Holdings
4wealth Advisors, Inc.
As of Sep 30, 2026, 4wealth Advisors, Inc. reported 64 positions worth US$40.2M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 18,559 | US$4.22M | −1,472 | Sep 30, 2026 |
| Apple Inc | 9,114 | US$3M | −1,771 | Sep 30, 2026 |
| Microsoft Corp. | 4,807 | US$2.45M | −1,883 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 6,279 | US$2.13M | −1,150 | Sep 30, 2026 |
| Johnson & Johnson | 6,807 | US$1.82M | −1,464 | Sep 30, 2026 |
| Amazon.com, Inc. | 5,761 | US$1.42M | −2,002 | Sep 30, 2026 |
| Walmart Inc. | 12,513 | US$1.34M | −1,344 | Sep 30, 2026 |
| Visa Inc. | 3,327 | US$1.22M | −885 | Sep 30, 2026 |
| Fifth Third Bancorp | 22,478 | US$1.15M | +1,588 | Sep 30, 2026 |
| Meta Platforms, Inc. | 1,494 | US$1.1M | −1,109 | Sep 30, 2026 |