4J Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), 4J Wealth Management LLC reported 111 stock positions worth $203.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.6% of the portfolio, followed by T Rowe PRC International Eq (TOUS, 9.2%) and Ishrs US E F R A ETF-Usd (DYNF, 8.9%). Compared with Q1 2026, it opened 15 new positions, sold out of 5, added to 24 and reduced 47. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +21%) and the biggest sale T Rowe PRC Cap Appreciation (TCAF, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840775
- Portfolio Value
- $203.9M (Q2 2026)
- SEC Filing
- 0001754960-26-000594 ↗ filed Jul 22, 2026
Holdings Value
Holdings 111 stocks · $203.9M
| IVV iShares Core S&P 500 ETF | 12.59% | 34,280 | $25.7M | Reduce -1.0% |
| TOUS T Rowe PRC International Eq | 9.24% | 491,077 | $18.8M | Add +0.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.85% | 265,350 | $18.0M | Add +20.7% |
| TTEQ T Rowe Price Technology ETF | 5.19% | 237,210 | $10.6M | Add +2.2% |
| TCAF T Rowe PRC Cap Appreciation | 4.14% | 205,529 | $8.4M | Reduce -24.0% |
| IEI iShares 3-7 Year Treasury Bo | 3.78% | 65,537 | $7.7M | Add +13.4% |
| TFLR T Rowe Price Floating RT ETF | 3.27% | 132,148 | $6.7M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.25% | 13,229 | $6.6M | Reduce -1.4% |
| NVDA Nvidia Corp. | 2.84% | 28,939 | $5.8M | Reduce -0.2% |
| IDYN iShares Inte Equ Fac R A ETF | 2.72% | 184,793 | $5.5M | Add +16.2% |
| AAPL Apple Inc. | 2.36% | 16,594 | $4.8M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 2.20% | 12,685 | $4.5M | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 1.84% | 49,430 | $3.7M | Add +35.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.61% | 62,820 | $3.3M | Add +92.5% |
| TBUX T Rowe Price Ultra Short-Ter | 1.57% | 64,295 | $3.2M | Add +47.1% |
| TSPA T Rowe Price US Eqy Research | 1.52% | 65,184 | $3.1M | Add +52.1% |
| AMZN Amazon.com Inc. | 1.46% | 12,470 | $3.0M | Reduce -3.2% |
| IBDU iShares Ibonds Dec 2029 Term | 1.43% | 126,059 | $2.9M | Add +5.9% |
| JEPI JPMorgan Equity Premium Inco | 1.24% | 44,718 | $2.5M | Add +191.3% |
| UNOV Innovator U.S. Equity Ultra | 1.08% | 54,614 | $2.2M | Reduce -3.9% |
| ANET Arista Networks Inc. | 1.02% | 12,290 | $2.1M | Add +0.6% |
| IAU iShares Gold Trust | 0.97% | 26,157 | $2.0M | Add +13.3% |
| NOC Northrop Grumman Corp. | 0.96% | 3,862 | $2.0M | Add +1.5% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.94% | 38,195 | $1.9M | New |
| TSLA Tesla Inc. | 0.91% | 4,434 | $1.9M | No change |
| MSFT Microsoft Corp. | 0.88% | 4,822 | $1.8M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.83% | 12,312 | $1.7M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.79% | 19,521 | $1.6M | Reduce -11.7% |
| IGF iShares Global Infrastructur | 0.63% | 19,278 | $1.3M | New |
| GOOGL Alphabet Inc. Class A | 0.63% | 3,575 | $1.3M | Add +1.6% |
| MA Mastercard Inc. Class A | 0.56% | 2,236 | $1.1M | Reduce -10.1% |
| IVW iShares S&P 500 Growth ETF | 0.54% | 8,061 | $1.1M | Reduce -4.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 1,372 | $1.0M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.48% | 1,733 | $976K | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,287 | $961K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.47% | 42,483 | $950K | Add +17.5% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.46% | 30,723 | $940K | Add +317.3% |
| TURF T Rowe Price Nat Res ETF | 0.44% | 29,157 | $906K | New |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.42% | 19,534 | $857K | New |
