4WEALTH ADVISORS, INC.

4WEALTH Advisors’ $117M 13F filing reads less like a discretionary hedge fund and more like a wealth-management wrapper: the portfolio is dominated by short-duration fixed-income ETFs and target-risk equity models, with only a thin layer of individual stock names on top. MPRO, JEPI, BIL, VGSH, VCIT, and JEPQ together account for roughly 20% of the book, while the handful of single-name equity positions—NVDA, AAPL, MSFT, META, JNJ, WMT, AMZN, BRK/B, GOOG, V, BA, TSLA, PEP, and ABT—are held in token-sized positions mostly below 1% each. The manager trimmed a few of those equity names this quarter (GOOG -15%, META -21%, BA -12%) and added tiny new stakes in CURTISS WRIGHT and ABBOTT, but the real activity was at the ETF sleeve: new entries in TLT, QQQ, and XLE suggest a modest shift toward rate-sensitive and broad-market exposure. The overall profile is consistent with a breakaway or hybrid RIA using ETF model portfolios as the primary return driver, with individual stocks serving only as a thematic overlay.