4J Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), 4J Wealth Management LLC reported 94 stock positions worth $170.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.0% of the portfolio, followed by T Rowe PRC International Eq (TOUS, 9.8%) and T Rowe Price Floating RT ETF (TFLR, 6.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 24 and reduced 40. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +145%) and the biggest sale Inn Defined Wealth Shield (BALT, shares −6%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840775
Portfolio Value
$170.2M (Q3 2025)
SEC Filing
0001754960-25-000703 ↗ filed Oct 22, 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 Q2 2025 Q3 2025: $170.2M $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 · $170.2M
IVV iShares Core S&P 500 ETF 15.03% 38,212 $25.6M Add +1.8%
TOUS T Rowe PRC International Eq 9.75% 493,744 $16.6M Add +7.8%
TFLR T Rowe Price Floating RT ETF 6.01% 198,857 $10.2M Add +11.4%
TCAF T Rowe PRC Cap Appreciation 5.93% 267,584 $10.1M Add +5.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 4.40% 126,414 $7.5M Add +144.8%
BRK.B Berkshire Hathaway Inc. Class B 4.01% 13,561 $6.8M Reduce -0.4%
NVDA Nvidia Corp. 3.23% 29,427 $5.5M Add +8.9%
IEI iShares 3-7 Year Treasury Bo 2.95% 41,952 $5.0M Add +22.7%
BALT Inn Defined Wealth Shield 2.81% 145,643 $4.8M Reduce -5.5%
TTEQ T Rowe Price Technology ETF 2.70% 142,251 $4.6M Add +45.4%
AAPL Apple Inc. 2.58% 17,266 $4.4M Add +3.1%
IBDQ iShares Ibonds Dec 2025 Term 2.47% 166,994 $4.2M Reduce -2.5%
GOOG Alphabet Inc. Class C 1.96% 13,709 $3.3M Reduce -2.0%
AMZN Amazon.com Inc. 1.71% 13,278 $2.9M Add +0.4%
MSFT Microsoft Corp. 1.53% 5,025 $2.6M Reduce -0.6%
DGRO iShares Core Dividend Growth 1.50% 37,512 $2.6M Reduce -3.3%
IAU iShares Gold Trust 1.38% 32,198 $2.3M Add +7.7%
NOC Northrop Grumman Corp. 1.36% 3,804 $2.3M Reduce -0.8%
TSLA Tesla Inc. 1.17% 4,465 $2.0M No change
SHY iShares 1-3 Year Treasury Bo 1.14% 23,462 $1.9M Reduce -3.5%
TSPA T Rowe Price US Eqy Research 1.12% 45,532 $1.9M Add +192.4%
ANET Arista Networks Inc. 1.05% 12,252 $1.8M No change
IBDR iShares Ibonds Dec 2026 Term 0.98% 68,329 $1.7M Add +17.7%
TCAL T Rowe Pre CPT Apr PR in ETF 0.93% 64,749 $1.6M Add +386.8%
MA Mastercard Inc. Class A 0.92% 2,765 $1.6M Reduce -0.1%
XOM Exxon Mobil Corp. 0.84% 12,615 $1.4M Reduce -2.8%
TBUX T Rowe Price Ultra Short-Ter 0.82% 27,917 $1.4M Add +2.4%
ORCL Oracle Corp. 0.81% 4,913 $1.4M Reduce -1.5%
IBTF iShares Ibonds Dec 2025 Term 0.72% 52,674 $1.2M Reduce -0.2%
META Meta Platforms Inc. Class A 0.70% 1,625 $1.2M Reduce -0.7%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.65% 45,519 $1.1M Reduce -3.8%
IVW iShares S&P 500 Growth ETF 0.60% 8,477 $1.0M Add +0.1%
IGIB iShares 5-10Y Inv Grade Corp. 0.53% 16,749 $906K Reduce -3.3%
MEAR Ishrs Short Mat Muni Act ETF 0.53% 17,739 $896K Reduce -0.4%
MUB iShares National Muni Bond E 0.51% 8,177 $871K Reduce -1.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.50% 1,287 $857K No change
GOOGL Alphabet Inc. Class A 0.50% 3,518 $855K Reduce -2.6%
IBTH iShares Ibonds Dec 2027 Term 0.50% 37,420 $843K Reduce -2.0%
BUFB Innovator Ladd Allo Buff ETF 0.47% 22,329 $798K Reduce -12.7%
QQQ Invesco QQQ Trust Series 1 0.47% 1,320 $792K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.42% 14,101 $717K Reduce -0.4%
QFLR Innovator Nasdaq-100 MF ETF 0.42% 21,555 $715K No change
GLD SPDR Gold Shares 0.42% 1,990 $707K No change
QUAL iShares MSCI USA Quality Fac 0.41% 3,607 $702K Reduce -5.3%
