A4 Wealth Advisors LLC

Q3 2025 13F Holdings

Location
Huntersville, NC
Holdings as of
9/30/2025
Value ($000)
$118,635
Num holdings
158
Date filed
11/4/2025
Form type
13F-HR
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Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type