4J Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, 4J Wealth Management LLC held in its portfolio 98 assets valued at $174,704,605 (i.e. $174.71M).
The most valuable assets in the portfolio included: ISHARES TR ($26.23M), T ROWE PRICE ETF INC ($17.16M), and T ROWE PRICE ETF INC ($10.69M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
4J Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 38297 | 26230954 | CORE S&P500 ETF |
| T ROWE PRICE ETF INC | 497448 | 17161946 | INTERNATIONAL EQ |
| T ROWE PRICE ETF INC | 279558 | 10684704 | CAP APPRECIATION |
| BLACKROCK ETF TRUST | 145895 | 8871902 | ISHARES US EQUIT |
| T ROWE PRICE ETF INC | 149231 | 7671096 | FLOATING RATE |
| BERKSHIRE HATHAWAY INC DEL | 13474 | 6772711 | CL B NEW |
| ISHARES TR | 54012 | 6446319 | 3 7 YR TREAS BD |
| T ROWE PRICE ETF INC | 183711 | 5974332 | TECHNOLOGY ETF |
| NVIDIA CORPORATION | 29373 | 5478146 | COM |
| INNOVATOR ETFS TRUST | 135531 | 5157714 | US EQTY ULTRA BU |
| APPLE INC | 17218 | 4680837 | COM |
| ALPHABET INC | 13432 | 4215021 | CAP STK CL C |
| AMAZON COM INC | 12681 | 2926957 | COM |
| ISHARES GOLD TR | 32291 | 2621060 | ISHARES NEW |
| ISHARES TR | 36723 | 2549318 | CORE DIV GRWTH |
| MICROSOFT CORP | 4854 | 2347304 | COM |
| NORTHROP GRUMMAN CORP | 3804 | 2169079 | COM |
| ISHARES TR | 92600 | 2167303 | IBONDS DEC 29 |
| ISHARES TR | 85795 | 2078807 | IBONDS DEC2026 |
| T ROWE PRICE ETF INC | 87813 | 2069751 | CAPITAL APPRECIA |
| TESLA INC | 4434 | 1994058 | COM |
| T ROWE PRICE ETF INC | 46146 | 1974106 | US EQUITY RESEAR |
| ISHARES TR | 22394 | 1854637 | 1 3 YR TREAS BD |
| T ROWE PRICE ETF INC | 33577 | 1673813 | ULTRA SHRT TRM |
| ARISTA NETWORKS INC | 12252 | 1605380 | COM SHS |
| MASTERCARD INCORPORATED | 2703 | 1543370 | CL A |
| EXXON MOBIL CORP | 12615 | 1518029 | COM |
| ALPHABET INC | 3623 | 1134136 | CAP STK CL A |
| META PLATFORMS INC | 1668 | 1101247 | CL A |
| ISHARES TR | 8477 | 1044852 | S&P 500 GRWT ETF |
| ISHARES TR | 40962 | 994559 | IBONDS 27 ETF |
| ORACLE CORP | 4943 | 963440 | COM |
| SPDR S&P 500 ETF TR | 1287 | 877631 | TR UNIT |
| ISHARES TR | 16286 | 877503 | ISHS 5-10YR INVT |
| ISHARES U S ETF TR | 17174 | 864196 | SHORT MATURITY M |
| ISHARES TR | 7807 | 836255 | NATIONAL MUN ETF |
| ISHARES TR | 36491 | 819959 | IBONDS 27 TRM TS |
| INVESCO QQQ TR | 1330 | 816908 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 21854 | 800637 | LADDERED ALC BFR |
| SPDR GOLD TR | 1962 | 777560 | GOLD SHS |
| INNOVATOR ETFS TRUST | 21910 | 751075 | NASDAQ 100 MANA |
| ISHARES TR | 29191 | 743051 | IBDS DEC28 ETF |
| VANGUARD INDEX FDS | 2180 | 730941 | TOTAL STK MKT |
| ISHARES TR | 3607 | 716422 | MSCI USA QLT FCT |
