4J Wealth Management LLC

CIK 0001840775 • 6 13F filings • Apr 29, 2025 – Jul 22, 2026

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Filer information

Filed by: 4J Wealth Management LLC, Agent
Address: 1355 BEVERLY RD, SUITE 310, MCLEAN, VA, 22101
Phone: 844-844-3453
AUM: $174.7M

AUM over time

$203.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $148.0M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$259K	0.2%Prev: 0.2%	1,393 SH	Decreased
ALPHABET INC	CAP STK CL A	$636K	0.4%Prev: 0.6%	3,611 SH	Decreased+91 SH
ALPHABET INC	CAP STK CL C	$2.5M	1.7%Prev: 2.1%	13,992 SH	Decreased+1,227 SH
AMAZON COM INC	COM	$2.9M	2.0%Prev: 1.5%	13,222 SH	Increased+343 SH
AMERICAN EXPRESS CO	COM	$408K	0.3%Prev: 0.2%	1,278 SH	Increased
AMERICAN TOWER CORP NEW	COM	$262K	0.2%	1,186 SH	New
APPLE INC	COM	$3.4M	2.3%Prev: 2.5%	16,745 SH	Decreased-416 SH
ARISTA NETWORKS INC	COM SHS	$1.3M	0.8%Prev: 0.9%	12,252 SH	Decreased+40 SH
ATMOS ENERGY CORP	COM	$258K	0.2%Prev: 0.2%	1,673 SH	Decreased+30 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.6M	4.5%Prev: 3.7%	13,621 SH	Increased+198 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.8M	1.9%Prev: 7.3%	51,634 SH	Decreased-168,272 SH
BROOKFIELD CORP	CL A LTD VT SH	$518K	0.3%Prev: 0.3%	8,372 SH	Increased-3,639 SH
CHEVRON CORP NEW	COM	$224K	0.2%	1,562 SH	New
COSTCO WHSL CORP NEW	COM	$398K	0.3%	402 SH	New
DANAHER CORPORATION	COM	$305K	0.2%	1,545 SH	New
EXXON MOBIL CORP	COM	$1.4M	0.9%Prev: 1.2%	12,978 SH	Decreased+637 SH
GE AEROSPACE	COM NEW	$466K	0.3%Prev: 0.3%	1,810 SH	Decreased-157 SH
GE VERNOVA INC	COM	$256K	0.2%Prev: 0.2%	484 SH	Decreased
HARBOR ETF TRUST	HARBOR COMMODITY	$873K	0.6%Prev: 0.2%	35,946 SH	Increased+24,157 SH
HILTON WORLDWIDE HLDGS INC	COM	$392K	0.3%Prev: 0.2%	1,473 SH	Decreased+112 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$4.9M	3.3%Prev: 0.1%	154,128 SH	Increased+147,092 SH
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$866K	0.6%Prev: 0.4%	25,570 SH	Increased+4,261 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$643K	0.4%Prev: 0.4%	21,555 SH	Decreased-355 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$256K	0.2%Prev: 0.2%	6,850 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$271K	0.2%Prev: 0.2%	5,750 SH	Decreased
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$455K	0.3%Prev: 0.3%	9,081 SH	Decreased-420 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$281K	0.2%Prev: 0.3%	1,545 SH	Decreased-1,185 SH
INVESCO QQQ TR	UNIT SER 1	$728K	0.5%Prev: 0.5%	1,320 SH	Decreased-66 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$418K	0.3%Prev: 0.2%	6,827 SH	Increased-3,166 SH
ISHARES GOLD TR	ISHARES NEW	$1.9M	1.3%Prev: 1.2%	29,911 SH	Decreased+6,823 SH
