A4 Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 50 equity securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with several BlackRock iShares ETFs comprising the largest positions. The Global X Defense Tech ETF is the top holding, with 50,835 shares. Other significant ETF positions include the iShares Core MSCI EAFE ETF (58,915 shares) and the iShares Core MSCI Emerging Markets ETF (45,215 shares). The filing also lists a substantial number of U.S. equity ETFs, such as the iShares S&P 500 Growth ETF (11,218 shares) and the iShares S&P 500 Value ETF (9,545 shares).
Among individual stocks, NVIDIA Corporation is the largest holding with 1,372,485 shares. Other notable individual stock positions include Apple Inc. (1,442,455 shares), Amazon.com Inc. (1,482,193 shares), and Alphabet Inc. Class A (319,306 shares). The filing also includes positions in Johnson & Johnson, Eli Lilly & Co., and Marriott International.
In addition to long positions, the filing discloses a single put option position in Trane Technologies PLC and a call option position in the SPDR S&P 500 ETF Trust.
