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4J Wealth Management LLC — 13F Holdings & Portfolio

CIK 1840775 · latest 13F-HR filed 2026-07-22

Backtest portfolio

4J Wealth Management LLC manages $203.9M in 13F-reported U.S. long-equity assets across 111 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (12.59%), TOUS (9.24%), DYNF (8.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 5, added to 52, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1355 BEVERLY RD
SUITE 310
MCLEAN, VA 22101
Phone
(703) 566-9573
Filing Manager
4J Wealth Management LLC
MCLEAN, VA
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$203.9M

Long-equity book

Holdings

111

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+15 / −5 / ↑52 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BLACKROCK ETF TRUST$5.3M +41.1%
  • T ROWE PRICE EXCHANGE-TRADED$3.6M +50.6%
  • ISHARES TR$3.0M +13.5%
  • T ROWE PRICE EXCHANGE-TRADED$2.0M +11.9%
  • J P MORGAN EXCHANGE TRADED F$1.7M +190.3%
Show all 52 →

Top Trims

  • T ROWE PRICE EXCHANGE-TRADED-$1.2M -12.2%
  • NORTHROP GRUMMAN CORP-$628.3K -24.2%
  • T ROWE PRICE EXCHANGE-TRADED-$458.1K -6.4%
  • EXXON MOBIL CORP-$410.5K -19.6%
  • ISHARES TR-$222.2K -12.2%
Show all 19 →

New Positions

  • BLACKROCK ETF TRUST$1.9M
  • ISHARES TR$1.3M
  • T ROWE PRICE EXCHANGE-TRADED$906.2K
  • T ROWE PRICE EXCHANGE-TRADED$856.6K
  • MICRON TECHNOLOGY INC$356.7K
Show all 15 →

Exited Positions

  • T ROWE PRICE ETF INC$2.1M
  • ISHARES TR$2.0M
  • ISHARES TR$1.1M
  • ISHARES TR$223.1K
  • AT&T INC$204.0K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $25.7M 12.59% 34,280 SH
2 T ROWE PRICE EXCHANGE-TRADED TOUS 87283Q834 $18.8M 9.24% 491,077 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $18.0M 8.85% 265,350 SH
4 T ROWE PRICE EXCHANGE-TRADED TTEQ 87283Q792 $10.6M 5.19% 237,210 SH
5 T ROWE PRICE EXCHANGE-TRADED TCAF 87283Q867 $8.4M 4.14% 205,529 SH
6 ISHARES TR IEI 464288661 $7.7M 3.78% 65,537 SH
7 T ROWE PRICE EXCHANGE-TRADED TFLR 87283Q883 $6.7M 3.27% 132,148 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.6M 3.25% 13,229 SH
9 NVIDIA CORPORATION NVDA 67066G104 $5.8M 2.84% 28,939 SH
10 BLACKROCK ETF TRUST IDYN 09290C681 $5.5M 2.72% 184,793 SH
11 APPLE INC AAPL 037833100 $4.8M 2.36% 16,594 SH
12 ALPHABET INC GOOG 02079K107 $4.5M 2.20% 12,685 SH
13 ISHARES TR DGRO 46434V621 $3.7M 1.84% 49,430 SH
14 BLACKROCK ETF TRUST II BINC 092528603 $3.3M 1.61% 62,820 SH
15 T ROWE PRICE EXCHANGE-TRADED TBUX 87283Q701 $3.2M 1.57% 64,295 SH
16 T ROWE PRICE EXCHANGE-TRADED TSPA 87283Q503 $3.1M 1.52% 65,184 SH
17 AMAZON COM INC AMZN 023135106 $3.0M 1.46% 12,470 SH
18 ISHARES TR IBDU 46436E205 $2.9M 1.43% 126,059 SH
19 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.5M 1.24% 44,718 SH
20 INNOVATOR ETFS TRUST UNOV 45782C565 $2.2M 1.08% 54,614 SH
21 ARISTA NETWORKS INC ANET 040413205 $2.1M 1.02% 12,290 SH
22 ISHARES GOLD TR IAU 464285204 $2.0M 0.97% 26,157 SH
23 NORTHROP GRUMMAN CORP NOC 666807102 $2.0M 0.96% 3,862 SH
24 BLACKROCK ETF TRUST BLCR 09290C855 $1.9M 0.94% 38,195 SH
25 TESLA INC TSLA 88160R101 $1.9M 0.91% 4,434 SH
26 MICROSOFT CORP MSFT 594918104 $1.8M 0.88% 4,822 SH
27 EXXON MOBIL CORP XOM 30231G102 $1.7M 0.83% 12,312 SH
28 ISHARES TR SHY 464287457 $1.6M 0.79% 19,521 SH
29 ISHARES TR IGF 464288372 $1.3M 0.63% 19,278 SH
30 ALPHABET INC GOOGL 02079K305 $1.3M 0.63% 3,575 SH
31 MASTERCARD INCORPORATED MA 57636Q104 $1.1M 0.56% 2,236 SH
32 ISHARES TR IVW 464287309 $1.1M 0.54% 8,061 SH
33 INVESCO QQQ TR QQQ 46090E103 $1.0M 0.50% 1,372 SH
34 META PLATFORMS INC META 30303M102 $976.4K 0.48% 1,733 SH
35 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $961.1K 0.47% 1,287 SH
36 ISHARES TR IBTH 46436E841 $950.3K 0.47% 42,483 SH
37 LITMAN GREGORY FDS TR DBMF 53700T827 $940.4K 0.46% 30,723 SH
38 T ROWE PRICE EXCHANGE-TRADED TURF 87283Q743 $906.2K 0.44% 29,157 SH
39 T ROWE PRICE EXCHANGE-TRADED TMSL 87283Q826 $856.6K 0.42% 19,534 SH
40 ISHARES U S ETF TR MEAR 46431W838 $849.9K 0.42% 16,869 SH
41 ISHARES TR IBDT 46435U515 $844.9K 0.41% 33,460 SH
42 HARBOR ETF TRUST HGER 41151J505 $840.3K 0.41% 28,639 SH
43 VANGUARD INDEX FDS VTI 922908769 $819.8K 0.40% 2,215 SH
44 INNOVATOR ETFS TRUST QFLR 45783Y681 $788.3K 0.39% 21,610 SH
45 ADVANCED MICRO DEVICES INC AMD 007903107 $773.2K 0.38% 1,331 SH
46 ISHARES TR MUB 464288414 $769.2K 0.38% 7,147 SH
47 INNOVATOR ETFS TRUST BUFB 45783Y756 $760.8K 0.37% 19,354 SH
48 AMERICAN ELEC PWR CO INC AEP 025537101 $758.5K 0.37% 5,544 SH
49 GE AEROSPACE GE 369604301 $717.2K 0.35% 1,919 SH
50 ORACLE CORP ORCL 68389X105 $713.4K 0.35% 4,868 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $203.9M 111 0001754960-26-000594
2026-03-31 2026-05-05 $175.9M 101 0001754960-26-000353
2025-12-31 2026-01-15 $174.7M 98 0001754960-26-000067