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: $203.9M111 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$347K	0.2%Prev: 0.2%	1,377 SH	Increased-16 SH
ADVANCED MICRO DEVICES INC	COM	$773K	0.4%	1,331 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.6%Prev: 0.4%	3,575 SH	Increased-36 SH
ALPHABET INC	CAP STK CL C	$4.5M	2.2%Prev: 1.7%	12,685 SH	Increased-1,307 SH
AMAZON COM INC	COM	$3.0M	1.5%Prev: 2.0%	12,470 SH	Increased-752 SH
AMERICAN ELEC PWR CO INC	COM	$758K	0.4%	5,544 SH	New
AMERICAN EXPRESS CO	COM	$432K	0.2%Prev: 0.3%	1,278 SH	Increased
APPLE INC	COM	$4.8M	2.4%Prev: 2.3%	16,594 SH	Increased-151 SH
ARGAN INC	COM	$517K	0.3%	648 SH	New
ARISTA NETWORKS INC	COM SHS	$2.1M	1.0%Prev: 0.8%	12,290 SH	Increased+38 SH
ASTRAZENECA PLC	ORD	$234K	0.1%	1,236 SH	New
ATMOS ENERGY CORP	COM	$274K	0.1%Prev: 0.2%	1,593 SH	Increased-80 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.6M	3.2%Prev: 4.5%	13,229 SH	Increased-392 SH
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$1.9M	0.9%	38,195 SH	New
BLACKROCK ETF TRUST	ISHARES INTL EQ	$5.5M	2.7%	184,793 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.0M	8.9%Prev: 1.9%	265,350 SH	Increased+213,716 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$3.3M	1.6%	62,820 SH	New
BROOKFIELD CORP	CL A LTD VT SH	$512K	0.3%Prev: 0.3%	12,011 SH	Decreased+3,639 SH
CHEVRON CORPORATION	COM	$261K	0.1%	1,577 SH	New
CISCO SYS INC	COM	$279K	0.1%	2,375 SH	New
COSTCO WHOLESALE CORPORATION	COM	$382K	0.2%	408 SH	New
DEERE & CO	COM	$209K	0.1%	330 SH	New
DOVER CORP	COM	$206K	0.1%	917 SH	New
ELI LILLY & CO	COM	$233K	0.1%	194 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.8%Prev: 0.9%	12,312 SH	Increased-666 SH
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$415K	0.2%	2,162 SH	New
GE AEROSPACE	COM NEW	$717K	0.4%Prev: 0.3%	1,919 SH	Increased+109 SH
GE VERNOVA INC	COM	$569K	0.3%Prev: 0.2%	484 SH	Increased
HARBOR ETF TRUST	COMM ALL WEA ETF	$840K	0.4%	28,639 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$440K	0.2%Prev: 0.3%	1,331 SH	Increased-142 SH
HUNTINGTON INGALLS INDS INC	COM	$208K	0.1%	744 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$241K	0.1%Prev: 3.3%	7,036 SH	Decreased-147,092 SH
INNOVATOR ETFS TRUST	LADDERED ALC BFR	$761K	0.4%Prev: 0.6%	19,354 SH	Decreased-6,216 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$788K	0.4%Prev: 0.4%	21,610 SH	Increased+55 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$213K	0.1%	4,000 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$288K	0.1%Prev: 0.2%	6,850 SH	Increased
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$312K	0.2%Prev: 0.2%	5,750 SH	Increased
