4wealth Advisors, Inc.
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$117M
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MPRO
NORTHERN LTS FD TR IV
Q1 2026: Exited (was 142.5k shares)
4.2%
02
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 77.9k shares)
3.8%
03
$BIL
SPDR SERIES TRUST
Q1 2026: Increased +284.8% (6.8k → 26.3k shares)
3.4%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 20.1k shares)
2.8%
05
$VGSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 52.7k shares)
2.8%
06
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 33.1k shares)
2.4%
07
$JEPQ
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 53.3k shares)
2.4%
08
$AAPL
APPLE INC
Q1 2026: Increased +30.5% (10.7k → 13.9k shares)
2.3%
09
$VCSH
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 31.2k shares)
2.3%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +192.7% (5.4k → 15.8k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:55 UTC.