A4 Wealth Advisors LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $4.29B, Spdr Portfolio S&P 500 ETF (Ma with a value of $4.13B, Ishares Barclays 10 20 Yr Trea with a value of $3.72B, Ishares Msci Usa Quality Facto with a value of $3.33B, and Ishares S&P 500 Growth ETF with a value of $3.3B.
Examining the 13F form we can see an increase of $119B in the current position value.
A4 Wealth Advisors LLC is based out at Huntersville, NC
Below you can find more details about A4 Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$119 Billion
ETFs: $53.8 Billion
Technology: $10.4 Billion
Financial Services: $8.11 Billion
Industrials: $5.41 Billion
Consumer Cyclical: $4.92 Billion
Healthcare: $4.31 Billion
Communication Services: $4.13 Billion
Consumer Defensive: $3.21 Billion
Other: $5.16 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
