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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 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 38,297.0 $26.2M 15.01% $684.93 +7.6%
2 TOUS T ROWE PRICE ETF INC 497,448.0 $17.2M 9.82% +4K +0.8% $34.50 +6.1%
3 TCAF T ROWE PRICE ETF INC 279,558.0 $10.7M 6.12% +12K +4.5% $38.22 +4.2%
4 DYNF BLACKROCK ETF TRUST 145,895.0 $8.9M 5.08% +19K +15.4% $60.81 +7.9%
5 TFLR T ROWE PRICE ETF INC 149,231.0 $7.7M 4.39% -50K -25.0% $51.40 -1.0%
6 BERKSHIRE HATHAWAY INC DEL 13,474.0 $6.8M 3.88% -87.0 -0.6% $502.65
7 IEI ISHARES TR 54,012.0 $6.4M 3.69% +12K +28.8% $119.35 -2.2%
8 TTEQ T ROWE PRICE ETF INC 183,711.0 $6.0M 3.42% +41K +29.1% $32.52 +23.1%
9 NVDA NVIDIA CORPORATION Technology 29,373.0 $5.5M 3.14% $186.50 +19.2%
10 UNOV INNOVATOR ETFS TRUST 135,531.0 $5.2M 2.95% NEW $38.06 +4.1%
11 AAPL APPLE INC Technology 17,218.0 $4.7M 2.68% $271.86 +10.0%
12 GOOG ALPHABET INC Communication Services 13,432.0 $4.2M 2.41% -277.0 -2.0% $313.80 +25.3%
13 AMZN AMAZON COM INC Consumer Cyclical 12,681.0 $2.9M 1.68% -597.0 -4.5% $230.81 +12.4%
14 IAU ISHARES GOLD TR Financial Services 32,291.0 $2.6M 1.50% $81.17 +3.9%
15 DGRO ISHARES TR 36,723.0 $2.5M 1.46% -789.0 -2.1% $69.42 +5.9%
16 MSFT MICROSOFT CORP Technology 4,854.0 $2.3M 1.34% -171.0 -3.4% $483.58 -12.4%
17 NOC NORTHROP GRUMMAN CORP Industrials 3,804.0 $2.2M 1.24% $570.21 -3.5%
18 IBDU ISHARES TR 92,600.0 $2.2M 1.24% +78K +551.9% $23.41 -1.4%
19 IBDR ISHARES TR 85,795.0 $2.1M 1.19% +17K +25.6% $24.23 -0.0%
20 TCAL T ROWE PRICE ETF INC 87,813.0 $2.1M 1.19% +23K +35.6% $23.57 -5.7%
Page 1 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%