Institutions / 4J Wealth Management LLC
4J Wealth Management LLC
CIK 1840775 · Institution · as of Dec 31, 2025
Portfolio value
$174.70M
Positions
98
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 98 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $26.23M | 15.0% |
| T Rowe Price ETF Inc | $17.16M | 9.8% |
| T Rowe Price ETF Inc | $10.68M | 6.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.87M | 5.1% |
| T Rowe Price ETF Inc | $7.67M | 4.4% |
| Warren E. Buffett | $6.77M | 3.9% |
| iShares Tr | $6.45M | 3.7% |
| T Rowe Price ETF Inc | $5.97M | 3.4% |
| NVIDIA Corp | $5.48M | 3.1% |
| Innovator Etfs Trust | $5.16M | 3.0% |
| Apple Inc. | $4.68M | 2.7% |
| Alphabet Inc. | $4.22M | 2.4% |
| Amazon.com Inc | $2.93M | 1.7% |
| iShares Gold Tr | $2.62M | 1.5% |
| iShares Tr | $2.55M | 1.5% |
| Microsoft Corp | $2.35M | 1.3% |
| Northrop Grumman Corp | $2.17M | 1.2% |
| iShares Tr | $2.17M | 1.2% |
| iShares Tr | $2.08M | 1.2% |
| T Rowe Price ETF Inc | $2.07M | 1.2% |
| Tesla Inc | $1.99M | 1.1% |
| T Rowe Price ETF Inc | $1.97M | 1.1% |
| iShares Tr | $1.85M | 1.1% |
| T Rowe Price ETF Inc | $1.67M | 1.0% |
| Arista Networks, Inc.ANET | $1.61M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.