4J Wealth Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), 4J Wealth Management LLC reported 89 stock positions worth $126.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.3% of the portfolio, followed by T Rowe Price Floating RT ETF (TFLR, 6.7%) and T Rowe PRC Cap Appreciation (TCAF, 6.4%). Compared with Q4 2024, it opened 8 new positions, sold out of 3, added to 31 and reduced 27. The biggest buy was a new position in T Rowe PRC International Eq (TOUS) and the biggest sale iShares Core Dividend Growth (DGRO, shares −77%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840775
Portfolio Value
$126.8M (Q1 2025)
SEC Filing
0001754960-25-000260 ↗ filed Apr 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $115.9M Q1 2024 Q2 2024: $121.0M Q2 2024 Q3 2024: $129.1M Q3 2024 Q4 2024: $123.5M Q4 2024 Q1 2025: $126.8M $126.8M Q1 2025 Q2 2025: $148.0M Q2 2025 Q3 2025: $170.2M Q3 2025 Q4 2025: $174.7M Q4 2025 Q1 2026: $175.9M Q1 2026 Q2 2026: $203.9M Q2 2026

Holdings 89 stocks · $126.8M
IVV iShares Core S&P 500 ETF 16.32% 36,833 $20.7M Add +8.6%
TFLR T Rowe Price Floating RT ETF 6.66% 165,396 $8.4M Add +12.6%
TCAF T Rowe PRC Cap Appreciation 6.41% 251,658 $8.1M Add +1.8%
BRK.B Berkshire Hathaway Inc. Class B 5.77% 13,746 $7.3M Reduce -0.7%
BUFB Innovator Ladd Allo Buff ETF 4.99% 201,453 $6.3M Add +44.7%
IBDQ iShares Ibonds Dec 2025 Term 3.48% 175,514 $4.4M Add +142.8%
IEI iShares 3-7 Year Treasury Bo 3.21% 34,414 $4.1M Add +7.6%
TOUS T Rowe PRC International Eq 3.18% 138,038 $4.0M New
AAPL Apple Inc. 2.95% 16,838 $3.7M Add +3.5%
NVDA Nvidia Corp. 2.77% 32,436 $3.5M Reduce -23.5%
AMZN Amazon.com Inc. 1.96% 13,047 $2.5M Add +4.4%
DGRO iShares Core Dividend Growth 1.92% 39,351 $2.4M Reduce -77.0%
GOOG Alphabet Inc. Class C 1.75% 14,205 $2.2M Reduce -0.1%
TTEQ T Rowe Price Technology ETF 1.73% 93,034 $2.2M New
BALT Inn Defined Wealth Shield 1.62% 65,597 $2.1M New
SHY iShares 1-3 Year Treasury Bo 1.61% 24,715 $2.0M Reduce -0.1%
NOC Northrop Grumman Corp. 1.56% 3,867 $2.0M Add +1.7%
MSFT Microsoft Corp. 1.49% 5,030 $1.9M Add +12.2%
IAU iShares Gold Trust 1.38% 29,658 $1.7M Add +0.3%
MA Mastercard Inc. Class A 1.23% 2,843 $1.6M Add +1.6%
XOM Exxon Mobil Corp. 1.22% 12,967 $1.5M No change
TBUX T Rowe Price Ultra Short-Ter 1.02% 26,042 $1.3M Add +175.5%
IBDR iShares Ibonds Dec 2026 Term 0.99% 51,871 $1.3M Reduce -1.0%
IBTF iShares Ibonds Dec 2025 Term 0.97% 52,834 $1.2M Add +18.8%
TSLA Tesla Inc. 0.91% 4,470 $1.2M Reduce -1.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.85% 44,536 $1.1M Reduce -9.3%
IGIB iShares 5-10Y Inv Grade Corp. 0.77% 18,489 $971K Reduce -2.3%
