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Filers›Family Office›A4 Wealth Advisors LLC
DOSSIER · 13F-HR · Q1 2026

A4 Wealth Advisors LLC

A4 Wealth's family office based in Stamford, CT — $122M in tracked AUM across 103 positions as of Q1 2026.

AW
A4 Wealth·Stamford, CT·Family Office
CIK 0002033987 · last filed Mar 31, 2026
Total AUM
$122M
▼ 4.9%
vs prior
Holdings
103
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

A4 Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CORO
BLACKROCK ETF TRUST
$9M277K7.3%
02
IVE
ISHARES TR
$8M40K6.8%
03
TLH
ISHARES TR
$7M74K6.1%
04
DYNF
BLACKROCK ETF TRUST
$7M123K5.8%
05
IVW
ISHARES TR
$7M63K5.8%
06
VOO
VANGUARD INDEX FDS
$7M11K5.6%
07
IEMG
ISHARES INC
$4M61K3.5%
08
BAI
BLACKROCK ETF TRUST
$4M116K3.1%
09
THRO
BLACKROCK ETF TRUST
$4M103K3.1%
10
QUAL
ISHARES TR
$3M17K2.7%

Filing history

Filing history loading…
AI Agent · grounded in A4
haiku-4-5 · 103 positions indexed
Sector mix
  • Tech8%
  • Financials9%
  • Health Care52%
  • Cons. Disc.22%
  • Communications4%
  • Other5%
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