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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
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TFLR T ROWE PRICE ETF INC 149,231.0 $7.7M 4.39% -50K -25.0% $51.40 -1.0%
2 BERKSHIRE HATHAWAY INC DEL 13,474.0 $6.8M 3.88% -87.0 -0.6% $502.65
3 GOOG ALPHABET INC Communication Services 13,432.0 $4.2M 2.41% -277.0 -2.0% $313.80 +24.2%
4 AMZN AMAZON COM INC Consumer Cyclical 12,681.0 $2.9M 1.68% -597.0 -4.5% $230.81 +12.9%
5 DGRO ISHARES TR 36,723.0 $2.5M 1.46% -789.0 -2.1% $69.42 +5.7%
6 MSFT MICROSOFT CORP Technology 4,854.0 $2.3M 1.34% -171.0 -3.4% $483.58 -14.5%
7 TSLA TESLA INC Consumer Cyclical 4,434.0 $2.0M 1.14% -31.0 -0.7% $449.72 -9.0%
8 SHY ISHARES TR 22,394.0 $1.9M 1.06% -1K -4.5% $82.82 -0.9%
9 MA MASTERCARD INCORPORATED Financial Services 2,703.0 $1.5M 0.88% -62.0 -2.2% $570.98 -13.7%
10 IBDS ISHARES TR 40,962.0 $995K 0.57% -5K -10.0% $24.28 -0.4%
11 IGIB ISHARES TR 16,286.0 $878K 0.50% -463.0 -2.8% $53.88 -2.6%
12 MEAR ISHARES U S ETF TR 17,174.0 $864K 0.49% -565.0 -3.2% $50.32 -0.2%
13 MUB ISHARES TR 7,807.0 $836K 0.48% -370.0 -4.5% $107.12 -1.3%
14 ISHARES TR 36,491.0 $820K 0.47% -929.0 -2.5% $22.47
15 BUFB INNOVATOR ETFS TRUST 21,854.0 $801K 0.46% -475.0 -2.1% $36.64 +5.7%
16 GLD SPDR GOLD TR Financial Services 1,962.0 $778K 0.45% -28.0 -1.4% $396.31 +4.0%
17 SLQD ISHARES TR 13,671.0 $693K 0.40% -430.0 -3.0% $50.70 -1.0%
18 IVE ISHARES TR 2,439.0 $517K 0.30% -15.0 -0.6% $212.05 +5.7%
19 TDG TRANSDIGM GROUP INC Industrials 359.0 $477K 0.27% -4.0 -1.1% $1329.13 -11.9%
20 MCD MCDONALDS CORP Consumer Cyclical 1,512.0 $462K 0.27% -70.0 -4.4% $305.73 -9.2%
Page 1 of 2  ·  31 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 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%