VTI VG Morningstar TS MKT ETF-US 0.40% 2,057 $675K Add +1.5%
USMV iShares MSCI USA Min Vol Fac 0.35% 6,300 $599K Reduce -6.7%
IBDT iShares Ibonds Dec 2028 ETF 0.35% 23,349 $596K Reduce -17.3%
BN Brookfield Corp. 0.34% 8,372 $574K No change
GE General Electric filed as GE AEROSPACE 0.32% 1,810 $544K No change
NFLX Netflix Inc. 0.31% 443 $531K Add +4.7%
NEAR iShares SH Dba ETF Usd Inc. 0.30% 10,104 $518K Reduce -0.8%
IVE iShares S&P 500 Value ETF 0.30% 2,454 $507K Reduce -0.4%
JEPI JPMorgan Equity Premium Inco 0.29% 8,604 $491K New
IGM iShares Expanded Tech Sector 0.28% 3,834 $483K Reduce -11.1%
MCD McDonald's Corp. 0.28% 1,582 $481K Add +45.3%
TDG Transdigm Group Inc. 0.28% 363 $478K Add +0.3%
GSY Invesco Ultra Short Duration 0.27% 9,081 $456K No change
IBIT iShares Bitcoin Trust ETF 0.26% 6,827 $444K No change
AXP American Express Co. 0.25% 1,278 $425K No change
MCO Moody's Corp. 0.24% 852 $406K No change
JNJ Johnson & Johnson 0.24% 2,178 $404K Reduce -2.2%
V Visa Inc. Class A 0.22% 1,103 $377K Add +4.8%
COST Costco Wholesale Corp. 0.22% 402 $372K No change
HLT Hilton Worldwide Holdings Inc. 0.22% 1,421 $369K Reduce -3.5%
GOVT iShares US Treasury Bond ETF 0.21% 15,412 $356K Reduce -13.3%
IBDV iShares Ibonds Dec 2030 Corp. 0.20% 15,068 $334K No change
IBDU iShares Ibonds Dec 2029 Term 0.20% 14,205 $333K Reduce -5.4%
JPM JPMorgan Chase & Co. 0.19% 1,036 $327K Reduce -3.0%
ABBV Abbvie Inc. 0.19% 1,393 $323K No change
IXN iShares Global Tech ETF 0.19% 3,097 $320K Reduce -8.2%
IEF iShares 7-10 Year Treasury B 0.18% 3,253 $314K Reduce -1.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.18% 5,889 $312K Reduce -1.1%
MAR Marriott International Class A 0.18% 1,156 $301K No change
GEV GE Vernova Inc. 0.17% 484 $298K No change
RSP Invesco S&P 500 Equal Weight 0.17% 1,545 $293K No change
IJH iShares Core S&P Midcap ETF 0.17% 4,465 $291K Reduce -2.8%
ATO Atmos Energy Corp. 0.17% 1,673 $286K No change
BJUL Innovator U.S. Equity Buffer 0.17% 5,750 $286K No change
DHR Danaher Corp. 0.16% 1,416 $281K Reduce -8.3%
IBTG iShares Ibonds Dec 2026 Term 0.16% 12,210 $280K Add +0.2%
ITOT iShares Core S&P Total U.S. 0.16% 1,909 $278K No change
MTUM iShares MSCI USA Momentum Fa 0.16% 1,077 $276K Reduce -1.1%
UAUG Innovator U.S. Equity Ultra 0.16% 6,850 $269K No change
LII Lennox International Inc. 0.16% 501 $265K No change
AMD Advanced Micro Devices 0.15% 1,607 $260K New
UNH Unitedhealth Group Inc. 0.15% 717 $248K Reduce -13.5%
CVX Chevron Corp. 0.14% 1,562 $243K No change
HGER Harbor Commodity All Weather 0.14% 9,178 $237K Reduce -74.5%
IJR iShares Core S&P Small-Cap E 0.14% 1,946 $231K Add +0.1%
HII Huntington Ingalls Industrie 0.13% 744 $214K New
CI The Cigna Group 0.12% 732 $211K Add +6.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 434 $208K New
IBMN iShares Ibonds Dec 2025 Term 0.12% 7,614 $204K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.12% 9,560 $203K No change

Portfolio Sells Q2 2025 → Q3 2025
BALT Inn Defined Wealth Shield Reduce -5.5% 2.81% −0.53
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 4.01% −0.46
HGER Harbor Commodity All Weather Reduce -74.5% 0.14% −0.45
IBDQ iShares Ibonds Dec 2025 Term Reduce -2.5% 2.47% −0.44
SHY iShares 1-3 Year Treasury Bo Reduce -3.5% 1.14% −0.22
AMT American Tower Corp. Sold out 0.00% −0.18
DGRO iShares Core Dividend Growth Reduce -3.3% 1.50% −0.17
MSFT Microsoft Corp. Reduce -0.6% 1.53% −0.17
TXN Texas Instruments Inc. Sold out 0.00% −0.15
