4J Wealth Management LLC

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

Import this data to Google Sheets with:

=jivedata("4j-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $170.2M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$323K	0.2%Prev: 0.2%	1,393 SH	Decreased+16 SH
ADVANCED MICRO DEVICES INC	COM	$260K	0.2%Prev: 0.4%	1,607 SH	Decreased+276 SH
ALPHABET INC	CAP STK CL A	$855K	0.5%Prev: 0.6%	3,518 SH	Decreased-57 SH
ALPHABET INC	CAP STK CL C	$3.3M	2.0%Prev: 2.2%	13,709 SH	Decreased+1,024 SH
AMAZON COM INC	COM	$2.9M	1.7%Prev: 1.5%	13,278 SH	Decreased+808 SH
AMERICAN EXPRESS CO	COM	$425K	0.2%Prev: 0.2%	1,278 SH	Decreased
APPLE INC	COM	$4.4M	2.6%Prev: 2.4%	17,266 SH	Decreased+672 SH
ARISTA NETWORKS INC	COM SHS	$1.8M	1.0%Prev: 1.0%	12,252 SH	Decreased-38 SH
ATMOS ENERGY CORP	COM	$286K	0.2%Prev: 0.1%	1,673 SH	Increased+80 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.8M	4.0%Prev: 3.2%	13,561 SH	Increased+332 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.5M	4.4%Prev: 8.9%	126,414 SH	Decreased-138,936 SH
BROOKFIELD CORP	CL A LTD VT SH	$574K	0.3%Prev: 0.3%	8,372 SH	Increased-3,639 SH
CHEVRON CORP NEW	COM	$243K	0.1%	1,562 SH	New
COSTCO WHSL CORP NEW	COM	$372K	0.2%	402 SH	New
DANAHER CORPORATION	COM	$281K	0.2%	1,416 SH	New
EXXON MOBIL CORP	COM	$1.4M	0.8%Prev: 0.8%	12,615 SH	Decreased+303 SH
GE AEROSPACE	COM NEW	$544K	0.3%Prev: 0.4%	1,810 SH	Decreased-109 SH
GE VERNOVA INC	COM	$298K	0.2%Prev: 0.3%	484 SH	Decreased
HARBOR ETF TRUST	HARBOR COMMODITY	$237K	0.1%	9,178 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$369K	0.2%Prev: 0.2%	1,421 SH	Decreased+90 SH
HUNTINGTON INGALLS INDS INC	COM	$214K	0.1%Prev: 0.1%	744 SH	Increased
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$4.8M	2.8%Prev: 0.1%	145,643 SH	Increased+138,607 SH
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$798K	0.5%Prev: 0.4%	22,329 SH	Increased+2,975 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$715K	0.4%Prev: 0.4%	21,555 SH	Decreased-55 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$269K	0.2%Prev: 0.1%	6,850 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$286K	0.2%Prev: 0.2%	5,750 SH	Decreased
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$456K	0.3%Prev: 0.2%	9,081 SH	Decreased-325 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$293K	0.2%Prev: 0.2%	1,545 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$792K	0.5%Prev: 0.5%	1,320 SH	Decreased-52 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$444K	0.3%Prev: 0.2%	6,827 SH	Increased-3,166 SH
