6% | $798,415 | 4,231 | -21% |
| First TR Exchange-Traded FDFVD | 0.6% | $786,951 | 16,249 | +4% |
| Cisco SystemsCSCO | 0.6% | $781,207 | 6,637 | -12% |
| PepsiCoPEP | 0.6% | $758,121 | 5,467 | Held |
| BroadcomAVGO | 0.6% | $746,241 | 2,004 | -10% |
| Spdr Series TrustSPYV | 0.6% | $744,542 | 12,246 | Held |
| Invesco Exchange Traded FD TRPV | 0.6% | $727,201 | 6,327 | +10% |
| International Business MachinesIBM | 0.6% | $719,093 | 2,587 | -4% |
| Sprott Asset Management LPCEF | 0.5% | $706,013 | 17,699 | Held |
| Direxion Shares ETF TrustSPDN | 0.5% | $701,049 | 80,212 | Held |
| General MillsGIS | 0.5% | $687,764 | 18,905 | New |
| Select Sector Spdr TRXLP | 0.5% | $679,431 | 8,053 | +5% |
| Goodyear Tire & RubberGT | 0.5% | $673,210 | 101,387 | +3% |
| Goldman Sachs GroupGS | 0.5% | $653,115 | 640 | Held |
| CaterpillarCAT | 0.5% | $609,043 | 589 | -3% |
| Ishares TRIBTM | 0.5% | $601,200 | 26,386 | +8% |
| Vanguard MUN BD FDSVTEB | 0.5% | $597,647 | 11,802 | Held |
| Pimco ETF TRPYLD | 0.5% | $592,824 | 22,295 | New |
| e.l.f. BeautyELF | 0.5% | $592,697 | 8,478 | +20% |
| Vital FarmsVITL | 0.4% | $576,899 | 51,053 | +3% |
| Spdr Index SHS FDSSPDW | 0.4% | $553,638 | 11,051 | +3% |
| Applied MaterialsAMAT | 0.4% | $543,022 | 782 | Held |
| Spdr Index SHS FDSSPEM | 0.4% | $536,575 | 10,455 | Held |
| lululemon athleticaLULU | 0.4% | $522,762 | 4,574 | +3% |
| ServiceNowNOW | 0.4% | $511,646 | 5,118 | New |
| 3MMMM | 0.4% | $510,666 | 3,144 | Held |
| Travelers CompaniesTRV | 0.4% | $510,491 | 1,538 | Held |
| NikeNKE | 0.4% | $495,848 | 11,954 | +27% |
| Select Sector Spdr TRXLU | 0.4% | $489,719 | 10,641 | -7% |
| TargetTGT | 0.4% | $486,939 | 3,636 | +91% |
| Ishares TRIJR | 0.4% | $485,870 | 3,297 | +4% |
| Southern CompanySO | 0.4% | $462,247 | 4,778 | Held |
| SalesforceCRM | 0.3% | $450,463 | 2,852 | Held |
| Vanguard Intl Equity Index FVEU | 0.3% | $445,823 | 5,357 | +12% |
| UnitedHealth GroupUNH | 0.3% | $445,343 | 1,061 | +6% |
| Ishares TRIJH | 0.3% | $444,388 | 5,807 | +5% |
| FedExFDX | 0.3% | $436,333 | 1,341 | Held |
| Proshares TRTDV | 0.3% | $432,686 | 4,258 | Held |
| Simplify Exchange Traded FUNTUA | 0.3% | $432,164 | 21,061 | -6% |
| Union PacificUNP | 0.3% | $430,321 | 1,578 | +2% |
| OracleORCL | 0.3% | $426,905 | 2,889 | +2% |
| MastercardMA | 0.3% | $424,965 | 834 | -11% |
| Old Second BancorpOSBC | 0.3% | $424,743 | 18,300 | Held |
| NextEra EnergyNEE | 0.3% | $411,744 | 4,644 | Held |
| Portillo'sPTLO | 0.3% | $407,697 | 85,831 | +4% |
| Ishares Bitcoin Trust ETFIBIT | 0.3% | $404,247 | 11,827 | -6% |
| PfizerPFE | 0.3% | $390,329 | 16,017 | -3% |
| CorningGLW | 0.3% | $389,198 | 1,522 | New |
| Vulcan MaterialsVMC | 0.3% | $387,810 | 1,276 | Held |
| State STR Spdr DOW Jones INDDIA | 0.3% | $385,688 | 739 | +20% |
Showing the largest 100 of 151.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 35.4% since 30 June 2025.
Where the money is
Technology13.0%
Financial services5.8%
Retail & consumer5.1%
Health care5.0%
Everyday goods4.5%
Media & telecom3.9%
Industrials3.3%
Materials1.3%
Utilities0.9%
Energy0.8%
Real estate0.5%
Other56.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.