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A4 Wealth Advisors

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

Top 5 stock holdings are VOO, CORO, IVW, DYNF, IVE, and represent 40.55% of A4 Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA (+$5.9M), INRO, BLCR, ITM, BNDX, IALT, IAU, SCHR, CORO, AHR.
Started 4 new stock positions in GBND, IEFA, V, INRO.
Reduced shares in these 10 stocks: SPMO, VOO, JIG, VMBS, IBIT, JPM, BAI, AMAT, BRK.B, .
Sold out of its positions in AFL, SEPU, AMGN, AMAT, BRK.B, Sila Realty Trust, HD, SPMO, IWB, IEI. JIG, LOW, SPYI, XAR, SBUX, TSM, TSLA, VRTX, WMT, ETN.
A4 Wealth Advisors was a net buyer of stock by $2.1M.
A4 Wealth Advisors has $153M in assets under management (AUM), dropping by 1.43%.
Central Index Key (CIK): 0002033987

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Portfolio Holdings for A4 Wealth Advisors

A4 Wealth Advisors holds 75 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.1	$17M	-13%	24k	700.87	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	8.8	$14M	+5%	371k	36.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.3	$11M	+4%	79k	142.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.1	$11M	+4%	156k	69.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	6.2	$9.5M		42k	228.28	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	4.7	$7.2M	+10%	302k	23.70	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	3.9	$5.9M	+75%	121k	48.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.9	$5.9M	NEW	61k	96.88	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	3.7	$5.7M	+29%	190k	29.86	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	3.2	$4.9M	-9%	105k	47.19	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$4.5M	+8%	56k	81.16	View chart
Blackrock Etf Trust Isha U S Ind Etf (INRO)	2.9	$4.5M	NEW	122k	36.81	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.4	$3.7M	+4%	83k	43.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$3.2M	+69%	69k	46.87	View chart
Global X Fds Defense Tech Etf (SHLD)	2.0	$3.1M	-10%	51k	60.08	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.9	$2.9M	+11%	32k	92.17	View chart
Ishares Gold Tr Ishares New (IAU)	1.6	$2.4M	+108%	31k	78.10	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	1.5	$2.2M		52k	42.77	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	1.3	$2.0M	+525%	45k	44.00	View chart
Trane Technologies SHS (TT)	1.1	$1.6M		3.6k	451.98	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	1.0	$1.6M		29k	55.33	View chart
Amazon (AMZN)	1.0	$1.5M	-7%	5.9k	249.15	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$1.4M		29k	50.79	View chart
Apple (AAPL)	0.9	$1.4M	-4%	4.3k	333.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.4M	+7%	30k	47.36	View chart
NVIDIA Corporation (NVDA)	0.9	$1.4M	+6%	6.0k	228.37	View chart
Trane Technologies Put Put Option	0.8	$1.2M		2.6k	451.98	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$1.0M	-11%	11k	89.76	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.0M		1.3k	762.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$922k	+7%	4.1k	222.25	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.6	$874k	-25%	41k	21.39	View chart
Microsoft Corporation (MSFT)	0.6	$868k	+4%	1.7k	512.90	View chart
Ea Series Trust Cambria Global E (GEQ)	0.6	$853k		17k	50.64	View chart
JPMorgan Chase & Co. (JPM)	0.5	$808k	-57%	2.4k	330.88	View chart
American Healthcare Reit Com Shs (AHR)	0.5	$766k	+166%	15k	51.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$686k	+168%	5.7k	119.83	View chart
State Str Spdr S&p 500 Etf T Call Call Option	0.4	$610k	-20%	800.00	762.63	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$597k	+17%	14k	44.09	View chart
Johnson & Johnson (JNJ)	0.4	$551k		2.1k	264.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$509k	-8%	1.5k	340.74	View chart
Marriott Intl Cl A (MAR)	0.3	$475k		1.3k	355.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$471k	-9%	5.9k	79.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$459k	+15%	1.7k	264.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$432k	-7%	4.8k	90.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$428k	-3%	5.2k	82.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$419k	-6%	4.5k	94.03	View chart
Broadcom (AVGO)	0.3	$416k	+2%	1.2k	351.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$414k		2.5k	166.31	View chart
Dominion Resources (D)	0.3	$407k		6.7k	60.52	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.3	$389k	-19%	4.1k	95.22	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$370k	-7%	7.4k	50.21	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$362k	-5%	5.7k	63.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$341k	-12%	445.00	766.65	View chart
Goldman Sachs (GS)	0.2	$335k	-53%	372.00	899.76	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.2	$334k	NEW	7.0k	48.12	View chart
Eli Lilly & Co. (LLY)	0.2	$334k	+4%	289.00	1157.08	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$326k	-11%	7.2k	45.09	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$321k	-11%	3.5k	91.65	View chart
Meta Platforms Cl A (META)	0.2	$321k	-7%	442.00	725.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$319k	+40%	928.00	344.08	View chart
Duke Energy Corp Com New (DUK)	0.2	$315k	+5%	2.8k	114.02	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$313k		1.4k	220.28	View chart
Aim Etf Products Trust Allianzim Us Eqt (FEBT)	0.2	$306k	-5%	7.3k	42.13	View chart
Morgan Stanley Com New (MS)	0.2	$271k	-38%	1.4k	188.04	View chart
Lam Research Corp Com New (LRCX)	0.2	$263k		799.00	328.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$258k	-83%	5.4k	47.34	View chart
CSX Corporation (CSX)	0.2	$241k		5.2k	46.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$235k		615.00	382.08	View chart
Intel Corporation (INTC)	0.1	$219k	+8%	1.8k	120.23	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$214k	-87%	4.8k	44.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$212k	-60%	1.1k	185.72	View chart
Bank of America Corporation (BAC)	0.1	$211k	-4%	3.9k	54.42	View chart
Anthem (ELV)	0.1	$203k	-6%	522.00	388.82	View chart
Visa Com Cl A (V)	0.1	$200k	NEW	557.00	359.33	View chart
Cornerstone Strategic Value (CLM)	0.1	$90k		14k	6.40	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 Q3 filed Oct. 20, 2026
A4 Wealth Advisors 2026 Q2 filed July 28, 2026
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

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