4J Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), 4J Wealth Management LLC reported 111 stock positions worth $203.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.6% of the portfolio, followed by T Rowe PRC International Eq (TOUS, 9.2%) and Ishrs US E F R A ETF-Usd (DYNF, 8.9%). Compared with Q1 2026, it opened 15 new positions, sold out of 5, added to 24 and reduced 47. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +21%) and the biggest sale T Rowe PRC Cap Appreciation (TCAF, shares −24%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840775
Portfolio Value
$203.9M (Q2 2026)
SEC Filing
0001754960-26-000594 ↗ filed Jul 22, 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 Q1 2026 Q2 2026: $203.9M $203.9M Q2 2026

Holdings 111 stocks · $203.9M
IVV iShares Core S&P 500 ETF 12.59% 34,280 $25.7M Reduce -1.0%
TOUS T Rowe PRC International Eq 9.24% 491,077 $18.8M Add +0.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 8.85% 265,350 $18.0M Add +20.7%
TTEQ T Rowe Price Technology ETF 5.19% 237,210 $10.6M Add +2.2%
TCAF T Rowe PRC Cap Appreciation 4.14% 205,529 $8.4M Reduce -24.0%
IEI iShares 3-7 Year Treasury Bo 3.78% 65,537 $7.7M Add +13.4%
TFLR T Rowe Price Floating RT ETF 3.27% 132,148 $6.7M Reduce -6.5%
BRK.B Berkshire Hathaway Inc. Class B 3.25% 13,229 $6.6M Reduce -1.4%
NVDA Nvidia Corp. 2.84% 28,939 $5.8M Reduce -0.2%
IDYN iShares Inte Equ Fac R A ETF 2.72% 184,793 $5.5M Add +16.2%
AAPL Apple Inc. 2.36% 16,594 $4.8M Reduce -3.3%
GOOG Alphabet Inc. Class C 2.20% 12,685 $4.5M Reduce -0.6%
DGRO iShares Core Dividend Growth 1.84% 49,430 $3.7M Add +35.2%
BINC iShares Flex I A ETF-Usd Inc. 1.61% 62,820 $3.3M Add +92.5%
TBUX T Rowe Price Ultra Short-Ter 1.57% 64,295 $3.2M Add +47.1%
TSPA T Rowe Price US Eqy Research 1.52% 65,184 $3.1M Add +52.1%
AMZN Amazon.com Inc. 1.46% 12,470 $3.0M Reduce -3.2%
IBDU iShares Ibonds Dec 2029 Term 1.43% 126,059 $2.9M Add +5.9%
JEPI JPMorgan Equity Premium Inco 1.24% 44,718 $2.5M Add +191.3%
UNOV Innovator U.S. Equity Ultra 1.08% 54,614 $2.2M Reduce -3.9%
ANET Arista Networks Inc. 1.02% 12,290 $2.1M Add +0.6%
IAU iShares Gold Trust 0.97% 26,157 $2.0M Add +13.3%
NOC Northrop Grumman Corp. 0.96% 3,862 $2.0M Add +1.5%
BLCR iShares LRG CP CR Act ETF-Ui 0.94% 38,195 $1.9M New
TSLA Tesla Inc. 0.91% 4,434 $1.9M No change
MSFT Microsoft Corp. 0.88% 4,822 $1.8M Reduce -3.1%
XOM Exxon Mobil Corp. 0.83% 12,312 $1.7M Reduce -0.2%
SHY iShares 1-3 Year Treasury Bo 0.79% 19,521 $1.6M Reduce -11.7%
IGF iShares Global Infrastructur 0.63% 19,278 $1.3M New
GOOGL Alphabet Inc. Class A 0.63% 3,575 $1.3M Add +1.6%
MA Mastercard Inc. Class A 0.56% 2,236 $1.1M Reduce -10.1%
IVW iShares S&P 500 Growth ETF 0.54% 8,061 $1.1M Reduce -4.7%
QQQ Invesco QQQ Trust Series 1 0.50% 1,372 $1.0M Reduce -1.0%
META Meta Platforms Inc. Class A 0.48% 1,733 $976K Add +1.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 1,287 $961K No change
IBTH iShares Ibonds Dec 2027 Term 0.47% 42,483 $950K Add +17.5%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.46% 30,723 $940K Add +317.3%
