4J Wealth Management LLC
CIK 0001840775 · MCLEAN, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$203.9M
2026 Q2
Positions
111
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
12.6%
TOUS
T ROWE PRICE EXCHANGE-TRADED
9.2%
DYNF
BLACKROCK ETF TRUST
8.9%
TTEQ
T ROWE PRICE EXCHANGE-TRADED
5.2%
TCAF
T ROWE PRICE EXCHANGE-TRADED
4.1%
IEI
ISHARES TR
3.8%
TFLR
T ROWE PRICE EXCHANGE-TRADED
3.3%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.