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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, TCAF, DYNF, TFLR, and represent 40.42% of 4J Wealth Management's stock portfolio.
Added to shares of these 10 stocks: UNOV (+$5.2M), IBDU, IEI, TTEQ, DYNF, AEP, TCAL, TCAF, IBDR, Akre Focus Etf.
Started 8 new stock positions in BINC, Akre Focus Etf, UNOV, AZN, NEE, AEP, AGX, LLY.
Reduced shares in these 10 stocks: BALT, IBDQ, TFLR, IBTF, CI, IBMN, AMZN, IBDS, SHY, GOOG.
Sold out of its positions in CI, IBDQ, IBMN, IBTF.
4J Wealth Management was a net buyer of stock by $2.2M.
4J Wealth Management has $175M in assets under management (AUM), dropping by 2.64%.
Central Index Key (CIK): 0001840775

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Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 98 positions in its portfolio as reported in the December 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	684.93	View chart
T Rowe Price Etf International Eq (TOUS)	9.8	$17M		497k	34.50	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	6.1	$11M	+4%	280k	38.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.1	$8.9M	+15%	146k	60.81	View chart
T Rowe Price Etf Floating Rate (TFLR)	4.4	$7.7M	-24%	149k	51.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.9	$6.8M		14k	502.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.7	$6.4M	+28%	54k	119.35	View chart
T Rowe Price Etf Technology Etf (TTEQ)	3.4	$6.0M	+29%	184k	32.52	View chart
NVIDIA Corporation (NVDA)	3.1	$5.5M		29k	186.50	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	3.0	$5.2M	NEW	136k	38.06	View chart
Apple (AAPL)	2.7	$4.7M		17k	271.86	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$4.2M	-2%	13k	313.80	View chart
Amazon (AMZN)	1.7	$2.9M	-4%	13k	230.81	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$2.6M		32k	81.17	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$2.5M	-2%	37k	69.42	View chart
Microsoft Corporation (MSFT)	1.3	$2.3M	-3%	4.9k	483.58	View chart
Northrop Grumman Corporation (NOC)	1.2	$2.2M		3.8k	570.21	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.2	$2.2M	+551%	93k	23.41	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.2	$2.1M	+25%	86k	24.23	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	1.2	$2.1M	+35%	88k	23.57	View chart
Tesla Motors (TSLA)	1.1	$2.0M		4.4k	449.72	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	1.1	$2.0M		46k	42.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$1.9M	-4%	22k	82.82	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	1.0	$1.7M	+20%	34k	49.85	View chart
Arista Networks Com Shs (ANET)	0.9	$1.6M		12k	131.03	View chart
Mastercard Incorporated Cl A (MA)	0.9	$1.5M	-2%	2.7k	570.98	View chart
Exxon Mobil Corporation (XOM)	0.9	$1.5M		13k	120.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.1M	+2%	3.6k	313.04	View chart
Meta Platforms Cl A (META)	0.6	$1.1M	+2%	1.7k	660.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.0M		8.5k	123.26	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.6	$995k	-10%	41k	24.28	View chart
Oracle Corporation (ORCL)	0.6	$963k		4.9k	194.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$878k		1.3k	681.92	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$878k	-2%	16k	53.88	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.5	$864k	-3%	17k	50.32	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$836k	-4%	7.8k	107.12	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$820k	-2%	37k	22.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$817k		1.3k	614.22	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.5	$801k	-2%	22k	36.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$778k		2.0k	396.31	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.4	$751k		22k	34.28	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$743k	+25%	29k	25.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$731k	+5%	2.2k	335.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$716k		3.6k	198.62	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$693k	-3%	14k	50.70	View chart
American Electric Power Company (AEP)	0.4	$639k	NEW	5.5k	115.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$591k		6.3k	94.17	View chart
Ge Aerospace Com New (GE)	0.3	$573k	+2%	1.9k	308.03	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$551k	+43%	12k	45.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$517k		2.4k	212.05	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$516k		10k	51.10	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$495k		3.8k	129.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$493k		8.6k	57.24	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$488k	+6%	9.7k	50.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$482k	+42%	9.7k	49.65	View chart
TransDigm Group Incorporated (TDG)	0.3	$477k		359.00	1329.13	View chart
American Express Company (AXP)	0.3	$473k		1.3k	369.95	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$471k	+132%	22k	21.15	View chart
McDonald's Corporation (MCD)	0.3	$462k	-4%	1.5k	305.73	View chart
Johnson & Johnson (JNJ)	0.3	$451k		2.2k	206.95	View chart
Moody's Corporation (MCO)	0.2	$427k		837.00	510.62	View chart
Profesionally Managed Portfo Akre Focus Etf	0.2	$418k	NEW	6.4k	65.51	View chart
Hilton Worldwide Holdings (HLT)	0.2	$408k		1.4k	287.25	View chart
Visa Com Cl A (V)	0.2	$385k		1.1k	350.79	View chart
Netflix (NFLX)	0.2	$383k	+820%	4.1k	93.76	View chart
Marriott Intl Cl A (MAR)	0.2	$359k		1.2k	310.24	View chart
Costco Wholesale Corporation (COST)	0.2	$347k		402.00	862.34	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$335k		15k	22.07	View chart
JPMorgan Chase & Co. (JPM)	0.2	$334k		1.0k	322.29	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$327k	-7%	14k	23.03	View chart
Advanced Micro Devices (AMD)	0.2	$324k	-5%	1.5k	214.16	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$320k		3.0k	105.00	View chart
Abbvie (ABBV)	0.2	$318k		1.4k	228.49	View chart
Ge Vernova (GEV)	0.2	$316k		484.00	653.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$296k		1.5k	191.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$293k	-6%	3.0k	96.14	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$292k		5.8k	50.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$284k		1.9k	148.69	View chart
Atmos Energy Corporation (ATO)	0.2	$280k		1.7k	167.63	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$280k		12k	22.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$280k	-5%	4.2k	66.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$274k		6.9k	39.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$270k		1.1k	250.23	View chart
Huntington Ingalls Inds (HII)	0.1	$253k		744.00	340.07	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$252k	+10%	10k	24.82	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$249k	-20%	4.7k	52.88	View chart
Danaher Corporation (DHR)	0.1	$246k	-24%	1.1k	228.92	View chart
UnitedHealth (UNH)	0.1	$244k	+2%	738.00	330.24	View chart
Lennox International (LII)	0.1	$243k		501.00	485.58	View chart
Eli Lilly & Co. (LLY)	0.1	$239k	NEW	222.00	1074.68	View chart
Chevron Corporation (CVX)	0.1	$238k		1.6k	152.41	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$236k	-95%	7.0k	33.51	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$233k	NEW	2.5k	91.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$224k	-4%	1.9k	120.19	View chart
Argan (AGX)	0.1	$213k	NEW	680.00	313.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$212k		434.00	487.86	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$210k	NEW	4.0k	52.77	View chart
Nextera Energy (NEE)	0.1	$204k	NEW	2.5k	80.29	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 Q4 filed Jan. 15, 2026
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

View all past filings

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