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Heather Fowler

A4 Wealth Advisors Llc

Assets Managed
$122.406M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
1mo 29d ago
Growth Rate
5.93%(2Q avg: 1.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in A4 Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of A4 Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.406M in assets, with a quarterly growth rate of 5.93% and a 2-quarter average growth rate of 1.67%. The portfolio is managed by Heather Fowler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
7.27%
$8.893M
276,597 shares@ $32.16 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 20.39%
6.83%
$8.35M
39,547 shares@ $211.16 avg price
TLH
Ishares 10-20 Year Treasury
Recent Activity
Increased 32.08%
6.09%
$7.445M
73,915 shares@ $100.73 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 0.17%
5.84%
$7.145M
122,809 shares@ $58.18 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 33.63%
5.78%
$7.072M
62,523 shares@ $113.11 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 121.77%
5.58%
$6.826M
11,423 shares@ $597.58 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -24.95%
3.5%
$4.281M
61,371 shares@ $69.75 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Increased 40.97%
3.14%
$3.836M
116,407 shares@ $32.95 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Increased 33.15%
3.06%
$3.744M
103,373 shares@ $36.23 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 23.17%
2.74%
$3.347M
17,449 shares@ $191.81 avg price

1-10 of 103