| MEAR Ishrs Short Mat Muni Act ETF | 0.42% | 16,869 | $850K | Reduce -1.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.41% | 33,460 | $845K | Add +8.5% |
| HGER Harbor Commodity All Weather | 0.41% | 28,639 | $840K | Add +142.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 2,215 | $820K | Add +1.6% |
| QFLR Innovator Nasdaq-100 MF ETF | 0.39% | 21,610 | $788K | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.38% | 1,331 | $773K | Reduce -14.2% |
| MUB iShares National Muni Bond E | 0.38% | 7,147 | $769K | Reduce -7.9% |
| BUFB Innovator Ladd Allo Buff ETF | 0.37% | 19,354 | $761K | Reduce -9.2% |
| AEP American Electric Power | 0.37% | 5,544 | $758K | No change |
| GE General Electric filed as GE AEROSPACE | 0.35% | 1,919 | $717K | Reduce -2.4% |
| ORCL Oracle Corp. | 0.35% | 4,868 | $713K | Reduce -1.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.34% | 12,858 | $684K | Reduce -9.2% |
| GLD SPDR Gold Shares | 0.33% | 1,802 | $664K | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.32% | 13,118 | $661K | Reduce -4.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.32% | 12,900 | $654K | Add +23.8% |
| IGM iShares Expanded Tech Sector | 0.31% | 3,834 | $627K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 5,934 | $572K | Reduce -5.4% |
| GEV GE Vernova Inc. | 0.28% | 484 | $569K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 2,588 | $568K | Reduce -22.5% |
| IVE iShares S&P 500 Value ETF | 0.26% | 2,344 | $532K | Reduce -3.9% |
| AGX Argan Inc. | 0.25% | 648 | $517K | Reduce -3.3% |
| BN Brookfield Corp. | 0.25% | 12,011 | $512K | No change |
| MAR Marriott International Class A | 0.25% | 1,376 | $510K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.24% | 23,010 | $480K | No change |
| GSY Invesco Ultra Short Duration | 0.23% | 9,406 | $472K | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.23% | 1,843 | $468K | Reduce -0.8% |
| TDG Transdigm Group Inc. | 0.22% | 339 | $451K | Reduce -5.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.22% | 1,331 | $440K | Reduce -2.2% |
| AXP American Express Co. | 0.21% | 1,278 | $432K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.20% | 2,162 | $415K | No change |
| IXN iShares Global Tech ETF | 0.19% | 2,696 | $390K | Reduce -11.4% |
| COST Costco Wholesale Corp. | 0.19% | 408 | $382K | Add +1.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.18% | 1,078 | $370K | No change |
| JPM JPMorgan Chase & Co. | 0.18% | 1,123 | $367K | Reduce -1.2% |
| V Visa Inc. Class A | 0.18% | 1,055 | $362K | No change |
| MU Micron Technology Inc. | 0.17% | 309 | $357K | New |
| ABBV Abbvie Inc. | 0.17% | 1,377 | $347K | Reduce -1.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.17% | 15,888 | $346K | No change |
| MCO Moody's Corp. | 0.17% | 749 | $339K | Reduce -3.5% |
| IBIT iShares Bitcoin Trust ETF | 0.16% | 9,993 | $333K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 1,545 | $329K | Reduce -43.4% |
| BJUL Innovator U.S. Equity Buffer | 0.15% | 5,750 | $312K | No change |
| NFLX Netflix Inc. | 0.14% | 4,080 | $291K | No change |
| IJH iShares Core S&P Midcap ETF | 0.14% | 3,752 | $289K | Reduce -13.6% |
| UAUG Innovator U.S. Equity Ultra | 0.14% | 6,850 | $288K | No change |
| VLUE iShares MSCI USA Value Facto | 0.14% | 1,428 | $285K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 2,375 | $279K | New |
| TPUT TRP Cap Apprec MKT Opp ETF filed as T ROWE PRICE EXCHANGE-TRADED | 0.14% | 10,975 | $276K | New |
| IEF iShares 7-10 Year Treasury B | 0.14% | 2,912 | $275K | Reduce -0.7% |