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$2.2M	1.1%	54,614 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$472K	0.2%Prev: 0.3%	9,406 SH	Increased+325 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	$329K	0.2%Prev: 0.2%	1,545 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.5%Prev: 0.5%	1,372 SH	Increased+52 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$333K	0.2%Prev: 0.3%	9,993 SH	Decreased+3,166 SH
ISHARES GOLD TR	ISHARES NEW	$2.0M	1.0%Prev: 1.3%	26,157 SH	Increased-3,754 SH
ISHARES TR	0-5YR INVT GR CP	$661K	0.3%Prev: 0.5%	13,118 SH	Decreased-1,038 SH
ISHARES TR	1 3 YR TREAS BD	$1.6M	0.8%Prev: 1.4%	19,521 SH	Decreased-4,795 SH
ISHARES TR	3 7 YR TREAS BD	$7.7M	3.8%Prev: 2.8%	65,537 SH	Increased+31,337 SH
ISHARES TR	7-10 YR TRSY BD	$275K	0.1%Prev: 0.2%	2,912 SH	Decreased-396 SH
ISHARES TR	CORE DIV GRWTH	$3.7M	1.8%Prev: 1.7%	49,430 SH	Increased+10,652 SH
ISHARES TR	CORE S&P MCP ETF	$289K	0.1%Prev: 0.2%	3,752 SH	Increased-841 SH
ISHARES TR	CORE S&P SCP ETF	$209K	0.1%Prev: 0.1%	1,408 SH	Decreased-537 SH
ISHARES TR	CORE S&P TTL STK	$251K	0.1%Prev: 0.2%	1,525 SH	Decreased-384 SH
ISHARES TR	CORE S&P500 ETF	$25.7M	12.6%Prev: 15.7%	34,280 SH	Increased-3,251 SH
ISHARES TR	EXPND TEC SC ETF	$627K	0.3%Prev: 0.3%	3,834 SH	Increased-480 SH
ISHARES TR	GLB INFRASTR ETF	$1.3M	0.6%	19,278 SH	New
ISHARES TR	GLOBAL TECH ETF	$390K	0.2%Prev: 0.2%	2,696 SH	Increased-676 SH
ISHARES TR	IBDS DEC28 ETF	$845K	0.4%Prev: 0.5%	33,460 SH	Increased+5,241 SH
ISHARES TR	IBONDS 27 TRM TS	$950K	0.5%Prev: 0.6%	42,483 SH	Increased+4,300 SH
ISHARES TR	IBONDS DEC 2030	$346K	0.2%Prev: 0.2%	15,888 SH	Increased+820 SH
ISHARES TR	IBONDS DEC 2031	$480K	0.2%Prev: 0.1%	23,010 SH	Increased+13,450 SH
ISHARES TR	IBONDS DEC 29	$2.9M	1.4%Prev: 0.2%	126,059 SH	Increased+111,050 SH
ISHARES TR	ISHARES SEMICDTR	$212K	0.1%	331 SH	New
ISHARES TR	ISHS 1-5YR INVS	$259K	0.1%Prev: 0.2%	4,949 SH	Decreased-1,005 SH
ISHARES TR	ISHS 5-10YR INVT	$684K	0.3%Prev: 0.6%	12,858 SH	Decreased-4,453 SH
ISHARES TR	MSCI USA MIN ETF	$572K	0.3%	5,934 SH	New
ISHARES TR	MSCI USA MMENTM	$370K	0.2%Prev: 0.2%	1,078 SH	Increased-11 SH
ISHARES TR	MSCI USA QLT FCT	$568K	0.3%Prev: 0.5%	2,588 SH	Decreased-1,219 SH
ISHARES TR	MSCI USA VALUE	$285K	0.1%	1,428 SH	New
ISHARES TR	NATIONAL MUN ETF	$769K	0.4%Prev: 0.6%	7,147 SH	Decreased-1,190 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.5%Prev: 0.6%	8,061 SH	Increased-406 SH
ISHARES TR	S&P 500 VAL ETF	$532K	0.3%Prev: 0.3%	2,344 SH	Increased-120 SH
ISHARES TR	US TREAS BD ETF	$269K	0.1%Prev: 0.3%	11,815 SH	Decreased-5,956 SH
ISHARES U S ETF TR	SHOR DURA BD ETF	$654K	0.3%	12,900 SH	New
ISHARES U S ETF TR	SHOR MAT MUN ETF	$850K	0.4%	16,869 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.5M	1.2%	44,718 SH	New
JOHNSON & JOHNSON	COM	$468K	0.2%Prev: 0.2%	1,843 SH	Increased-385 SH
JPMORGAN CHASE & CO	COM	$367K	0.2%	1,123 SH	New
LENNOX INTL INC	COM	$270K	0.1%Prev: 0.2%	471 SH	Decreased-30 SH
