Institutional Fund
4wealth Advisors, Inc.
Burr Ridge, ILCIK 20566765 filings on record
Portfolio Value
$117.03M
Q1 2026
Holdings
142
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+1.4%
from $115.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Northern Lts Fd Tr IV4.2%
- J P Morgan Exchange Traded F3.8%
- Spdr Series Trust3.4%
- Nvidia Corporation2.8%
- Vanguard Scottsdale Fds2.8%
- Vanguard Scottsdale Fds2.4%
- Other80.6%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Northern Lts Fd Tr IV | 158.1K | $4.88M | 4.2% | +15.6K | Added |
| 2 | J P Morgan Exchange Traded F | 79.6K | $4.43M | 3.8% | +1.7K | Added |
| 3 | Spdr Series Trust | 43.1K | $3.95M | 3.4% | +36.2K | Added |
| 4 | Nvidia Corporation | 20.0K | $3.31M | 2.8% | −92 | Reduced |
| 5 | Vanguard Scottsdale Fds | 56.0K | $3.28M | 2.8% | +3.3K | Added |
| 6 | Vanguard Scottsdale Fds | 34.8K | $2.86M | 2.4% | +1.7K | Added |
| 7 | J P Morgan Exchange Traded F | 53.1K | $2.85M | 2.4% | −205 | Reduced |
| 8 | Apple Inc | 11.1K | $2.73M | 2.3% | +397 | Added |
| 9 | Vanguard Scottsdale Fds | 33.7K | $2.66M | 2.3% | +2.4K | Added |
| 10 | Microsoft Corp | 6.0K | $2.16M | 1.8% | +603 | Added |
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