ISHARES TR	0-5YR INVT GR CP	$716K	0.5%Prev: 0.4%	14,156 SH	Increased+485 SH
ISHARES TR	1 3 YR TREAS BD	$2.0M	1.4%Prev: 1.0%	24,316 SH	Increased+2,213 SH
ISHARES TR	3 7 YR TREAS BD	$4.1M	2.8%Prev: 3.9%	34,200 SH	Decreased-23,594 SH
ISHARES TR	7-10 YR TRSY BD	$317K	0.2%Prev: 0.2%	3,308 SH	Increased+376 SH
ISHARES TR	CORE DIV GRWTH	$2.5M	1.7%Prev: 1.5%	38,778 SH	Decreased+2,218 SH
ISHARES TR	CORE S&P MCP ETF	$285K	0.2%Prev: 0.2%	4,593 SH	Decreased+253 SH
ISHARES TR	CORE S&P SCP ETF	$213K	0.1%Prev: 0.1%	1,945 SH	Decreased+84 SH
ISHARES TR	CORE S&P TTL STK	$258K	0.2%Prev: 0.1%	1,909 SH	Increased+245 SH
ISHARES TR	CORE S&P500 ETF	$23.3M	15.7%Prev: 12.9%	37,531 SH	Increased+2,898 SH
ISHARES TR	EXPND TEC SC ETF	$485K	0.3%Prev: 0.3%	4,314 SH	Increased+480 SH
ISHARES TR	GLOBAL TECH ETF	$311K	0.2%Prev: 0.2%	3,372 SH	Increased+328 SH
ISHARES TR	IBDS DEC28 ETF	$717K	0.5%Prev: 0.4%	28,219 SH	Decreased-2,623 SH
ISHARES TR	IBONDS 25 TRM TS	$1.2M	0.8%	52,784 SH	New
ISHARES TR	IBONDS 26 TRM TS	$279K	0.2%Prev: 0.1%	12,185 SH	Increased+2,448 SH
ISHARES TR	IBONDS 27 ETF	$1.1M	0.8%Prev: 0.6%	47,330 SH	Increased+712 SH
ISHARES TR	IBONDS 27 TRM TS	$859K	0.6%Prev: 0.5%	38,183 SH	Increased+2,032 SH
ISHARES TR	IBONDS 28 TRM TS	$214K	0.1%	9,561 SH	New
ISHARES TR	IBONDS DEC 2030	$331K	0.2%Prev: 0.2%	15,068 SH	Decreased-820 SH
ISHARES TR	IBONDS DEC 2031	$201K	0.1%Prev: 0.3%	9,560 SH	Decreased-13,450 SH
ISHARES TR	IBONDS DEC 25	$204K	0.1%	7,614 SH	New
ISHARES TR	IBONDS DEC 29	$350K	0.2%Prev: 1.6%	15,009 SH	Decreased-103,987 SH
ISHARES TR	IBONDS DEC2026	$1.4M	1.0%Prev: 1.2%	58,050 SH	Decreased-25,880 SH
ISHARES TR	IBONDS DEC25 ETF	$4.3M	2.9%	171,297 SH	New
ISHARES TR	ISHS 1-5YR INVS	$314K	0.2%Prev: 0.1%	5,954 SH	Increased+955 SH
ISHARES TR	ISHS 5-10YR INVT	$923K	0.6%Prev: 0.4%	17,311 SH	Increased+3,153 SH
ISHARES TR	MSCI USA MIN VOL	$634K	0.4%Prev: 0.3%	6,750 SH	Increased+475 SH
ISHARES TR	MSCI USA MMENTM	$262K	0.2%Prev: 0.1%	1,089 SH	Increased+11 SH
ISHARES TR	MSCI USA QLT FCT	$696K	0.5%Prev: 0.4%	3,807 SH	Increased+469 SH
ISHARES TR	NATIONAL MUN ETF	$871K	0.6%Prev: 0.5%	8,337 SH	Increased+580 SH
ISHARES TR	S&P 500 GRWT ETF	$932K	0.6%Prev: 0.5%	8,467 SH	Decreased+6 SH
ISHARES TR	S&P 500 VAL ETF	$481K	0.3%Prev: 0.3%	2,464 SH	Decreased+25 SH
ISHARES TR	US TREAS BD ETF	$408K	0.3%Prev: 0.2%	17,771 SH	Increased+3,652 SH
ISHARES U S ETF TR	SHORT DURATION B	$521K	0.4%Prev: 0.3%	10,189 SH	Decreased-231 SH
ISHARES U S ETF TR	SHORT MATURITY M	$896K	0.6%Prev: 0.5%	17,815 SH	Increased+641 SH
JOHNSON & JOHNSON	COM	$340K	0.2%Prev: 0.3%	2,228 SH	Decreased+370 SH
JPMORGAN CHASE & CO.	COM	$310K	0.2%	1,068 SH	New
LENNOX INTL INC	COM	$287K	0.2%Prev: 0.1%	501 SH	Increased
