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A4 Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    huntersville, NC
  • CIK
    0002033987
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
A4 Wealth Advisors Llc 13F Filings