0001941040-26-000269.txt : 20260427 0001941040-26-000269.hdr.sgml : 20260427 20260427144710 ACCESSION NUMBER: 0001941040-26-000269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 4WEALTH ADVISORS, INC. CENTRAL INDEX KEY: 0002056676 ORGANIZATION NAME: EIN: 200464458 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25215 FILM NUMBER: 26899837 BUSINESS ADDRESS: STREET 1: 745 MCCLINTOCK DRIVE STREET 2: SUITE 150 CITY: BURR RIDGE STATE: IL ZIP: 60527-6490 BUSINESS PHONE: 708-695-5300 MAIL ADDRESS: STREET 1: 745 MCCLINTOCK DRIVE STREET 2: SUITE 150 CITY: BURR RIDGE STATE: IL ZIP: 60527-6490 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002056676 XXXXXXXX 03-31-2026 03-31-2026 false 4WEALTH ADVISORS, INC.

745 McClintock Drive Suite 150 Burr Ridge IL 60527-6490

13F COMBINATION REPORT 028-25215 000129727 801-113392 0001931642 028-22555 000288271 801-119078 Astoria Portfolio Advisors LLC. 0001569866 028-25282 000144260 801-121076 GLOBAL VALUE INVESTMENT CORP. 0001791965 028-19701 000148107 801-79198 Kingsview Wealth Management, LLC N Peter Recchia 708-695-5300 Peter Recchia Buff Ridge IL 04-27-2026 0 142 117030990 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 446954 3136 SH SOLE 0 0 3136 ABBOTT LABORATORIES COM 002824100 773986 7597 SH SOLE 0 0 7597 ABBVIE INC COM 00287Y109 694894 3261 SH SOLE 0 0 3260 ADOBE INC COM 00724F101 301413 1250 SH SOLE 0 0 1250 ADVANCED MICRO DEVICES INC COM 007903107 422858 2157 SH SOLE 0 0 2157 ALPHABET INC CAP STK CL A 02079K305 778963 2848 SH SOLE 0 0 2848 ALPHABET INC CAP STK CL C 02079K107 1318817 4828 SH SOLE 0 0 4828 AMAZON COM INC COM 023135106 1644173 8182 SH SOLE 0 0 8182 APPLE INC COM 037833100 2729734 11068 SH SOLE 0 0 11068 APPLIED MATLS INC COM 038222105 252356 781 SH SOLE 0 0 780 AT&T INC COM 00206R102 307774 10694 SH SOLE 0 0 10694 BANK AMERICA CORP COM 060505104 221310 4686 SH SOLE 0 0 4685 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1357290 2860 SH SOLE 0 0 2859 BIOHAVEN LTD COM G1110E107 115816 14316 SH SOLE 0 0 14316 BIOMARIN PHARMACEUTICAL INC COM 09061G101 212585 3880 SH SOLE 0 0 3880 BOEING CO COM 097023105 795817 4206 SH SOLE 0 0 4206 BORR DRILLING LTD SHS G1466R173 72129 12436 SH SOLE 0 0 12436 BROADCOM INC COM 11135F101 652229 2223 SH SOLE 0 0 2222 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 212376 5122 SH SOLE 0 0 5122 CARNIVAL CORP COMMON STOCK 143658300 278343 11617 SH SOLE 0 0 11617 CATERPILLAR INC COM 149123101 404651 606 SH SOLE 0 0 606 CHEVRON CORPORATION COM 166764100 449871 2135 SH SOLE 0 0 2135 CISCO SYS INC COM 17275R102 581637 7550 SH SOLE 0 0 7549 CLEVELAND-CLIFFS INC NEW COM 185899101 185168 22832 SH SOLE 0 0 22832 COCA COLA CO COM 191216100 223559 2931 SH SOLE 0 0 2931 CONOCOPHILLIPS COM 20825C104 419592 3157 SH SOLE 0 0 3157 