A4 Wealth Advisors LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Heather Fowler - Chief Compliance Officer
Location
Huntersville, NC
Holdings as of
30 Sep 2025
Value $
$118,635,006
Num holdings
158
Filing time
04 Nov 2025, 12:20:26 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DYNF, SPLG, TLH, QUAL, and IVW.
Next filing
Q4 2025 - 13 Feb 2026
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Heather Fowler Chief Compliance Officer Huntersville, North Carolina 04 Nov 2025

Other Included Managers (5):

Num Name Location File Number
1 Gradient Investments LLC Arden Hills, MN
2 55IP
3 Crosspoint Capital Management
4 Aperio Group, LLC Sausalito, CA
5 Spiderrock EXS, LLC