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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, DYNF, TTEQ, TCAF, and represent 40.02% of 4J Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF, BLCR, JEPI, BINC, IGF, TSPA, TBUX, DGRO, IEI, TURF.
Started 15 new stock positions in DOV, UNH, TXN, MU, BAPR, VUG, VIG, DE, SOXX, TMSL. IGF, T Rowe Price Exchange-traded, CSCO, BLCR, TURF.
Reduced shares in these 10 stocks: TCAF, TCAL, IBDR, IBDS, TFLR, IVV, RSP, IBTG, SHY, .
Sold out of its positions in T, IBDR, IBDS, IBTG, TCAL.
4J Wealth Management was a net buyer of stock by $9.6M.
4J Wealth Management has $204M in assets under management (AUM), dropping by 15.87%.
Central Index Key (CIK): 0001840775

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Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 111 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.6	$26M		34k	748.88	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	9.2	$19M		491k	38.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.9	$18M	+20%	265k	68.01	View chart
T Rowe Price Exchange-traded Technology Etf (TTEQ)	5.2	$11M	+2%	237k	44.60	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	4.1	$8.4M	-23%	206k	41.10	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.8	$7.7M	+13%	66k	117.45	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	3.3	$6.7M	-6%	132k	50.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.2	$6.6M		13k	500.39	View chart
NVIDIA Corporation (NVDA)	2.8	$5.8M		29k	200.09	View chart
Blackrock Etf Trust Ishares Intl Eq (IDYN)	2.7	$5.5M	+16%	185k	30.01	View chart
Apple (AAPL)	2.4	$4.8M	-3%	17k	289.36	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$4.5M		13k	353.34	View chart
Ishares Tr Core Div Grwth (DGRO)	1.8	$3.7M	+35%	49k	75.79	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.6	$3.3M	+92%	63k	52.34	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	1.6	$3.2M	+47%	64k	49.77	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	1.5	$3.1M	+52%	65k	47.53	View chart
Amazon (AMZN)	1.5	$3.0M	-3%	13k	238.33	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.4	$2.9M	+5%	126k	23.16	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$2.5M	+191%	45k	56.48	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	1.1	$2.2M	-3%	55k	40.16	View chart
Arista Networks Com Shs (ANET)	1.0	$2.1M		12k	169.88	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$2.0M	+13%	26k	75.51	View chart
Northrop Grumman Corporation (NOC)	1.0	$2.0M		3.9k	509.31	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.9	$1.9M	NEW	38k	50.37	View chart
Tesla Motors (TSLA)	0.9	$1.9M		4.4k	420.60	View chart
Microsoft Corporation (MSFT)	0.9	$1.8M	-3%	4.8k	373.00	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.7M		12k	136.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$1.6M	-11%	20k	82.11	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.6	$1.3M	NEW	19k	66.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M		3.6k	357.32	View chart
Mastercard Incorporated Cl A (MA)	0.6	$1.1M	-10%	2.2k	513.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.1M	-4%	8.1k	137.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.0M		1.4k	736.29	View chart
Meta Platforms Cl A (META)	0.5	$976k		1.7k	563.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$961k		1.3k	746.77	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$950k	+17%	43k	22.37	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.5	$940k	+317%	31k	30.61	View chart
T Rowe Price Exchange-traded Natural Res Etf (TURF)	0.4	$906k	NEW	29k	31.08	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.4	$857k	NEW	20k	43.85	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.4	$850k		17k	50.38	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$845k	+8%	34k	25.25	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.4	$840k	+142%	29k	29.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$820k		2.2k	370.11	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.4	$788k		22k	36.48	View chart
Advanced Micro Devices (AMD)	0.4	$773k	-14%	1.3k	580.91	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$769k	-7%	7.1k	107.63	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.4	$761k	-9%	19k	39.31	View chart
American Electric Power Company (AEP)	0.4	$759k		5.5k	136.81	View chart
Ge Aerospace Com New (GE)	0.4	$717k	-2%	1.9k	373.73	View chart
