A4 Wealth Advisors LLC
Q3 2025 13F Detailed 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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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Compare Q3 2025 to
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
Gradient Investments, LLC
2
55IP
3
Crosspoint Capital Management
4
Aperio Group, LLC
5
Spiderrock EXS, LLC