A4 Wealth Advisors LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Heather Fowler - Chief Compliance Officer
Location
Huntersville, NC
Holdings as of
September 30, 2025
Value $
$119M
Num holdings
158
Date filed
11/4/2025, 12:20 PM
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.
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares 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 11/4/2025

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