4J Wealth Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), 4J Wealth Management LLC reported 101 stock positions worth $175.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.9% of the portfolio, followed by T Rowe PRC International Eq (TOUS, 9.6%) and Ishrs US E F R A ETF-Usd (DYNF, 7.3%). Compared with Q4 2025, it opened 8 new positions, sold out of 5, added to 29 and reduced 39. The biggest buy was a new position in iShares Inte Equ Fac R A ETF (IDYN) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −10%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840775
Portfolio Value
$175.9M (Q1 2026)
SEC Filing
0001754960-26-000353 ↗ filed May 5, 2026

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 Q3 2025 Q4 2025: $174.7M Q4 2025 Q1 2026: $175.9M $175.9M Q1 2026 Q2 2026: $203.9M Q2 2026

Holdings 101 stocks · $175.9M
IVV iShares Core S&P 500 ETF 12.86% 34,633 $22.6M Reduce -9.6%
TOUS T Rowe PRC International Eq 9.57% 487,589 $16.8M Reduce -2.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 7.27% 219,906 $12.8M Add +50.7%
TCAF T Rowe PRC Cap Appreciation 5.47% 270,297 $9.6M Reduce -3.3%
TFLR T Rowe Price Floating RT ETF 4.05% 141,376 $7.1M Reduce -5.3%
TTEQ T Rowe Price Technology ETF 3.99% 232,189 $7.0M Add +26.4%
IEI iShares 3-7 Year Treasury Bo 3.90% 57,794 $6.9M Add +7.0%
BRK.B Berkshire Hathaway Inc. Class B 3.66% 13,423 $6.4M Reduce -0.4%
NVDA Nvidia Corp. 2.87% 28,999 $5.1M Reduce -1.3%
IDYN iShares Inte Equ Fac R A ETF 2.60% 159,055 $4.6M New
AAPL Apple Inc. 2.48% 17,161 $4.4M Reduce -0.3%
GOOG Alphabet Inc. Class C 2.08% 12,765 $3.7M Reduce -5.0%
IBDU iShares Ibonds Dec 2029 Term 1.57% 118,996 $2.8M Add +28.5%
AMZN Amazon.com Inc. 1.52% 12,879 $2.7M Add +1.6%
NOC Northrop Grumman Corp. 1.48% 3,804 $2.6M No change
DGRO iShares Core Dividend Growth 1.46% 36,560 $2.6M Reduce -0.4%
TBUX T Rowe Price Ultra Short-Ter 1.24% 43,702 $2.2M Add +30.1%
TCAL T Rowe Pre CPT Apr PR in ETF 1.22% 95,981 $2.1M Add +9.3%
UNOV Innovator U.S. Equity Ultra 1.20% 56,848 $2.1M Reduce -58.1%
XOM Exxon Mobil Corp. 1.19% 12,341 $2.1M Reduce -2.2%
IAU iShares Gold Trust 1.16% 23,088 $2.0M Reduce -28.5%
IBDR iShares Ibonds Dec 2026 Term 1.16% 83,930 $2.0M Reduce -2.2%
MSFT Microsoft Corp. 1.05% 4,974 $1.8M Add +2.5%
SHY iShares 1-3 Year Treasury Bo 1.04% 22,103 $1.8M Reduce -1.3%
TSPA T Rowe Price US Eqy Research 1.00% 42,864 $1.8M Reduce -7.1%
BINC iShares Flex I A ETF-Usd Inc. 0.96% 32,640 $1.7M Add +720.7%
TSLA Tesla Inc. 0.94% 4,434 $1.6M No change
ANET Arista Networks Inc. 0.85% 12,212 $1.5M Reduce -0.3%
MA Mastercard Inc. Class A 0.71% 2,486 $1.2M Reduce -8.0%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.64% 46,618 $1.1M Add +13.8%
GOOGL Alphabet Inc. Class A 0.58% 3,520 $1.0M Reduce -2.8%
META Meta Platforms Inc. Class A 0.55% 1,704 $975K Add +2.2%
