4J Wealth Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), 4J Wealth Management LLC reported 87 stock positions worth $115.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.3% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 10.3%) and iShares US Treasury Bond ETF (GOVT, 5.8%). Compared with Q4 2023, it opened 8 new positions, sold out of 5, added to 23 and reduced 41. The biggest buy was a new position in T Rowe Price Floating RT ETF (TFLR) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840775
- Portfolio Value
- $115.9M (Q1 2024)
- SEC Filing
- 0001754960-24-000171 ↗ filed Apr 23, 2024
Holdings Value
Holdings 87 stocks · $115.9M
| IVV iShares Core S&P 500 ETF | 11.31% | 24,928 | $13.1M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 10.29% | 205,347 | $11.9M | Add +0.4% |
| GOVT iShares US Treasury Bond ETF | 5.85% | 297,463 | $6.8M | Add +22.5% |
| TCAF T Rowe PRC Cap Appreciation | 5.34% | 204,651 | $6.2M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.22% | 14,378 | $6.0M | Reduce -1.7% |
| TFLR T Rowe Price Floating RT ETF | 4.71% | 105,553 | $5.5M | New |
| NVDA Nvidia Corp. | 3.45% | 4,426 | $4.0M | Reduce -12.5% |
| IBTE iShares Ibonds Dec 2024 Term | 3.30% | 159,788 | $3.8M | Reduce -26.5% |
| BUFB Innovator Ladd Allo Buff ETF | 2.96% | 116,670 | $3.4M | New |
| AAPL Apple Inc. | 2.45% | 16,548 | $2.8M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 2.07% | 15,718 | $2.4M | Reduce -3.7% |
| AMZN Amazon.com Inc. | 2.06% | 13,228 | $2.4M | Reduce -0.9% |
| SHY iShares 1-3 Year Treasury Bo | 1.98% | 28,055 | $2.3M | Reduce -1.3% |
| MSFT Microsoft Corp. | 1.73% | 4,758 | $2.0M | Reduce -2.6% |
| IXN iShares Global Tech ETF | 1.67% | 25,800 | $1.9M | Add +0.5% |
| NOC Northrop Grumman Corp. | 1.57% | 3,804 | $1.8M | No change |
| IBDP iShares Ibonds Dec 2024 Term | 1.45% | 67,247 | $1.7M | Add +20.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.40% | 65,170 | $1.6M | Add +17.3% |
| XOM Exxon Mobil Corp. | 1.30% | 12,942 | $1.5M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 1.23% | 2,960 | $1.4M | Reduce -2.2% |
| MUB iShares National Muni Bond E | 0.98% | 10,523 | $1.1M | Reduce -60.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.95% | 21,315 | $1.1M | Reduce -8.8% |
| IBTF iShares Ibonds Dec 2025 Term | 0.91% | 45,327 | $1.1M | Reduce -0.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.85% | 19,746 | $990K | Reduce -20.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.85% | 19,955 | $982K | Add +0.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.82% | 39,818 | $948K | Add +4.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.81% | 39,554 | $943K | Add +53.4% |
| IBTH iShares Ibonds Dec 2027 Term | 0.80% | 41,798 | $926K | Reduce -62.8% |
| ANET Arista Networks Inc. | 0.77% | 3,063 | $888K | No change |
| IFRA iShares US Infrastructure | 0.71% | 19,008 | $824K | Add +7.7% |
| TSLA Tesla Inc. | 0.71% | 4,666 | $820K | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 0.68% | 1,629 | $791K | Reduce -3.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.68% | 11,991 | $787K | Add +0.4% |
| IBMM iShares Ibonds Dec 2024 Term | 0.62% | 27,794 | $721K | Reduce -22.7% |
| IVW iShares S&P 500 Growth ETF | 0.62% | 8,538 | $721K | Reduce -2.1% |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 4,257 | $700K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 1,287 | $673K | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.54% | 7,517 | $628K | No change |
| ORCL Oracle Corp. | 0.54% | 4,990 | $627K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.53% | 4,086 | $617K | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 2,148 | $558K | Reduce -3.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.48% | 11,055 | $558K | Reduce -0.6% |
| IBMN iShares Ibonds Dec 2025 Term | 0.48% | 20,843 | $552K | Add +0.1% |
| QFLR Innovator Nasdaq-100 MF ETF | 0.47% | 21,055 | $549K | New |
| SGOV iShares 0-3 Month Treasury B | 0.45% | 5,225 | $526K | Add +9.2% |
