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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCO MOODYS CORP Financial Services 837.0 $427K 0.24% -15.0 -1.8% $510.62 -14.9%
22 V VISA INC Financial Services 1,096.0 $384K 0.22% -7.0 -0.6% $350.79 -6.0%
23 GOVT ISHARES TR 14,198.0 $327K 0.19% -1K -7.9% $23.03 -1.8%
24 AMD ADVANCED MICRO DEVICES INC Technology 1,514.0 $324K 0.19% -93.0 -5.8% $214.16 +109.0%
25 IXN ISHARES TR 3,044.0 $320K 0.18% -53.0 -1.7% $105.00 +26.6%
26 IEF ISHARES TR 3,048.0 $293K 0.17% -205.0 -6.3% $96.14 -2.5%
27 IJH ISHARES TR 4,239.0 $280K 0.16% -226.0 -5.1% $66.00 +10.3%
28 IGSB ISHARES TR 4,709.0 $249K 0.14% -1K -20.0% $52.88 -1.1%
29 DHR DANAHER CORPORATION Healthcare 1,075.0 $246K 0.14% -341.0 -24.1% $228.92 -27.0%
30 BALT INNOVATOR ETFS TRUST 7,036.0 $236K 0.14% -139K -95.2% $33.51 +1.7%
31 IJR ISHARES TR 1,860.0 $224K 0.13% -86.0 -4.4% $120.19 +13.0%
Page 2 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%