A4 Wealth Advisors LLC - Portfolio overview

A4 Wealth Advisors LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CORO - BLACKROCK ETF TRUST, 5.86%
2. IVE - ISHARES TR, 5.50%
3. TLH - ISHARES TR, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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