account_balance
Investment manager · 13F filer · SEC CIK 2033987
A4 Wealth Advisors LLC
Reported value$151Mas of Sep 30, 2026
Positions73 4 new, 20 sold out
Top 10 weight60.8%VOO alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.3%Trimmed −13%
COROBlackRock ETF Trust
8.9%Added +5%
IVWiShares Tr
7.4%Added +4%
DYNFBlackRock ETF Trust
7.2%Added +4%
IVEiShares Tr
6.3%
SCHRSchwab Strategic Tr
4.8%Added +10%
BLCRBlackRock ETF Trust
3.9%Added +75%
IEFAiShares Tr
3.9%New
IALTBlackRock ETF Trust
3.8%Added +30%
BAIBlackRock ETF Trust
3.3%−9%
IEMGiShares Inc
3.0%Added +9%
INROBlackRock ETF Trust
3.0%New
VOOVanguard Index FDS
11.3%Trimmed −13%
COROBlackRock ETF Trust
8.9%Added +5%
IVWiShares Tr
7.4%
DYNFBlackRock ETF Trust
7.2%
IVEiShares Tr
6.3%
SCHRSchwab Strategic Tr
4.8%
BLCRBlackRock ETF Trust
3.9%
IEFAiShares Tr
3.9%
IALT3.8%
BAI3.3%
IEMG3.0%
INRO3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.3% Trimmed −13%
CORO BlackRock ETF Trust 8.9% Added +5%
IVW iShares Tr 7.4% Added +4%
DYNF BlackRock ETF Trust 7.2% Added +4%
IVE iShares Tr 6.3% Held
SCHR Schwab Strategic Tr 4.8% Added +10%
BLCR BlackRock ETF Trust 3.9% Added +75%
IEFA iShares Tr 3.9% New
IALT BlackRock ETF Trust 3.8% Added +30%
BAI BlackRock ETF Trust 3.3% Trimmed −9%
IEMG iShares Inc 3.0% Added +9%
INRO BlackRock ETF Trust 3.0% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.