A4 Wealth Advisors LLC
CIK
2033987
City
HUNTERSVILLE
State / Country
NC
Top Portfolio Positions
48 positions ·
$23,859,948 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,565 | $1,575,562 | 6.60% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,181 | $1,524,042 | 6.39% |
| TT |
Trane Technologies plc
Industrials
|
3,449 | $1,437,336 | 6.02% |
| AAPL |
Apple Inc.
Technology
|
5,326 | $1,351,685 | 5.67% |
| NVDA |
Nvidia Corp
Technology
|
7,228 | $1,260,563 | 5.28% |
| IAU |
Ishares Gold Trust
|
12,814 | $1,129,682 | 4.73% |
| GLDM |
World Gold Trust
|
11,822 | $1,095,781 | 4.59% |
| IBIT |
iShares Bitcoin Trust ETF
|
26,552 | $1,020,127 | 4.28% |
| MSFT |
Microsoft Corp
Technology
|
2,688 | $995,016 | 4.17% |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
15,611 | $736,214 | 3.09% |
Portfolio Trend
Holdings in CLM
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,276 | 15,972 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $133,525 | 15,972 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $229,720 | 27,744 | Shares | Sole | 2025-11-04 | |
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