TURF T Rowe Price Nat Res ETF 0.44% 29,157 $906K New
TMSL T.rowe PRC Small-Mid Cap ETF 0.42% 19,534 $857K New
MEAR Ishrs Short Mat Muni Act ETF 0.42% 16,869 $850K Reduce -1.8%
IBDT iShares Ibonds Dec 2028 ETF 0.41% 33,460 $845K Add +8.5%
HGER Harbor Commodity All Weather 0.41% 28,639 $840K Add +142.9%
VTI VG Morningstar TS MKT ETF-US 0.40% 2,215 $820K Add +1.6%
QFLR Innovator Nasdaq-100 MF ETF 0.39% 21,610 $788K Reduce -1.4%
AMD Advanced Micro Devices 0.38% 1,331 $773K Reduce -14.2%
MUB iShares National Muni Bond E 0.38% 7,147 $769K Reduce -7.9%
BUFB Innovator Ladd Allo Buff ETF 0.37% 19,354 $761K Reduce -9.2%
AEP American Electric Power 0.37% 5,544 $758K No change
GE General Electric filed as GE AEROSPACE 0.35% 1,919 $717K Reduce -2.4%
ORCL Oracle Corp. 0.35% 4,868 $713K Reduce -1.9%
IGIB iShares 5-10Y Inv Grade Corp. 0.34% 12,858 $684K Reduce -9.2%
GLD SPDR Gold Shares 0.33% 1,802 $664K No change
SLQD iShares 0-5 YR Inv GRD Corp. 0.32% 13,118 $661K Reduce -4.0%
NEAR iShares SH Dba ETF Usd Inc. 0.32% 12,900 $654K Add +23.8%
IGM iShares Expanded Tech Sector 0.31% 3,834 $627K No change
USMV iShares MSCI USA Min Vol Fac 0.28% 5,934 $572K Reduce -5.4%
GEV GE Vernova Inc. 0.28% 484 $569K No change
QUAL iShares MSCI USA Quality Fac 0.28% 2,588 $568K Reduce -22.5%
IVE iShares S&P 500 Value ETF 0.26% 2,344 $532K Reduce -3.9%
AGX Argan Inc. 0.25% 648 $517K Reduce -3.3%
BN Brookfield Corp. 0.25% 12,011 $512K No change
MAR Marriott International Class A 0.25% 1,376 $510K No change
IBDW iShares Ibonds Dec 2031 Corp. 0.24% 23,010 $480K No change
GSY Invesco Ultra Short Duration 0.23% 9,406 $472K Reduce -1.0%
JNJ Johnson & Johnson 0.23% 1,843 $468K Reduce -0.8%
TDG Transdigm Group Inc. 0.22% 339 $451K Reduce -5.0%
HLT Hilton Worldwide Holdings Inc. 0.22% 1,331 $440K Reduce -2.2%
AXP American Express Co. 0.21% 1,278 $432K No change
GRID First TRST Nasd Class Edg Sgiif 0.20% 2,162 $415K No change
IXN iShares Global Tech ETF 0.19% 2,696 $390K Reduce -11.4%
COST Costco Wholesale Corp. 0.19% 408 $382K Add +1.5%
MTUM iShares MSCI USA Momentum Fa 0.18% 1,078 $370K No change
JPM JPMorgan Chase & Co. 0.18% 1,123 $367K Reduce -1.2%
V Visa Inc. Class A 0.18% 1,055 $362K No change
MU Micron Technology Inc. 0.17% 309 $357K New
ABBV Abbvie Inc. 0.17% 1,377 $347K Reduce -1.1%
IBDV iShares Ibonds Dec 2030 Corp. 0.17% 15,888 $346K No change
MCO Moody's Corp. 0.17% 749 $339K Reduce -3.5%
IBIT iShares Bitcoin Trust ETF 0.16% 9,993 $333K No change
RSP Invesco S&P 500 Equal Weight 0.16% 1,545 $329K Reduce -43.4%
BJUL Innovator U.S. Equity Buffer 0.15% 5,750 $312K No change
NFLX Netflix Inc. 0.14% 4,080 $291K No change
IJH iShares Core S&P Midcap ETF 0.14% 3,752 $289K Reduce -13.6%
UAUG Innovator U.S. Equity Ultra 0.14% 6,850 $288K No change
VLUE iShares MSCI USA Value Facto 0.14% 1,428 $285K No change
CSCO Cisco Systems Inc. 0.14% 2,375 $279K New
TPUT TRP Cap Apprec MKT Opp ETF filed as T ROWE PRICE EXCHANGE-TRADED 0.14% 10,975 $276K New
IEF iShares 7-10 Year Treasury B 0.14% 2,912 $275K Reduce -0.7%
