SEC 13F Intelligence

4wealth Advisors, Inc. / V

4wealth Advisors, Inc.’s Visa Inc Position

Does 4wealth Advisors, Inc. own Visa Inc (V)? Yes — 4.2K shares worth $1M (+1.10% of its 13F portfolio) as of Q2 2026, up from 4.1K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
4.2K
% of Portfolio
+1.10%
Quarters Held
7
currently held

Position History V

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20264.2K$1M+1.10%
Q1 20264.1K$1M+1.04%
Q4 20254.0K$1M+1.19%
Q3 20253.8K$1M+1.15%
Q2 20253.8K$1M+1.36%
Q1 20253.8K$1M+1.44%
Q4 20244.4K$1M+1.38%

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 V.