4J Wealth Management LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), 4J Wealth Management LLC reported 94 stock positions worth $148.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.7% of the portfolio, followed by T Rowe PRC International Eq (TOUS, 10.0%) and T Rowe Price Floating RT ETF (TFLR, 6.2%). Compared with Q1 2025, it opened 7 new positions, sold out of 2, added to 22 and reduced 39. The biggest buy was T Rowe PRC International Eq (TOUS, shares +232%) and the biggest sale Innovator Ladd Allo Buff ETF (BUFB, shares −87%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840775
Portfolio Value
$148.0M (Q2 2025)
SEC Filing
0001754960-25-000523 ↗ filed Aug 4, 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 Q1 2025 Q2 2025: $148.0M $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 94 stocks · $148.0M
IVV iShares Core S&P 500 ETF 15.74% 37,531 $23.3M Add +1.9%
TOUS T Rowe PRC International Eq 10.01% 457,846 $14.8M Add +231.7%
TFLR T Rowe Price Floating RT ETF 6.20% 178,423 $9.2M Add +7.9%
TCAF T Rowe PRC Cap Appreciation 6.06% 254,467 $9.0M Add +1.1%
BRK.B Berkshire Hathaway Inc. Class B 4.47% 13,621 $6.6M Reduce -0.9%
BALT Inn Defined Wealth Shield 3.34% 154,128 $4.9M Add +135.0%
IBDQ iShares Ibonds Dec 2025 Term 2.91% 171,297 $4.3M Reduce -2.4%
NVDA Nvidia Corp. 2.88% 27,019 $4.3M Reduce -16.7%
IEI iShares 3-7 Year Treasury Bo 2.75% 34,200 $4.1M Reduce -0.6%
AAPL Apple Inc. 2.32% 16,745 $3.4M Reduce -0.6%
AMZN Amazon.com Inc. 1.96% 13,222 $2.9M Add +1.3%
TTEQ T Rowe Price Technology ETF 1.92% 97,806 $2.8M Add +5.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.90% 51,634 $2.8M New
MSFT Microsoft Corp. 1.70% 5,055 $2.5M Add +0.5%
GOOG Alphabet Inc. Class C 1.68% 13,992 $2.5M Reduce -1.5%
DGRO iShares Core Dividend Growth 1.67% 38,778 $2.5M Reduce -1.5%
SHY iShares 1-3 Year Treasury Bo 1.36% 24,316 $2.0M Reduce -1.6%
NOC Northrop Grumman Corp. 1.30% 3,835 $1.9M Reduce -0.8%
IAU iShares Gold Trust 1.26% 29,911 $1.9M Add +0.8%
MA Mastercard Inc. Class A 1.05% 2,767 $1.6M Reduce -2.7%
TSLA Tesla Inc. 0.96% 4,465 $1.4M Reduce -0.1%
IBDR iShares Ibonds Dec 2026 Term 0.95% 58,050 $1.4M Add +11.9%
XOM Exxon Mobil Corp. 0.94% 12,978 $1.4M Add +0.1%
TBUX T Rowe Price Ultra Short-Ter 0.92% 27,267 $1.4M Add +4.7%
ANET Arista Networks Inc. 0.85% 12,252 $1.3M No change
IBTF iShares Ibonds Dec 2025 Term 0.83% 52,784 $1.2M Reduce -0.1%
META Meta Platforms Inc. Class A 0.82% 1,637 $1.2M Reduce -0.6%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.78% 47,330 $1.1M Add +6.3%
ORCL Oracle Corp. 0.74% 4,990 $1.1M No change
IVW iShares S&P 500 Growth ETF 0.63% 8,467 $932K Reduce -1.3%
IGIB iShares 5-10Y Inv Grade Corp. 0.62% 17,311 $923K Reduce -6.4%
MEAR Ishrs Short Mat Muni Act ETF 0.60% 17,815 $896K No change
HGER Harbor Commodity All Weather 0.59% 35,946 $873K New
MUB iShares National Muni Bond E 0.59% 8,337 $871K Reduce -6.0%
BUFB Innovator Ladd Allo Buff ETF 0.59% 25,570 $866K Reduce -87.3%
IBTH iShares Ibonds Dec 2027 Term 0.58% 38,183 $859K Reduce -9.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 1,287 $795K No change
QQQ Invesco QQQ Trust Series 1 0.49% 1,320 $728K Add +4.9%
IBDT iShares Ibonds Dec 2028 ETF 0.48% 28,219 $717K Add +13.0%
SLQD iShares 0-5 YR Inv GRD Corp. 0.48% 14,156 $716K Reduce -1.8%
QUAL iShares MSCI USA Quality Fac 0.47% 3,807 $696K Reduce -1.3%
QFLR Innovator Nasdaq-100 MF ETF 0.43% 21,555 $643K No change
