Portfolio (Quarterly) Guide ↗

4WEALTH ADVISORS, INC.

· CIK 0002056676

13F Portfolio $130M AUM 151 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 16 New 70 Added 46 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TMUS	T-MOBILE US INC	Communication Services	2,805	$600K	0.51%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	2,646	$591K	0.51%	SOLD
3	IAU	ISHARES GOLD TR	Financial Services	3,799	$323K	0.28%	SOLD
4	ADBE	ADOBE INC	Technology	1,250	$301K	0.26%	SOLD
5	CCL	CARNIVAL CORP	Consumer Cyclical	11,617	$278K	0.24%	SOLD
6	EXC	EXELON CORP	Utilities	4,209	$207K	0.18%	SOLD
7	SLVR	SPROTT FDS TR	—	3,685	$200K	0.17%	SOLD

Sector Allocation

Technology 29.6%

Financial Services 18.3%

Consumer Cyclical 12.4%

Healthcare 10.7%

Consumer Defensive 9.7%

Industrials 7.5%

Communication Services 5.9%

Utilities 2.0%

Energy 1.6%

Basic Materials 1.1%