SEC 13F Intelligence

4wealth Advisors, Inc. / META

4wealth Advisors, Inc.’s Meta Platforms Inc Position

Does 4wealth Advisors, Inc. own Meta Platforms Inc (META)? Yes — 2.6K shares worth $1M (+1.12% of its 13F portfolio) as of Q2 2026, up from 2.0K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
2.6K
% of Portfolio
+1.12%
Quarters Held
7
currently held

Position History META

Reported value by quarter
Q4 ’24: $730,264Q4 ’24Q1 ’25: $885,132Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20262.6K$1M+1.12%
Q1 20262.0K$1M+0.94%
Q4 20252.1K$1M+1.18%
Q3 20251.8K$1M+1.15%
Q2 20251.8K$1M+1.33%
Q1 20251.5K$885,132+0.96%
Q4 20241.2K$730,264+0.73%

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 META.