4J Wealth Management

4J Wealth Management as of Dec. 31, 2025

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