PM Philip Morris International Sold out 0.00% −0.15
IBTI iShares Ibonds Dec 2028 Term Sold out 0.00% −0.14
IBDT iShares Ibonds Dec 2028 ETF Reduce -17.3% 0.35% −0.13
MA Mastercard Inc. Class A Reduce -0.1% 0.92% −0.13
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -3.8% 0.65% −0.13
BUFB Innovator Ladd Allo Buff ETF Reduce -12.7% 0.47% −0.12
META Meta Platforms Inc. Class A Reduce -0.7% 0.70% −0.12
IBTF iShares Ibonds Dec 2025 Term Reduce -0.2% 0.72% −0.11
XOM Exxon Mobil Corp. Reduce -2.8% 0.84% −0.11
IGIB iShares 5-10Y Inv Grade Corp. Reduce -3.3% 0.53% −0.09
IBTH iShares Ibonds Dec 2027 Term Reduce -2.0% 0.50% −0.08
MEAR Ishrs Short Mat Muni Act ETF Reduce -0.4% 0.53% −0.08
MUB iShares National Muni Bond E Reduce -1.9% 0.51% −0.08
USMV iShares MSCI USA Min Vol Fac Reduce -6.7% 0.35% −0.08
GOVT iShares US Treasury Bond ETF Reduce -13.3% 0.21% −0.07
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -0.4% 0.42% −0.06
QUAL iShares MSCI USA Quality Fac Reduce -5.3% 0.41% −0.06
HLT Hilton Worldwide Holdings Inc. Reduce -3.5% 0.22% −0.05
NEAR iShares SH Dba ETF Usd Inc. Reduce -0.8% 0.30% −0.05
IGM iShares Expanded Tech Sector Reduce -11.1% 0.28% −0.04
DHR Danaher Corp. Reduce -8.3% 0.16% −0.04
IBDU iShares Ibonds Dec 2029 Term Reduce -5.4% 0.20% −0.04
IEF iShares 7-10 Year Treasury B Reduce -1.7% 0.18% −0.03
UNH Unitedhealth Group Inc. Reduce -13.5% 0.15% −0.03
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.1% 0.18% −0.03
IVE iShares S&P 500 Value ETF Reduce -0.4% 0.30% −0.03
IXN iShares Global Tech ETF Reduce -8.2% 0.19% −0.02
IJH iShares Core S&P Midcap ETF Reduce -2.8% 0.17% −0.02
JPM JPMorgan Chase & Co. Reduce -3.0% 0.19% −0.02
MTUM iShares MSCI USA Momentum Fa Reduce -1.1% 0.16% −0.01
JNJ Johnson & Johnson Reduce -2.2% 0.24% +0.01
NOC Northrop Grumman Corp. Reduce -0.8% 1.36% +0.07
GOOGL Alphabet Inc. Class A Reduce -2.6% 0.50% +0.07
ORCL Oracle Corp. Reduce -1.5% 0.81% +0.07
GOOG Alphabet Inc. Class C Reduce -2.0% 1.96% +0.29

Portfolio Buys Q2 2025 → Q3 2025
DYNF Ishrs US E F R A ETF-Usd Inc. Add +144.8% 4.40% +2.50
TTEQ T Rowe Price Technology ETF Add +45.4% 2.70% +0.78
TSPA T Rowe Price US Eqy Research Add +192.4% 1.12% +0.71
TCAL T Rowe Pre CPT Apr PR in ETF Add +386.8% 0.93% +0.71
NVDA Nvidia Corp. Add +8.9% 3.23% +0.34
JEPI JPMorgan Equity Premium Inco New 0.29% +0.29
AAPL Apple Inc. Add +3.1% 2.58% +0.26
IEI iShares 3-7 Year Treasury Bo Add +22.7% 2.95% +0.19
AMD Advanced Micro Devices New 0.15% +0.15
HII Huntington Ingalls Industrie New 0.13% +0.13
VUG Vanguard Mrngstar GR ETF-Sui New 0.12% +0.12
IAU iShares Gold Trust Add +7.7% 1.38% +0.12
MCD McDonald's Corp. Add +45.3% 0.28% +0.07
IBDR iShares Ibonds Dec 2026 Term Add +17.7% 0.98% +0.02
IJR iShares Core S&P Small-Cap E Add +0.1% 0.14% −0.01
VTI VG Morningstar TS MKT ETF-US Add +1.5% 0.40% −0.02
IBTG iShares Ibonds Dec 2026 Term Add +0.2% 0.16% −0.02
IVW iShares S&P 500 Growth ETF Add +0.1% 0.60% −0.03
CI The Cigna Group Add +6.5% 0.12% −0.03
V Visa Inc. Class A Add +4.8% 0.22% −0.03
NFLX Netflix Inc. Add +4.7% 0.31% −0.07
TDG Transdigm Group Inc. Add +0.3% 0.28% −0.09
TBUX T Rowe Price Ultra Short-Ter Add +2.4% 0.82% −0.10
TCAF T Rowe PRC Cap Appreciation Add +5.2% 5.93% −0.14
TFLR T Rowe Price Floating RT ETF Add +11.4% 6.01% −0.19
AMZN Amazon.com Inc. Add +0.4% 1.71% −0.25
TOUS T Rowe PRC International Eq Add +7.8% 9.75% −0.26
IVV iShares Core S&P 500 ETF Add +1.8% 15.03% −0.71

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