A4 Wealth Advisors LLC
•CIK: 2033987•Filing: Q4 2025
A4 Wealth Advisors LLC manages $116M across a diversified portfolio of 134 positions. The firm exhibits notable overweighting in fixed income and thematic sectors, highlighted by significant allocations to DYNF ($7.5M) and IVE ($7.0M). Further concentration is visible in IVW ($5.8M), TLH ($5.7M), and IEMG ($5.5M). This positioning suggests a tactical approach emphasizing yield and specific market segments.
Total AUM
$115.6M
QoQ Performance
-2.6%
Positions
103
Top 10 Concentration
42.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DYNF
IVE
DYNF6.5%
IVE6.0%
IVW5.0%
TLH4.9%
IEMG4.8%
OEF4.3%
VOO2.8%
SPYM2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.5%
Technology6.3%
Financial3.7%
ETF3.3%
Consumer2.6%
Healthcare1.7%
Consumer Staples0.5%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+40 more exited positions
Changes from Q3 2025
NEW21 new positions
↑26 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025