Long-term investor
A4 Wealth Advisors LLC @a4wealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033987).
Record
- Tracked since 2025-09-30 (349 days), 241 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.3%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 12.7% · long · since 2025-09-30
- CORO · 8.6% · long · since 2026-03-31
- IVW · 6.9% · long · since 2025-09-30
- DYNF · 6.8% · long · since 2025-09-30
- IVE · 6.2% · long · since 2025-09-30
- SCHR · 4.5% · long · since 2026-03-31
- BAI · 4.0% · long · since 2025-09-30
- IEMG · 2.8% · long · since 2025-09-30
- SPMO · 2.8% · long · since 2025-09-30
- IALT · 2.7% · long · since 2026-06-30
- BLCR · 2.3% · long · since 2026-03-31
- THRO · 2.3% · long · since 2025-09-30