IVW iShares S&P 500 Growth ETF 0.54% 8,461 $957K Reduce -0.2%
JEPI JPMorgan Equity Premium Inco 0.49% 15,351 $870K Add +78.4%
MEAR Ishrs Short Mat Muni Act ETF 0.49% 17,174 $865K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.48% 1,287 $837K No change
MUB iShares National Muni Bond E 0.47% 7,757 $823K Reduce -0.6%
IBTH iShares Ibonds Dec 2027 Term 0.46% 36,151 $811K Reduce -0.9%
QQQ Invesco QQQ Trust Series 1 0.45% 1,386 $800K Add +4.2%
IBDT iShares Ibonds Dec 2028 ETF 0.44% 30,842 $781K Add +5.7%
GLD SPDR Gold Shares 0.44% 1,802 $775K Reduce -8.2%
BUFB Innovator Ladd Allo Buff ETF 0.43% 21,309 $765K Reduce -2.5%
IGIB iShares 5-10Y Inv Grade Corp. 0.43% 14,158 $754K Reduce -13.1%
ORCL Oracle Corp. 0.41% 4,963 $730K Add +0.4%
QFLR Innovator Nasdaq-100 MF ETF 0.41% 21,910 $730K No change
AEP American Electric Power 0.41% 5,544 $727K No change
VTI VG Morningstar TS MKT ETF-US 0.40% 2,181 $700K Add +0.1%
SLQD iShares 0-5 YR Inv GRD Corp. 0.39% 13,671 $690K No change
QUAL iShares MSCI USA Quality Fac 0.36% 3,338 $640K Reduce -7.5%
USMV iShares MSCI USA Min Vol Fac 0.33% 6,275 $582K No change
GE General Electric filed as GE AEROSPACE 0.32% 1,967 $558K Add +5.8%
NEAR iShares SH Dba ETF Usd Inc. 0.30% 10,420 $530K Add +3.1%
RSP Invesco S&P 500 Equal Weight 0.30% 2,730 $524K Add +76.7%
IVE iShares S&P 500 Value ETF 0.29% 2,439 $515K No change
BN Brookfield Corp. 0.28% 12,011 $486K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.27% 23,010 $482K Add +3.4%
GSY Invesco Ultra Short Duration 0.27% 9,501 $476K Reduce -2.1%
IGM iShares Expanded Tech Sector 0.26% 3,834 $454K No change
JNJ Johnson & Johnson 0.26% 1,858 $454K Reduce -14.7%
MAR Marriott International Class A 0.26% 1,376 $450K Add +19.0%
MCD McDonald's Corp. 0.25% 1,387 $431K Reduce -8.3%
GEV GE Vernova Inc. 0.24% 484 $422K No change
HLT Hilton Worldwide Holdings Inc. 0.24% 1,361 $414K Reduce -4.2%
TDG Transdigm Group Inc. 0.23% 357 $414K Reduce -0.6%
COST Costco Wholesale Corp. 0.23% 402 $401K No change
NFLX Netflix Inc. 0.22% 4,080 $392K No change
AXP American Express Co. 0.22% 1,278 $387K No change
IBIT iShares Bitcoin Trust ETF 0.22% 9,993 $384K Add +2.8%
HGER Harbor Commodity All Weather 0.21% 11,789 $366K Add +16.0%
AGX Argan Inc. 0.21% 670 $365K Reduce -1.5%
GRID First TRST Nasd Class Edg Sgiif 0.20% 2,162 $354K New
IBDV iShares Ibonds Dec 2030 Corp. 0.20% 15,888 $348K Add +4.8%
MCO Moody's Corp. 0.19% 776 $338K Reduce -7.3%
JPM JPMorgan Chase & Co. 0.19% 1,137 $335K Add +9.8%
GOVT iShares US Treasury Bond ETF 0.18% 14,119 $323K Reduce -0.6%
CVX Chevron Corp. 0.18% 1,562 $323K No change
V Visa Inc. Class A 0.18% 1,055 $319K Reduce -3.7%
AMD Advanced Micro Devices 0.18% 1,551 $316K Add +2.4%
IXN iShares Global Tech ETF 0.17% 3,044 $304K No change
ATO Atmos Energy Corp. 0.17% 1,643 $303K Reduce -1.8%
