4wealth Advisors, Inc. ETF holdings
Burr Ridge, IL
Reported $72.4M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$72.4M
ETFs held
64
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
55.6%
of $130.3M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $6.0M | 65,909 | +22,847 shares |
| MPRO | Monarch ProCap ETF | $5.4M | 163,425 | +5,360 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $4.5M | 80,521 | +970 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $3.3M | 56,994 | +979 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $3.3M | 53,652 | +557 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $3.1M | 37,408 | +2,597 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $2.7M | 33,940 | +283 shares |
| VOO | Vanguard S&P 500 ETF | $2.4M | 3,551 | +197 shares |
| PULS | PGIM Ultra Short Bond ETF | $2.0M | 41,148 | −24 shares |
| JAAA | Janus Henderson AAA CLO ETF | $1.9M | 37,444 | +1,811 shares |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056676. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does 4wealth Advisors, Inc. own?
4wealth Advisors, Inc. reported 64 ETF positions worth $72.4M in its Form 13F for June 30, 2026. The largest was BIL, at $6.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.