A4 Wealth Advisors LLC
All 13F Filings
- Location
- Huntersville, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 150,787
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 92 | 150,787 | 13F-HR | A4 Wealth Advisors LLC |
| Q1 2026 | 5/11/2026 | 103 | 122,406 | 13F-HR | A4 Wealth Advisors LLC |
| Q4 2025 | 2/13/2026 | 134 | 115,555 | 13F-HR | A4 Wealth Advisors LLC |
| Q3 2025 | 11/4/2025 | 158 | 118,635 | 13F-HR | A4 Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.547 K
(1.7% of total reported value)
· QoQ Δ:
+441
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.08 K | 13.5% | 0 | 3.987 K | -3.987 K |
| ETFs | 128.2 K | 86.5% | 31.93 K | 0 | 31.93 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
150,787
Holdings
92
QoQ value change ($000)
28,381
(23.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.