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A4 Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    huntersville, NC
  • Num holdings

    103

  • Value ($000)

    $122,406

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002033987
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

BLACKROCK ETF TRUST

ISHARES INTL CTR
09290C764
$8.89M
7 %

276,597

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$8.35M
7 %

39,547

T
TLH

ISHARES TR

10-20 YR TRS ETF
464288653
$7.44M
6 %

73,915

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$7.15M
6 %

122,809

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$7.07M
6 %

62,523

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$6.83M
6 %

11,423

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$4.28M
4 %

61,371

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BLACKROCK ETF TRUST

ISHARES A I INNO
09290C780
$3.84M
3 %

116,407

B
BTHM

BLACKROCK ETF TRUST

ISHARES US THEMA
09290C806
$3.74M
3 %

103,373

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$3.35M
3 %

17,449

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