A4 Wealth Advisors
A4 Wealth Advisors reported 73 stocks worth $151M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VOO (11.3%), CORO (8.9%) and IVW (7.5%). Compared with Q2 2026, the fund opened new positions in IEFA, INRO and GBND, added to CORO, IVW and DYNF, trimmed VOO, BAI and SHLD and sold out of SPMO, JIG and AMAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $17M | 11.3% | 24K | −3,692 (−13%) | 5 of 5 | |
| 2 |  CORO Ishares International Country Rotation Active ETF | $13.5M | 8.9% | 371K | +18K (+5%) | 3 of 5 | |
| 3 |  IVW Ishares TR | $11.2M | 7.5% | 79K | +3,281 (+4%) | 5 of 5 | |
| 4 |  DYNF Blackrock ETF Trust | $10.8M | 7.2% | 156K | +6,044 (+4%) | 5 of 5 | |
| 5 |  IVE Ishares TR | $9.5M | 6.3% | 42K | +474 (+1%) | 5 of 5 | |
| 6 |  SCHR Schwab Strategic TR | $7.2M | 4.8% | 302K | +28K (+10%) | 3 of 5 | |
| 7 |  BLCR Blackrock ETF Trust | $5.9M | 3.9% | 121K | +52K (+75%) | 3 of 5 | |
| 8 |  IEFA Ishares TR | $5.9M | 3.9% | 61K | New position | 1 of 5 | |
| 9 |  IALT Blackrock ETF Trust | $5.7M | 3.8% | 190K | +44K (+30%) | 2 of 5 | |
| 10 |  BAI Blackrock ETF Trust | $4.9M | 3.3% | 105K | −11K (−9%) | 5 of 5 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPMO Invesco S&P | $4.2M | 26K |
 JIG J P Morgan Exchange Traded F | $2.5M | 29K |
 AMAT Applied Matls Inc | $494K | 683 |
 BRK.B Berkshire Hathaway Inc Del | $432K | 863 |
 XAR Spdr Series Trust | $408K | 1,439 |
🔒 Free account: see all 20.
Options
valued at the underlying shares
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →A4 Wealth Advisors 13F FAQ
What does A4 Wealth Advisors own?
A4 Wealth Advisors reported 73 stocks worth $151M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VOO (11.3%), CORO (8.9%) and IVW (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did A4 Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 32 added to, 32 trimmed and 20 sold out. New positions include IEFA, INRO and GBND. It sold all of SPMO, JIG and AMAT.
When will A4 Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is A4 Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $151M in US stocks ($153M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.