| ATO Atmos Energy Corp. | 0.13% | 1,593 | $274K | Reduce -3.0% |
| LII Lennox International Inc. | 0.13% | 471 | $270K | Reduce -6.0% |
| GOVT iShares US Treasury Bond ETF | 0.13% | 11,815 | $269K | Reduce -16.3% |
| CVX Chevron Corp. | 0.13% | 1,577 | $261K | Add +1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 4,949 | $259K | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 0.12% | 1,525 | $251K | Reduce -8.3% |
| BALT Inn Defined Wealth Shield | 0.12% | 7,036 | $241K | No change |
| AZN Astrazeneca PLC | 0.12% | 1,236 | $234K | No change |
| LLY Eli Lilly & Co. | 0.11% | 194 | $233K | Reduce -12.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.11% | 11,860 | $232K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.11% | 11,740 | $230K | No change |
| MCD McDonald's Corp. | 0.11% | 848 | $229K | Reduce -38.9% |
Portfolio Sells Q1 2026 → Q2 2026
| TCAF T Rowe PRC Cap Appreciation | Reduce -24.0% | 4.14% | −1.32 |
| TCAL T Rowe Pre CPT Apr PR in ETF | Sold out | 0.00% | −1.22 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −1.16 |
| TFLR T Rowe Price Floating RT ETF | Reduce -6.5% | 3.27% | −0.78 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.64 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 3.25% | −0.41 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.83% | −0.36 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 12.59% | −0.27 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -11.7% | 0.79% | −0.25 |
| MSFT Microsoft Corp. | Reduce -3.1% | 0.88% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 0.56% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -43.4% | 0.16% | −0.14 |
| MCD McDonald's Corp. | Reduce -38.9% | 0.11% | −0.13 |
| UNOV Innovator U.S. Equity Ultra | Reduce -3.9% | 1.08% | −0.13 |
| IBTG iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -3.3% | 2.36% | −0.12 |
| T AT&T Inc. | Sold out | 0.00% | −0.12 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -9.2% | 0.34% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -7.9% | 0.38% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Reduce -22.5% | 0.28% | −0.09 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -1.8% | 0.42% | −0.07 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -4.0% | 0.32% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 1.46% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.9% | 0.35% | −0.07 |
| BUFB Innovator Ladd Allo Buff ETF | Reduce -9.2% | 0.37% | −0.06 |
| GOVT iShares US Treasury Bond ETF | Reduce -16.3% | 0.13% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.4% | 0.28% | −0.05 |
| GSY Invesco Ultra Short Duration | Reduce -1.0% | 0.23% | −0.04 |
| ATO Atmos Energy Corp. | Reduce -3.0% | 0.13% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.2% | 2.84% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -3.9% | 0.26% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -24.3% | 0.10% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.23% | −0.03 |
| QFLR Innovator Nasdaq-100 MF ETF | Reduce -1.4% | 0.39% | −0.03 |
| MCO Moody's Corp. | Reduce -3.5% | 0.17% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.6% | 0.14% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.7% | 0.14% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.0% | 0.13% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.2% | 0.22% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -5.0% | 0.22% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.3% | 0.12% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.18% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.17% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -12.6% | 0.11% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.7% | 0.54% | −0.00 |
