Holdings
A4 Wealth Advisors LLC
As of Jun 30, 2026, A4 Wealth Advisors LLC reported 34 positions worth US$17M. Largest: Jp Morgan Chase & Co., Amazon.com, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 5,712 | US$1.87M | +531 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,431 | US$1.53M | −1,134 | Jun 30, 2026 |
| Apple Inc | 4,513 | US$1.31M | −813 | Jun 30, 2026 |
| Nvidia Corporation | 5,669 | US$1.13M | −1,559 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,275 | US$813K | −1,224 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 795 | US$804K | +223 | Jun 30, 2026 |
| Microsoft Corp. | 1,625 | US$606K | −1,063 | Jun 30, 2026 |
| Rtx Corporation | 2,918 | US$554K | +1,435 | Jun 30, 2026 |
| Johnson & Johnson | 2,061 | US$523K | −447 | Jun 30, 2026 |
| Applied Materials, Inc. | 683 | US$494K | new | Jun 30, 2026 |