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4J Wealth Management

Latest statistics and disclosures from 4J Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, TOUS, TFLR, TCAF, DYNF, and represent 41.11% of 4J Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF, TTEQ, TSPA, TCAL, TOUS, TFLR, IEI, TCAF, JEPI, IVV.
Started 4 new stock positions in JEPI, VUG, HII, AMD.
Reduced shares in these 10 stocks: HGER, BALT, , TXN, PM, IBTI, IBDT, BUFB, IBDQ, DGRO.
Sold out of its positions in AMT, IBTI, PM, TXN.
4J Wealth Management was a net buyer of stock by $12M.
4J Wealth Management has $170M in assets under management (AUM), dropping by 14.97%.
Central Index Key (CIK): 0001840775

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Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.0	$26M		38k	669.30	View chart
T Rowe Price Etf International Eq (TOUS)	9.8	$17M	+7%	494k	33.62	View chart
T Rowe Price Etf Floating Rate (TFLR)	6.0	$10M	+11%	199k	51.46	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	5.9	$10M	+5%	268k	37.70	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.4	$7.5M	+144%	126k	59.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.0	$6.8M		14k	502.75	View chart
NVIDIA Corporation (NVDA)	3.2	$5.5M	+8%	29k	186.58	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	2.9	$5.0M	+22%	42k	119.51	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.8	$4.8M	-5%	146k	32.82	View chart
T Rowe Price Etf Technology Etf (TTEQ)	2.7	$4.6M	+45%	142k	32.29	View chart
Apple (AAPL)	2.6	$4.4M	+3%	17k	254.63	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	2.5	$4.2M	-2%	167k	25.19	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$3.3M	-2%	14k	243.55	View chart
Amazon (AMZN)	1.7	$2.9M		13k	219.56	View chart
Microsoft Corporation (MSFT)	1.5	$2.6M		5.0k	517.90	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$2.6M	-3%	38k	68.08	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$2.3M	+7%	32k	72.77	View chart
Northrop Grumman Corporation (NOC)	1.4	$2.3M		3.8k	609.32	View chart
Tesla Motors (TSLA)	1.2	$2.0M		4.5k	444.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$1.9M	-3%	24k	82.96	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	1.1	$1.9M	+192%	46k	41.91	View chart
Arista Networks Com Shs (ANET)	1.0	$1.8M		12k	145.71	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.0	$1.7M	+17%	68k	24.30	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.9	$1.6M	+386%	65k	24.39	View chart
Mastercard Incorporated Cl A (MA)	0.9	$1.6M		2.8k	568.89	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.4M	-2%	13k	112.75	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.8	$1.4M	+2%	28k	49.84	View chart
Oracle Corporation (ORCL)	0.8	$1.4M		4.9k	281.24	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.7	$1.2M		53k	23.36	View chart
Meta Platforms Cl A (META)	0.7	$1.2M		1.6k	734.51	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$1.1M	-3%	46k	24.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.0M		8.5k	120.72	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$906k	-3%	17k	54.09	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.5	$896k		18k	50.51	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$871k		8.2k	106.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$857k		1.3k	666.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$855k	-2%	3.5k	243.13	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$843k		37k	22.52	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.5	$798k	-12%	22k	35.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$792k		1.3k	600.28	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$717k		14k	50.83	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.4	$715k		22k	33.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$707k		2.0k	355.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$702k	-5%	3.6k	194.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$675k		2.1k	328.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$599k	-6%	6.3k	95.15	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$596k	-17%	23k	25.52	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$574k		8.4k	68.58	View chart
Ge Aerospace Com New (GE)	0.3	$545k		1.8k	300.82	View chart
Netflix (NFLX)	0.3	$531k	+4%	443.00	1198.92	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$518k		10k	51.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$507k		2.5k	206.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$491k	NEW	8.6k	57.10	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$483k	-11%	3.8k	125.95	View chart
McDonald's Corporation (MCD)	0.3	$481k	+45%	1.6k	303.98	View chart
TransDigm Group Incorporated (TDG)	0.3	$478k		363.00	1317.32	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$456k		9.1k	50.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$444k		6.8k	65.00	View chart
American Express Company (AXP)	0.2	$425k		1.3k	332.16	View chart
Moody's Corporation (MCO)	0.2	$406k		852.00	476.25	View chart
Johnson & Johnson (JNJ)	0.2	$404k	-2%	2.2k	185.42	View chart
Visa Com Cl A (V)	0.2	$377k	+4%	1.1k	341.44	View chart
Costco Wholesale Corporation (COST)	0.2	$372k		402.00	925.63	View chart
Hilton Worldwide Holdings (HLT)	0.2	$369k	-3%	1.4k	259.44	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$356k	-13%	15k	23.12	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$334k		15k	22.15	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$333k	-5%	14k	23.47	View chart
JPMorgan Chase & Co. (JPM)	0.2	$327k	-2%	1.0k	315.42	View chart
Abbvie (ABBV)	0.2	$323k		1.4k	231.54	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$320k	-8%	3.1k	103.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$314k		3.3k	96.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$312k		5.9k	53.03	View chart
Marriott Intl Cl A (MAR)	0.2	$301k		1.2k	260.44	View chart
Ge Vernova (GEV)	0.2	$298k		484.00	614.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$293k		1.5k	189.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$291k	-2%	4.5k	65.26	View chart
Atmos Energy Corporation (ATO)	0.2	$286k		1.7k	170.75	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$286k		5.8k	49.66	View chart
Danaher Corporation (DHR)	0.2	$281k	-8%	1.4k	198.25	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$280k		12k	22.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$278k		1.9k	145.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$276k		1.1k	256.53	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$269k		6.9k	39.31	View chart
Lennox International (LII)	0.2	$265k		501.00	529.36	View chart
Advanced Micro Devices (AMD)	0.2	$260k	NEW	1.6k	161.79	View chart
UnitedHealth (UNH)	0.1	$248k	-13%	717.00	345.44	View chart
Chevron Corporation (CVX)	0.1	$243k		1.6k	155.29	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$237k	-74%	9.2k	25.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$231k		1.9k	118.82	View chart
Huntington Ingalls Inds (HII)	0.1	$214k	NEW	744.00	287.91	View chart
Cigna Corp (CI)	0.1	$211k	+6%	732.00	288.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$208k	NEW	434.00	479.61	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$204k		7.6k	26.79	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$203k		9.6k	21.22	View chart

Past Filings by 4J Wealth Management

SEC 13F filings are viewable for 4J Wealth Management going back to 2020

4J Wealth Management 2025 Q3 filed Oct. 22, 2025
4J Wealth Management 2025 Q2 filed Aug. 4, 2025
4J Wealth Management 2025 Q1 filed April 29, 2025
4J Wealth Management 2024 Q4 filed Jan. 24, 2025
4J Wealth Management 2024 Q3 filed Nov. 1, 2024
4J Wealth Management 2024 Q2 filed July 18, 2024
4J Wealth Management 2024 Q1 filed April 23, 2024
4J Wealth Management 2023 Q4 filed Jan. 22, 2024
4J Wealth Management 2023 Q3 filed Oct. 24, 2023
4J Wealth Management 2023 Q2 filed July 14, 2023
4J Wealth Management 2023 Q1 filed April 21, 2023
4J Wealth Management 2022 Q4 filed Jan. 18, 2023
4J Wealth Management 2022 Q3 restated filed Oct. 27, 2022
4J Wealth Management 2022 Q3 filed Oct. 20, 2022
4J Wealth Management 2022 Q2 filed Aug. 1, 2022
4J Wealth Management 2022 Q1 filed April 28, 2022

View all past filings

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