MARRIOTT INTL INC NEW	CL A	$316K	0.2%Prev: 0.3%	1,156 SH	Decreased-220 SH
MASTERCARD INCORPORATED	CL A	$1.6M	1.1%Prev: 0.7%	2,767 SH	Increased+281 SH
MCDONALDS CORP	COM	$318K	0.2%Prev: 0.2%	1,089 SH	Decreased-298 SH
META PLATFORMS INC	CL A	$1.2M	0.8%Prev: 0.6%	1,637 SH	Increased-67 SH
MICROSOFT CORP	COM	$2.5M	1.7%Prev: 1.0%	5,055 SH	Increased+81 SH
MOODYS CORP	COM	$427K	0.3%Prev: 0.2%	852 SH	Increased+76 SH
NETFLIX INC	COM	$566K	0.4%	423 SH	New
NORTHROP GRUMMAN CORP	COM	$1.9M	1.3%Prev: 1.5%	3,835 SH	Decreased+31 SH
NVIDIA CORPORATION	COM	$4.3M	2.9%Prev: 2.9%	27,019 SH	Decreased-1,980 SH
ORACLE CORP	COM	$1.1M	0.7%Prev: 0.4%	4,990 SH	Increased+27 SH
PHILIP MORRIS INTL INC	COM	$216K	0.1%Prev: 0.1%	1,183 SH	Increased-82 SH
SPDR GOLD TR	GOLD SHS	$607K	0.4%Prev: 0.4%	1,990 SH	Decreased+188 SH
SPDR S&P 500 ETF TR	TR UNIT	$795K	0.5%	1,287 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$9.0M	6.1%Prev: 5.5%	254,467 SH	Decreased-15,830 SH
T ROWE PRICE ETF INC	CAPITAL APPRECIA	$329K	0.2%Prev: 1.2%	13,302 SH	Decreased-82,679 SH
T ROWE PRICE ETF INC	FLOATING RATE	$9.2M	6.2%Prev: 4.0%	178,423 SH	Increased+37,047 SH
T ROWE PRICE ETF INC	INTERNATIONAL EQ	$14.8M	10.0%Prev: 9.6%	457,846 SH	Decreased-29,743 SH
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$2.8M	1.9%Prev: 4.0%	97,806 SH	Decreased-134,383 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.4M	0.9%Prev: 1.2%	27,267 SH	Decreased-16,435 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$606K	0.4%Prev: 1.0%	15,573 SH	Decreased-27,291 SH
TESLA INC	COM	$1.4M	1.0%Prev: 0.9%	4,465 SH	Decreased+31 SH
TEXAS INSTRS INC	COM	$227K	0.2%	1,095 SH	New
THE CIGNA GROUP	COM	$227K	0.2%	687 SH	New
TRANSDIGM GROUP INC	COM	$551K	0.4%Prev: 0.2%	362 SH	Increased+5 SH
UNITEDHEALTH GROUP INC	COM	$259K	0.2%	829 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$616K	0.4%Prev: 0.4%	2,026 SH	Decreased-155 SH
VISA INC	COM CL A	$374K	0.3%Prev: 0.2%	1,052 SH	Increased-3 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $316K
AMERICAN ELEC PWR CO INC — $727K
ARGAN INC — $365K
ASTRAZENECA PLC — $244K
AT&T INC — $204K
BLACKROCK ETF TRUST — $4.6M
BLACKROCK ETF TRUST II — $1.7M
CHEVRON CORPORATION — $323K
COSTCO WHOLESALE CORPORATION — $401K
ELI LILLY & CO — $204K
FIRST TR EXCHANGE-TRADED FD — $354K
HUNTINGTON INGALLS INDS INC — $283K
INNOVATOR ETFS TRUST — $2.1M
INVESCO EXCH TRD SLF IDX FD — $232K
INVESCO EXCH TRD SLF IDX FD — $230K
ISHARES TR — $203K
J P MORGAN EXCHANGE TRADED F — $870K
JPMORGAN CHASE & CO — $335K
LITMAN GREGORY FDS TR — $222K
NETFLIX INC. — $392K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001754960-26-000067	$174.7M	View
Oct 22, 2025	Q3 2025	13F-HR	0001754960-25-000703	$170.2M	View
Jul 22, 2026	Q2 2026