A4 Wealth Advisors LLC ETF holdings
Huntersville, NC
Reported $129.0M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$129.0M
ETFs held
51
Change from prior quarter
+29.9%
With price moves
ETFs as a share of its 13F
87.0%
of $148.2M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $19.2M | 27,918 | +16,495 shares |
| CORO | iShares International Country Rotation Active ETF | $12.9M | 352,577 | +75,980 shares |
| IVW | iShares S&P 500 Growth ETF | $10.4M | 75,578 | +13,055 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $10.2M | 149,860 | +27,051 shares |
| IVE | iShares S&P 500 Value ETF | $9.4M | 41,339 | +1,792 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $6.8M | 273,845 | +208,034 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $6.1M | 115,680 | −727 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $4.2M | 51,294 | −10,077 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $4.2M | 25,985 | −3,109 shares |
| IALT | iShares Systematic Alternatives Active ETF | $4.1M | 146,764 | New position |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002033987. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does A4 Wealth Advisors LLC own?
A4 Wealth Advisors LLC reported 51 ETF positions worth $129.0M in its Form 13F for June 30, 2026. The largest was VOO, at $19.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.