SEC Form 13F

4WEALTH ADVISORS, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$130,276,312
Positions151

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTBILST STR BLO 1 ETF$6,039,92165,909
NORTHERN LTS FD TR IVMPROMONA PROC IN ETF$5,352,167163,425
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$4,544,62380,521
NVIDIA CORPORATIONNVDACOM$3,905,40120,031
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$3,319,88356,994
J P MORGAN EXCHANGE TRADED FJEPQNASDAQ EQT PREM$3,256,65253,652
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$3,103,34937,408
APPLE INCAAPLCOM$3,066,79510,885
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$2,685,97933,940
MICROSOFT CORPMSFTCOM$2,465,8416,690

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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