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A4 Wealth Advisors LLC

Portfolio Manager
A4 Wealth Advisors LLC
Performance
-2.78% (2026 Q1)
AUM (13F)
$122.41M
# of Holdings
100
Performance Rank
Allocation (Top 20)
68.36%

A4 Wealth Advisors LLC Holdings Map

Top 50 A4 Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CORO
BLACKROCK ETF TRUST
7.39%276.6K$8.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 276.6K shares
$31.61(+13.56%)
2026-03-31
IVE
ISHARES TR
6.94%39.5K$8.4M
+20.39%(+6.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 13.9K shares2025-Q4: 32.9K shares2026-Q1: 39.5K shares
$206.76(+11.34%)
2026-03-31
TLH
ISHARES TR
6.19%73.9K$7.4M
+32.08%(+17.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 36.1K shares2025-Q4: 56.0K shares2026-Q1: 73.9K shares
$102.04(-2.42%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.94%122.8K$7.1M
+0.17%(+207)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 72.4K shares2025-Q4: 122.6K shares2026-Q1: 122.8K shares
$58.13(+15.48%)
2026-03-31
IVW
ISHARES TR
5.88%62.5K$7.1M
+33.62%(+15.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 27.3K shares2025-Q4: 46.8K shares2026-Q1: 62.5K shares
$118.16(+14.60%)
2026-03-31
VOO
VANGUARD INDEX FDS
5.67%11.4K$6.8M
+121.76%(+6.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 4.8K shares2025-Q4: 5.2K shares2026-Q1: 11.4K shares
$603.22(+13.53%)
2026-03-31
IEMG
ISHARES INC
3.56%61.4K$4.3M
-24.96%(-20.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 40.8K shares2025-Q4: 81.8K shares2026-Q1: 61.4K shares
$64.78(+23.25%)
2026-03-31
BAI
BLACKROCK ETF TRUST
3.19%116.4K$3.8M
+40.96%(+33.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 45.4K shares2025-Q4: 82.6K shares2026-Q1: 116.4K shares
$32.69(+43.79%)
2026-03-31
THRO
BLACKROCK ETF TRUST
3.11%103.4K$3.7M
+33.15%(+25.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 45.2K shares2025-Q4: 77.6K shares2026-Q1: 103.4K shares
$37.35(+14.15%)
2026-03-31
QUAL
ISHARES TR
2.78%17.4K$3.3M
+23.17%(+3.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 17.1K shares2025-Q4: 14.2K shares2026-Q1: 17.4K shares
$189.89(+15.03%)
2026-03-31

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