A4 Wealth Advisors LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$115.6M

Holdings

134

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
101
ASMLASML HOLDING N V
220$235K0.20%
102
MOALTRIA GROUP INC
4,059$234K0.20%
103
CSNRCOHEN & STEERS ETF TRUST
7,576$233K0.20%
104
NAUGINNOVATOR ETFS TRUST
7,853$232K0.20%
105
EIXEDISON INTL
3,867$232K0.20%
106
HIIHUNTINGTON INGALLS INDS INC
673$228K0.20%
107
ROKROCKWELL AUTOMATION INC
585$227K0.20%
108
ITWILLINOIS TOOL WKS INC
911$224K0.19%
109
SHVISHARES TR
2,042$224K0.19%
110
NFLXNETFLIX INC
2,387$223K0.19%
111
BXSLBLACKSTONE SECD LENDING FD
8,485$223K0.19%
112
CSCOCISCO SYS INC
2,891$222K0.19%
113
JEPIJ P MORGAN EXCHANGE TRADED F
3,877$221K0.19%
114
IBMINTERNATIONAL BUSINESS MACHS
745$220K0.19%
115
JNJJOHNSON & JOHNSON
1,063$219K0.19%
116
ALSALLSTATE CORP
1,044$217K0.19%
117
URIUNITED RENTALS INC
266$215K0.19%
118
UPSUNITED PARCEL SERVICE INC
2,173$215K0.19%
119
AEMAGNICO EAGLE MINES LTD
1,269$215K0.19%
120
PANWPALO ALTO NETWORKS INC
1,169$215K0.19%
121
TXNTEXAS INSTRS INC
1,234$214K0.19%
122
MHOM/I HOMES INC
1,674$214K0.19%
123
PRUPRUDENTIAL FINL INC
1,904$214K0.19%
124
VGSHVANGUARD SCOTTSDALE FDS
3,643$213K0.18%
125
GSYINVESCO ACTIVELY MANAGED EXC
4,229$212K0.18%
126
KMIKINDER MORGAN INC DEL
7,704$211K0.18%
127
AEPAMERICAN ELEC PWR CO INC
1,798$207K0.18%
128
EOGEOG RES INC
1,931$202K0.17%
129
BNDXVANGUARD CHARLOTTE FDS
4,157$200K0.17%
130
CSHINEOS ETF TRUST
4,037$200K0.17%
131
NEARISHARES U S ETF TR
3,928$200K0.17%
132
CLMCORNERSTONE STRATEGIC INVEST
15,972$133K0.12%
133
STTSPDR S&P 500 ETF TR
17$121K0.10%
134
TTTRANE TECHNOLOGIES PLC
24$16K0.01%
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