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 $150.8M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($19.2M, 12.72%), CORO ($12.9M, 8.56%), IVW ($10.4M, 6.89%), DYNF ($10.2M, 6.76%), IVE ($9.4M, 6.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.2M | 12.72% | 27,918 | Added |
| 2 | CORO | BLACKROCK ETF TRUST | $12.9M | 8.56% | 352,577 | Added |
| 3 | IVW | ISHARES TR | $10.4M | 6.89% | 75,578 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $10.2M | 6.76% | 149,860 | Added |
| 5 | IVE | ISHARES TR | $9.4M | 6.22% | 41,339 | Added |
| 6 | SCHR | SCHWAB STRATEGIC TR | $6.8M | 4.48% | 273,845 | Added |
| 7 | BAI | BLACKROCK ETF TRUST | $6.1M | 4.04% | 115,680 | Trimmed |
| 8 | IEMG | ISHARES INC | $4.2M | 2.82% | 51,294 | Trimmed |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $4.2M | 2.78% | 25,985 | Trimmed |
| 10 | IALT | BLACKROCK ETF TRUST | $4.1M | 2.73% | 146,764 | New |
| 11 | BLCR | BLACKROCK ETF TRUST | $3.5M | 2.31% | 69,194 | Added |
| 12 | THRO | BLACKROCK ETF TRUST | $3.4M | 2.27% | 79,571 | Trimmed |
| 13 | SHLD | GLOBAL X FDS | $3.4M | 2.26% | 57,062 | Added |
| 14 | TLH | ISHARES TR | $2.8M | 1.89% | 28,383 | Trimmed |
| 15 | JIG | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.69% | 29,248 | New |
| 16 | TFI | SPDR SERIES TRUST | $2.4M | 1.57% | 51,827 | New |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 1.31% | 40,750 | Added |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $1.9M | 1.25% | 40,132 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $1.9M | 1.24% | 5,712 | Added |
| 20 | TT | TRANE TECHNOLOGIES PLC | $1.8M | 1.17% | 3,605 | Added |
| 21 | USEW | EA SERIES TRUST | $1.6M | 1.06% | 28,531 | Hold |
| 22 | AMZN | AMAZON COM INC | $1.5M | 1.02% | 6,431 | Trimmed |
| 23 | BINC | BLACKROCK ETF TRUST II | $1.5M | 1.01% | 28,975 | Added |
| 24 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.95% | 28,319 | Added |
| 25 | AAPL | APPLE INC | $1.3M | 0.87% | 4,513 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30