A4 Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Huntersville, NC
CIK
0002033987
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 134 115,554 DYNF, IVE, IVW, TLH 13F-HR 2/13/2026 000203398726000002
Q3 2025 158 118,635 DYNF, SPLG, TLH, QUAL 13F-HR 11/4/2025 000203398725000002