Institutional Fund
A4 Wealth Advisors LLC
Huntersville, NCCIK 20339873 filings on record
Portfolio Value
$120.30M
Q1 2026
Holdings
100
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+4.1%
from $115.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Blackrock ETF Trust7.4%
- Ishares Tr6.9%
- Ishares Tr6.2%
- Blackrock ETF Trust5.9%
- Ishares Tr5.9%
- Vanguard Index Fds5.7%
- Other62.0%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackrock ETF Trust | 276.6K | $8.89M | 7.4% | +276.6K | New |
| 2 | Ishares Tr | 39.5K | $8.35M | 6.9% | +6.7K | Added |
| 3 | Ishares Tr | 73.9K | $7.44M | 6.2% | +18.0K | Added |
| 4 | Blackrock ETF Trust | 122.8K | $7.15M | 5.9% | +207 | Added |
| 5 | Ishares Tr | 62.5K | $7.07M | 5.9% | +15.7K | Added |
| 6 | Vanguard Index Fds | 11.4K | $6.83M | 5.7% | +6.3K | Added |
| 7 | Ishares Inc | 61.4K | $4.28M | 3.6% | −20.4K | Reduced |
| 8 | Blackrock ETF Trust | 116.4K | $3.84M | 3.2% | +33.8K | Added |
| 9 | Blackrock ETF Trust | 103.4K | $3.74M | 3.1% | +25.7K | Added |
| 10 | Ishares Tr | 17.4K | $3.35M | 2.8% | +3.3K | Added |
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