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: $175.9M101 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$303K	0.2%Prev: 0.2%	1,393 SH	Increased
ADVANCED MICRO DEVICES INC	COM	$316K	0.2%	1,551 SH	New
ALPHABET INC	CAP STK CL A	$1.0M	0.6%Prev: 0.5%	3,520 SH	Increased-382 SH
ALPHABET INC	CAP STK CL C	$3.7M	2.1%Prev: 1.7%	12,765 SH	Increased-1,440 SH
AMAZON COM INC	COM	$2.7M	1.5%Prev: 2.0%	12,879 SH	Increased-168 SH
AMERICAN ELEC PWR CO INC	COM	$727K	0.4%	5,544 SH	New
AMERICAN EXPRESS CO	COM	$387K	0.2%Prev: 0.3%	1,278 SH	Increased
APPLE INC	COM	$4.4M	2.5%Prev: 2.9%	17,161 SH	Increased+323 SH
ARGAN INC	COM	$365K	0.2%	670 SH	New
ARISTA NETWORKS INC	COM SHS	$1.5M	0.9%Prev: 0.7%	12,212 SH	Increased-40 SH
ASTRAZENECA PLC	ORD	$244K	0.1%	1,236 SH	New
AT&T INC	COM	$204K	0.1%	7,037 SH	New
ATMOS ENERGY CORP	COM	$303K	0.2%Prev: 0.2%	1,643 SH	Increased-30 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.4M	3.7%Prev: 5.8%	13,423 SH	Decreased-323 SH
BLACKROCK ETF TRUST	ISHARES INTL EQ	$4.6M	2.6%	159,055 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$12.8M	7.3%	219,906 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.7M	1.0%	32,640 SH	New
BROOKFIELD CORP	CL A LTD VT SH	$486K	0.3%Prev: 0.3%	12,011 SH	Increased+3,669 SH
CHEVRON CORPORATION	COM	$323K	0.2%	1,562 SH	New
COSTCO WHOLESALE CORPORATION	COM	$401K	0.2%	402 SH	New
ELI LILLY & CO	COM	$204K	0.1%	222 SH	New
EXXON MOBIL CORP	COM	$2.1M	1.2%Prev: 1.2%	12,341 SH	Increased-626 SH
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$354K	0.2%	2,162 SH	New
GE AEROSPACE	COM NEW	$558K	0.3%Prev: 0.3%	1,967 SH	Increased+157 SH
GE VERNOVA INC	COM	$422K	0.2%	484 SH	New
HARBOR ETF TRUST	HARBOR COMMODITY	$366K	0.2%	11,789 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$414K	0.2%Prev: 0.3%	1,361 SH	Increased-51 SH
HUNTINGTON INGALLS INDS INC	COM	$283K	0.2%	744 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$235K	0.1%Prev: 1.6%	7,036 SH	Decreased-58,561 SH
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$765K	0.4%Prev: 5.0%	21,309 SH	Decreased-180,144 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$730K	0.4%Prev: 0.5%	21,910 SH	Increased+355 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$270K	0.2%Prev: 0.2%	6,850 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$286K	0.2%Prev: 0.2%	5,750 SH	Increased
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$2.1M	1.2%	56,848 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$476K	0.3%Prev: 0.4%	9,501 SH	Increased+420 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$232K	0.1%	11,860 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$230K	0.1%	11,740 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$524K	0.3%Prev: 0.2%	2,730 SH	Increased+1,185 SH
