Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
A4 Wealth Advisors LLC (CIK 2033987) reported $122.4M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CORO ($8.9M, 7.27%), IVE ($8.4M, 6.82%), TLH ($7.4M, 6.08%), DYNF ($7.1M, 5.84%), IVW ($7.1M, 5.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CORO | BLACKROCK ETF TRUST | $8.9M | 7.27% | 276,597 | New |
| 2 | IVE | ISHARES TR | $8.4M | 6.82% | 39,547 | Added |
| 3 | TLH | ISHARES TR | $7.4M | 6.08% | 73,915 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $7.1M | 5.84% | 122,809 | Added |
| 5 | IVW | ISHARES TR | $7.1M | 5.78% | 62,523 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $6.8M | 5.58% | 11,423 | Added |
| 7 | IEMG | ISHARES INC | $4.3M | 3.50% | 61,371 | Trimmed |
| 8 | BAI | BLACKROCK ETF TRUST | $3.8M | 3.13% | 116,407 | Added |
| 9 | THRO | BLACKROCK ETF TRUST | $3.7M | 3.06% | 103,373 | Added |
| 10 | QUAL | ISHARES TR | $3.3M | 2.73% | 17,449 | Added |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $3.3M | 2.66% | 29,094 | Added |
| 12 | JIVE | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.41% | 34,435 | New |
| 13 | SHLD | GLOBAL X FDS | $2.7M | 2.24% | 38,638 | Added |
| 14 | BLCR | BLACKROCK ETF TRUST | $2.4M | 1.96% | 58,328 | New |
| 15 | SPLG | SPDR SERIES TRUST | $1.9M | 1.59% | 25,371 | Trimmed |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | $1.7M | 1.38% | 73,393 | Added |
| 17 | SCHR | SCHWAB STRATEGIC TR | $1.6M | 1.34% | 65,811 | New |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $1.6M | 1.31% | 33,361 | Added |
| 19 | AMZN | AMAZON COM INC | $1.6M | 1.29% | 7,565 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $1.5M | 1.25% | 5,181 | Added |
| 21 | VMBS | VANGUARD SCOTTSDALE FDS | $1.4M | 1.18% | 30,719 | Added |
| 22 | TT | TRANE TECHNOLOGIES PLC | $1.4M | 1.17% | 3,449 | Trimmed |
| 23 | BOXA | EA SERIES TRUST | $1.4M | 1.14% | 28,531 | Hold |
| 24 | AAPL | APPLE INC | $1.4M | 1.10% | 5,326 | Added |
| 25 | BINC | BLACKROCK ETF TRUST II | $1.3M | 1.10% | 25,925 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31