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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 4,239.0 $280K 0.16% -226.0 -5.1% $66.00 +8.3%
82 UAUG INNOVATOR ETFS TRUST 6,850.0 $273K 0.16% $39.92 +3.9%
83 MTUM ISHARES TR 1,078.0 $270K 0.15% $250.23 +16.9%
84 HII HUNTINGTON INGALLS INDS INC Industrials 744.0 $253K 0.14% $340.07 -3.2%
85 HGER HARBOR ETF TRUST 10,164.0 $252K 0.14% +986.0 +10.7% $24.82 +32.1%
86 IGSB ISHARES TR 4,709.0 $249K 0.14% -1K -20.0% $52.88 -1.3%
87 DHR DANAHER CORPORATION Healthcare 1,075.0 $246K 0.14% -341.0 -24.1% $228.92 -28.4%
88 UNH UNITEDHEALTH GROUP INC Healthcare 738.0 $244K 0.14% +21.0 +2.9% $330.24 +18.4%
89 LII LENNOX INTL INC Industrials 501.0 $243K 0.14% $485.58 +3.3%
90 LLY ELI LILLY & CO Healthcare 222.0 $239K 0.14% NEW $1074.68 -8.1%
91 CVX CHEVRON CORP NEW Energy 1,562.0 $238K 0.14% $152.41 +28.7%
92 BALT INNOVATOR ETFS TRUST 7,036.0 $236K 0.14% -139K -95.2% $33.51 +1.7%
93 ASTRAZENECA PLC 2,532.0 $233K 0.13% NEW $91.93
94 IJR ISHARES TR 1,860.0 $224K 0.13% -86.0 -4.4% $120.19 +10.8%
95 AGX ARGAN INC Industrials 680.0 $213K 0.12% NEW $313.32 +104.1%
96 VUG VANGUARD INDEX FDS 434.0 $212K 0.12% $487.86 -82.3%
97 BINC BLACKROCK ETF TRUST II 3,977.0 $210K 0.12% NEW $52.77 -1.6%
98 NEE NEXTERA ENERGY INC Utilities 2,543.0 $204K 0.12% NEW $80.29 +16.3%
Page 5 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%