13F Filings History of A4 Wealth Advisors LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$119M
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 158 stock holdings with total value $119M as of Q3 2025. Top holdings included DYNF, SPLG, TLH, QUAL, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 158 $119M $0 $0 DYNF, SPLG, TLH, QUAL, IVW 13F-HR 04 Nov 2025, 12:20