ABBV Abbvie Inc. 0.17% 1,393 $303K No change
IJH iShares Core S&P Midcap ETF 0.17% 4,340 $293K Add +2.4%
BJUL Innovator U.S. Equity Buffer 0.16% 5,750 $286K No change
HII Huntington Ingalls Industrie 0.16% 744 $283K No change
IEF iShares 7-10 Year Treasury B 0.16% 2,932 $280K Reduce -3.8%
UAUG Innovator U.S. Equity Ultra 0.15% 6,850 $270K No change
IGSB iShares 1-5Y Inv Grade Corp. 0.15% 4,999 $263K Add +6.2%
MTUM iShares MSCI USA Momentum Fa 0.15% 1,078 $259K No change
AZN Astrazeneca PLC 0.14% 1,236 $244K Reduce -2.4%
ITOT iShares Core S&P Total U.S. 0.13% 1,664 $237K Reduce -12.8%
BALT Inn Defined Wealth Shield 0.13% 7,036 $235K No change
LII Lennox International Inc. 0.13% 501 $233K No change
BSCQ Invesco Bulletshares 2026 CB 0.13% 11,860 $232K New
IJR iShares Core S&P Small-Cap E 0.13% 1,861 $231K Add +0.1%
BSCR Invesco Bulletshares 2027 CB 0.13% 11,740 $230K New
IBTG iShares Ibonds Dec 2026 Term 0.13% 9,737 $223K Reduce -20.5%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.13% 7,363 $222K New
PM Philip Morris International 0.12% 1,265 $209K New
LLY Eli Lilly & Co. 0.12% 222 $204K No change
T AT&T Inc. 0.12% 7,037 $204K New
VLUE iShares MSCI USA Value Facto 0.12% 1,428 $203K New

Portfolio Sells Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Reduce -9.6% 12.86% −2.16
UNOV Innovator U.S. Equity Ultra Reduce -58.1% 1.20% −1.75
TCAF T Rowe PRC Cap Appreciation Reduce -3.3% 5.47% −0.65
TFLR T Rowe Price Floating RT ETF Reduce -5.3% 4.05% −0.34
IAU iShares Gold Trust Reduce -28.5% 1.16% −0.34
GOOG Alphabet Inc. Class C Reduce -5.0% 2.08% −0.33
NVDA Nvidia Corp. Reduce -1.3% 2.87% −0.26
TOUS T Rowe PRC International Eq Reduce -2.0% 9.57% −0.25
AKRE Akre Focus ETF Sold out 0.00% −0.24
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 3.66% −0.22
AAPL Apple Inc. Reduce -0.3% 2.48% −0.20
MA Mastercard Inc. Class A Reduce -8.0% 0.71% −0.18
DHR Danaher Corp. Sold out 0.00% −0.14
UNH Unitedhealth Group Inc. Sold out 0.00% −0.14
TSPA T Rowe Price US Eqy Research Reduce -7.1% 1.00% −0.13
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.12
NEE Nextera Energy Inc. Sold out 0.00% −0.12
IGIB iShares 5-10Y Inv Grade Corp. Reduce -13.1% 0.43% −0.07
GOOGL Alphabet Inc. Class A Reduce -2.8% 0.58% −0.07
ANET Arista Networks Inc. Reduce -0.3% 0.85% −0.07
IVW iShares S&P 500 Growth ETF Reduce -0.2% 0.54% −0.05
MCO Moody's Corp. Reduce -7.3% 0.19% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -7.5% 0.36% −0.05
V Visa Inc. Class A Reduce -3.7% 0.18% −0.04
TDG Transdigm Group Inc. Reduce -0.6% 0.23% −0.04
IBDR iShares Ibonds Dec 2026 Term Reduce -2.2% 1.16% −0.03
IBTG iShares Ibonds Dec 2026 Term Reduce -20.5% 0.13% −0.03
ITOT iShares Core S&P Total U.S. Reduce -12.8% 0.13% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -1.3% 1.04% −0.02