INVESCO QQQ TR	UNIT SER 1	$800K	0.5%Prev: 0.5%	1,386 SH	Increased+128 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$384K	0.2%Prev: 0.3%	9,993 SH	Increased+3,141 SH
ISHARES GOLD TR	ISHARES NEW	$2.0M	1.2%Prev: 1.4%	23,088 SH	Increased-6,570 SH
ISHARES TR	0-5YR INVT GR CP	$690K	0.4%Prev: 0.6%	13,671 SH	Decreased-742 SH
ISHARES TR	1 3 YR TREAS BD	$1.8M	1.0%Prev: 1.6%	22,103 SH	Decreased-2,612 SH
ISHARES TR	3 7 YR TREAS BD	$6.9M	3.9%Prev: 3.2%	57,794 SH	Increased+23,380 SH
ISHARES TR	7-10 YR TRSY BD	$280K	0.2%Prev: 0.3%	2,932 SH	Decreased-563 SH
ISHARES TR	CORE DIV GRWTH	$2.6M	1.5%Prev: 1.9%	36,560 SH	Increased-2,791 SH
ISHARES TR	CORE S&P MCP ETF	$293K	0.2%Prev: 0.2%	4,340 SH	Increased-637 SH
ISHARES TR	CORE S&P SCP ETF	$231K	0.1%Prev: 0.2%	1,861 SH	Decreased-424 SH
ISHARES TR	CORE S&P TTL STK	$237K	0.1%Prev: 0.2%	1,664 SH	Decreased-533 SH
ISHARES TR	CORE S&P500 ETF	$22.6M	12.9%Prev: 16.3%	34,633 SH	Increased-2,200 SH
ISHARES TR	EXPND TEC SC ETF	$454K	0.3%Prev: 0.3%	3,834 SH	Increased-480 SH
ISHARES TR	GLOBAL TECH ETF	$304K	0.2%Prev: 0.2%	3,044 SH	Increased-308 SH
ISHARES TR	IBDS DEC28 ETF	$781K	0.4%Prev: 0.5%	30,842 SH	Increased+5,873 SH
ISHARES TR	IBONDS 26 TRM TS	$223K	0.1%Prev: 0.2%	9,737 SH	Decreased-3,523 SH
ISHARES TR	IBONDS 27 ETF	$1.1M	0.6%Prev: 0.8%	46,618 SH	Increased+2,082 SH
ISHARES TR	IBONDS 27 TRM TS	$811K	0.5%Prev: 0.7%	36,151 SH	Decreased-6,006 SH
ISHARES TR	IBONDS DEC 2030	$348K	0.2%Prev: 0.3%	15,888 SH	Increased+820 SH
ISHARES TR	IBONDS DEC 2031	$482K	0.3%	23,010 SH	New
ISHARES TR	IBONDS DEC 29	$2.8M	1.6%Prev: 0.3%	118,996 SH	Increased+103,987 SH
ISHARES TR	IBONDS DEC2026	$2.0M	1.2%Prev: 1.0%	83,930 SH	Increased+32,059 SH
ISHARES TR	ISHS 1-5YR INVS	$263K	0.1%Prev: 0.2%	4,999 SH	Decreased-955 SH
ISHARES TR	ISHS 5-10YR INVT	$754K	0.4%Prev: 0.8%	14,158 SH	Decreased-4,331 SH
ISHARES TR	MSCI USA MIN VOL	$582K	0.3%Prev: 0.5%	6,275 SH	Decreased-992 SH
ISHARES TR	MSCI USA MMENTM	$259K	0.1%Prev: 0.2%	1,078 SH	Increased-11 SH
ISHARES TR	MSCI USA QLT FCT	$640K	0.4%Prev: 0.5%	3,338 SH	Decreased-520 SH
ISHARES TR	MSCI USA VALUE	$203K	0.1%	1,428 SH	New
ISHARES TR	NATIONAL MUN ETF	$823K	0.5%Prev: 0.7%	7,757 SH	Decreased-1,114 SH
ISHARES TR	S&P 500 GRWT ETF	$957K	0.5%Prev: 0.6%	8,461 SH	Increased-117 SH
ISHARES TR	S&P 500 VAL ETF	$515K	0.3%Prev: 0.4%	2,439 SH	Increased-25 SH
ISHARES TR	US TREAS BD ETF	$323K	0.2%Prev: 0.3%	14,119 SH	Decreased-3,821 SH
ISHARES U S ETF TR	SHORT DURATION B	$530K	0.3%Prev: 0.4%	10,420 SH	Increased+231 SH
