4WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Burr Ridge, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 117,196
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 147 | 117,196 | 13F-HR | 4WEALTH ADVISORS, INC. |
| Q3 2025 | 10/28/2025 | 136 | 111,961 | 13F-HR | 4WEALTH ADVISORS, INC. |
| Q2 2025 | 8/4/2025 | 132 | 98,445 | 13F-HR | 4WEALTH ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.731 K
(1.5% of total reported value)
· QoQ Δ:
-2.072 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.1 K | 88.5% | 6.32 K | 0 | 6.32 K |
| ETFs | 12.85 K | 11.1% | 786 | 0 | 786 |
| Debt | 476 | 0.4% | 210 | 0 | 210 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
117,196
Holdings
147
QoQ value change ($000)
5,235
(4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.