BUFB Innovator Ladd Allo Buff ETF Reduce -2.5% 0.43% −0.02
MCD McDonald's Corp. Reduce -8.3% 0.25% −0.02
MUB iShares National Muni Bond E Reduce -0.6% 0.47% −0.01
IEF iShares 7-10 Year Treasury B Reduce -3.8% 0.16% −0.01
IBTH iShares Ibonds Dec 2027 Term Reduce -0.9% 0.46% −0.01
GSY Invesco Ultra Short Duration Reduce -2.1% 0.27% −0.01
GLD SPDR Gold Shares Reduce -8.2% 0.44% −0.00
GOVT iShares US Treasury Bond ETF Reduce -0.6% 0.18% −0.00
DGRO iShares Core Dividend Growth Reduce -0.4% 1.46% −0.00
JNJ Johnson & Johnson Reduce -14.7% 0.26% +0.00
HLT Hilton Worldwide Holdings Inc. Reduce -4.2% 0.24% +0.00
AZN Astrazeneca PLC Reduce -2.4% 0.14% +0.01
ATO Atmos Energy Corp. Reduce -1.8% 0.17% +0.01
AGX Argan Inc. Reduce -1.5% 0.21% +0.09
XOM Exxon Mobil Corp. Reduce -2.2% 1.19% +0.32

Portfolio Buys Q4 2025 → Q1 2026
IDYN iShares Inte Equ Fac R A ETF New 2.60% +2.60
DYNF Ishrs US E F R A ETF-Usd Inc. Add +50.7% 7.27% +2.19
BINC iShares Flex I A ETF-Usd Inc. Add +720.7% 0.96% +0.84
TTEQ T Rowe Price Technology ETF Add +26.4% 3.99% +0.57
IBDU iShares Ibonds Dec 2029 Term Add +28.5% 1.57% +0.33
TBUX T Rowe Price Ultra Short-Ter Add +30.1% 1.24% +0.28
JEPI JPMorgan Equity Premium Inco Add +78.4% 0.49% +0.21
IEI iShares 3-7 Year Treasury Bo Add +7.0% 3.90% +0.21
GRID First TRST Nasd Class Edg Sgiif New 0.20% +0.20
BSCQ Invesco Bulletshares 2026 CB New 0.13% +0.13
BSCR Invesco Bulletshares 2027 CB New 0.13% +0.13
RSP Invesco S&P 500 Equal Weight Add +76.7% 0.30% +0.13
DBMF Imgp Dbi MFT STR ETF-Usd Inc. New 0.13% +0.13
PM Philip Morris International New 0.12% +0.12
T AT&T Inc. New 0.12% +0.12
VLUE iShares MSCI USA Value Facto New 0.12% +0.12
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +13.8% 0.64% +0.07
HGER Harbor Commodity All Weather Add +16.0% 0.21% +0.06
MAR Marriott International Class A Add +19.0% 0.26% +0.05
TCAL T Rowe Pre CPT Apr PR in ETF Add +9.3% 1.22% +0.03
IBDT iShares Ibonds Dec 2028 ETF Add +5.7% 0.44% +0.02
IGSB iShares 1-5Y Inv Grade Corp. Add +6.2% 0.15% +0.01
IJH iShares Core S&P Midcap ETF Add +2.4% 0.17% +0.01
IBDV iShares Ibonds Dec 2030 Corp. Add +4.8% 0.20% +0.01
NEAR iShares SH Dba ETF Usd Inc. Add +3.1% 0.30% +0.01
IBDW iShares Ibonds Dec 2031 Corp. Add +3.4% 0.27% +0.00
IJR iShares Core S&P Small-Cap E Add +0.1% 0.13% +0.00
JPM JPMorgan Chase & Co. Add +9.8% 0.19% −0.00
AMD Advanced Micro Devices Add +2.4% 0.18% −0.01
GE General Electric Add +5.8% 0.32% −0.01
QQQ Invesco QQQ Trust Series 1 Add +4.2% 0.45% −0.01
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.40% −0.02
IBIT iShares Bitcoin Trust ETF Add +2.8% 0.22% −0.06
META Meta Platforms Inc. Class A Add +2.2% 0.55% −0.08
ORCL Oracle Corp. Add +0.4% 0.41% −0.14
AMZN Amazon.com Inc. Add +1.6% 1.52% −0.15
MSFT Microsoft Corp. Add +2.5% 1.05% −0.30

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