Oracle Corporation (ORCL)	0.3	$713k		4.9k	146.55	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$684k	-9%	13k	53.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$664k		1.8k	368.38	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$661k	-4%	13k	50.37	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.3	$654k	+23%	13k	50.66	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$627k		3.8k	163.58	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$572k	-5%	5.9k	96.46	View chart
Ge Vernova (GEV)	0.3	$569k		484.00	1174.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$568k	-22%	2.6k	219.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$532k	-3%	2.3k	227.04	View chart
Argan (AGX)	0.3	$518k	-3%	648.00	798.55	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$512k		12k	42.59	View chart
Marriott Intl Cl A (MAR)	0.3	$510k		1.4k	370.59	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$480k		23k	20.84	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$472k		9.4k	50.15	View chart
Johnson & Johnson (JNJ)	0.2	$468k		1.8k	253.97	View chart
TransDigm Group Incorporated (TDG)	0.2	$451k	-5%	339.00	1331.28	View chart
Hilton Worldwide Holdings (HLT)	0.2	$440k	-2%	1.3k	330.46	View chart
American Express Company (AXP)	0.2	$432k		1.3k	338.25	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$415k		2.2k	191.75	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$390k	-11%	2.7k	144.48	View chart
Costco Wholesale Corporation (COST)	0.2	$382k		408.00	935.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$370k		1.1k	342.78	View chart
JPMorgan Chase & Co. (JPM)	0.2	$368k		1.1k	327.24	View chart
Visa Com Cl A (V)	0.2	$362k		1.1k	343.22	View chart
Micron Technology (MU)	0.2	$357k	NEW	309.00	1154.29	View chart
Abbvie (ABBV)	0.2	$347k		1.4k	251.64	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$346k		16k	21.80	View chart
Moody's Corporation (MCO)	0.2	$339k	-3%	749.00	452.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$333k		10k	33.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$329k	-43%	1.5k	212.77	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$312k		5.8k	54.31	View chart
Netflix (NFLX)	0.1	$291k		4.1k	71.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$289k	-13%	3.8k	77.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$288k		6.9k	42.08	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$285k		1.4k	199.81	View chart
Cisco Systems (CSCO)	0.1	$279k	NEW	2.4k	117.44	View chart
T Rowe Price Exchange-traded Capital Apprecia	0.1	$276k	NEW	11k	25.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$275k		2.9k	94.55	View chart
Atmos Energy Corporation (ATO)	0.1	$274k	-3%	1.6k	172.27	View chart
Lennox International (LII)	0.1	$270k	-5%	471.00	572.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$269k	-16%	12k	22.78	View chart
Chevron Corporation (CVX)	0.1	$261k		1.6k	165.76	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$259k		4.9k	52.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$251k	-8%	1.5k	164.27	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$241k		7.0k	34.27	View chart
Astrazeneca Ord (AZN)	0.1	$234k		1.2k	189.62	View chart
Eli Lilly & Co. (LLY)	0.1	$233k	-12%	194.00	1199.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$232k		12k	19.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$230k		12k	19.61	View chart
McDonald's Corporation (MCD)	0.1	$229k	-38%	848.00	270.47	View chart
Philip Morris International (PM)	0.1	$229k		1.3k	180.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$224k	NEW	2.6k	86.14	View chart
Texas Instruments Incorporated (TXN)	0.1	$223k	NEW	748.00	297.95	View chart
UnitedHealth (UNH)	0.1	$216k	NEW	519.00	415.86	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$213k	NEW	4.0k	53.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$212k	NEW	331.00	640.76	View chart
Deere & Company (DE)	0.1	$209k	NEW	330.00	634.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$209k	-24%	1.4k	148.34	View chart
Huntington Ingalls Inds (HII)	0.1	$208k		744.00	279.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$206k	NEW	872.00	236.62	View chart
Dover Corporation (DOV)	0.1	$206k	NEW	917.00	224.28	View chart

Past Filings by 4J Wealth Management

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

4J Wealth Management 2026 Q2 filed July 22, 2026
4J Wealth Management 2026 Q1 filed May 5, 2026
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

View all past filings

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