13F Filings History of 4WEALTH ADVISORS, INC.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$115,464,896
Signature - Title
Peter Recchia - CEO & CCO
Location
Burr Ridge, IL
Summary
This page shows a list of all the recent 13F filings made by 4WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 4WEALTH ADVISORS, INC. reported 142 stock holdings with total value $115,464,896 as of Q4 2025. Top holdings included JEPI, MPRO, NVDA, JEPQ, and VGSH.

Notify me when 4WEALTH ADVISORS, INC. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value

List of Other Managers Reporting for 4WEALTH ADVISORS, INC.:

Name Holdings Value Location File Number
GLOBAL VALUE INVESTMENT CORP. $61,461,163 Milwaukee, WI 028-25282
Kingsview Wealth Management, LLC $6,939,495,290 Grants Pass, OR 028-19701
Astoria Portfolio Advisors LLC. $435,975,113 New York, NY 028-22555
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 142 $115,464,896 +$11,544,607 -$6,084,131 +$5,460,476 JEPI, MPRO, NVDA, JEPQ, VGSH 13F-HR 21 Jan 2026, 14:23
Q3 2025 133 $108,158,045 +$10,831,401 -$5,094,505 +$5,736,896 JEPI, MPRO, NVDA, VGSH, JEPQ 13F-HR 28 Oct 2025, 14:35
Q2 2025 129 $96,234,766 +$7,082,444 -$6,689,047 +$393,397 MPRO, JEPI, NVDA, VGSH, VCIT 13F-HR 04 Aug 2025, 17:24
Q1 2025 123 $90,340,789 +$10,792,537 -$16,535,091 -$5,742,554 MPRO, JEPI, VGSH, GOVT, VCIT 13F-HR 05 May 2025, 16:15
Q4 2024 141 $97,801,953 $0 $0 $0 MPRO, JEPI, AAPL, GOVT, VGSH 13F-HR 14 Feb 2025, 12:12