13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001840775
Total reported value
$203.9M
$203.9M
86 檔
23.3%
According to the latest 13F quarterly dataset, 4J Wealth Management LLC managed an equity portfolio of $203.9M at the end of Q2 2024, spanning 86 distinct U.S. exchange-listed positions.
During Q2 2024, 4J Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DGRO, GOVT) accounted for 23.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.10% | -0.27% | +33.91% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.56% | +0.38% | -22.72% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.92% | -0.05% | +6.63% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.54% | -1.33% | +4.29% | |
| 5 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 5.18% | -0.78% | +15.22% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.86% | -0.41% | +0.59% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.39% | -0.03% | +870.02% | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.19% | — | +0.71% | |
| 9 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 3.10% | -0.06% | +5.28% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.87% | -0.12% | -0.29% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.38% | +0.12% | -0.10% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.06% | -1.21% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.80% | +0.02% | +1.65% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.17% | -0.74% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.72% | -0.25% | -9.39% | |
| 16 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.39% | — | -0.19% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.37% | -0.52% | — | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.31% | — | -2.33% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.24% | -0.36% | +0.42% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.15% | -1.76% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.91% | — | +4.63% | |
| 22 | ANETEUR | Arista Networks Inc | Stock-Other | 0.89% | — | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.09% | -5.16% | |
| 24 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.82% | -0.07% | +0.34% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.82% | -0.64% | EXIT | |
| 26 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.78% | +0.01% | +2.33% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.77% | -1.16% | EXIT | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.77% | -0.09% | -15.01% | |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.75% | -0.07% | -7.92% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.03% | -2.14% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | — | -0.59% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.07% | -5.52% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | -0.08% | -1.17% | |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.59% | — | -1.50% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.07% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.05% | -11.75% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.05% | -3.33% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | — | +1.49% | |
| 40 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.48% | -0.02% | — | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.46% | — | +0.17% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.45% | +0.02% | -1.24% | |
| 43 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.42% | -0.13% | EXIT | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.41% | -0.03% | +5.28% | |
| 45 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.40% | -0.04% | — | |
| 46 | TDG | Transdigm Group Inc | Stock-Industrials | 0.39% | -0.02% | -7.94% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.11% | -1.14% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | -0.03% | -0.40% | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.34% | +0.05% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.05% | — |
According to official SEC Form 13F filings, 4J Wealth Management LLC reported a total U.S. public equity portfolio value of $203.9M across 86 disclosed positions in Q2 2024.
During Q2 2024, 4J Wealth Management LLC's top holdings by market value included IVV (15.1%)、DGRO (7.6%)、GOVT (5.9%). The largest single position, IVV, represented 15.1% of total portfolio value.
In Q2 2024, 4J Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.