A4 Wealth Advisors LLC: 13F holdings
CIK 20339872026Q2
| Positions | 91 |
|---|
| Reported value | $150.8m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 91 (-12 vs prior quarter) |
|---|
| Reported value | $150.8m (+23.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 27,918 | $19.2m | 12.7% |
| CORO BLACKROCK ETF TRUST | 352,577 | $12.9m | 8.6% |
| IWF ISHARES TR | 75,578 | $10.4m | 6.9% |
| DYNF BLACKROCK ETF TRUST | 149,860 | $10.2m | 6.8% |
| IVE ISHARES TR | 41,339 | $9.4m | 6.2% |
| SCHR SCHWAB STRATEGIC TR | 273,845 | $6.8m | 4.5% |
| BAI BLACKROCK ETF TRUST | 115,680 | $6.1m | 4.0% |
| IEMG ISHARES INC | 51,294 | $4.2m | 2.8% |
| SPMO INVESCO EXCH TRADED FD TR II | 25,985 | $4.2m | 2.8% |
| IALT BLACKROCK ETF TRUST | 146,764 | $4.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2033987")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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