Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

A4 Wealth Advisors

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

Top 5 stock holdings are CORO, IVE, TLH, DYNF, IVW, and represent 31.78% of A4 Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CORO (+$8.9M), VOO, JIVE, BLCR, TLH, IVW, SCHR, IVE, BNDX, PZA.
Started 15 new stock positions in SPY, BAPR, LYB, ITOT, CORO, LLY, XLG, CSX, D, ELV. JIVE, TBIL, SCHR, BLCR, GOOGL.
Reduced shares in these 10 stocks: OEF, EFV, IEMG, SIVR, SPYM, HIMU, IAU, BINC, SPYI, XBJL.
Sold out of its positions in ABBV, SIVR, ALL, AEP, AMGN, APH, AstraZeneca, HIMU, SILA, CSCO.
A4 Wealth Advisors was a net buyer of stock by $9.4M.
A4 Wealth Advisors has $122M in assets under management (AUM), dropping by 5.92%.
Central Index Key (CIK): 0002033987

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for A4 Wealth Advisors

A4 Wealth Advisors holds 103 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock Etf Trust Ishares Intl Ctr (CORO)	7.3	$8.9M	NEW	277k	32.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	6.8	$8.4M	+20%	40k	211.15	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	6.1	$7.4M	+32%	74k	100.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.8	$7.1M		123k	58.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.8	$7.1M	+33%	63k	113.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.6	$6.8M	+121%	11k	597.58	View chart
Ishares Core Msci Emkt (IEMG)	3.5	$4.3M	-24%	61k	69.75	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.1	$3.8M	+40%	116k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	3.1	$3.7M	+33%	103k	36.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$3.3M	+23%	17k	191.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.7	$3.3M	+33%	29k	112.11	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.4	$2.9M	NEW	34k	85.64	View chart
Global X Fds Defense Tech Etf (SHLD)	2.2	$2.7M	+69%	39k	70.84	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	2.0	$2.4M	NEW	58k	41.06	View chart
Spdr Series Trust State Street Spd (SPYM)	1.6	$1.9M	-33%	25k	76.54	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	1.4	$1.7M	+429%	73k	22.98	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.3	$1.6M	NEW	66k	24.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$1.6M	+702%	33k	48.05	View chart
Amazon (AMZN)	1.3	$1.6M	+75%	7.6k	208.27	View chart
JPMorgan Chase & Co. (JPM)	1.2	$1.5M		5.2k	294.17	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.2	$1.4M	+25%	31k	46.95	View chart
Trane Technologies SHS (TT)	1.2	$1.4M		3.4k	416.74	View chart
Ea Series Trust Cambria Us Equal (USEW)	1.1	$1.4M		29k	48.88	View chart
Apple (AAPL)	1.1	$1.4M	+28%	5.3k	253.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.1	$1.3M	-31%	26k	51.93	View chart
NVIDIA Corporation (NVDA)	1.0	$1.3M	-4%	7.2k	174.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$1.1M	-37%	13k	88.16	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.9	$1.1M	-7%	12k	92.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.8	$1.0M	+74%	27k	38.42	View chart
Trane Technologies Put Put Option	0.8	$1.0M	+9900%	2.4k	416.74	View chart
Microsoft Corporation (MSFT)	0.8	$995k	-3%	2.7k	370.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$909k	+40%	18k	49.89	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$860k	-33%	10k	84.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$774k	-25%	2.7k	286.86	View chart
American Healthcare Reit Com Shs (AHR)	0.6	$736k	-29%	16k	47.16	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.6	$706k	-34%	16k	45.65	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$699k	-30%	8.7k	80.58	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.5	$657k	-32%	17k	38.98	View chart
State Str Spdr S&p 500 Etf T Call Call Option	0.5	$650k	+5782%	1.0k	650.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$634k	-79%	8.5k	74.35	View chart
Johnson & Johnson (JNJ)	0.5	$613k	+135%	2.5k	244.44	View chart
RBB F/m Us Treasury (TBIL)	0.5	$599k	NEW	12k	49.86	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.4	$545k	-26%	19k	28.00	View chart
Broadcom (AVGO)	0.4	$525k	-13%	1.7k	309.51	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$524k	+2%	5.7k	91.64	View chart
