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A4 Wealth Advisors

Latest statistics and disclosures from A4 Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002033987

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Positions held by A4 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for A4 Wealth Advisors

A4 Wealth Advisors holds 158 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.6	$4.3M	72k	59.20	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	3.5	$4.1M	53k	78.34	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	3.1	$3.7M	36k	102.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$3.3M	17k	194.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$3.3M	27k	120.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$3.0M	4.8k	612.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$2.9M	14k	206.51	View chart
Ishares Tr S&p 100 Etf (OEF)	2.4	$2.8M	8.4k	332.84	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$2.7M	41k	65.92	View chart
NVIDIA Corporation (NVDA)	2.0	$2.4M	13k	186.58	View chart
Microsoft Corporation (MSFT)	2.0	$2.4M	4.6k	517.98	View chart
American Healthcare Reit Com Shs (AHR)	1.9	$2.2M	53k	42.01	View chart
Ishares Tr Eafe Value Etf (EFV)	1.8	$2.1M	31k	67.83	View chart
Amazon (AMZN)	1.5	$1.7M	7.9k	219.57	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.4	$1.7M	45k	37.86	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$1.7M	7.0k	243.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$1.7M	21k	78.90	View chart
JPMorgan Chase & Co. (JPM)	1.4	$1.6M	5.2k	315.41	View chart
Apple (AAPL)	1.3	$1.6M	6.3k	254.62	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.3	$1.6M	45k	34.16	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.3	$1.5M	30k	52.30	View chart
Trane Technologies SHS (TT)	1.3	$1.5M	3.6k	421.96	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$1.4M	33k	42.79	View chart
Meta Platforms Cl A (META)	1.2	$1.4M	1.9k	734.38	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.2	$1.4M	30k	45.67	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	1.1	$1.4M	34k	40.35	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$1.3M	17k	76.45	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.1	$1.3M	24k	53.24	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$1.3M	17k	75.11	View chart
Broadcom (AVGO)	0.9	$1.1M	3.4k	329.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.0M	14k	72.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$978k	4.0k	247.12	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.8	$977k	34k	28.50	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.8	$974k	26k	37.45	View chart
Global X Fds Defense Tech Etf (SHLD)	0.8	$966k	14k	70.24	View chart
Goldman Sachs (GS)	0.8	$940k	1.2k	796.17	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.8	$923k	14k	65.00	View chart
Morgan Stanley Com New (MS)	0.7	$856k	5.4k	158.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$818k	6.8k	121.06	View chart
Visa Com Cl A (V)	0.7	$806k	2.4k	341.40	View chart
Chevron Corporation (CVX)	0.7	$795k	5.1k	155.28	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.6	$755k	7.4k	101.93	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$723k	15k	46.96	View chart
UnitedHealth (UNH)	0.6	$719k	2.1k	345.31	View chart
Sila Realty Trust Common Stock (SILA)	0.6	$701k	28k	25.10	View chart
Medtronic SHS (MDT)	0.6	$676k	7.1k	95.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$676k	13k	53.87	View chart
Johnson & Johnson (JNJ)	0.6	$671k	3.6k	185.41	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.6	$668k	23k	29.29	View chart
Bank of America Corporation (BAC)	0.5	$645k	13k	51.59	View chart
Abbott Laboratories (ABT)	0.5	$636k	4.8k	133.94	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.5	$635k	14k	44.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$610k	1.2k	502.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$608k	909.00	669.14	View chart
McDonald's Corporation (MCD)	0.5	$599k	2.0k	303.87	View chart
Eaton Corp SHS (ETN)	0.5	$598k	1.6k	374.25	View chart
Wal-Mart Stores (WMT)	0.5	$569k	5.5k	103.06	View chart
Aim Etf Products Trust Us Lrgcp B10 Feb (FEBT)	0.5	$562k	15k	37.04	View chart
Coca-Cola Company (KO)	0.5	$556k	8.4k	66.32	View chart
Procter & Gamble Company (PG)	0.5	$543k	3.5k	153.64	View chart
Nextera Energy (NEE)	0.5	$541k	7.2k	75.49	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$530k	5.8k	91.75	View chart
United Rentals (URI)	0.4	$524k	549.00	954.66	View chart
Starbucks Corporation (SBUX)	0.4	$515k	6.1k	84.60	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$510k	8.5k	59.91	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$507k	9.4k	54.09	View chart
Lowe's Companies (LOW)	0.4	$504k	2.0k	251.31	View chart
Pimco Etf Tr Preferred And Cp (PRFD)	0.4	$504k	9.7k	51.80	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$489k	9.6k	50.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$482k	9.6k	50.07	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.4	$477k	17k	28.90	View chart
Amphenol Corp Cl A (APH)	0.4	$468k	3.8k	123.75	View chart
Palo Alto Networks (PANW)	0.4	$467k	2.3k	203.62	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.4	$440k	12k	36.08	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$427k	6.6k	65.00	View chart
Netflix (NFLX)	0.4	$420k	350.00	1198.92	View chart
