DOSSIER · 13F-HR · Q2 2026

A4 Wealth Advisors LLC

$151M in tracked AUM across 92 positions as of Q2 2026.

AW
CIK 0002033987 · last filed Jun 30, 2026
Total AUM
$151M
as of Q2 2026
Holdings
92
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

A4 Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$19M28K12.7%
02
CORO
BLACKROCK ETF TRUST
$13M353K8.6%
03
IVW
ISHARES TR
$10M76K6.9%
04
DYNF
BLACKROCK ETF TRUST
$10M150K6.8%
05
IVE
ISHARES TR
$9M41K6.2%
06
SCHR
SCHWAB STRATEGIC TR
$7M274K4.5%
07
BAI
BLACKROCK ETF TRUST
$6M116K4.0%
08
IEMG
ISHARES INC
$4M51K2.8%
09
SPMO
INVESCO EXCH TRADED FD TR II
$4M26K2.8%
10
IALT
BLACKROCK ETF TRUST
$4M147K2.7%

Filing history

2026Q2Jun 30
$151M 23.2%
92 positionsView →
2026Q1Mar 31
$122M 5.9%
103 positionsView →
2025Q4Dec 31
$116M 86.2%
136 positionsView →
2025Q3Sep 30
$62M
84 positionsView →