GOOGL Alphabet Inc. Class A 0.43% 3,611 $636K Reduce -7.5%
USMV iShares MSCI USA Min Vol Fac 0.43% 6,750 $634K Reduce -7.1%
VTI VG Morningstar TS MKT ETF-US 0.42% 2,026 $616K No change
GLD SPDR Gold Shares 0.41% 1,990 $607K Reduce -1.2%
TSPA T Rowe Price US Eqy Research 0.41% 15,573 $606K Add +63.4%
NFLX Netflix Inc. 0.38% 423 $566K Reduce -0.2%
TDG Transdigm Group Inc. 0.37% 362 $551K Reduce -1.1%
NEAR iShares SH Dba ETF Usd Inc. 0.35% 10,189 $521K No change
BN Brookfield Corp. 0.35% 8,372 $518K Add +0.4%
IGM iShares Expanded Tech Sector 0.33% 4,314 $485K No change
IVE iShares S&P 500 Value ETF 0.33% 2,464 $481K No change
GE General Electric filed as GE AEROSPACE 0.31% 1,810 $466K No change
GSY Invesco Ultra Short Duration 0.31% 9,081 $455K No change
MCO Moody's Corp. 0.29% 852 $427K No change
IBIT iShares Bitcoin Trust ETF 0.28% 6,827 $418K Reduce -0.4%
GOVT iShares US Treasury Bond ETF 0.28% 17,771 $408K Reduce -0.9%
AXP American Express Co. 0.28% 1,278 $408K No change
COST Costco Wholesale Corp. 0.27% 402 $398K Reduce -0.5%
HLT Hilton Worldwide Holdings Inc. 0.27% 1,473 $392K Add +4.3%
V Visa Inc. Class A 0.25% 1,052 $374K Reduce -2.3%
IBDU iShares Ibonds Dec 2029 Term 0.24% 15,009 $350K No change
JNJ Johnson & Johnson 0.23% 2,228 $340K Reduce -4.1%
IBDV iShares Ibonds Dec 2030 Corp. 0.22% 15,068 $331K No change
TCAL T Rowe Pre CPT Apr PR in ETF 0.22% 13,302 $329K New
MCD McDonald's Corp. 0.21% 1,089 $318K Reduce -3.8%
IEF iShares 7-10 Year Treasury B 0.21% 3,308 $317K Reduce -5.3%
MAR Marriott International Class A 0.21% 1,156 $316K Reduce -5.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.21% 5,954 $314K No change
IXN iShares Global Tech ETF 0.21% 3,372 $311K Add +0.6%
JPM JPMorgan Chase & Co. 0.21% 1,068 $310K Add +0.5%
DHR Danaher Corp. 0.21% 1,545 $305K Add +14.1%
LII Lennox International Inc. 0.19% 501 $287K No change
IJH iShares Core S&P Midcap ETF 0.19% 4,593 $285K Reduce -7.7%
RSP Invesco S&P 500 Equal Weight 0.19% 1,545 $281K No change
IBTG iShares Ibonds Dec 2026 Term 0.19% 12,185 $279K Reduce -8.1%
BJUL Innovator U.S. Equity Buffer 0.18% 5,750 $271K No change
AMT American Tower Corp. 0.18% 1,186 $262K Reduce -8.8%
MTUM iShares MSCI USA Momentum Fa 0.18% 1,089 $262K No change
UNH Unitedhealth Group Inc. 0.17% 829 $259K Reduce -1.3%
ABBV Abbvie Inc. 0.17% 1,393 $259K No change
ATO Atmos Energy Corp. 0.17% 1,673 $258K No change
ITOT iShares Core S&P Total U.S. 0.17% 1,909 $258K Reduce -13.1%
UAUG Innovator U.S. Equity Ultra 0.17% 6,850 $256K No change
GEV GE Vernova Inc. 0.17% 484 $256K New
TXN Texas Instruments Inc. 0.15% 1,095 $227K New
CI The Cigna Group 0.15% 687 $227K No change
CVX Chevron Corp. 0.15% 1,562 $224K No change
PM Philip Morris International 0.15% 1,183 $216K New
IBTI iShares Ibonds Dec 2028 Term 0.14% 9,561 $214K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.14% 1,945 $213K Reduce -14.9%
IBMN iShares Ibonds Dec 2025 Term 0.14% 7,614 $204K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.14% 9,560 $201K New

Portfolio Sells Q1 2025 → Q2 2025
BUFB Innovator Ladd Allo Buff ETF Reduce -87.3% 0.59% −4.41
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 4.47% −1.30
AAPL Apple Inc. Reduce -0.6% 2.32% −0.63
IBDQ iShares Ibonds Dec 2025 Term Reduce -2.4% 2.91% −0.57
IEI iShares 3-7 Year Treasury Bo Reduce -0.6% 2.75% −0.45
NOC Northrop Grumman Corp. Reduce -0.8% 1.30% −0.27
SHY iShares 1-3 Year Treasury Bo Reduce -1.6% 1.36% −0.25