Lam Research Corp Com New (LRCX)	0.4	$417k	3.1k	133.90	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$414k	3.7k	110.50	View chart
Oracle Corporation (ORCL)	0.3	$410k	1.5k	281.27	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$406k	2.0k	199.49	View chart
Raytheon Technologies Corp (RTX)	0.3	$401k	2.4k	167.31	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.3	$398k	8.1k	49.19	View chart
Doubleline Etf Trust Asset Backed Sec (DABS)	0.3	$390k	7.6k	51.07	View chart
Marriott Intl Cl A (MAR)	0.3	$381k	1.5k	260.44	View chart
Quanta Services (PWR)	0.3	$379k	915.00	414.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$365k	7.8k	46.71	View chart
At&t (T)	0.3	$363k	13k	28.24	View chart
Abbvie (ABBV)	0.3	$362k	1.6k	231.52	View chart
L3harris Technologies (LHX)	0.3	$356k	1.2k	305.47	View chart
Altria (MO)	0.3	$355k	5.4k	66.06	View chart
Northrop Grumman Corporation (NOC)	0.3	$348k	571.00	609.32	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.3	$346k	7.0k	49.68	View chart
Extra Space Storage (EXR)	0.3	$340k	2.4k	140.94	View chart
Peakstone Realty Trust Common Shares (PKST)	0.3	$340k	26k	13.12	View chart
Welltower Inc Com reit (WELL)	0.3	$335k	1.9k	178.14	View chart
Home Depot (HD)	0.3	$334k	824.00	405.15	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.3	$331k	6.7k	49.72	View chart
Tesla Motors (TSLA)	0.3	$329k	740.00	444.72	View chart
Martin Marietta Materials (MLM)	0.3	$322k	511.00	630.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$322k	5.5k	58.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$320k	2.3k	140.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$318k	2.8k	113.88	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$312k	6.2k	50.23	View chart
Wells Fargo & Company (WFC)	0.3	$311k	3.7k	83.82	View chart
Duke Energy Corp Com New (DUK)	0.3	$311k	2.5k	123.76	View chart
American Electric Power Company (AEP)	0.3	$310k	2.8k	112.49	View chart
Target Corporation (TGT)	0.3	$305k	3.4k	89.70	View chart
Allstate Corporation (ALL)	0.3	$305k	1.4k	214.65	View chart
Ecolab (ECL)	0.3	$304k	1.1k	273.86	View chart
Servicenow (NOW)	0.3	$303k	329.00	920.28	View chart
Costco Wholesale Corporation (COST)	0.3	$303k	327.00	925.84	View chart
Exxon Mobil Corporation (XOM)	0.3	$302k	2.7k	112.76	View chart
Us Bancorp Del Com New (USB)	0.3	$302k	6.2k	48.33	View chart
Smucker J M Com New (SJM)	0.3	$301k	2.8k	108.60	View chart
Prudential Financial (PRU)	0.3	$301k	2.9k	103.74	View chart
Intercontinental Exchange (ICE)	0.3	$298k	1.8k	168.45	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.3	$297k	10k	29.06	View chart
ConocoPhillips (COP)	0.2	$292k	3.1k	94.60	View chart
Rockwell Automation (ROK)	0.2	$291k	831.00	349.53	View chart
Kinder Morgan (KMI)	0.2	$290k	10k	28.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$288k	1.5k	195.86	View chart
Amgen (AMGN)	0.2	$287k	1.0k	282.19	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$285k	5.6k	51.28	View chart
Cme (CME)	0.2	$283k	1.0k	270.19	View chart
Baker Hughes Company Cl A (BKR)	0.2	$283k	5.8k	48.72	View chart
Boston Scientific Corporation (BSX)	0.2	$281k	2.9k	97.63	View chart
Papa John's Int'l (PZZA)	0.2	$278k	5.8k	48.15	View chart
Paypal Holdings (PYPL)	0.2	$278k	4.1k	67.06	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$276k	10k	26.95	View chart
General Mills (GIS)	0.2	$274k	5.4k	50.42	View chart
Aim Etf Products Trust Us Lrgcp B10 Jul (JULT)	0.2	$274k	6.2k	43.87	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.2	$273k	5.1k	54.12	View chart
Walt Disney Company (DIS)	0.2	$270k	2.4k	114.50	View chart
Mosaic (MOS)	0.2	$270k	7.8k	34.68	View chart
Waste Connections (WCN)	0.2	$268k	1.5k	175.80	View chart
Honeywell International (HON)	0.2	$268k	1.3k	210.50	View chart
Moody's Corporation (MCO)	0.2	$264k	555.00	476.48	View chart
Synopsys (SNPS)	0.2	$263k	533.00	493.39	View chart
Equinix (EQIX)	0.2	$257k	328.00	783.24	View chart
International Business Machines (IBM)	0.2	$255k	903.00	282.16	View chart
Innovator Etfs Trust Equity Dual Dirt	0.2	$252k	12k	20.47	View chart
Texas Instruments Incorporated (TXN)	0.2	$250k	1.4k	183.76	View chart
Avery Dennison Corporation (AVY)	0.2	$245k	1.5k	162.17	View chart
Ball Corporation (BALL)	0.2	$244k	4.8k	50.42	View chart
Uber Technologies (UBER)	0.2	$240k	2.4k	97.97	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$240k	4.7k	51.15	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$238k	8.1k	29.32	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.2	$237k	8.2k	28.95	View chart
Zimmer Holdings (ZBH)	0.2	$234k	2.4k	98.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$232k	942.00	246.63	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.2	$232k	4.5k	52.09	View chart
Cornerstone Strategic Value (CLM)	0.2	$230k	28k	8.28	View chart
Dex (DXCM)	0.2	$225k	3.3k	67.29	View chart
Insulet Corporation (PODD)	0.2	$222k	720.00	308.73	View chart
Southwest Airlines (LUV)	0.2	$222k	7.0k	31.91	View chart
Agnico (AEM)	0.2	$207k	1.2k	168.56	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$201k	7.8k	25.85	View chart
Prospect Capital Corporation (PSEC)	0.0	$34k	12k	2.75	View chart

Past Filings by A4 Wealth Advisors

SEC 13F filings are viewable for A4 Wealth Advisors going back to 2025

A4 Wealth Advisors 2025 Q3 filed Nov. 4, 2025

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