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A4 Wealth Advisors LLC
hedge fundUpdated 16 days agoManaged by A4 Wealth Advisors Llc • Latest filing Q3 2026
Portfolio value
$152.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
98.5%
Weight of largest holdings
Annualized return
28.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $118.6M |
| Q4 2025 | $115.6M |
| Q1 2026 | $122.4M |
| Q2 2026 | $150.8M |
| Q3 2026 | $152.9M |
Top holdings
76 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $17M | 24.2K | 11.10% | Trimmed(-13.2%) | |
| 2 | $13.5M | 370.7K | 8.81% | Added(+5.1%) | |
| 3 | $11.2M | 78.9K | 7.34% | Added(+4.3%) | |
| 4 | $10.8M | 155.9K | 7.06% | Added(+4.0%) | |
| 5 | $9.5M | 41.8K | 6.24% | Added(+1.1%) | |
| 6 | $7.2M | 302.2K | 4.68% | Added(+10.3%) | |
| 7 | $5.9M | 121.2K | 3.88% | Added(+75.1%) | |
| 8 | $5.9M | 60.8K | 3.85% | — | |
| 9 | $5.7M | 190.4K | 3.72% | Added(+29.8%) | |
| 10 | $4.9M | 104.7K | 3.23% | Trimmed(-9.5%) | |
| 11 | $4.5M | 55.7K | 2.96% | Added(+8.6%) | |
| 12 | ? N/A BLACKROCK ETF TRUST | $4.5M | 121.5K | 2.92% | — |
| 13 | $3.7M | 83.2K | 2.39% | Added(+4.5%) | |
| 14 | $3.2M | 69.2K | 2.12% | Added(+69.9%) | |
| 15 | $3.1M | 50.8K | 2.00% | Trimmed(-10.9%) | |
| 16 | $2.9M | 31.6K | 1.90% | Added(+11.3%) | |
| 17 | $2.4M | 30.6K | 1.56% | Added(+108.2%) | |
| 18 | $2.2M | 52.3K | 1.46% | Added(+1.0%) | |
| 19 | $2M | 44.5K | 1.28% | Added(+525.3%) | |
| 20 | $1.6M | 3.6K | 1.07% | Added(+0.2%) |