DGRO iShares Core Dividend Growth Reduce -1.5% 1.67% −0.24
MA Mastercard Inc. Class A Reduce -2.7% 1.05% −0.18
UNH Unitedhealth Group Inc. Reduce -1.3% 0.17% −0.17
IBTH iShares Ibonds Dec 2027 Term Reduce -9.4% 0.58% −0.17
PCAR Paccar Inc. Sold out 0.00% −0.16
CHKP Check Point Software Tech Sold out 0.00% −0.16
MUB iShares National Muni Bond E Reduce -6.0% 0.59% −0.15
IGIB iShares 5-10Y Inv Grade Corp. Reduce -6.4% 0.62% −0.14
IBTF iShares Ibonds Dec 2025 Term Reduce -0.1% 0.83% −0.14
USMV iShares MSCI USA Min Vol Fac Reduce -7.1% 0.43% −0.11
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -1.8% 0.48% −0.09
JNJ Johnson & Johnson Reduce -4.1% 0.23% −0.07
GOOG Alphabet Inc. Class C Reduce -1.5% 1.68% −0.07
MCD McDonald's Corp. Reduce -3.8% 0.21% −0.06
IBTG iShares Ibonds Dec 2026 Term Reduce -8.1% 0.19% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -1.3% 0.47% −0.05
GOVT iShares US Treasury Bond ETF Reduce -0.9% 0.28% −0.05
IEF iShares 7-10 Year Treasury B Reduce -5.3% 0.21% −0.05
GLD SPDR Gold Shares Reduce -1.2% 0.41% −0.05
AMT American Tower Corp. Reduce -8.8% 0.18% −0.05
GOOGL Alphabet Inc. Class A Reduce -7.5% 0.43% −0.05
V Visa Inc. Class A Reduce -2.3% 0.25% −0.05
IJR iShares Core S&P Small-Cap E Reduce -14.9% 0.14% −0.04
ITOT iShares Core S&P Total U.S. Reduce -13.1% 0.17% −0.04
IJH iShares Core S&P Midcap ETF Reduce -7.7% 0.19% −0.04
COST Costco Wholesale Corp. Reduce -0.5% 0.27% −0.03
TDG Transdigm Group Inc. Reduce -1.1% 0.37% −0.03
MAR Marriott International Class A Reduce -5.6% 0.21% −0.02
IVW iShares S&P 500 Growth ETF Reduce -1.3% 0.63% +0.00
IBIT iShares Bitcoin Trust ETF Reduce -0.4% 0.28% +0.03
TSLA Tesla Inc. Reduce -0.1% 0.96% +0.04
META Meta Platforms Inc. Class A Reduce -0.6% 0.82% +0.07
NFLX Netflix Inc. Reduce -0.2% 0.38% +0.07
NVDA Nvidia Corp. Reduce -16.7% 2.88% +0.11

Portfolio Buys Q1 2025 → Q2 2025
TOUS T Rowe PRC International Eq Add +231.7% 10.01% +6.83
DYNF Ishrs US E F R A ETF-Usd Inc. New 1.90% +1.90
BALT Inn Defined Wealth Shield Add +135.0% 3.34% +1.72
HGER Harbor Commodity All Weather New 0.59% +0.59
TCAL T Rowe Pre CPT Apr PR in ETF New 0.22% +0.22
MSFT Microsoft Corp. Add +0.5% 1.70% +0.21
TTEQ T Rowe Price Technology ETF Add +5.1% 1.92% +0.20
GEV GE Vernova Inc. New 0.17% +0.17
TXN Texas Instruments Inc. New 0.15% +0.15
PM Philip Morris International New 0.15% +0.15
TSPA T Rowe Price US Eqy Research Add +63.4% 0.41% +0.14
IBDW iShares Ibonds Dec 2031 Corp. New 0.14% +0.14
QQQ Invesco QQQ Trust Series 1 Add +4.9% 0.49% +0.03
HLT Hilton Worldwide Holdings Inc. Add +4.3% 0.27% +0.01
IXN iShares Global Tech ETF Add +0.6% 0.21% +0.01
BN Brookfield Corp. Add +0.4% 0.35% +0.01
JPM JPMorgan Chase & Co. Add +0.5% 0.21% +0.00
AMZN Amazon.com Inc. Add +1.3% 1.96% +0.00
DHR Danaher Corp. Add +14.1% 0.21% −0.01
IBDT iShares Ibonds Dec 2028 ETF Add +13.0% 0.48% −0.01
IBTI iShares Ibonds Dec 2028 Term Add +0.3% 0.14% −0.02
IBDR iShares Ibonds Dec 2026 Term Add +11.9% 0.95% −0.04
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +6.3% 0.78% −0.07
TBUX T Rowe Price Ultra Short-Ter Add +4.7% 0.92% −0.10
IAU iShares Gold Trust Add +0.8% 1.26% −0.12
XOM Exxon Mobil Corp. Add +0.1% 0.94% −0.27
TCAF T Rowe PRC Cap Appreciation Add +1.1% 6.06% −0.34
TFLR T Rowe Price Floating RT ETF Add +7.9% 6.20% −0.46
IVV iShares Core S&P 500 ETF Add +1.9% 15.74% −0.58

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