# EDGAR Filing Document

**Accession Number:** 0002033987
**File Stem:** 0002033987-26-000004
**Filing Date:** 2026-5
**Character Count:** 14285
**Document Hash:** 2ba7eae2bcaa352f787ac86a2aea583c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002033987-26-000004.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0002033987-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** A4 Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0002033987

**ORGANIZATION NAME:**
- **EIN:** 263765471
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25814
- **FILM NUMBER:** 26962344

**BUSINESS ADDRESS:**
- **STREET 1:** 16140 NORTHCROSS DRIVE
- **CITY:** HUNTERSVILLE
- **STATE:** NC
- **ZIP:** 28078
- **BUSINESS PHONE:** 704-509-1141

**MAIL ADDRESS:**
- **STREET 1:** 16140 NORTHCROSS DRIVE
- **CITY:** HUNTERSVILLE
- **STATE:** NC
- **ZIP:** 28078

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** A4 Wealth Advisors LLC<br>**Address:** 16140 NORTHCROSS DRIVE<br>HUNTERSVILLE, NC 28078

**Form 13F File Number:** 028-25814

**CRD Number (if applicable):** 000152397

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Heather Fowler<br>**Title:** Chief Compliance Officer<br>**Phone:** 7045091141

**Signature, Place, and Date of Signing:**

Heather Fowler  Huntersville, NC  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 5

