A4 Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationhuntersville, NC
- Num holdings
158
- Value ($000)
$118,635
- Date Filed11/04/2025
- Form type13F-HR
- CIK0002033987
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $4.29 M | 4 % | 72,424 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $4.13 M | 4 % | 52,720 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $3.72 M | 3 % | 36,073 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $3.33 M | 3 % | 17,102 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $3.30 M | 3 % | 27,307 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $2.95 M | 3 % | 4,818 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $2.87 M | 2 % | 13,906 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $2.80 M | 2 % | 8,425 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $2.69 M | 2 % | 40,752 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.42 M | 2 % | 12,945 |
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