DOSSIER · 13F-HR · Q3 2026

A4 Wealth Advisors LLC

$153M in tracked AUM across 76 positions as of Q3 2026.

AW
CIK 0002033987 · last filed Sep 30, 2026
Total AUM
$153M
as of Q3 2026
Holdings
76
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

A4 Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$17M24K11.1%
02
CORO
BLACKROCK ETF TRUST
$13M371K8.8%
03
IVW
ISHARES TR
$11M79K7.3%
04
DYNF
BLACKROCK ETF TRUST
$11M156K7.1%
05
IVE
ISHARES TR
$10M42K6.2%
06
SCHR
SCHWAB STRATEGIC TR
$7M302K4.7%
07
BLCR
BLACKROCK ETF TRUST
$6M121K3.9%
08
IEFA
ISHARES TR
$6M61K3.9%
09
IALT
BLACKROCK ETF TRUST
$6M190K3.7%
10
BAI
BLACKROCK ETF TRUST
$5M105K3.2%

Filing history

2026Q3Sep 30
$153M▲ 1.4%
76 positionsView →
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 positionsLocked