META Meta Platforms Inc. Class A 0.75% 1,647 $949K Add +6.7%
ANET Arista Networks Inc. 0.75% 12,252 $949K No change
IBTH iShares Ibonds Dec 2027 Term 0.75% 42,157 $945K Add +0.2%
MUB iShares National Muni Bond E 0.74% 8,871 $935K Reduce -0.5%
MEAR Ishrs Short Mat Muni Act ETF 0.71% 17,815 $895K Add +0.1%
IVW iShares S&P 500 Growth ETF 0.63% 8,578 $796K Add +1.2%
SLQD iShares 0-5 YR Inv GRD Corp. 0.57% 14,413 $725K Reduce -0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 1,287 $720K No change
ORCL Oracle Corp. 0.55% 4,990 $698K No change
USMV iShares MSCI USA Min Vol Fac 0.54% 7,267 $681K No change
QUAL iShares MSCI USA Quality Fac 0.52% 3,858 $659K Reduce -1.3%
IBDT iShares Ibonds Dec 2028 ETF 0.50% 24,969 $631K Add +21.0%
GOOGL Alphabet Inc. Class A 0.48% 3,902 $603K Add +11.8%
QQQ Invesco QQQ Trust Series 1 0.47% 1,258 $590K Add +11.3%
QFLR Innovator Nasdaq-100 MF ETF 0.46% 21,555 $582K No change
GLD SPDR Gold Shares 0.46% 2,015 $581K Reduce -6.9%
VTI VG Morningstar TS MKT ETF-US 0.44% 2,026 $557K No change
NEAR iShares SH Dba ETF Usd Inc. 0.41% 10,189 $518K No change
TDG Transdigm Group Inc. 0.40% 366 $506K Reduce -1.1%
IVE iShares S&P 500 Value ETF 0.37% 2,464 $470K No change
GSY Invesco Ultra Short Duration 0.36% 9,081 $455K No change
UNH Unitedhealth Group Inc. 0.35% 840 $440K Add +21.7%
BN Brookfield Corp. 0.34% 8,342 $437K Reduce -0.2%
GOVT iShares US Treasury Bond ETF 0.33% 17,940 $412K Reduce -2.6%
MCO Moody's Corp. 0.31% 852 $397K Reduce -0.2%
NFLX Netflix Inc. 0.31% 424 $395K Reduce -0.5%
IGM iShares Expanded Tech Sector 0.31% 4,314 $391K No change
JNJ Johnson & Johnson 0.30% 2,324 $385K Reduce -13.2%
COST Costco Wholesale Corp. 0.30% 404 $382K Reduce -0.5%
V Visa Inc. Class A 0.30% 1,077 $377K Add +10.6%
GE General Electric filed as GE AEROSPACE 0.29% 1,810 $362K Reduce -1.4%
MCD McDonald's Corp. 0.28% 1,132 $354K Add +3.5%
IBDU iShares Ibonds Dec 2029 Term 0.27% 15,009 $347K No change
AXP American Express Co. 0.27% 1,278 $344K No change
TSPA T Rowe Price US Eqy Research 0.26% 9,530 $335K New
IEF iShares 7-10 Year Treasury B 0.26% 3,495 $333K Add +0.3%
IBDV iShares Ibonds Dec 2030 Corp. 0.26% 15,068 $327K No change
HLT Hilton Worldwide Holdings Inc. 0.25% 1,412 $321K Add +3.1%
IBIT iShares Bitcoin Trust ETF 0.25% 6,852 $321K New
IGSB iShares 1-5Y Inv Grade Corp. 0.25% 5,954 $312K No change
IBTG iShares Ibonds Dec 2026 Term 0.24% 13,260 $304K Reduce -33.1%
ABBV Abbvie Inc. 0.23% 1,393 $292K Add +2.6%
MAR Marriott International Class A 0.23% 1,224 $292K Add +3.6%
IJH iShares Core S&P Midcap ETF 0.23% 4,977 $290K Reduce -1.3%
