—

A4 Wealth Advisors Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    huntersville, NC
  • CIK
    0002033987
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

134

$115.56M
DYNF, IVE, IVW, TLH
13F-HR
Feb 13, 2026
000203398726000002

158

$118.64M
DYNF, KRE, TLH, QUAL
13F-HR
Nov 4, 2025
000203398725000002