LITMAN GREGORY FDS TR	IMGP DBI MAN ETF	$940K	0.5%	30,723 SH	New
MARRIOTT INTL INC NEW	CL A	$510K	0.3%Prev: 0.2%	1,376 SH	Increased+220 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.6%Prev: 1.1%	2,236 SH	Decreased-531 SH
MCDONALDS CORP	COM	$229K	0.1%Prev: 0.2%	848 SH	Decreased-241 SH
META PLATFORMS INC	CL A	$976K	0.5%Prev: 0.8%	1,733 SH	Decreased+96 SH
MICRON TECHNOLOGY INC	COM	$357K	0.2%	309 SH	New
MICROSOFT CORP	COM	$1.8M	0.9%Prev: 1.7%	4,822 SH	Decreased-233 SH
MOODYS CORP	COM	$339K	0.2%Prev: 0.3%	749 SH	Decreased-103 SH
NETFLIX INC.	COM	$291K	0.1%	4,080 SH	New
NORTHROP GRUMMAN CORP	COM	$2.0M	1.0%Prev: 1.3%	3,862 SH	Increased+27 SH
NVIDIA CORPORATION	COM	$5.8M	2.8%Prev: 2.9%	28,939 SH	Increased+1,920 SH
ORACLE CORP	COM	$713K	0.3%Prev: 0.7%	4,868 SH	Decreased-122 SH
PHILIP MORRIS INTL INC	COM	$229K	0.1%Prev: 0.1%	1,265 SH	Increased+82 SH
SPDR GOLD TR	GOLD SHS	$664K	0.3%Prev: 0.4%	1,802 SH	Increased-188 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$961K	0.5%	1,287 SH	New
T ROWE PRICE EXCHANGE-TRADED	CAP APPRECIATION	$8.4M	4.1%	205,529 SH	New
T ROWE PRICE EXCHANGE-TRADED	CAPITAL APPRECIA	$276K	0.1%	10,975 SH	New
T ROWE PRICE EXCHANGE-TRADED	FLOATING RATE	$6.7M	3.3%	132,148 SH	New
T ROWE PRICE EXCHANGE-TRADED	INTL EQUITY ETF	$18.8M	9.2%	491,077 SH	New
T ROWE PRICE EXCHANGE-TRADED	NATURAL RES ETF	$906K	0.4%	29,157 SH	New
T ROWE PRICE EXCHANGE-TRADED	SMALL MID CAP	$857K	0.4%	19,534 SH	New
T ROWE PRICE EXCHANGE-TRADED	TECHNOLOGY ETF	$10.6M	5.2%	237,210 SH	New
T ROWE PRICE EXCHANGE-TRADED	ULTRA SHRT TRM	$3.2M	1.6%	64,295 SH	New
T ROWE PRICE EXCHANGE-TRADED	US EQUI RESH ETF	$3.1M	1.5%	65,184 SH	New
TESLA INC	COM	$1.9M	0.9%Prev: 1.0%	4,434 SH	Increased-31 SH
TEXAS INSTRS INC	COM	$223K	0.1%Prev: 0.2%	748 SH	Decreased-347 SH
TRANSDIGM GROUP INC	COM	$451K	0.2%Prev: 0.4%	339 SH	Decreased-23 SH
UNITEDHEALTH GROUP INC	COM	$216K	0.1%Prev: 0.2%	519 SH	Decreased-310 SH
VANGUARD INDEX FDS	GROWTH ETF	$224K	0.1%	2,604 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$820K	0.4%Prev: 0.4%	2,215 SH	Increased+189 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$206K	0.1%	872 SH	New
VISA INC	COM CL A	$362K	0.2%Prev: 0.3%	1,055 SH	Decreased+3 SH

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $262K
CHEVRON CORP NEW — $224K
COSTCO WHSL CORP NEW — $398K
DANAHER CORPORATION — $305K
HARBOR ETF TRUST — $873K
ISHARES TR — $1.2M
ISHARES TR — $279K
ISHARES TR — $1.1M
ISHARES TR — $214K
ISHARES TR — $204K
ISHARES TR — $1.4M
ISHARES TR — $4.3M
ISHARES TR — $634K
ISHARES U S ETF TR — $521K
ISHARES U S ETF TR — $896K
JPMORGAN CHASE & CO. — $310K
NETFLIX INC — $566K
SPDR S&P 500 ETF TR — $795K
T ROWE PRICE ETF INC — $9.0M
T ROWE PRICE ETF INC — $329K
… and 6 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