AMT American Tower Corp. 0.22% 1,301 $283K Add +4.0%
LII Lennox International Inc. 0.22% 501 $281K No change
DHR Danaher Corp. 0.22% 1,354 $278K Add +16.5%
ITOT iShares Core S&P Total U.S. 0.21% 2,197 $268K Reduce -1.3%
RSP Invesco S&P 500 Equal Weight 0.21% 1,545 $268K No change
CVX Chevron Corp. 0.21% 1,562 $261K No change
JPM JPMorgan Chase & Co. 0.21% 1,063 $261K Add +14.6%
ATO Atmos Energy Corp. 0.20% 1,673 $259K No change
IXN iShares Global Tech ETF 0.20% 3,352 $254K Reduce -87.3%
BJUL Innovator U.S. Equity Buffer 0.20% 5,750 $248K No change
IJR iShares Core S&P Small-Cap E 0.19% 2,285 $239K Reduce -3.5%
UAUG Innovator U.S. Equity Ultra 0.19% 6,850 $237K No change
CI The Cigna Group 0.18% 687 $226K New
MTUM iShares MSCI USA Momentum Fa 0.17% 1,089 $220K No change
IBTI iShares Ibonds Dec 2028 Term 0.17% 9,533 $212K New
PCAR Paccar Inc. 0.16% 2,100 $204K No change
IBMN iShares Ibonds Dec 2025 Term 0.16% 7,614 $204K Reduce -48.5%
CHKP Check Point Software Tech 0.16% 888 $202K New

Portfolio Sells Q4 2024 → Q1 2025
DGRO iShares Core Dividend Growth Reduce -77.0% 1.92% −6.57
NVDA Nvidia Corp. Reduce -23.5% 2.77% −1.84
IXN iShares Global Tech ETF Reduce -87.3% 0.20% −1.61
TSLA Tesla Inc. Reduce -1.4% 0.91% −0.57
GOOG Alphabet Inc. Class C Reduce -0.1% 1.75% −0.44
IBMO iShares Ibonds Dec 2026 Term Sold out 0.00% −0.18
TXN Texas Instruments Inc. Sold out 0.00% −0.17
BUFF Innovator Laddered Allocatio Sold out 0.00% −0.17
IBMN iShares Ibonds Dec 2025 Term Reduce -48.5% 0.16% −0.16
IBTG iShares Ibonds Dec 2026 Term Reduce -33.1% 0.24% −0.13
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -9.3% 0.85% −0.10
BN Brookfield Corp. Reduce -0.2% 0.34% −0.04
QUAL iShares MSCI USA Quality Fac Reduce -1.3% 0.52% −0.04
IJR iShares Core S&P Small-Cap E Reduce -3.5% 0.19% −0.03
MUB iShares National Muni Bond E Reduce -0.5% 0.74% −0.03
IBDR iShares Ibonds Dec 2026 Term Reduce -1.0% 0.99% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -0.1% 1.61% −0.03
IJH iShares Core S&P Midcap ETF Reduce -1.3% 0.23% −0.03
IGIB iShares 5-10Y Inv Grade Corp. Reduce -2.3% 0.77% −0.02
ITOT iShares Core S&P Total U.S. Reduce -1.3% 0.21% −0.02
GOVT iShares US Treasury Bond ETF Reduce -2.6% 0.33% −0.02
MCO Moody's Corp. Reduce -0.2% 0.31% −0.01
JNJ Johnson & Johnson Reduce -13.2% 0.30% −0.01
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -0.0% 0.57% −0.01
COST Costco Wholesale Corp. Reduce -0.5% 0.30% +0.00
NFLX Netflix Inc. Reduce -0.5% 0.31% +0.00
TDG Transdigm Group Inc. Reduce -1.1% 0.40% +0.02
GLD SPDR Gold Shares Reduce -6.9% 0.46% +0.03