| LII Lennox International Inc. | Reduce -6.0% | 0.13% | +0.00 |
| IXN iShares Global Tech ETF | Reduce -11.4% | 0.19% | +0.02 |
| GE General Electric | Reduce -2.4% | 0.35% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.50% | +0.04 |
| AGX Argan Inc. | Reduce -3.3% | 0.25% | +0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +20.7% | 8.85% | +1.58 |
| TTEQ T Rowe Price Technology ETF | Add +2.2% | 5.19% | +1.20 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.94% | +0.94 |
| JEPI JPMorgan Equity Premium Inco | Add +191.3% | 1.24% | +0.74 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +92.5% | 1.61% | +0.65 |
| IGF iShares Global Infrastructur | New | 0.63% | +0.63 |
| TSPA T Rowe Price US Eqy Research | Add +52.1% | 1.52% | +0.52 |
| TURF T Rowe Price Nat Res ETF | New | 0.44% | +0.44 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.42% | +0.42 |
| DGRO iShares Core Dividend Growth | Add +35.2% | 1.84% | +0.38 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +317.3% | 0.46% | +0.34 |
| TBUX T Rowe Price Ultra Short-Ter | Add +47.1% | 1.57% | +0.33 |
| HGER Harbor Commodity All Weather | Add +142.9% | 0.41% | +0.20 |
| MU Micron Technology Inc. | New | 0.17% | +0.17 |
| ANET Arista Networks Inc. | Add +0.6% | 1.02% | +0.17 |
| CSCO Cisco Systems Inc. | New | 0.14% | +0.14 |
| TPUT TRP Cap Apprec MKT Opp ETF | New | 0.14% | +0.14 |
| IDYN iShares Inte Equ Fac R A ETF | Add +16.2% | 2.72% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.11% | +0.11 |
| TXN Texas Instruments Inc. | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | New | 0.11% | +0.11 |
| BAPR Innovator U.S. Equity Buffer | New | 0.10% | +0.10 |
| SOXX iShares Semiconductor ETF | New | 0.10% | +0.10 |
| DE Deere & Co. | New | 0.10% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | New | 0.10% | +0.10 |
| DOV Dover Corp. | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.63% | +0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +23.8% | 0.32% | +0.02 |
| IBTH iShares Ibonds Dec 2027 Term | Add +17.5% | 0.47% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 0.40% | +0.00 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +8.5% | 0.41% | −0.03 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.19% | −0.04 |
| CVX Chevron Corp. | Add +1.0% | 0.13% | −0.06 |
| META Meta Platforms Inc. Class A | Add +1.7% | 0.48% | −0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +13.4% | 3.78% | −0.12 |
| IBDU iShares Ibonds Dec 2029 Term | Add +5.9% | 1.43% | −0.14 |
| IAU iShares Gold Trust | Add +13.3% | 0.97% | −0.19 |
| TOUS T Rowe PRC International Eq | Add +0.7% | 9.24% | −0.33 |
| NOC Northrop Grumman Corp. | Add +1.5% | 0.96% | −0.51 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 111 | $203.9M | IVV, TOUS, DYNF, TTEQ, TCAF |
| Q1 2026 | 101 | $175.9M | IVV, TOUS, DYNF, TCAF, TFLR |
| Q4 2025 | 98 | $174.7M | IVV, TOUS, TCAF, DYNF, TFLR |
| Q3 2025 | 94 | $170.2M | IVV, TOUS, TFLR, TCAF, DYNF |
| Q2 2025 | 94 | $148.0M | IVV, TOUS, TFLR, TCAF, BRK.B |
| Q1 2025 | 89 | $126.8M | IVV, TFLR, TCAF, BRK.B, BUFB |
| Q4 2024 | 84 | $123.5M | IVV, DGRO, TCAF, TFLR, BRK.B |
| Q3 2024 | 88 | $129.1M | IVV, DGRO, GOVT, TCAF, TFLR |
| Q2 2024 | 86 | $121.0M | IVV, DGRO, GOVT, TCAF, TFLR |
| Q1 2024 | 87 | $115.9M | IVV, DGRO, GOVT, TCAF, BRK.B |