| ISHARES TR | 13671 | 693120 | 0-5YR INVT GR CP |
| AMERICAN ELEC PWR CO INC | 5544 | 639279 | COM |
| ISHARES TR | 6275 | 590890 | MSCI USA MIN VOL |
| GE AEROSPACE | 1860 | 572936 | COM NEW |
| BROOKFIELD CORP | 12011 | 551177 | CL A LTD VT SH |
| ISHARES TR | 2439 | 517187 | S&P 500 VAL ETF |
| ISHARES U S ETF TR | 10104 | 516323 | SHORT DURATION B |
| ISHARES TR | 3834 | 495199 | EXPND TEC SC ETF |
| J P MORGAN EXCHANGE TRADED F | 8604 | 492493 | EQUITY PREMIUM |
| INVESCO ACTIVELY MANAGED EXC | 9701 | 487494 | ULTRA SHRT DUR |
| ISHARES BITCOIN TRUST ETF | 9717 | 482449 | SHS BEN INT |
| TRANSDIGM GROUP INC | 359 | 477159 | COM |
| AMERICAN EXPRESS CO | 1278 | 472796 | COM |
| ISHARES TR | 22260 | 470799 | IBONDS DEC 2031 |
| MCDONALDS CORP | 1512 | 462263 | COM |
| JOHNSON & JOHNSON | 2178 | 450738 | COM |
| MOODYS CORP | 837 | 427388 | COM |
| PROFESIONALLY MANAGED PORTFO | 6384 | 418216 | AKRE FOCUS ETF |
| HILTON WORLDWIDE HLDGS INC | 1421 | 408182 | COM |
| VISA INC | 1096 | 384471 | COM CL A |
| NETFLIX INC | 4080 | 382541 | COM |
| MARRIOTT INTL INC NEW | 1156 | 358637 | CL A |
| COSTCO WHSL CORP NEW | 402 | 346661 | COM |
| ISHARES TR | 15168 | 334758 | IBONDS DEC 2030 |
| JPMORGAN CHASE & CO. | 1036 | 333890 | COM |
| ISHARES TR | 14198 | 326914 | US TREAS BD ETF |
| ADVANCED MICRO DEVICES INC | 1514 | 324238 | COM |
| ISHARES TR | 3044 | 319622 | GLOBAL TECH ETF |
| ABBVIE INC | 1393 | 318287 | COM |
| GE VERNOVA INC | 484 | 316328 | COM |
| INVESCO EXCHANGE TRADED FD T | 1545 | 295960 | S&P500 EQL WGT |
| ISHARES TR | 3048 | 293048 | 7-10 YR TRSY BD |
| INNOVATOR ETFS TRUST | 5750 | 291887 | US EQTY BUFR JUL |
| ISHARES TR | 1909 | 283849 | CORE S&P TTL STK |
| ATMOS ENERGY CORP | 1673 | 280445 | COM |
| ISHARES TR | 12242 | 280032 | IBONDS 26 TRM TS |
| ISHARES TR | 4239 | 279754 | CORE S&P MCP ETF |
| INNOVATOR ETFS TRUST | 6850 | 273452 | US EQT ULTRA BF |
| ISHARES TR | 1078 | 269744 | MSCI USA MMENTM |
| HUNTINGTON INGALLS INDS INC | 744 | 253012 | COM |
| HARBOR ETF TRUST | 10164 | 252268 | HARBOR COMMODITY |
| ISHARES TR | 4709 | 249030 | ISHS 1-5YR INVS |
| DANAHER CORPORATION | 1075 | 246087 | COM |
| UNITEDHEALTH GROUP INC | 738 | 243715 | COM |
| LENNOX INTL INC | 501 | 243276 | COM |
| ELI LILLY & CO | 222 | 238579 | COM |
| CHEVRON CORP NEW | 1562 | 238064 | COM |
| INNOVATOR ETFS TRUST | 7036 | 235776 | DEFINED WLT SHLD |
| ASTRAZENECA PLC | 2532 | 232767 | SPONSORED ADR |
| ISHARES TR | 1860 | 223559 | CORE S&P SCP ETF |
| ARGAN INC | 680 | 213058 | COM |
| VANGUARD INDEX FDS | 434 | 211731 | GROWTH ETF |
| BLACKROCK ETF TRUST II | 3977 | 209866 | ISHARES FLEXIBLE |
| NEXTERA ENERGY INC | 2543 | 204185 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.