4J Wealth Management

4J Wealth Management as of March 31, 2026

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