4J Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), 4J Wealth Management LLC reported 84 stock positions worth $123.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.2% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.5%) and T Rowe PRC Cap Appreciation (TCAF, 6.7%). Compared with Q3 2024, it opened 4 new positions, sold out of 8, added to 22 and reduced 32. The biggest buy was a new position in iShares 3-7 Year Treasury Bo (IEI) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840775
- Portfolio Value
- $123.5M (Q4 2024)
- SEC Filing
- 0001754960-25-000062 ↗ filed Jan 24, 2025
Holdings Value
Holdings 84 stocks · $123.5M
| IVV iShares Core S&P 500 ETF | 16.16% | 33,903 | $20.0M | Reduce -0.2% |
| DGRO iShares Core Dividend Growth | 8.49% | 170,960 | $10.5M | Add +7.3% |
| TCAF T Rowe PRC Cap Appreciation | 6.66% | 247,167 | $8.2M | Add +12.2% |
| TFLR T Rowe Price Floating RT ETF | 6.15% | 146,938 | $7.6M | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.08% | 13,845 | $6.3M | Reduce -3.4% |
| NVDA Nvidia Corp. | 4.61% | 42,406 | $5.7M | No change |
| BUFB Innovator Ladd Allo Buff ETF | 3.64% | 139,263 | $4.5M | Add +6.4% |
| AAPL Apple Inc. | 3.30% | 16,266 | $4.1M | Reduce -1.4% |
| IEI iShares 3-7 Year Treasury Bo | 2.99% | 31,985 | $3.7M | New |
| AMZN Amazon.com Inc. | 2.22% | 12,499 | $2.7M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 2.19% | 14,215 | $2.7M | Reduce -7.8% |
| IXN iShares Global Tech ETF | 1.81% | 26,424 | $2.2M | Add +0.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.64% | 24,744 | $2.0M | Reduce -2.5% |
| MSFT Microsoft Corp. | 1.53% | 4,482 | $1.9M | Reduce -3.1% |
| TSLA Tesla Inc. | 1.48% | 4,535 | $1.8M | Reduce -0.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.47% | 72,276 | $1.8M | Add +16.8% |
| NOC Northrop Grumman Corp. | 1.45% | 3,804 | $1.8M | No change |
| MA Mastercard Inc. Class A | 1.19% | 2,799 | $1.5M | Reduce -3.4% |
| IAU iShares Gold Trust | 1.18% | 29,562 | $1.5M | New |
| XOM Exxon Mobil Corp. | 1.13% | 12,967 | $1.4M | No change |
| ANET Arista Networks Inc. | 1.10% | 12,252 | $1.4M | No change |
| IBDR iShares Ibonds Dec 2026 Term | 1.02% | 52,385 | $1.3M | Add +19.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.95% | 49,087 | $1.2M | Add +14.3% |
| IBTF iShares Ibonds Dec 2025 Term | 0.84% | 44,484 | $1.0M | Reduce -9.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.79% | 18,930 | $975K | Add +4.5% |
| MUB iShares National Muni Bond E | 0.77% | 8,916 | $950K | Reduce -7.7% |
| IBTH iShares Ibonds Dec 2027 Term | 0.76% | 42,091 | $934K | Reduce -11.4% |
| META Meta Platforms Inc. Class A | 0.73% | 1,544 | $904K | Add +0.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.72% | 17,790 | $889K | Reduce -9.6% |
| IVW iShares S&P 500 Growth ETF | 0.70% | 8,478 | $861K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.67% | 4,990 | $832K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 1,287 | $754K | No change |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.58% | 14,418 | $717K | Reduce -5.9% |
| QUAL iShares MSCI USA Quality Fac | 0.56% | 3,908 | $696K | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 0.53% | 3,489 | $661K | Reduce -2.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.52% | 7,267 | $645K | No change |
| QFLR Innovator Nasdaq-100 MF ETF | 0.51% | 21,555 | $630K | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 2,026 | $587K | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 1,130 | $578K | No change |
| GLD SPDR Gold Shares | 0.42% | 2,165 | $524K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.42% | 10,189 | $515K | Reduce -6.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.42% | 20,629 | $514K | Reduce -2.6% |
| BN Brookfield Corp. | 0.39% | 8,362 | $480K | No change |
| IVE iShares S&P 500 Value ETF | 0.38% | 2,464 | $470K | No change |
| TDG Transdigm Group Inc. | 0.38% | 370 | $469K | Reduce -0.3% |
| TBUX T Rowe Price Ultra Short-Ter | 0.38% | 9,453 | $469K | Add +105.5% |
| GSY Invesco Ultra Short Duration | 0.37% | 9,081 | $455K | Add +2.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.37% | 19,818 | $452K | Reduce -26.8% |
| IGM iShares Expanded Tech Sector | 0.36% | 4,314 | $440K | No change |
| GOVT iShares US Treasury Bond ETF | 0.34% | 18,425 | $423K | Reduce -94.2% |
| MCO Moody's Corp. | 0.33% | 854 | $404K | Add +0.3% |
| IBMN iShares Ibonds Dec 2025 Term | 0.32% | 14,778 | $393K | Reduce -29.3% |
| JNJ Johnson & Johnson | 0.31% | 2,676 | $387K | No change |
| NFLX Netflix Inc. | 0.31% | 426 | $380K | No change |
| AXP American Express Co. | 0.31% | 1,278 | $379K | No change |
| COST Costco Wholesale Corp. | 0.30% | 406 | $372K | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.28% | 690 | $349K | Add +0.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.28% | 15,009 | $342K | Add +3.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.27% | 1,369 | $338K | No change |
| MAR Marriott International Class A | 0.27% | 1,181 | $329K | No change |
| IEF iShares 7-10 Year Treasury B | 0.26% | 3,485 | $322K | Reduce -11.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.26% | 15,068 | $322K | Add +3.1% |
| MCD McDonald's Corp. | 0.26% | 1,094 | $317K | No change |
| IJH iShares Core S&P Midcap ETF | 0.25% | 5,043 | $314K | Add +0.1% |
| V Visa Inc. Class A | 0.25% | 974 | $308K | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 5,954 | $308K | Reduce -7.7% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 1,835 | $306K | Reduce -1.5% |
| LII Lennox International Inc. | 0.25% | 501 | $305K | No change |
| ITOT iShares Core S&P Total U.S. | 0.23% | 2,225 | $286K | No change |
| IJR iShares Core S&P Small-Cap E | 0.22% | 2,367 | $273K | Add +2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 1,545 | $271K | New |
| DHR Danaher Corp. | 0.22% | 1,162 | $267K | Reduce -3.5% |
| BJUL Innovator U.S. Equity Buffer | 0.21% | 5,750 | $256K | No change |
| UAUG Innovator U.S. Equity Ultra | 0.20% | 6,850 | $243K | Reduce -13.8% |
| ABBV Abbvie Inc. | 0.20% | 1,358 | $241K | No change |
| ATO Atmos Energy Corp. | 0.19% | 1,673 | $233K | No change |
| AMT American Tower Corp. | 0.19% | 1,251 | $229K | Reduce -29.8% |
| CVX Chevron Corp. | 0.18% | 1,562 | $226K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.18% | 1,089 | $225K | Add +0.1% |
| IBMO iShares Ibonds Dec 2026 Term | 0.18% | 8,742 | $223K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 928 | $223K | Reduce -15.9% |
| PCAR Paccar Inc. | 0.18% | 2,100 | $218K | No change |
| TXN Texas Instruments Inc. | 0.17% | 1,096 | $206K | No change |
| BUFF Innovator Laddered Allocatio | 0.17% | 4,553 | $204K | New |
Portfolio Sells Q3 2024 → Q4 2024
| GOVT iShares US Treasury Bond ETF | Reduce -94.2% | 0.34% | −5.44 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −2.96 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −1.29 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.53 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.49 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.21 |
| IBTI iShares Ibonds Dec 2028 Term | Sold out | 0.00% | −0.20 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.17 |
| CI The Cigna Group | Sold out | 0.00% | −0.17 |
