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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 4,434.0 $2.0M 1.14% -31.0 -0.7% $449.72 -8.8%
22 TSPA T ROWE PRICE ETF INC 46,146.0 $2.0M 1.13% +614.0 +1.4% $42.78 +8.4%
23 SHY ISHARES TR 22,394.0 $1.9M 1.06% -1K -4.5% $82.82 -0.9%
24 TBUX T ROWE PRICE ETF INC 33,577.0 $1.7M 0.96% +6K +20.3% $49.85 +0.0%
25 ANET ARISTA NETWORKS INC Technology 12,252.0 $1.6M 0.92% $131.03 +8.1%
26 MA MASTERCARD INCORPORATED Financial Services 2,703.0 $1.5M 0.88% -62.0 -2.2% $570.98 -11.4%
27 XOM EXXON MOBIL CORP Energy 12,615.0 $1.5M 0.87% $120.34 +33.4%
28 GOOGL ALPHABET INC Communication Services 3,623.0 $1.1M 0.65% +105.0 +3.0% $313.04 +26.8%
29 META META PLATFORMS INC Communication Services 1,668.0 $1.1M 0.63% +43.0 +2.6% $660.22 -7.4%
30 IVW ISHARES TR 8,477.0 $1.0M 0.60% $123.26 +9.1%
31 IBDS ISHARES TR 40,962.0 $995K 0.57% -5K -10.0% $24.28 -0.4%
32 ORCL ORACLE CORP Technology 4,943.0 $963K 0.55% +30.0 +0.6% $194.91 -4.3%
33 SPY SPDR S&P 500 ETF TR Financial Services 1,287.0 $878K 0.50% $681.92 +7.6%
34 IGIB ISHARES TR 16,286.0 $878K 0.50% -463.0 -2.8% $53.88 -2.6%
35 MEAR ISHARES U S ETF TR 17,174.0 $864K 0.49% -565.0 -3.2% $50.32 -0.3%
36 MUB ISHARES TR 7,807.0 $836K 0.48% -370.0 -4.5% $107.12 -1.3%
37 ISHARES TR 36,491.0 $820K 0.47% -929.0 -2.5% $22.47
38 QQQ INVESCO QQQ TR Financial Services 1,330.0 $817K 0.47% +10.0 +0.8% $614.22 +14.2%
39 BUFB INNOVATOR ETFS TRUST 21,854.0 $801K 0.46% -475.0 -2.1% $36.64 +5.6%
40 GLD SPDR GOLD TR Financial Services 1,962.0 $778K 0.45% -28.0 -1.4% $396.31 +5.6%
Page 2 of 5  ·  98 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%