§ 13F · FUND PROFILE
A4 Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $119M (13F)Positions · 158Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CORO | BLACKROCK ETF TRUST | 277K | $9M | 7.3% | NEW |
| 2 | IVE | ISHARES TR | 40K | $8M | 6.8% | +20% |
| 3 | TLH | ISHARES TR | 74K | $7M | 6.1% | +32% |
| 4 | DYNF | BLACKROCK ETF TRUST | 123K | $7M | 5.8% | ±0% |
| 5 | IVW | ISHARES TR | 63K | $7M | 5.8% | +34% |
| 6 | VOO | VANGUARD INDEX FDS | 11K | $7M | 5.6% | +122% |
| 7 | IEMG | ISHARES INC | 61K | $4M | 3.5% | −25% |
| 8 | BAI | BLACKROCK ETF TRUST | 116K | $4M | 3.1% | +41% |
| 9 | THRO | BLACKROCK ETF TRUST | 103K | $4M | 3.1% | +33% |
| 10 | QUAL | ISHARES TR | 17K | $3M | 2.7% | +23% |
§ 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 $119 million in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed