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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, TCAF, TFLR, and represent 39.22% of 4J Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IDYN, DYNF, BINC, TTEQ, IBDU, TBUX, IEI, JEPI, GRID, AZN.
Started 9 new stock positions in T, AZN, GRID, IDYN, BSCQ, DBMF, PM, BSCR, VLUE.
Reduced shares in these 10 stocks: UNOV, IVV, IAU, AKRE, TFLR, TOUS, TCAF, DHR, , AstraZeneca.
Sold out of its positions in AstraZeneca, DHR, NEE, AKRE, UNH, VUG.
4J Wealth Management was a net buyer of stock by $6.7M.
4J Wealth Management has $176M in assets under management (AUM), dropping by 0.71%.
Central Index Key (CIK): 0001840775

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Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 101 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.9	$23M	-9%	35k	653.21	View chart
T Rowe Price Etf International Eq (TOUS)	9.6	$17M		488k	34.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.3	$13M	+50%	220k	58.18	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	5.5	$9.6M	-3%	270k	35.59	View chart
T Rowe Price Etf Floating Rate (TFLR)	4.0	$7.1M	-5%	141k	50.36	View chart
T Rowe Price Etf Technology Etf (TTEQ)	4.0	$7.0M	+26%	232k	30.26	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.9	$6.9M	+7%	58k	118.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	3.7	$6.4M		13k	479.20	View chart
NVIDIA Corporation (NVDA)	2.9	$5.1M		29k	174.40	View chart
Blackrock Etf Trust Ishares Intl Eq (IDYN)	2.6	$4.6M	NEW	159k	28.80	View chart
Apple (AAPL)	2.5	$4.4M		17k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	2.1	$3.7M	-4%	13k	286.87	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.6	$2.8M	+28%	119k	23.26	View chart
Amazon (AMZN)	1.5	$2.7M		13k	208.26	View chart
Northrop Grumman Corporation (NOC)	1.5	$2.6M		3.8k	682.24	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$2.6M		37k	70.18	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	1.2	$2.2M	+30%	44k	49.75	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	1.2	$2.1M	+9%	96k	22.35	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	1.2	$2.1M	-58%	57k	37.27	View chart
Exxon Mobil Corporation (XOM)	1.2	$2.1M	-2%	12k	169.65	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$2.0M	-28%	23k	88.16	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	1.2	$2.0M	-2%	84k	24.24	View chart
Microsoft Corporation (MSFT)	1.0	$1.8M	+2%	5.0k	370.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$1.8M		22k	82.57	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	1.0	$1.8M	-7%	43k	40.90	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$1.7M	+720%	33k	51.93	View chart
Tesla Motors (TSLA)	0.9	$1.6M		4.4k	371.75	View chart
Arista Networks Com Shs (ANET)	0.9	$1.5M		12k	122.78	View chart
Mastercard Incorporated Cl A (MA)	0.7	$1.2M	-8%	2.5k	499.58	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.6	$1.1M	+13%	47k	24.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.0M	-2%	3.5k	287.60	View chart
Meta Platforms Cl A (META)	0.6	$975k	+2%	1.7k	572.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$957k		8.5k	113.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$870k	+78%	15k	56.68	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.5	$865k		17k	50.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$837k		1.3k	650.34	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$824k		7.8k	106.16	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.5	$811k		36k	22.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$800k	+4%	1.4k	577.10	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.4	$781k	+5%	31k	25.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$775k	-8%	1.8k	430.29	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.4	$765k	-2%	21k	35.91	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$754k	-13%	14k	53.22	View chart
Oracle Corporation (ORCL)	0.4	$730k		5.0k	147.11	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.4	$730k		22k	33.30	View chart
American Electric Power Company (AEP)	0.4	$727k		5.5k	131.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$700k		2.2k	320.78	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.4	$690k		14k	50.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$640k	-7%	3.3k	191.81	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$582k		6.3k	92.75	View chart
Ge Aerospace Com New (GE)	0.3	$558k	+5%	2.0k	283.77	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$530k	+3%	10k	50.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$524k	+76%	2.7k	191.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$515k		2.4k	211.13	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$486k		12k	40.47	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$482k	+3%	23k	20.93	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.3	$476k	-2%	9.5k	50.12	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$454k		3.8k	118.51	View chart
Johnson & Johnson (JNJ)	0.3	$454k	-14%	1.9k	244.44	View chart
Marriott Intl Cl A (MAR)	0.3	$450k	+19%	1.4k	327.07	View chart
McDonald's Corporation (MCD)	0.2	$431k	-8%	1.4k	310.90	View chart
Ge Vernova (GEV)	0.2	$423k		484.00	872.90	View chart
Hilton Worldwide Holdings (HLT)	0.2	$414k	-4%	1.4k	304.08	View chart
TransDigm Group Incorporated (TDG)	0.2	$414k		357.00	1158.33	View chart
Costco Wholesale Corporation (COST)	0.2	$401k		402.00	996.43	View chart
Netflix (NFLX)	0.2	$392k		4.1k	96.15	View chart
American Express Company (AXP)	0.2	$387k		1.3k	302.48	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$384k	+2%	10k	38.42	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$366k	+15%	12k	31.01	View chart
Argan (AGX)	0.2	$365k		670.00	544.65	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$354k	NEW	2.2k	163.58	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$348k	+4%	16k	21.89	View chart
Moody's Corporation (MCO)	0.2	$338k	-7%	776.00	436.06	View chart
JPMorgan Chase & Co. (JPM)	0.2	$335k	+9%	1.1k	294.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$324k		14k	22.91	View chart
Chevron Corporation (CVX)	0.2	$323k		1.6k	206.90	View chart
Visa Com Cl A (V)	0.2	$319k	-3%	1.1k	302.33	View chart
Advanced Micro Devices (AMD)	0.2	$316k	+2%	1.6k	203.43	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$304k		3.0k	99.97	View chart
Atmos Energy Corporation (ATO)	0.2	$304k		1.6k	184.72	View chart
Abbvie (ABBV)	0.2	$303k		1.4k	217.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$293k	+2%	4.3k	67.53	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$286k		5.8k	49.69	View chart
Huntington Ingalls Inds (HII)	0.2	$283k		744.00	379.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$280k	-3%	2.9k	95.42	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$270k		6.9k	39.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$263k	+6%	5.0k	52.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$259k		1.1k	239.93	View chart
Astrazeneca Ord (AZN)	0.1	$244k	NEW	1.2k	197.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$237k	-12%	1.7k	142.43	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$236k		7.0k	33.47	View chart
Lennox International (LII)	0.1	$233k		501.00	464.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$232k	NEW	12k	19.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$231k		1.9k	124.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$230k	NEW	12k	19.62	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$223k	-20%	9.7k	22.92	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$222k	NEW	7.4k	30.15	View chart
Philip Morris International (PM)	0.1	$209k	NEW	1.3k	165.40	View chart
Eli Lilly & Co. (LLY)	0.1	$204k		222.00	919.77	View chart
At&t (T)	0.1	$204k	NEW	7.0k	28.99	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$203k	NEW	1.4k	142.19	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 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
4J Wealth Management 2022 Q3 filed Oct. 20, 2022

View all past filings

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