ISHARES U S ETF TR	SHORT MATURITY M	$865K	0.5%Prev: 0.7%	17,174 SH	Decreased-641 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$870K	0.5%	15,351 SH	New
JOHNSON & JOHNSON	COM	$454K	0.3%Prev: 0.3%	1,858 SH	Increased-466 SH
JPMORGAN CHASE & CO	COM	$335K	0.2%	1,137 SH	New
LENNOX INTL INC	COM	$233K	0.1%Prev: 0.2%	501 SH	Decreased
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$222K	0.1%	7,363 SH	New
MARRIOTT INTL INC NEW	CL A	$450K	0.3%Prev: 0.2%	1,376 SH	Increased+152 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.7%Prev: 1.2%	2,486 SH	Decreased-357 SH
MCDONALDS CORP	COM	$431K	0.2%Prev: 0.3%	1,387 SH	Increased+255 SH
META PLATFORMS INC	CL A	$975K	0.6%Prev: 0.7%	1,704 SH	Increased+57 SH
MICROSOFT CORP	COM	$1.8M	1.0%Prev: 1.5%	4,974 SH	Decreased-56 SH
MOODYS CORP	COM	$338K	0.2%Prev: 0.3%	776 SH	Decreased-76 SH
NETFLIX INC.	COM	$392K	0.2%	4,080 SH	New
NORTHROP GRUMMAN CORP	COM	$2.6M	1.5%Prev: 1.6%	3,804 SH	Increased-63 SH
NVIDIA CORPORATION	COM	$5.1M	2.9%Prev: 2.8%	28,999 SH	Increased-3,437 SH
ORACLE CORP	COM	$730K	0.4%Prev: 0.6%	4,963 SH	Increased-27 SH
PHILIP MORRIS INTL INC	COM	$209K	0.1%	1,265 SH	New
SPDR GOLD TR	GOLD SHS	$775K	0.4%Prev: 0.5%	1,802 SH	Increased-213 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$837K	0.5%	1,287 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$9.6M	5.5%Prev: 6.4%	270,297 SH	Increased+18,639 SH
T ROWE PRICE ETF INC	CAPITAL APPRECIA	$2.1M	1.2%	95,981 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$7.1M	4.0%Prev: 6.7%	141,376 SH	Decreased-24,020 SH
T ROWE PRICE ETF INC	INTERNATIONAL EQ	$16.8M	9.6%Prev: 3.2%	487,589 SH	Increased+349,551 SH
T ROWE PRICE ETF INC	TECHNOLOGY ETF	$7.0M	4.0%Prev: 1.7%	232,189 SH	Increased+139,155 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$2.2M	1.2%Prev: 1.0%	43,702 SH	Increased+17,660 SH
T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.8M	1.0%Prev: 0.3%	42,864 SH	Increased+33,334 SH
TESLA INC	COM	$1.6M	0.9%Prev: 0.9%	4,434 SH	Increased-36 SH
TRANSDIGM GROUP INC	COM	$414K	0.2%Prev: 0.4%	357 SH	Decreased-9 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$700K	0.4%Prev: 0.4%	2,181 SH	Increased+155 SH
VISA INC	COM CL A	$319K	0.2%Prev: 0.3%	1,055 SH	Decreased-22 SH

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $283K
CHECK POINT SOFTWARE TECH LT — $202K
CHEVRON CORP NEW — $261K
COSTCO WHSL CORP NEW — $382K
DANAHER CORPORATION — $278K
ISHARES TR — $1.2M
ISHARES TR — $212K
ISHARES TR — $204K
ISHARES TR — $4.4M
JPMORGAN CHASE & CO. — $261K
NETFLIX INC — $395K
PACCAR INC — $204K
SPDR S&P 500 ETF TR — $720K
THE CIGNA GROUP — $226K
UNITEDHEALTH GROUP INC — $440K

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