13F Insight
DOSSIER · 13F-HR · Q1 2026

4WEALTH ADVISORS, INC.

4WEALTH's family office based in Omaha, NE — $117M in tracked AUM across 142 positions as of Q1 2026.

4
4WEALTH·Omaha, NE·Family Office
CIK 0002056676 · last filed Mar 31, 2026
Total AUM
$117M
▲ 19.7%
vs prior
Holdings
142
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

4WEALTH ADVISORS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MPRO
NORTHERN LTS FD TR IV
$5M158K4.2%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$4M80K3.8%
03
BIL
SPDR SERIES TRUST
$4M43K3.4%
04
NVDA
NVIDIA CORPORATION
$3M20K2.8%
05
VGSH
VANGUARD SCOTTSDALE FDS
$3M56K2.8%
06
VCIT
VANGUARD SCOTTSDALE FDS
$3M35K2.4%
07
JEPQ
J P MORGAN EXCHANGE TRADED F
$3M53K2.4%
08
AAPL
APPLE INC
$3M11K2.3%
09
VCSH
VANGUARD SCOTTSDALE FDS
$3M34K2.3%
10
MSFT
MICROSOFT CORP
$2M6K1.8%

Filing history

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