ATO Atmos Energy Corp. 0.13% 1,593 $274K Reduce -3.0%
LII Lennox International Inc. 0.13% 471 $270K Reduce -6.0%
GOVT iShares US Treasury Bond ETF 0.13% 11,815 $269K Reduce -16.3%
CVX Chevron Corp. 0.13% 1,577 $261K Add +1.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.13% 4,949 $259K Reduce -1.0%
ITOT iShares Core S&P Total U.S. 0.12% 1,525 $251K Reduce -8.3%
BALT Inn Defined Wealth Shield 0.12% 7,036 $241K No change
AZN Astrazeneca PLC 0.12% 1,236 $234K No change
LLY Eli Lilly & Co. 0.11% 194 $233K Reduce -12.6%
BSCQ Invesco Bulletshares 2026 CB 0.11% 11,860 $232K No change
BSCR Invesco Bulletshares 2027 CB 0.11% 11,740 $230K No change
MCD McDonald's Corp. 0.11% 848 $229K Reduce -38.9%
PM Philip Morris International 0.11% 1,265 $229K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 2,604 $224K New
TXN Texas Instruments Inc. 0.11% 748 $223K New
UNH Unitedhealth Group Inc. 0.11% 519 $216K New
BAPR Innovator U.S. Equity Buffer 0.10% 4,000 $213K New
SOXX iShares Semiconductor ETF 0.10% 331 $212K New
DE Deere & Co. 0.10% 330 $209K New
IJR iShares Core S&P Small-Cap E 0.10% 1,408 $209K Reduce -24.3%
HII Huntington Ingalls Industrie 0.10% 744 $208K No change
VIG Vanguard Dividend Apprec ETF 0.10% 872 $206K New
DOV Dover Corp. 0.10% 917 $206K New

Portfolio Sells Q1 2026 → Q2 2026
TCAF T Rowe PRC Cap Appreciation Reduce -24.0% 4.14% −1.32
TCAL T Rowe Pre CPT Apr PR in ETF Sold out 0.00% −1.22
IBDR iShares Ibonds Dec 2026 Term Sold out 0.00% −1.16
TFLR T Rowe Price Floating RT ETF Reduce -6.5% 3.27% −0.78
IBDS Ishrs Ibnds Dec 27 Corp. ETF Sold out 0.00% −0.64
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 3.25% −0.41
XOM Exxon Mobil Corp. Reduce -0.2% 0.83% −0.36
IVV iShares Core S&P 500 ETF Reduce -1.0% 12.59% −0.27
SHY iShares 1-3 Year Treasury Bo Reduce -11.7% 0.79% −0.25
MSFT Microsoft Corp. Reduce -3.1% 0.88% −0.16
MA Mastercard Inc. Class A Reduce -10.1% 0.56% −0.14
RSP Invesco S&P 500 Equal Weight Reduce -43.4% 0.16% −0.14
MCD McDonald's Corp. Reduce -38.9% 0.11% −0.13
UNOV Innovator U.S. Equity Ultra Reduce -3.9% 1.08% −0.13
IBTG iShares Ibonds Dec 2026 Term Sold out 0.00% −0.13
AAPL Apple Inc. Reduce -3.3% 2.36% −0.12
T AT&T Inc. Sold out 0.00% −0.12
IGIB iShares 5-10Y Inv Grade Corp. Reduce -9.2% 0.34% −0.09
MUB iShares National Muni Bond E Reduce -7.9% 0.38% −0.09
QUAL iShares MSCI USA Quality Fac Reduce -22.5% 0.28% −0.09
MEAR Ishrs Short Mat Muni Act ETF Reduce -1.8% 0.42% −0.07
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -4.0% 0.32% −0.07
AMZN Amazon.com Inc. Reduce -3.2% 1.46% −0.07
ORCL Oracle Corp. Reduce -1.9% 0.35% −0.07
BUFB Innovator Ladd Allo Buff ETF Reduce -9.2% 0.37% −0.06
GOVT iShares US Treasury Bond ETF Reduce -16.3% 0.13% −0.05
USMV iShares MSCI USA Min Vol Fac Reduce -5.4% 0.28% −0.05
GSY Invesco Ultra Short Duration Reduce -1.0% 0.23% −0.04
ATO Atmos Energy Corp. Reduce -3.0% 0.13% −0.04
NVDA Nvidia Corp. Reduce -0.2% 2.84% −0.03
IVE iShares S&P 500 Value ETF Reduce -3.9% 0.26% −0.03
IJR iShares Core S&P Small-Cap E Reduce -24.3% 0.10% −0.03