GE General Electric Reduce -1.4% 0.29% +0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 5.77% +0.69

Portfolio Buys Q4 2024 → Q1 2025
TOUS T Rowe PRC International Eq New 3.18% +3.18
IBDQ iShares Ibonds Dec 2025 Term Add +142.8% 3.48% +2.02
TTEQ T Rowe Price Technology ETF New 1.73% +1.73
BALT Inn Defined Wealth Shield New 1.62% +1.62
BUFB Innovator Ladd Allo Buff ETF Add +44.7% 4.99% +1.35
TBUX T Rowe Price Ultra Short-Ter Add +175.5% 1.02% +0.64
TFLR T Rowe Price Floating RT ETF Add +12.6% 6.66% +0.51
TSPA T Rowe Price US Eqy Research New 0.26% +0.26
IBIT iShares Bitcoin Trust ETF New 0.25% +0.25
IEI iShares 3-7 Year Treasury Bo Add +7.6% 3.21% +0.21
IAU iShares Gold Trust Add +0.3% 1.38% +0.19
CI The Cigna Group New 0.18% +0.18
IBTI iShares Ibonds Dec 2028 Term New 0.17% +0.17
IVV iShares Core S&P 500 ETF Add +8.6% 16.32% +0.16
CHKP Check Point Software Tech New 0.16% +0.16
IBTF iShares Ibonds Dec 2025 Term Add +18.8% 0.97% +0.13
NOC Northrop Grumman Corp. Add +1.7% 1.56% +0.12
IBDT iShares Ibonds Dec 2028 ETF Add +21.0% 0.50% +0.08
UNH Unitedhealth Group Inc. Add +21.7% 0.35% +0.06
V Visa Inc. Class A Add +10.6% 0.30% +0.05
AMT American Tower Corp. Add +4.0% 0.22% +0.04
MA Mastercard Inc. Class A Add +1.6% 1.23% +0.04
ABBV Abbvie Inc. Add +2.6% 0.23% +0.03
JPM JPMorgan Chase & Co. Add +14.6% 0.21% +0.03
MCD McDonald's Corp. Add +3.5% 0.28% +0.02
META Meta Platforms Inc. Class A Add +6.7% 0.75% +0.02
DHR Danaher Corp. Add +16.5% 0.22% +0.00
IEF iShares 7-10 Year Treasury B Add +0.3% 0.26% +0.00
QQQ Invesco QQQ Trust Series 1 Add +11.3% 0.47% −0.00
IBTH iShares Ibonds Dec 2027 Term Add +0.2% 0.75% −0.01
MEAR Ishrs Short Mat Muni Act ETF Add +0.1% 0.71% −0.01
HLT Hilton Worldwide Holdings Inc. Add +3.1% 0.25% −0.02
MAR Marriott International Class A Add +3.6% 0.23% −0.04
MSFT Microsoft Corp. Add +12.2% 1.49% −0.04
GOOGL Alphabet Inc. Class A Add +11.8% 0.48% −0.06
IVW iShares S&P 500 Growth ETF Add +1.2% 0.63% −0.07
TCAF T Rowe PRC Cap Appreciation Add +1.8% 6.41% −0.25
AMZN Amazon.com Inc. Add +4.4% 1.96% −0.26
AAPL Apple Inc. Add +3.5% 2.95% −0.35

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 111$203.9MIVV, TOUS, DYNF, TTEQ, TCAF
Q1 2026 101$175.9MIVV, TOUS, DYNF, TCAF, TFLR
Q4 2025 98$174.7MIVV, TOUS, TCAF, DYNF, TFLR
Q3 2025 94$170.2MIVV, TOUS, TFLR, TCAF, DYNF
Q2 2025 94$148.0MIVV, TOUS, TFLR, TCAF, BRK.B
Q1 2025 89$126.8MIVV, TFLR, TCAF, BRK.B, BUFB
Q4 2024 84$123.5MIVV, DGRO, TCAF, TFLR, BRK.B
Q3 2024 88$129.1MIVV, DGRO, GOVT, TCAF, TFLR
Q2 2024 86$121.0MIVV, DGRO, GOVT, TCAF, TFLR
Q1 2024 87$115.9MIVV, DGRO, GOVT, TCAF, BRK.B