§ 13F · FUND PROFILE
A4 Wealth Advisors LLC.
AUM · $151M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 28K | $19M | 12.7% | +144% |
| 2 | CORO | BLACKROCK ETF TRUST | 353K | $13M | 8.6% | +27% |
| 3 | IVW | ISHARES TR | 76K | $10M | 6.9% | +21% |
| 4 | DYNF | BLACKROCK ETF TRUST | 150K | $10M | 6.8% | +22% |
| 5 | IVE | ISHARES TR | 41K | $9M | 6.2% | +5% |
| 6 | SCHR | SCHWAB STRATEGIC TR | 274K | $7M | 4.5% | +316% |
| 7 | BAI | BLACKROCK ETF TRUST | 116K | $6M | 4.0% | −1% |
| 8 | IEMG | ISHARES INC | 51K | $4M | 2.8% | −16% |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | 26K | $4M | 2.8% | −11% |
| 10 | IALT | BLACKROCK ETF TRUST | 147K | $4M | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE A4 SIGNAL
AC read
A4 Wealth Advisors LLC is a Other fund managing $151 million in assets. The fund runs a portfolio of 92 positions.
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