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Portfolio (Quarterly) Guide ↗

4WEALTH ADVISORS, INC.

· CIK 0002056676
13F Portfolio $117M AUM 142 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 76 Added 39 Reduced 14 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRV TRAVELERS COMPANIES INC Financial Services 1,517.0 $443K 0.38% -351.0 -18.8% $291.77 +4.9%
22 PTLO PORTILLOS INC Consumer Cyclical 82,526.0 $433K 0.37% -3K -3.2% $5.25 -25.1%
23 AMD ADVANCED MICRO DEVICES INC Technology 2,157.0 $423K 0.36% -1K -38.0% $196.04 +111.2%
24 COP CONOCOPHILLIPS Energy 3,157.0 $420K 0.36% -1K -26.2% $132.91 -6.3%
25 CAT CATERPILLAR INC Industrials 606.0 $405K 0.35% -104.0 -14.7% $667.74 +28.8%
26 AGG ISHARES TR 3,851.0 $381K 0.33% -28.0 -0.7% $99.04 -1.4%
27 TDV PROSHARES TR 4,329.0 $355K 0.30% -1K -24.3% $81.98 +17.5%
28 IAU ISHARES GOLD TR Financial Services 3,799.0 $323K 0.28% -2K -36.1% $84.93 -0.7%
29 UNH UNITEDHEALTH GROUP INC Healthcare 1,005.0 $263K 0.23% -42.0 -4.0% $261.82 +49.4%
30 SPIB SPDR SERIES TRUST 7,670.0 $256K 0.22% -2K -23.1% $33.41 -0.7%
31 SPG SIMON PPTY GROUP INC NEW Real Estate 1,398.0 $255K 0.22% -635.0 -31.2% $182.31 +9.9%
32 AMAT APPLIED MATLS INC Technology 781.0 $252K 0.22% -1K -64.2% $323.12 +25.9%
33 DIS DISNEY WALT CO Communication Services 2,673.0 $252K 0.21% -57.0 -2.1% $94.32 +10.2%
34 TGT TARGET CORP Consumer Defensive 1,899.0 $226K 0.19% -3K -63.5% $118.75 +3.9%
35 KO COCA COLA CO Consumer Defensive 2,931.0 $224K 0.19% -17.0 -0.6% $76.27 +6.5%
36 DWM WISDOMTREE TR 3,080.0 $209K 0.18% -274.0 -8.2% $67.94 +7.2%
37 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 22,832.0 $185K 0.16% -24K -51.0% $8.11 +25.2%
38 BORR DRILLING LTD 12,436.0 $72K 0.06% -500.0 -3.9% $5.80
39 RMCF ROCKY MTN CHOCOLATE FACTORY Consumer Defensive 16,225.0 $36K 0.03% -4K -18.3% $2.19 -6.4%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Financial Services 17.4%
Consumer Cyclical 13.0%
Healthcare 9.7%
Consumer Defensive 9.7%
Communication Services 9.4%
Industrials 8.0%
Energy 2.7%
Utilities 2.6%
Basic Materials 1.1%