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Portfolio (Quarterly) Guide ↗

4J Wealth Management LLC

· CIK 0001840775
13F Portfolio $170M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 94 New
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITOT ISHARES TR 1,909.0 $278K 0.16% NEW $145.65 +9.8%
82 MTUM ISHARES TR 1,077.0 $276K 0.16% NEW $256.53 +14.1%
83 UAUG INNOVATOR ETFS TRUST 6,850.0 $269K 0.16% NEW $39.31 +5.6%
84 LII LENNOX INTL INC Industrials 501.0 $265K 0.16% NEW $529.36 -5.3%
85 AMD ADVANCED MICRO DEVICES INC Technology 1,607.0 $260K 0.15% NEW $161.79 +155.9%
86 UNH UNITEDHEALTH GROUP INC Healthcare 717.0 $248K 0.15% NEW $345.44 +13.2%
87 CVX CHEVRON CORP NEW Energy 1,562.0 $243K 0.14% NEW $155.29 +26.3%
88 HGER HARBOR ETF TRUST 9,178.0 $237K 0.14% NEW $25.80 +27.1%
89 IJR ISHARES TR 1,946.0 $231K 0.14% NEW $118.82 +12.1%
90 HII HUNTINGTON INGALLS INDS INC Industrials 744.0 $214K 0.13% NEW $287.91 +14.4%
91 CI THE CIGNA GROUP Healthcare 732.0 $211K 0.12% NEW $288.25 +1.1%
92 VUG VANGUARD INDEX FDS 434.0 $208K 0.12% NEW $479.61 -82.0%
93 ISHARES TR 7,614.0 $204K 0.12% NEW $26.79
94 IBDW ISHARES TR 9,560.0 $203K 0.12% NEW $21.22 -2.6%
Page 5 of 5  ·  94 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 19.8%
Consumer Cyclical 13.6%
Communication Services 13.3%
Industrials 8.6%
Energy 3.7%
Healthcare 3.3%
Utilities 1.3%
Consumer Defensive 0.8%