A4 Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$9.11M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$3.92M |
| 3 |
JPMorgan International Value ETF
JIVE
|
+$2.97M |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$2.5M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.89M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 100 ETF
OEF
|
+$4.58M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$2.42M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.47M |
| 4 |
abrdn Physical Silver Shares ETF
SIVR
|
+$1.08M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.04M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.57% |
| 2 | Financials | 2.82% |
| 3 | Consumer Discretionary | 2.58% |
| 4 | Industrials | 1.81% |
| 5 | Healthcare | 1.53% |
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Similar funds
A4 Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, A4 Wealth Advisors held 148 positions worth $122M, up 5.9% from $116M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
A4 Wealth Advisors deployed $9.99M of net new capital in Q1 2026, opening 14 new positions and adding to 27 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 276,597 shares worth $8.89M.
By sector, the portfolio is most concentrated in Technology at 3.6% of assets, down from 5.3% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares S&P 100 ETF, an estimated $4.58M trimmed.
- A4 Wealth Advisors's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 276,597 shares worth $8.89M.
- A4 Wealth Advisors added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $3.92M increase.
- A4 Wealth Advisors's biggest Q1 2026 reduction was iShares S&P 100 ETF, cutting an estimated $4.58M.
- A4 Wealth Advisors fully exited abrdn Physical Silver Shares ETF in Q1 2026, selling an estimated $1.08M.
- A4 Wealth Advisors's ten largest holdings make up 50% of its $122M portfolio in Q1 2026.
- A4 Wealth Advisors opened 14 new positions and closed 46 in Q1 2026.
- A4 Wealth Advisors's portfolio value rose 5.9% quarter-over-quarter to $122M.
Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.