ISHARES GOLD TR	ISHARES NEW	$2.3M	1.4%Prev: 1.0%	32,198 SH	Increased+6,041 SH
ISHARES TR	0-5YR INVT GR CP	$717K	0.4%Prev: 0.3%	14,101 SH	Increased+983 SH
ISHARES TR	1 3 YR TREAS BD	$1.9M	1.1%Prev: 0.8%	23,462 SH	Increased+3,941 SH
ISHARES TR	3 7 YR TREAS BD	$5.0M	2.9%Prev: 3.8%	41,952 SH	Decreased-23,585 SH
ISHARES TR	7-10 YR TRSY BD	$314K	0.2%Prev: 0.1%	3,253 SH	Increased+341 SH
ISHARES TR	CORE DIV GRWTH	$2.6M	1.5%Prev: 1.8%	37,512 SH	Decreased-11,918 SH
ISHARES TR	CORE S&P MCP ETF	$291K	0.2%Prev: 0.1%	4,465 SH	Increased+713 SH
ISHARES TR	CORE S&P SCP ETF	$231K	0.1%Prev: 0.1%	1,946 SH	Increased+538 SH
ISHARES TR	CORE S&P TTL STK	$278K	0.2%Prev: 0.1%	1,909 SH	Increased+384 SH
ISHARES TR	CORE S&P500 ETF	$25.6M	15.0%Prev: 12.6%	38,212 SH	Decreased+3,932 SH
ISHARES TR	EXPND TEC SC ETF	$483K	0.3%Prev: 0.3%	3,834 SH	Decreased
ISHARES TR	GLOBAL TECH ETF	$320K	0.2%Prev: 0.2%	3,097 SH	Decreased+401 SH
ISHARES TR	IBDS DEC28 ETF	$596K	0.4%Prev: 0.4%	23,349 SH	Decreased-10,111 SH
ISHARES TR	IBONDS 25 TRM TS	$1.2M	0.7%	52,674 SH	New
ISHARES TR	IBONDS 26 TRM TS	$280K	0.2%	12,210 SH	New
ISHARES TR	IBONDS 27 ETF	$1.1M	0.7%	45,519 SH	New
ISHARES TR	IBONDS 27 TRM TS	$843K	0.5%Prev: 0.5%	37,420 SH	Decreased-5,063 SH
ISHARES TR	IBONDS DEC 2030	$334K	0.2%Prev: 0.2%	15,068 SH	Decreased-820 SH
ISHARES TR	IBONDS DEC 2031	$203K	0.1%Prev: 0.2%	9,560 SH	Decreased-13,450 SH
ISHARES TR	IBONDS DEC 25	$204K	0.1%	7,614 SH	New
ISHARES TR	IBONDS DEC 29	$333K	0.2%Prev: 1.4%	14,205 SH	Decreased-111,854 SH
ISHARES TR	IBONDS DEC2026	$1.7M	1.0%	68,329 SH	New
ISHARES TR	IBONDS DEC25 ETF	$4.2M	2.5%	166,994 SH	New
ISHARES TR	ISHS 1-5YR INVS	$312K	0.2%Prev: 0.1%	5,889 SH	Increased+940 SH
ISHARES TR	ISHS 5-10YR INVT	$906K	0.5%Prev: 0.3%	16,749 SH	Increased+3,891 SH
ISHARES TR	MSCI USA MIN VOL	$599K	0.4%	6,300 SH	New
ISHARES TR	MSCI USA MMENTM	$276K	0.2%Prev: 0.2%	1,077 SH	Decreased-1 SH
ISHARES TR	MSCI USA QLT FCT	$702K	0.4%Prev: 0.3%	3,607 SH	Increased+1,019 SH
ISHARES TR	NATIONAL MUN ETF	$871K	0.5%Prev: 0.4%	8,177 SH	Increased+1,030 SH
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.6%Prev: 0.5%	8,477 SH	Decreased+416 SH
ISHARES TR	S&P 500 VAL ETF	$507K	0.3%Prev: 0.3%	2,454 SH	Decreased+110 SH
ISHARES TR	US TREAS BD ETF	$356K	0.2%Prev: 0.1%	15,412 SH	Increased+3,597 SH
ISHARES U S ETF TR	SHORT DURATION B	$518K	0.3%	10,104 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$896K	0.5%	17,739 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$491K	0.3%Prev: 1.2%	8,604 SH	Decreased-36,114 SH