| TDG Transdigm Group Inc. | 0.43% | 403 | $496K | Reduce -1.5% |
| GSY Invesco Ultra Short Duration | 0.41% | 9,625 | $480K | Add +9.8% |
| AMT American Tower Corp. | 0.41% | 2,411 | $476K | Reduce -8.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.41% | 18,949 | $472K | Add +40.3% |
| IVE iShares S&P 500 Value ETF | 0.40% | 2,474 | $462K | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.39% | 2,190 | $451K | No change |
| JNJ Johnson & Johnson | 0.37% | 2,683 | $424K | Reduce -5.4% |
| IJH iShares Core S&P Midcap ETF | 0.36% | 6,916 | $420K | Reduce -11.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.34% | 17,155 | $390K | Reduce -45.3% |
| XRAY Dentsply Sirona Inc. | 0.34% | 11,714 | $389K | No change |
| IEF iShares 7-10 Year Treasury B | 0.32% | 3,969 | $376K | Reduce -17.7% |
| IGM iShares Expanded Tech Sector | 0.32% | 4,314 | $372K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 830 | $368K | Add +22.4% |
| BN Brookfield Corp. | 0.31% | 8,535 | $357K | Reduce -0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 6,876 | $353K | Reduce -87.3% |
| UNH Unitedhealth Group Inc. | 0.29% | 688 | $340K | No change |
| MCO Moody's Corp. | 0.29% | 851 | $335K | Reduce -0.3% |
| GE General Electric Co.-Wi | 0.28% | 1,863 | $327K | New |
| MCD McDonald's Corp. | 0.28% | 1,141 | $322K | Reduce -0.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.26% | 13,185 | $301K | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.26% | 14,038 | $300K | New |
| MAR Marriott International Class A | 0.25% | 1,166 | $294K | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.25% | 398 | $292K | Reduce -2.5% |
| AXP American Express Co. | 0.25% | 1,278 | $291K | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.25% | 1,349 | $288K | Reduce -2.5% |
| INTC Intel Corp. | 0.24% | 6,361 | $281K | Add +0.0% |
| NFLX Netflix Inc. | 0.24% | 452 | $275K | Reduce -12.9% |
| V Visa Inc. Class A | 0.24% | 977 | $273K | Add +0.1% |
| DHR Danaher Corp. | 0.23% | 1,081 | $270K | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 2,376 | $263K | Reduce -14.0% |
| PCAR Paccar Inc. | 0.22% | 2,100 | $260K | No change |
| UAUG Innovator U.S. Equity Ultra | 0.22% | 7,950 | $260K | Reduce -3.6% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 2,225 | $257K | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,252 | $251K | No change |
| ABBV Abbvie Inc. | 0.21% | 1,358 | $247K | No change |
| LII Lennox International Inc. | 0.21% | 501 | $245K | No change |
| BJUL Innovator U.S. Equity Buffer | 0.20% | 5,750 | $232K | No change |
| CVX Chevron Corp. | 0.20% | 1,462 | $231K | No change |
| CI The Cigna Group | 0.20% | 623 | $226K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.19% | 1,203 | $225K | Reduce -22.5% |
| IBMO iShares Ibonds Dec 2026 Term | 0.19% | 8,619 | $218K | Add +0.3% |
| HII Huntington Ingalls Industrie | 0.19% | 744 | $217K | New |
Portfolio Sells Q4 2023 → Q1 2024
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -87.3% | 0.30% | −2.24 |
| MUB iShares National Muni Bond E | Reduce -60.8% | 0.98% | −1.68 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −1.66 |
| PPA Invesco Aerospace & Defense | Sold out | 0.00% | −1.56 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -62.8% | 0.80% | −1.50 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -26.5% | 3.30% | −1.44 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −1.28 |
| AAPL Apple Inc. | Reduce -2.6% | 2.45% | −0.54 |
| TSLA Tesla Inc. | Reduce -3.1% | 0.71% | −0.39 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -45.3% | 0.34% | −0.32 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -20.7% | 0.85% | −0.28 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.28 |
| GE General Electric | Sold out | 0.00% | −0.26 |
| IBMM iShares Ibonds Dec 2024 Term | Reduce -22.7% | 0.62% | −0.23 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -8.8% | 0.95% | −0.16 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.3% | 1.98% | −0.15 |
