Portfolio (Quarterly) Guide ↗

4J Wealth Management LLC

· CIK 0001840775

13F Portfolio $175M AUM 98 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 8 New 26 Added 31 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ISHARES TR	—	166,994	$4.2M	2.47%	SOLD
2	—	ISHARES TR	—	52,674	$1.2M	0.72%	SOLD
3	CI	THE CIGNA GROUP	Healthcare	732	$211K	0.12%	SOLD
4	—	ISHARES TR	—	7,614	$204K	0.12%	SOLD

Sector Allocation

Technology 33.0%

Financial Services 19.9%

Communication Services 14.7%

Consumer Cyclical 13.2%

Industrials 8.4%

Energy 3.8%

Healthcare 3.2%

Utilities 3.1%

Consumer Defensive 0.7%