A4 Wealth Advisors LLC
A4 Wealth Advisors LLC reported 92 positions worth $150.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (12.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $19.2M | 12.72% | 27,918 | — | — | |
| ▸ 2 | CORO | SH | $12.9M | 8.56% | 352,577 | — | — | |
| ▸ 3 | IVW | SH | $10.4M | 6.89% | 75,578 | — | — | |
| ▸ 4 | DYNF | SH | $10.2M | 6.76% | 149,860 | — | — | |
| ▸ 5 | IVE | SH | $9.4M | 6.22% | 41,339 | — | — | |
| ▸ 6 | SCHR | SH | $6.8M | 4.48% | 273,845 | — | — | |
| ▸ 7 | BAI | SH | $6.1M | 4.04% | 115,680 | — | — | |
| ▸ 8 | IEMG | SH | $4.2M | 2.82% | 51,294 | — | — | |
| ▸ 9 | SPMO | SH | $4.2M | 2.78% | 25,985 | — | — | |
| ▸ 10 | IALT | SH | $4.1M | 2.73% | 146,764 | — | — |
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Frequently Asked Questions
What stocks does A4 Wealth Advisors LLC hold as of Q2 2026?
A4 Wealth Advisors LLC reported 92 positions worth $150.8M in its Q2 2026 13F filing. Largest positions: VOO (12.7%), CORO (8.6%), IVW (6.9%), DYNF (6.8%) and IVE (6.2%).
What did A4 Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did A4 Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.