CONSTELLATION ENERGY CORP COM 21037T109 288499 966 SH SOLE 0 0 966 COOPER COS INC COM 216648501 326727 4714 SH SOLE 0 0 4714 COSTCO WHOLESALE CORPORATION COM 22160K105 312010 313 SH SOLE 0 0 313 CURTISS WRIGHT CORP COM 231561101 774281 1225 SH SOLE 0 0 1225 DIREXION SHARES ETF TRUST DAILY S&P 500 BE 25460E869 826032 80746 SH SOLE 0 0 80746 DISNEY WALT CO COM 254687106 252115 2673 SH SOLE 0 0 2672 E L F BEAUTY INC COM 26856L103 417646 7037 SH SOLE 0 0 7037 ELI LILLY & CO COM 532457108 594795 671 SH SOLE 0 0 670 EXELON CORP COM 30161N101 206723 4209 SH SOLE 0 0 4209 EXXON MOBIL CORP COM 30231G102 570994 3330 SH SOLE 0 0 3329 FEDEX CORP COM 31428X106 464706 1360 SH SOLE 0 0 1359 FIFTH THIRD BANCORP COM 316773100 925867 20722 SH SOLE 0 0 20722 FIRST TR EXCHANGE-TRADED FD SHS 33734H106 731771 15700 SH SOLE 0 0 15699 FLUENT INC COM NEW 34380C201 69379 22237 SH SOLE 0 0 22237 GENERAL DYNAMICS CORP COM 369550108 372693 1094 SH SOLE 0 0 1093 GOLDMAN SACHS GROUP INC COM 38141G104 513151 635 SH SOLE 0 0 635 GOODYEAR TIRE & RUBR CO COM 382550101 621936 98877 SH SOLE 0 0 98877 HOME DEPOT INC COM 437076102 701486 2168 SH SOLE 0 0 2168 HONEYWELL INTL INC COM 438516106 591259 2646 SH SOLE 0 0 2645 INTERNATIONAL BUSINESS MACHS COM 459200101 636559 2683 SH SOLE 0 0 2683 INTUIT COM 461202103 588333 1371 SH SOLE 0 0 1371 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 608318 5746 SH SOLE 0 0 5746 INVESCO QQQ TR UNIT SER 1 46090E103 976871 1750 SH SOLE 0 0 1749 INVESTMENT MANAGERS SER TR I ASTORIA REAL 46141T117 1410809 69199 SH SOLE 0 0 69199 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 473449 12565 SH SOLE 0 0 12565 ISHARES GOLD TR ISHARES NEW 464285204 322649 3799 SH SOLE 0 0 3799 ISHARES TR CORE S&P MCP ETF 464287507 363985 5549 SH SOLE 0 0 5549 ISHARES TR 20 YR TR BD ETF 464287432 1719285 19812 SH SOLE 0 0 19812 ISHARES TR IBONDS DEC 2032 46436E296 556436 24325 SH SOLE 0 0 24325 ISHARES TR CORE US AGGBD ET 464287226 381403 3851 SH SOLE 0 0 3851 ISHARES TR 0-3 MNTH TREASRY 46436E718 1840040 18280 SH SOLE 0 0 18279 ISHARES TR US TREAS BD ETF 46429B267 1655675 72332 SH SOLE 0 0 72331 ISHARES TR CORE MSCI TOTAL 46432F834 1139400 13606 SH SOLE 0 0 13606 ISHARES TR CORE S&P500 ETF 464287200 239920 378 SH SOLE 0 0 377 ISHARES TR ENERGY STRG & MA 46438G737 218166 6614 SH SOLE 0 0 6614 ISHARES TR CORE S&P SCP ETF 464287804 383287 3171 SH SOLE 0 0 3171 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 4427007 79551 SH SOLE 0 0 79550 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 2854918 53095 SH SOLE 0 0 53094 JANUS DETROIT STR TR B-BBB CLO ETF 47103U753 1128476 24087 SH SOLE 0 0 24087 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1799823 35633 SH SOLE 0 0 35633 JBS N.V. 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