**Form 13F Information Table Entry Total:** 103

**Form 13F Information Table Value Total:** $122405625

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                          | Form 13F File Number   |
|:---|:---|:---|
|  | Gradient Investments LLC      |  |
|  | 55IP                          |  |
|  | Crosspoint Capital Management |  |
|  | Aperio Group LLC              |  |
|  | Spiderrock EXS LLC            |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 2737087 | 38638 | SH |  | SOLE |  | 38638 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 3261712 | 29094 | SH |  | SOLE |  | 29094 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 3835605 | 116407 | SH |  | SOLE |  | 116407 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1020128 | 26552 | SH |  | SOLE |  | 26552 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 4280625 | 61371 | SH |  | SOLE |  | 61371 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES INTL CTR | 09290C764 |  | 8893423 | 276597 | SH |  | SOLE |  | 276597 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 |  | 2394948 | 58328 | SH |  | SOLE |  | 58328 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 3346854 | 17449 | SH |  | SOLE |  | 17449 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 7071946 | 62523 | SH |  | SOLE |  | 62523 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 8350362 | 39547 | SH |  | SOLE |  | 39547 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 7145020 | 122809 | SH |  | SOLE |  | 122809 | 0 | 0 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 3744185 | 103373 | SH |  | SOLE |  | 103373 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN INTL VL | 46654Q757 |  | 2949000 | 34435 | SH |  | SOLE |  | 34435 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 6826105 | 11423 | SH |  | SOLE |  | 11423 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H554 |  | 544544 | 19448 | SH |  | SOLE |  | 19448 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 699206 | 8677 | SH |  | SOLE |  | 8677 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 859514 | 10131 | SH |  | SOLE |  | 10131 | 0 | 0 |
| COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 |  | 656618 | 16845 | SH |  | SOLE |  | 16845 | 0 | 0 |
| INVESCO GALAXY BITCOIN ETF | COM SHS BEN INT | 46091J101 |  | 213677 | 3167 | SH |  | SOLE |  | 3167 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 368311 | 1550 | SH |  | SOLE |  | 1550 | 0 | 0 |
| ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 |  | 271061 | 3067 | SH |  | SOLE |  | 3067 | 0 | 0 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 267289 | 5414 | SH |  | SOLE |  | 5414 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1095781 | 11822 | SH |  | SOLE |  | 11822 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1941901 | 25371 | SH |  | SOLE |  | 25371 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 706316 | 15472 | SH |  | SOLE |  | 15472 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 259982 | 5266 | SH |  | SOLE |  | 5266 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 7444719 | 73915 | SH |  | SOLE |  | 73915 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 1346311 | 25925 | SH |  | SOLE |  | 25925 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1129682 | 12814 | SH |  | SOLE |  | 12814 | 0 | 0 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 1639352 | 65811 | SH |  | SOLE |  | 65811 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 1442257 | 30719 | SH |  | SOLE |  | 30719 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1602992 | 33361 | SH |  | SOLE |  | 33361 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H828 |  | 517643 | 13820 | SH |  | SOLE |  | 13820 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 1686571 | 73393 | SH |  | SOLE |  | 73393 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 212904 | 2074 | SH |  | SOLE |  | 2074 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 774235 | 2699 | SH |  | SOLE |  | 2699 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 207619 | 3146 | SH |  | SOLE |  | 3146 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1575563 | 7565 | SH |  | SOLE |  | 7565 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1351796 | 5326 | SH |  | SOLE |  | 5326 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 299652 | 6147 | SH |  | SOLE |  | 6147 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 248705 | 519 | SH |  | SOLE |  | 519 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 524929 | 1696 | SH |  | SOLE |  | 1696 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 428196 | 2070 | SH |  | SOLE |  | 2070 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 298626 | 3927 | SH |  | SOLE |  | 3927 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 212098 | 593 | SH |  | SOLE |  | 593 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 369748 | 402 | SH |  | SOLE |  | 402 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 237434 | 1399 | SH |  | SOLE |  | 1399 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 613056 | 2508 | SH |  | SOLE |  | 2508 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1524074 | 5181 | SH |  | SOLE |  | 5181 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 239299 | 1120 | SH |  | SOLE |  | 1120 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 428612 | 1814 | SH |  | SOLE |  | 1814 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 |  | 247078 | 3067 | SH |  | SOLE |  | 3067 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 264506 | 851 | SH |  | SOLE |  | 851 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 216289 | 2496 | SH |  | SOLE |  | 2496 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 484022 | 846 | SH |  | SOLE |  | 846 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 995017 | 2688 | SH |  | SOLE |  | 2688 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 427934 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 204223 | 2124 | SH |  | SOLE |  | 2124 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1260563 | 7228 | SH |  | SOLE |  | 7228 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 266187 | 1843 | SH |  | SOLE |  | 1843 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 286146 | 1483 | SH |  | SOLE |  | 1483 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 259632 | 2898 | SH |  | SOLE |  | 2898 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 276578 | 2282 | SH |  | SOLE |  | 2282 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 483687 | 572 | SH |  | SOLE |  | 572 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 200820 | 611 | SH |  | SOLE |  | 611 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 247526 | 915 | SH |  | SOLE |  | 915 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 266576 | 882 | SH |  | SOLE |  | 882 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 299266 | 2408 | SH |  | SOLE |  | 2408 | 0 | 0 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 467336 | 10344 | SH |  | SOLE |  | 10344 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 909046 | 18221 | SH |  | SOLE |  | 18221 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 262388 | 2356 | SH |  | SOLE |  | 2356 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 634280 | 8531 | SH |  | SOLE |  | 8531 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 262726 | 826 | SH |  | SOLE |  | 826 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 280657 | 1547 | SH |  | SOLE |  | 1547 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 524295 | 5721 | SH |  | SOLE |  | 5721 | 0 | 0 |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 |  | 217470 | 4404 | SH |  | SOLE |  | 4404 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 418193 | 4824 | SH |  | SOLE |  | 4824 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 291079 | 5336 | SH |  | SOLE |  | 5336 | 0 | 0 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQ | 00888H307 |  | 250040 | 5688 | SH |  | SOLE |  | 5688 | 0 | 0 |
| INNOVATOR ETFS TRUST | EQUITY DUAL DIRT | 45784N510 |  | 223385 | 10802 | SH |  | SOLE |  | 10802 | 0 | 0 |
| INNOVATOR ETFS TRUST | GROWTH 100 PWR B | 45783Y129 |  | 206543 | 7135 | SH |  | SOLE |  | 7135 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 343179 | 2409 | SH |  | SOLE |  | 2409 | 0 | 0 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 426103 | 9225 | SH |  | SOLE |  | 9225 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 231773 | 806 | SH |  | SOLE |  | 806 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 278319 | 6780 | SH |  | SOLE |  | 6780 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 492042 | 7959 | SH |  | SOLE |  | 7959 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 340610 | 2601 | SH |  | SOLE |  | 2601 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 293710 | 450 | SH |  | SOLE |  | 450 | 0 | 0 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 |  | 736215 | 15611 | SH |  | SOLE |  | 15611 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | PUT | G8994E953 |  | 1000176 | 2400 | SH | Put | SOLE |  | 24 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 1437336 | 3449 | SH |  | SOLE |  | 3449 | 0 | 0 |
| CORNERSTONE STRATEGIC INVEST | COM | 21924B302 |  | 116277 | 15972 | SH |  | SOLE |  | 15972 | 0 | 0 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 45782C888 |  | 204100 | 4167 | SH |  | SOLE |  | 4167 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 210487 | 719 | SH |  | SOLE |  | 719 | 0 | 0 |
| RBB FD INC | F/M US TREASURY | 74933W452 |  | 599317 | 12020 | SH |  | SOLE |  | 12020 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 257582 | 1269 | SH |  | SOLE |  | 1269 | 0 | 0 |
| EA SERIES TRUST | CAMBRIA US EQUAL | 02072Q572 |  | 1394600 | 28531 | SH |  | SOLE |  | 28531 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 352680 | 1731 | SH |  | SOLE |  | 1731 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 434022 | 1327 | SH |  | SOLE |  | 1327 | 0 | 0 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 |  | 201010 | 8485 | SH |  | SOLE |  | 8485 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 219748 | 3877 | SH |  | SOLE |  | 3877 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | CALL | 78462F903 |  | 650340 | 1000 | SH | Call | SOLE |  | 10 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 455238 | 700 | SH | Call | SOLE |  | 7 | 0 | 0 |

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