Institutions / A4 Wealth Advisors LLC
A4 Wealth Advisors LLC
CIK 2033987 · Institution · as of Dec 31, 2025
Portfolio value
$115.55M
Positions
134
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 134 →
| Company | Value | % of portfolio |
|---|---|---|
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $7.46M | 6.5% |
| iShares Tr | $6.97M | 6.0% |
| iShares Tr | $5.77M | 5.0% |
| iShares Tr | $5.69M | 4.9% |
| iShares Inc | $5.50M | 4.8% |
| iShares Tr | $4.97M | 4.3% |
| Vanguard Index Fds | $3.23M | 2.8% |
| SPDR Series Trust | $3.08M | 2.7% |
| BlackRock ETF Trust | $2.99M | 2.6% |
| iShares Tr | $2.90M | 2.5% |
| iShares MSCI UAE ETF | $2.81M | 2.4% |
| BlackRock ETF Trust | $2.75M | 2.4% |
| Invesco Exch Traded Fd Tr II | $2.59M | 2.2% |
| BlackRock ETF Trust II | $2.01M | 1.7% |
| JPMorgan Chase & Co | $1.66M | 1.4% |
| iShares Gold Tr | $1.65M | 1.4% |
| Global X Fds | $1.47M | 1.3% |
| Ea Series Trust | $1.45M | 1.3% |
| NVIDIA Corp | $1.41M | 1.2% |
| Microsoft Corp | $1.35M | 1.2% |
| Trane Technologies plc | $1.34M | 1.2% |
| American Centy ETF Tr | $1.25M | 1.1% |
| Vanguard Scottsdale Fds | $1.15M | 1.0% |
| Alphabet Inc. | $1.14M | 1.0% |
| Apple Inc. | $1.13M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.