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Peter Recchia

4wealth Advisors, Inc.

Assets Managed
$117.031M
Holdings
142
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-0.14%(2Q avg: 2.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in 4wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 142 positions.

Assets under management

The assets under management (AUM) of 4wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 117.031M in assets, with a quarterly growth rate of -0.14% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by Peter Recchia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MPRO
Monarch Procap Index Etf
Recent Activity
Increased 10.96%
4.18%
$4.883M
158,065 shares@ $30.9 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 2.13%
3.79%
$4.427M
79,551 shares@ $55.65 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 529.93%
3.38%
$3.946M
43,062 shares@ $91.64 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.45%
2.83%
$3.308M
20,028 shares@ $165.17 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 6.34%
2.8%
$3.276M
56,015 shares@ $58.49 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 5.03%
2.45%
$2.865M
34,811 shares@ $82.3 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -0.38%
2.44%
$2.855M
53,095 shares@ $53.77 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.73%
2.34%
$2.73M
11,068 shares@ $246.64 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 7.75%
2.28%
$2.66M
33,657 shares@ $79.05 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 11.16%
1.85%
$2.156M
6,007 shares@ $358.96 avg price

1-10 of 142