A4 Wealth Advisors LLC
Annual return '25
-2.2%
SPY '25
+17.7%
Alpha
-19.9ptsvs SPY
Invested
$3.1B
Holdings
12
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$STT
STATE STREET CORP
Held since at least Q1 2024
42.4%
02
$OTF
BLUE OWL TECHNOLOGY FINANCE
Held since at least Q1 2024
18.0%
03
$ASML
ASML HOLDING NV NY REG SHS
Q1 2026: Exited (was 220 shares)
15.4%
04
$BN
BROOKFIELD CORP
Held since at least Q1 2024
12.1%
05
$GLDM
SPDR GOLD MINISHARES TRUST
Q1 2026: Exited (was 12.8k shares)
4.4%
06
$BX
BLACKSTONE INC
Held since at least Q1 2024
2.5%
07
$CG
CARLYLE GROUP INC/THE
Held since at least Q1 2024
2.4%
08
$FDS
FACTSET RESEARCH SYSTEMS INC
Held since at least Q1 2024
1.6%
09
$QTOP
ISHARES NASDAQ TOP 30 STOCKS E
Held since at least Q1 2024
1.0%
10
$SRZN
SURROZEN INC
Held since at least Q1 2024
0.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.