A4 Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationhuntersville, NC
- Num holdings
134
- Value ($000)
$115,555
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.46M | 7 % | 122,602 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.97M | 6 % | 32,850 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.77M | 5 % | 46,791 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | $5.69M | 5 % | 55,963 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.5M | 5 % | 81,781 | ||
ISHARES TR | S&P 100 ETF | 464287101 | $4.97M | 4 % | 14,479 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.23M | 3 % | 5,151 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $3.08M | 3 % | 38,359 | ||
BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | $2.99M | 3 % | 77,638 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $2.9M | 3 % | 40,674 |
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