13F Filings History of A4 Wealth Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$115,554,777
Signature - Title
Heather Fowler - Chief Compliance Officer
Location
Huntersville, NC
Summary
This page shows a list of all the recent 13F filings made by A4 Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. A4 Wealth Advisors LLC reported 134 stock holdings with total value $115,554,777 as of Q4 2025. Top holdings included DYNF, IVE, IVW, TLH, and IEMG.

Notify me when A4 Wealth Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 134 $115,554,777 +$31,453,314 -$36,620,002 -$5,166,688 DYNF, IVE, IVW, TLH, IEMG 13F-HR 13 Feb 2026, 11:38
Q3 2025 158 $118,635,006 $0 $0 $0 DYNF, SPLG, TLH, QUAL, IVW 13F-HR 04 Nov 2025, 12:20