4J Wealth Management

4J Wealth Management as of June 30, 2026

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