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A4 Wealth Advisors LLC

All holdings · as of Dec 31, 2025

134 positions

CompanyClassValueShares% of portfolio
INNOVATOR ETFS TRUST$440.1K11,5050.4%
ISHARES TR$440.0K6420.4%
Sila Realty Trust Inc$437.0K18,7460.4%
ISHARES TR$428.9K9,2150.4%
ABBOTT LABORATORIES$419.9K3,3510.4%
ISHARES TR$419.7K2,1020.4%
UNITEDHEALTH GROUP INC$406.8K1,2320.4%
Medtronic plc$404.5K4,2110.4%
Visa Inc$391.4K1,1160.3%
INVESCO GALAXY BITCOIN ETF$385.2K4,4190.3%
COCA COLA CO$383.1K5,4800.3%
TARGET CORP$375.9K3,8460.3%
MCDONALD'S CORP$374.7K1,2260.3%
Walmart Inc.$373.6K3,3530.3%
Warren E. Buffett$370.5K7370.3%
PROCTER & GAMBLE Co$366.6K2,5580.3%
STARBUCKS CORP$354.4K4,2090.3%
ISHARES TR$352.0K6,5330.3%
VANGUARD ADMIRAL FDS INC$350.9K1,7130.3%
RTX Corp$341.5K1,8620.3%
ISHARES TR$332.8K2,9210.3%
Eaton Corp plc$332.2K1,0430.3%
INVESCO EXCH TRADED FD TR II$321.4K13,8590.3%
VANECK ETF TRUST$316.0K8,7290.3%
FIRST TR EXCHANGE-TRADED FD$315.6K5,2670.3%
SPDR SERIES TRUST$312.3K10,8300.3%
JANUS DETROIT STR TR$308.4K6,0970.3%
Duke Energy Corp$304.4K2,5970.3%
PIMCO ETF TR$302.0K5,8630.3%
INNOVATOR ETFS TRUST$299.0K10,1060.3%
iShares MSCI UAE ETF$281.2K3,2260.2%
Peakstone Realty Trust$279.4K19,4690.2%
AIM ETF PRODUCTS TRUST$272.6K6,0740.2%
KEYCORP /NEW$272.6K13,2060.2%
Jefferies Financial Group Inc.$270.1K4,3580.2%
CITIGROUP INC$267.3K2,2910.2%
LOWES COMPANIES INC$266.2K1,1040.2%
WELLS FARGO & COMPANY/MN$266.2K2,8560.2%
AbbVie Inc.$264.4K1,1570.2%
ASTRAZENECA PLC$262.8K2,8590.2%
AMGEN INC$260.0K7940.2%
VANGUARD WHITEHALL FDS$255.2K1,7780.2%
DOUBLELINE ETF TRUST$252.7K4,9630.2%
INNOVATOR ETFS TRUST$247.7K11,8330.2%
EXXON MOBIL CORP$247.4K2,0560.2%
DOUBLELINE ETF TRUST$242.7K4,8880.2%
US BANCORP \DE$242.2K4,5390.2%
HOME DEPOT, INC.$242.0K7030.2%
AMPHENOL CORP /DE$238.3K1,7630.2%
LAM RESEARCH CORP$237.4K1,3870.2%
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