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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002033987

A4 Wealth Advisors LLC

HUNTERSVILLE, NC · File #028-25814

Latest AUM
$115.6M
Positions
136
Top-10 Concentration
52.6%
Filings
2

Sector Allocation

Financials
17.9%$20.7M
Technology
4.5%$5.2M
Industrials
2.3%$2.7M
Healthcare
1.6%$1.8M
Real Estate
1.5%$1.8M
Materials
1.2%$1.4M
Energy
0.8%$926,328

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BLACKROCK ETF TRUSTBLK122,602$7.5M8.07%
2ISHARES TR46428740832,850$7.0M7.54%
3ISHARES TR46428730946,791$5.8M6.24%
4ISHARES TR46428865355,963$5.7M6.16%
5ISHARES INC46434G10381,781$5.5M5.95%
6ISHARES TR46428710114,479$5.0M5.38%
7VANGUARD INDEX FDS9229083635,151$3.2M3.50%
8SPDR SERIES TRUST78464A85438,359$3.1M3.33%
9BLACKROCK ETF TRUSTBLK77,638$3.0M3.24%
10ISHARES TR46428887740,674$2.9M3.14%
11ISHARES TR46432F33914,167$2.8M3.05%
12BLACKROCK ETF TRUSTBLK82,580$2.7M2.98%
13INVESCO EXCH TRADED FD TR IIIVZ21,734$2.6M2.81%
14BLACKROCK ETF TRUST IIBLK38,054$2.0M2.17%
15JPMORGAN CHASE & CO.VYLD5,157$1.7M1.80%
16ISHARES GOLD TRIAU20,353$1.7M1.79%
17GLOBAL X FDS37960A52922,729$1.5M1.59%
18EA SERIES TRUST02072Q57228,531$1.4M1.57%
19NVIDIA CORPORATIONNVDA7,538$1.4M1.52%
20MICROSOFT CORPMSFT2,787$1.3M1.46%