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A4 Wealth Advisors LLC

SEC CIK
0002033987
Latest filing
Jul 28, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by A4 Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
619
Value
$462.0K
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of SPY by A4 Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026619$462.0K0.3%+619NewHolders