| AMT American Tower Corp. | Reduce -29.8% | 0.19% | −0.14 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -26.8% | 0.37% | −0.12 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -29.3% | 0.32% | −0.11 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -11.4% | 0.76% | −0.08 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -9.6% | 0.72% | −0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -9.0% | 0.84% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -7.7% | 0.77% | −0.04 |
| DHR Danaher Corp. | Reduce -3.5% | 0.22% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -11.0% | 0.26% | −0.04 |
| TDG Transdigm Group Inc. | Reduce -0.3% | 0.38% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 5.08% | −0.03 |
| GE General Electric | Reduce -1.5% | 0.25% | −0.02 |
| UAUG Innovator U.S. Equity Ultra | Reduce -13.8% | 0.20% | −0.02 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -5.9% | 0.58% | −0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -6.8% | 0.42% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.7% | 0.25% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.9% | 0.56% | −0.01 |
| MSFT Microsoft Corp. | Reduce -3.1% | 1.53% | −0.01 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -2.6% | 0.42% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -15.9% | 0.18% | 0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.5% | 1.64% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 0.30% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.48% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 0.70% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.53% | +0.08 |
| MA Mastercard Inc. Class A | Reduce -3.4% | 1.19% | +0.09 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 2.19% | +0.20 |
| AAPL Apple Inc. | Reduce -1.4% | 3.30% | +0.32 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 2.22% | +0.36 |
| TSLA Tesla Inc. | Reduce -0.8% | 1.48% | +0.56 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 16.16% | +0.98 |
Portfolio Buys Q3 2024 → Q4 2024
| IEI iShares 3-7 Year Treasury Bo | New | 2.99% | +2.99 |
| IAU iShares Gold Trust | New | 1.18% | +1.18 |
| TCAF T Rowe PRC Cap Appreciation | Add +12.2% | 6.66% | +0.98 |
| DGRO iShares Core Dividend Growth | Add +7.3% | 8.49% | +0.76 |
| TFLR T Rowe Price Floating RT ETF | Add +5.9% | 6.15% | +0.60 |
| BUFB Innovator Ladd Allo Buff ETF | Add +6.4% | 3.64% | +0.44 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +16.8% | 1.47% | +0.26 |
| RSP Invesco S&P 500 Equal Weight | New | 0.22% | +0.22 |
| TBUX T Rowe Price Ultra Short-Ter | Add +105.5% | 0.38% | +0.20 |
| IBDR iShares Ibonds Dec 2026 Term | Add +19.3% | 1.02% | +0.19 |
| BUFF Innovator Laddered Allocatio | New | 0.17% | +0.17 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +14.3% | 0.95% | +0.14 |
| IXN iShares Global Tech ETF | Add +0.4% | 1.81% | +0.13 |
| QFLR Innovator Nasdaq-100 MF ETF | Add +2.4% | 0.51% | +0.06 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.73% | +0.05 |
| V Visa Inc. Class A | Add +0.7% | 0.25% | +0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.5% | 0.79% | +0.04 |
| GSY Invesco Ultra Short Duration | Add +2.3% | 0.37% | +0.02 |
| MCO Moody's Corp. | Add +0.3% | 0.33% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Add +3.2% | 0.28% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +0.1% | 0.18% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.25% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 0.22% | +0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +3.1% | 0.26% | +0.01 |
| IBMO iShares Ibonds Dec 2026 Term | Add +0.6% | 0.18% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 0.28% | −0.03 |
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 |