Top Institutional Investors

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 and exited 5; 52 existing positions rose in reported value and 19 fell.

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.

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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV12.6% · -1%TOUS9.2% · +1%DYNF8.9% · +21%TTEQ5.2% · +2%TCAF4.1% · -24%IEI3.8% · +13%TFLR3.3% · -6%BRK.B3.2% · -1%NVDA2.8% · -0%IDYN2.7% · +16%AAPL2.4% · -3%GOOG2.2% · -1%DGRO1.8% · +35%BINC1.6% · +92%TBUX1.6% · +47%TSPA1.5% · +52%AMZN1.5% · -3%IBDU1.4% · +6%JEPI1.2% · +191%UNOV1.1% · -4%ANET1.0% · +1%IAU1.0% · +13%NOC1.0% · +2%BLCR0.9% · newTSLA0.9% · 0%MSFT0.9% · -3%XOM0.8% · -0%SHY0.8% · -12%IGF0.6% · newGOOGL0.6% · +2%MA0.6% · -10%IVW0.5% · -5%QQQ0.5% · -1%META0.5% · +2%SPY0.5% · 0%IBTH0.5% · +18%DBMF0.5% · +317%TURF0.4% · newTMSL0.4% · newMEAR0.4% · -2%IBDT0.4% · +8%HGER0.4% · +143%VTI0.4% · +2%QFLR0.4% · -1%AMD0.4% · -14%MUB0.4% · -8%BUFB0.4% · -9%AEP0.4% · 0%GE0.4% · -2%ORCL0.3% · -2%IGIB0.3% · -9%GLD0.3% · 0%SLQD0.3% · -4%NEAR0.3% · +24%IGM0.3% · 0%USMV0.3% · -5%GEV0.3% · 0%QUAL0.3% · -22%IVE0.3% · -4%AGX0.3% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 14, 2026.

Assets Under Management
$348.1M
Discretionary
$342.3M
Employees
4
Accounts
682
Address
1355 BEVERLY RD
SUITE 310
MCLEAN, VA 22101
Phone
(703) 566-9573
Website
Name Title / Status Ownership Type
GOULDING, JOSHUA, WRIGHT ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since Sep 2018
50–75%Individual
Hutton, JENNIFER, ROSEMANAGING MEMBER
since Sep 2018
10–25%Individual
SCISCILO, JEFFREY, MICHAELMANAGING MEMBER
since Sep 2018
10–25%Individual
Ownership & leadership changes · 4 filings with changes since Aug 10, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 29, 2024 filing
  • No longer listedHAMILTON, JAMESON, EUGENE · MANAGING MEMBER · Less than 5% · listed since Sep 2018
Feb 22, 2024 filing
  • ChangedHAMILTON, JAMESON, EUGENE · no longer a control person
Jan 11, 2023 filing
  • ChangedGOULDING, JOSHUA, WRIGHT · ownership 25–50% → 50–75%
  • ChangedHAMILTON, JAMESON, EUGENE · ownership 25–50% → Less than 5%
Jul 25, 2022 filing
  • ChangedGOULDING, JOSHUA, WRIGHT · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
  • ChangedHAMILTON, JAMESON, EUGENE · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Aug 10, 2018 filing (earliest on record)
  • ListedGOULDING, JOSHUA, WRIGHT · MANAGING MEMBER · 25–50% · control person
  • ListedHAMILTON, JAMESON, EUGENE · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedHutton, JENNIFER, ROSE · MANAGING MEMBER · 10–25%
  • ListedSCISCILO, JEFFREY, MICHAEL · MANAGING MEMBER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

4J Wealth Management LLC Holdings (2026-06-30)

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
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