JOHNSON & JOHNSON	COM	$404K	0.2%Prev: 0.2%	2,178 SH	Decreased+335 SH
JPMORGAN CHASE & CO.	COM	$327K	0.2%	1,036 SH	New
LENNOX INTL INC	COM	$265K	0.2%Prev: 0.1%	501 SH	Decreased+30 SH
MARRIOTT INTL INC NEW	CL A	$301K	0.2%Prev: 0.3%	1,156 SH	Decreased-220 SH
MASTERCARD INCORPORATED	CL A	$1.6M	0.9%Prev: 0.6%	2,765 SH	Increased+529 SH
MCDONALDS CORP	COM	$481K	0.3%Prev: 0.1%	1,582 SH	Increased+734 SH
META PLATFORMS INC	CL A	$1.2M	0.7%Prev: 0.5%	1,625 SH	Increased-108 SH
MICROSOFT CORP	COM	$2.6M	1.5%Prev: 0.9%	5,025 SH	Increased+203 SH
MOODYS CORP	COM	$406K	0.2%Prev: 0.2%	852 SH	Increased+103 SH
NETFLIX INC	COM	$531K	0.3%	443 SH	New
NORTHROP GRUMMAN CORP	COM	$2.3M	1.4%Prev: 1.0%	3,804 SH	Increased-58 SH
NVIDIA CORPORATION	COM	$5.5M	3.2%Prev: 2.8%	29,427 SH	Decreased+488 SH
ORACLE CORP	COM	$1.4M	0.8%Prev: 0.3%	4,913 SH	Increased+45 SH
SPDR GOLD TR	GOLD SHS	$707K	0.4%Prev: 0.3%	1,990 SH	Increased+188 SH
SPDR S&P 500 ETF TR	TR UNIT	$857K	0.5%	1,287 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$10.1M	5.9%	267,584 SH	New
T ROWE PRICE ETF INC	CAPITAL APPRECIA	$1.6M	0.9%	64,749 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$10.2M	6.0%	198,857 SH	New
T ROWE PRICE ETF INC	INTERNATIONAL EQ	$16.6M	9.8%	493,744 SH	New
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$4.6M	2.7%	142,251 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$1.4M	0.8%	27,917 SH	New
T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.9M	1.1%	45,532 SH	New
TESLA INC	COM	$2.0M	1.2%Prev: 0.9%	4,465 SH	Increased+31 SH
THE CIGNA GROUP	COM	$211K	0.1%	732 SH	New
TRANSDIGM GROUP INC	COM	$478K	0.3%Prev: 0.2%	363 SH	Increased+24 SH
UNITEDHEALTH GROUP INC	COM	$248K	0.1%Prev: 0.1%	717 SH	Increased+198 SH
VANGUARD INDEX FDS	GROWTH ETF	$208K	0.1%Prev: 0.1%	434 SH	Decreased-2,170 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$675K	0.4%Prev: 0.4%	2,057 SH	Decreased-158 SH
VISA INC	COM CL A	$377K	0.2%Prev: 0.2%	1,103 SH	Increased+48 SH

Sold (vs prior filing)

AMERICAN ELEC PWR CO INC — $758K
ARGAN INC — $517K
ASTRAZENECA PLC — $234K
BLACKROCK ETF TRUST — $1.9M
BLACKROCK ETF TRUST — $5.5M
BLACKROCK ETF TRUST II — $3.3M
CHEVRON CORPORATION — $261K
CISCO SYS INC — $279K
COSTCO WHOLESALE CORPORATION — $382K
DEERE & CO — $209K
DOVER CORP — $206K
ELI LILLY & CO — $233K
FIRST TR EXCHANGE-TRADED FD — $415K
HARBOR ETF TRUST — $840K
INNOVATOR ETFS TRUST — $213K
INNOVATOR ETFS TRUST — $2.2M
INVESCO EXCH TRD SLF IDX FD — $232K
INVESCO EXCH TRD SLF IDX FD — $230K
ISHARES TR — $1.3M
ISHARES TR — $212K
… and 21 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