A4 Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location huntersville, NCCIK 0002033987All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
92 | $150.79M | VOO, BLACKROCK ETF TRUST, IVW, DYNF | 13F-HR | Jul 28, 2026 | 000203398726000006 | ||
103 | $122.41M | BLACKROCK ETF TRUST, IVE, TLH, DYNF | 13F-HR | May 11, 2026 | 000203398726000004 | ||
134 | $115.56M | DYNF, IVE, IVW, TLH | 13F-HR | Feb 13, 2026 | 000203398726000002 | ||
158 | $118.64M | DYNF, KRE, TLH, QUAL | 13F-HR | Nov 4, 2025 | 000203398725000002 |