SEC 13F Intelligence

4wealth Advisors, Inc. / AAPL

4wealth Advisors, Inc.’s Apple Inc Position

Does 4wealth Advisors, Inc. own Apple Inc (AAPL)? Yes — 10.9K shares worth $3M (+2.35% of its 13F portfolio) as of Q2 2026, down from 11.1K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
10.9K
% of Portfolio
+2.35%
Quarters Held
7
currently held

Position History AAPL

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202610.9K$3M+2.35%
Q1 202611.1K$3M+2.33%
Q4 202510.7K$3M+2.48%
Q3 202511.6K$3M+2.64%
Q2 202511.0K$2M+2.30%
Q1 202511.2K$2M+2.72%
Q4 202411.4K$3M+2.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 4wealth Advisors, Inc.’s full portfolio or all institutional holders of AAPL.