4Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.09M |
| 2 |
General Mills
GIS
|
+$653K |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$589K |
| 4 |
ServiceNow
NOW
|
+$507K |
| 5 |
Zoetis
ZTS
|
+$358K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
T-Mobile US
TMUS
|
+$600K |
| 2 |
Honeywell
HON
|
+$591K |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$503K |
| 4 |
Procter & Gamble
PG
|
+$434K |
| 5 |
JBS
JBS N.V.
JBS
|
+$361K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.98% |
| 2 | Financials | 5.83% |
| 3 | Consumer Discretionary | 5.64% |
| 4 | Healthcare | 5.05% |
| 5 | Consumer Staples | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Rocky Mountain Chocolate Factory
RMCF
$7.93M
| $13.1K | 0.01% |
15,225
-1,000
| -6% | -$2.01K |
|
152
Adobe
ADBE
$99.5B
| – | – |
-1,250
| Closed | -$301K |
|
153
Exelon
EXC
$47.2B
| – | – |
-4,209
| Closed | -$207K |
|
|
154
Honeywell
HON
$77B
| – | – |
-2,646
| Closed | -$591K |
|
155
iShares Gold Trust
IAU
$62.9B
| – | – |
-3,799
| Closed | -$323K |
|
|
156
T-Mobile US
TMUS
$185B
| – | – |
-2,805
| Closed | -$600K |
|
|
SLVR
157
Sprott Silver Miners & Physical Silver ETF
SLVR
$609M
| – | – |
-3,685
| Closed | -$200K |
|
Similar funds
4Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, 4Wealth Advisors held 157 positions worth $130M, up 11% from $117M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
4Wealth Advisors deployed $4.88M of net new capital in Q2 2026, opening 15 new positions and adding to 75 existing holdings. Its largest new stake was General Mills: 18,905 shares worth $688K.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was State Street Energy Select Sector SPDR ETF, an estimated $503K trimmed.
- 4Wealth Advisors's largest Q2 2026 buy was General Mills: 18,905 shares worth $688K.
- 4Wealth Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2026, an estimated $2.09M increase.
- 4Wealth Advisors's biggest Q2 2026 reduction was State Street Energy Select Sector SPDR ETF, cutting an estimated $503K.
- 4Wealth Advisors fully exited T-Mobile US in Q2 2026, selling an estimated $600K.
- 4Wealth Advisors's ten largest holdings make up 29% of its $130M portfolio in Q2 2026.
- 4Wealth Advisors opened 15 new positions and closed 6 in Q2 2026.
- 4Wealth Advisors's portfolio value rose 11% quarter-over-quarter to $130M.
Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.