Aim Etf Products Trust Allianzim Us Eqt (FEBT)	0.4	$518k	-6%	14k	37.46	View chart
Dominion Resources (D)	0.4	$492k	NEW	8.0k	61.82	View chart
Meta Platforms Cl A (META)	0.4	$484k	-13%	846.00	572.13	View chart
Goldman Sachs (GS)	0.4	$484k	-26%	572.00	845.61	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$467k	-45%	10k	45.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.4	$455k	NEW	700.00	650.34	View chart
Marriott Intl Cl A (MAR)	0.4	$434k	-9%	1.3k	327.07	View chart
Lowe's Companies (LOW)	0.4	$429k	+64%	1.8k	236.28	View chart
Chevron Corporation (CVX)	0.3	$428k	-33%	2.1k	206.86	View chart
Morgan Stanley Com New (MS)	0.3	$428k	-23%	2.6k	164.59	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$426k		9.2k	46.19	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$418k	+49%	4.8k	86.69	View chart
Eli Lilly & Co. (LLY)	0.3	$370k	NEW	402.00	919.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$368k	-41%	1.6k	237.62	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$353k		1.7k	203.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$343k	NEW	2.4k	142.46	View chart
Duke Energy Corp Com New (DUK)	0.3	$341k		2.6k	130.95	View chart
Bank of America Corporation (BAC)	0.2	$300k	-28%	6.1k	48.75	View chart
Wal-Mart Stores (WMT)	0.2	$299k	-28%	2.4k	124.28	View chart
Coca-Cola Company (KO)	0.2	$299k	-28%	3.9k	76.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$294k	-29%	450.00	652.69	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$291k	NEW	5.3k	54.55	View chart
Raytheon Technologies Corp (RTX)	0.2	$286k	-20%	1.5k	192.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$281k	-26%	1.5k	181.42	View chart
CSX Corporation (CSX)	0.2	$278k	NEW	6.8k	41.05	View chart
Target Corporation (TGT)	0.2	$277k	-40%	2.3k	121.20	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.2	$271k	-38%	3.1k	88.38	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$267k	-64%	5.4k	49.37	View chart
Visa Com Cl A (V)	0.2	$267k	-20%	882.00	302.24	View chart
Procter & Gamble Company (PG)	0.2	$266k	-27%	1.8k	144.43	View chart
McDonald's Corporation (MCD)	0.2	$265k	-30%	851.00	310.82	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$263k	-94%	826.00	318.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$262k	-19%	2.4k	111.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$260k	-39%	5.3k	49.37	View chart
Starbucks Corporation (SBUX)	0.2	$260k	-31%	2.9k	89.59	View chart
Agnico (AEM)	0.2	$258k		1.3k	202.98	View chart
Aim Etf Products Trust Allianzim Us Eq (JULT)	0.2	$250k	-6%	5.7k	43.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$249k	-29%	519.00	479.20	View chart
UnitedHealth (UNH)	0.2	$248k	-25%	915.00	270.52	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.2	$247k	NEW	3.1k	80.56	View chart
Lam Research Corp Com New (LRCX)	0.2	$239k	-19%	1.1k	213.66	View chart
Exxon Mobil Corporation (XOM)	0.2	$237k	-31%	1.4k	169.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$232k	NEW	806.00	287.56	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.2	$223k	-8%	11k	20.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$220k		3.9k	56.68	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.2	$218k	-9%	4.4k	49.38	View chart
Medtronic SHS (MDT)	0.2	$216k	-40%	2.5k	86.65	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$214k	-28%	3.2k	67.47	View chart
Abbott Laboratories (ABT)	0.2	$213k	-38%	2.1k	102.65	View chart
Eaton Corp SHS (ETN)	0.2	$212k	-43%	593.00	357.67	View chart
Anthem (ELV)	0.2	$211k	NEW	719.00	292.75	View chart
Altria (MO)	0.2	$208k	-22%	3.1k	65.99	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.2	$207k	-9%	7.1k	28.95	View chart
Netflix (NFLX)	0.2	$204k	-11%	2.1k	96.15	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$204k	NEW	4.2k	48.98	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.2	$201k		8.5k	23.69	View chart
Home Depot (HD)	0.2	$201k	-13%	611.00	328.67	View chart
Cornerstone Strategic Value (CLM)	0.1	$116k		16k	7.28	View chart

Past Filings by A4 Wealth Advisors

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

A4 Wealth Advisors 2026 Q1 filed May 11, 2026
A4 Wealth Advisors 2025 Q4 filed Feb. 13, 2026
A4 Wealth Advisors 2025 Q3 filed Nov. 4, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z