StockDriftsStockDriftsTop 50 A4 Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.93% | 27.9K | $19.2M | +144.40%(+16.50K) | $621.33(+14.44%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 8.71% | 352.6K | $12.9M | +27.47%(+75.98K) | $32.10(+15.08%) | 2026-06-30 | |
| IVW | ISHARES TR | 7.01% | 75.6K | $10.4M | +20.88%(+13.05K) | $119.02(+19.11%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.88% | 149.9K | $10.2M | +22.03%(+27.05K) | $58.87(+18.94%) | 2026-06-30 | |
| IVE | ISHARES TR | 6.33% | 41.3K | $9.4M | +4.53%(+1.79K) | $207.21(+14.24%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 4.56% | 273.8K | $6.8M | +316.11%(+208.03K) | $24.82(-1.68%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 4.11% | 115.7K | $6.1M | -0.62%(-727) | $32.69(+35.96%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.87% | 51.3K | $4.2M | -16.42%(-10.08K) | $64.78(+23.84%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.83% | 26.0K | $4.2M | -10.69%(-3.11K) | $118.26(+26.14%) | 2026-06-30 | |
| IALT | BLACKROCK ETF TRUST | 2.78% | 146.8K | $4.1M | new | $27.55(+5.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.83% |
A4 Wealth Advisors LLC reports $150.79M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.9%), CORO (8.7%) and IVW (7.0%). The top 20 holdings account for 76.26% of reported assets. Its disclosed equity book has returned +15.12% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from A4 Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033987). View A4 Wealth Advisors LLC’s 13F filings on SEC