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A4 Wealth Advisors LLC

Q2 2026 13F Holdings

  • Location
    huntersville, NC
  • Num holdings

    92

  • Value ($000)

    $150,787

  • Date Filed
    07/28/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$19.17M
13 %

27,918

---

BLACKROCK ETF TRUST

ISHA IN CTRY ETF
09290C764
$12.9M
9 %

352,577

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$10.39M
7 %

75,578

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$10.19M
7 %

149,860

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$9.39M
6 %

41,339

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$6.75M
5 %

273,845

---

BLACKROCK ETF TRUST

ISHA I IN TE ETF
09290C780
$6.1M
4 %

115,680

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$4.25M
3 %

51,294

S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$4.2M
3 %

25,985

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BLACKROCK ETF TRUST

ISHA SYST AL ETF
09290C665
$4.12M
3 %

146,764

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