| AMT American Tower Corp. | Reduce -8.2% | 0.41% | −0.11 |
| IEF iShares 7-10 Year Treasury B | Reduce -17.7% | 0.32% | −0.10 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -0.1% | 0.91% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.0% | 0.23% | −0.05 |
| JNJ Johnson & Johnson | Reduce -5.4% | 0.37% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 2.07% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -11.4% | 0.36% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.28% | −0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -0.6% | 0.48% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -22.5% | 0.19% | −0.03 |
| MCO Moody's Corp. | Reduce -0.3% | 0.29% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -3.5% | 0.53% | −0.01 |
| UAUG Innovator U.S. Equity Ultra | Reduce -3.6% | 0.22% | −0.01 |
| BN Brookfield Corp. | Reduce -0.2% | 0.31% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -2.6% | 0.40% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 0.48% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.25% | +0.01 |
| NFLX Netflix Inc. | Reduce -12.9% | 0.24% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.0% | 0.22% | +0.01 |
| MAR Marriott International Class A | Reduce -0.4% | 0.25% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -2.5% | 0.25% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.1% | 0.62% | +0.02 |
| MSFT Microsoft Corp. | Reduce -2.6% | 1.73% | +0.05 |
| TDG Transdigm Group Inc. | Reduce -1.5% | 0.43% | +0.05 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 1.23% | +0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 1.30% | +0.11 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 0.68% | +0.14 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 2.06% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.7% | 5.22% | +0.45 |
| NVDA Nvidia Corp. | Reduce -12.5% | 3.45% | +1.17 |
Portfolio Buys Q4 2023 → Q1 2024
| TFLR T Rowe Price Floating RT ETF | New | 4.71% | +4.71 |
| BUFB Innovator Ladd Allo Buff ETF | New | 2.96% | +2.96 |
| GOVT iShares US Treasury Bond ETF | Add +22.5% | 5.85% | +0.74 |
| QFLR Innovator Nasdaq-100 MF ETF | New | 0.47% | +0.47 |
| TCAF T Rowe PRC Cap Appreciation | Add +5.8% | 5.34% | +0.46 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 11.31% | +0.44 |
| GE General Electric Co.-Wi | New | 0.28% | +0.28 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.26% | +0.26 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.26% | +0.26 |
| IBDR iShares Ibonds Dec 2026 Term | Add +53.4% | 0.81% | +0.25 |
| DGRO iShares Core Dividend Growth | Add +0.4% | 10.29% | +0.23 |
| CI The Cigna Group | New | 0.20% | +0.20 |
| HII Huntington Ingalls Industrie | New | 0.19% | +0.19 |
| IBDP iShares Ibonds Dec 2024 Term | Add +20.3% | 1.45% | +0.18 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +17.3% | 1.40% | +0.14 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +40.3% | 0.41% | +0.10 |
| IXN iShares Global Tech ETF | Add +0.5% | 1.67% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.4% | 0.32% | +0.06 |
| IFRA iShares US Infrastructure | Add +7.7% | 0.71% | +0.06 |
| ORCL Oracle Corp. | Add +0.3% | 0.54% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 0.58% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +9.2% | 0.45% | +0.02 |
| GSY Invesco Ultra Short Duration | Add +9.8% | 0.41% | +0.02 |
| DHR Danaher Corp. | Add +0.8% | 0.23% | +0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.24% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.4% | 0.68% | −0.01 |
| IBMO iShares Ibonds Dec 2026 Term | Add +0.3% | 0.19% | −0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +4.7% | 0.82% | −0.01 |
| IBMN iShares Ibonds Dec 2025 Term | Add +0.1% | 0.48% | −0.03 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Add +0.6% | 0.85% | −0.04 |
| INTC Intel Corp. | Add +0.0% | 0.24% | −0.05 |
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 |