JNJ Johnson & Johnson Reduce -0.8% 0.23% −0.03
QFLR Innovator Nasdaq-100 MF ETF Reduce -1.4% 0.39% −0.03
MCO Moody's Corp. Reduce -3.5% 0.17% −0.03
IJH iShares Core S&P Midcap ETF Reduce -13.6% 0.14% −0.02
IEF iShares 7-10 Year Treasury B Reduce -0.7% 0.14% −0.02
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.0% 0.13% −0.02
HLT Hilton Worldwide Holdings Inc. Reduce -2.2% 0.22% −0.02
TDG Transdigm Group Inc. Reduce -5.0% 0.22% −0.01
ITOT iShares Core S&P Total U.S. Reduce -8.3% 0.12% −0.01
JPM JPMorgan Chase & Co. Reduce -1.2% 0.18% −0.01
ABBV Abbvie Inc. Reduce -1.1% 0.17% −0.00
LLY Eli Lilly & Co. Reduce -12.6% 0.11% −0.00
IVW iShares S&P 500 Growth ETF Reduce -4.7% 0.54% −0.00
LII Lennox International Inc. Reduce -6.0% 0.13% +0.00
IXN iShares Global Tech ETF Reduce -11.4% 0.19% +0.02
GE General Electric Reduce -2.4% 0.35% +0.03
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 0.50% +0.04
AGX Argan Inc. Reduce -3.3% 0.25% +0.05

Portfolio Buys Q1 2026 → Q2 2026
DYNF Ishrs US E F R A ETF-Usd Inc. Add +20.7% 8.85% +1.58
TTEQ T Rowe Price Technology ETF Add +2.2% 5.19% +1.20
BLCR iShares LRG CP CR Act ETF-Ui New 0.94% +0.94
JEPI JPMorgan Equity Premium Inco Add +191.3% 1.24% +0.74
BINC iShares Flex I A ETF-Usd Inc. Add +92.5% 1.61% +0.65
IGF iShares Global Infrastructur New 0.63% +0.63
TSPA T Rowe Price US Eqy Research Add +52.1% 1.52% +0.52
TURF T Rowe Price Nat Res ETF New 0.44% +0.44
TMSL T.rowe PRC Small-Mid Cap ETF New 0.42% +0.42
DGRO iShares Core Dividend Growth Add +35.2% 1.84% +0.38
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Add +317.3% 0.46% +0.34
TBUX T Rowe Price Ultra Short-Ter Add +47.1% 1.57% +0.33
HGER Harbor Commodity All Weather Add +142.9% 0.41% +0.20
MU Micron Technology Inc. New 0.17% +0.17
ANET Arista Networks Inc. Add +0.6% 1.02% +0.17
CSCO Cisco Systems Inc. New 0.14% +0.14
TPUT TRP Cap Apprec MKT Opp ETF New 0.14% +0.14
IDYN iShares Inte Equ Fac R A ETF Add +16.2% 2.72% +0.12
VUG Vanguard Mrngstar GR ETF-Sui New 0.11% +0.11
TXN Texas Instruments Inc. New 0.11% +0.11
UNH Unitedhealth Group Inc. New 0.11% +0.11
BAPR Innovator U.S. Equity Buffer New 0.10% +0.10
SOXX iShares Semiconductor ETF New 0.10% +0.10
DE Deere & Co. New 0.10% +0.10
VIG Vanguard Dividend Apprec ETF New 0.10% +0.10
DOV Dover Corp. New 0.10% +0.10
GOOGL Alphabet Inc. Class A Add +1.6% 0.63% +0.05
NEAR iShares SH Dba ETF Usd Inc. Add +23.8% 0.32% +0.02
IBTH iShares Ibonds Dec 2027 Term Add +17.5% 0.47% +0.01
VTI VG Morningstar TS MKT ETF-US Add +1.6% 0.40% +0.00
IBDT iShares Ibonds Dec 2028 ETF Add +8.5% 0.41% −0.03
COST Costco Wholesale Corp. Add +1.5% 0.19% −0.04
CVX Chevron Corp. Add +1.0% 0.13% −0.06
META Meta Platforms Inc. Class A Add +1.7% 0.48% −0.08
IEI iShares 3-7 Year Treasury Bo Add +13.4% 3.78% −0.12
IBDU iShares Ibonds Dec 2029 Term Add +5.9% 1.43% −0.14
IAU iShares Gold Trust Add +13.3% 0.97% −0.19
TOUS T Rowe PRC International Eq Add +0.7% 9.24% −0.33
NOC Northrop Grumman Corp. Add +1.5% 0.96% −0.51

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