A4 Wealth Advisors LLC Portfolio Holdings
A4 Wealth Advisors LLC
- $119 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 158
- Current Value $119 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 158 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks