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A4 Wealth Advisors LLC

All holdings · as of Dec 31, 2025

134 positions

CompanyClassValueShares% of portfolio
KEYCORP /NEW—$272.6K13,2060.2%
AIM ETF PRODUCTS TRUST—$272.6K6,0740.2%
Peakstone Realty Trust—$279.4K19,4690.2%
iShares MSCI UAE ETF—$281.2K3,2260.2%
INNOVATOR ETFS TRUST—$299.0K10,1060.3%
PIMCO ETF TR—$302.0K5,8630.3%
Duke Energy Corp—$304.4K2,5970.3%
JANUS DETROIT STR TR—$308.4K6,0970.3%
SPDR SERIES TRUST—$312.3K10,8300.3%
FIRST TR EXCHANGE-TRADED FD—$315.6K5,2670.3%
VANECK ETF TRUST—$316.0K8,7290.3%
INVESCO EXCH TRADED FD TR II—$321.4K13,8590.3%
Eaton Corp plc—$332.2K1,0430.3%
ISHARES TR—$332.8K2,9210.3%
RTX Corp—$341.5K1,8620.3%
VANGUARD ADMIRAL FDS INC—$350.9K1,7130.3%
ISHARES TR—$352.0K6,5330.3%
STARBUCKS CORP—$354.4K4,2090.3%
PROCTER & GAMBLE Co—$366.6K2,5580.3%
Warren E. Buffett—$370.5K7370.3%
Walmart Inc.—$373.6K3,3530.3%
MCDONALD'S CORP—$374.7K1,2260.3%
TARGET CORP—$375.9K3,8460.3%
COCA COLA CO—$383.1K5,4800.3%
INVESCO GALAXY BITCOIN ETF—$385.2K4,4190.3%
Visa Inc—$391.4K1,1160.3%
Medtronic plc—$404.5K4,2110.4%
UNITEDHEALTH GROUP INC—$406.8K1,2320.4%
ISHARES TR—$419.7K2,1020.4%
ABBOTT LABORATORIES—$419.9K3,3510.4%
ISHARES TR—$428.9K9,2150.4%
Sila Realty Trust Inc—$437.0K18,7460.4%
ISHARES TR—$440.0K6420.4%
INNOVATOR ETFS TRUST—$440.1K11,5050.4%
Marriott International Inc/MD—$453.9K1,4630.4%
BANK OF AMERICA CORP /DE—$474.2K8,6220.4%
CHEVRON CORP—$476.2K3,1240.4%
SELECT SECTOR SPDR TR—$478.1K8,7300.4%
ISHARES U S ETF TR—$508.5K5,0050.4%
SPDR SERIES TRUST—$509.2K5,5730.4%
AIM ETF PRODUCTS TRUST—$562.4K14,7620.5%
Morgan Stanley—$601.3K3,3870.5%
Meta Platforms Inc—$647.5K9810.6%
VANGUARD MUN BD FDS—$653.8K13,0000.6%
INVESCO EXCH TRADED FD TR II—$667.0K2,6370.6%
Broadcom Inc.—$680.1K1,9650.6%
THE GOLDMAN SACHS GROUP, INC.—$681.9K7760.6%
ISHARES BITCOIN TRUST ETF—$755.7K15,2210.7%
AIM ETF PRODUCTS TRUST—$763.2K26,3660.7%
NEOS ETF TRUST—$802.1K15,2700.7%
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