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CIK: 0001840775
Total reported value
$203.9M
$203.9M
94 檔
30.8%
During the Q2 2025 filing period, 4J Wealth Management LLC (CIK: 0001840775) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.9M across 94 reported positions.
In Q2 2025, 4J Wealth Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.74% | -0.27% | +1.90% | |
| 2 | TOUS | T Rowe Prc International Eq | ETF-Other | 10.01% | -0.33% | +231.68% | |
| 3 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 6.20% | -0.78% | +7.88% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 6.06% | -1.33% | +1.12% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.47% | -0.41% | -0.91% | |
| 6 | BALT | Inn Defined Wealth Shield | ETF-Other | 3.34% | -0.01% | +134.96% | |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.91% | — | -2.40% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | -0.03% | -16.70% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.75% | -0.12% | -0.62% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.32% | -0.12% | -0.55% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -0.06% | +1.34% | |
| 12 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 1.92% | +1.20% | +5.13% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.90% | +1.58% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.17% | +0.50% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | +0.12% | -1.50% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.67% | +0.38% | -1.46% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.36% | -0.25% | -1.61% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.30% | -0.52% | -0.83% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.26% | -0.19% | +0.85% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.15% | -2.67% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.03% | -0.11% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.95% | -1.16% | EXIT | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.36% | +0.08% | |
| 24 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.92% | +0.33% | +4.70% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.85% | +0.17% | — | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.83% | — | -0.09% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.07% | -0.61% | |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.78% | -0.64% | EXIT | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.07% | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | — | -1.29% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.62% | -0.09% | -6.37% | |
| 32 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.60% | -0.07% | — | |
| 33 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.59% | +0.20% | — | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.09% | -6.02% | |
| 35 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.59% | -0.06% | -87.31% | |
| 36 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.58% | +0.01% | -9.43% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.01% | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.05% | +4.93% | |
| 39 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.48% | -0.03% | +13.02% | |
| 40 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.48% | -0.07% | -1.78% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | -0.08% | -1.32% | |
| 42 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.43% | -0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | -7.46% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.43% | -0.05% | -7.11% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.11% | -1.24% | |
| 47 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.41% | +0.52% | +63.41% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.08% | -0.24% | |
| 49 | TDG | Transdigm Group Inc | Stock-Industrials | 0.37% | -0.02% | -1.09% | |
| 50 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.35% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TOUS | T Rowe Prc International Eq | +6.8% | +231.68% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.9% | NEW | New buy |
| 3 | BALT | Inn Defined Wealth Shield | +1.7% | +134.96% | Add |
| 4 | HGER | Harbor Commodity All Weather | +0.6% | NEW | New buy |
| 5 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | +0.2% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.2% | +0.50% | Add |
| 7 | TTEQ | T Rowe Price Technology ETF | +0.2% | +5.13% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | — | Unchanged |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 10 | TSPA | T Rowe Price US Eqy Research | +0.2% | +63.41% | Add |
| 11 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 12 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 13 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | +0.1% | -16.70% | Trim |
| 15 | ANET | Arista Networks Inc | +0.1% | — | Unchanged |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -0.61% | Trim |
| 17 | NFLX | Netflix Inc | +0.1% | -0.24% | Trim |
| 18 | TSLA | Tesla Inc | +0.1% | -0.11% | Trim |
| 19 | IBIT | Ishares Bitcoin Trust ETF | 0% | -0.36% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | 0% | +4.93% | Add |
| 21 | GE | General Electric | 0% | — | Unchanged |
| 22 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 23 | BN | Brookfield CORP | 0% | +0.36% | Add |
| 24 | HLT | Hilton Worldwide Holdings In | 0% | +4.32% | Add |
| 25 | AXP | American Express Co | 0% | — | Unchanged |
| 26 | AMZN | Amazon.com Inc | — | +1.34% | Add |
| 27 | IVW | Ishares S&p 500 Growth ETF | — | -1.29% | Trim |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +13.02% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 31 | QFLR | Innovator Nasdaq-100 Mf ETF | 0% | — | Unchanged |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +11.91% | Add |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | -1.50% | Trim |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | +6.27% | Add |
| 35 | TBUX | T Rowe Price Ultra Short-ter | -0.1% | +4.70% | Add |
| 36 | IAU | Ishares Gold Trust | -0.1% | +0.85% | Add |
| 37 | MUB | Ishares National Muni Bond E | -0.2% | -6.02% | Trim |
| 38 | PCAR | Paccar Inc | -0.2% | EXIT | Sold out |
| 39 | CHKP | Check Point Software Technologies Ltd. | -0.2% | EXIT | Sold out |
| 40 | IBTH | Ishares Ibonds Dec 2027 Term | -0.2% | -9.43% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -1.31% | Trim |
| 42 | NOC | Northrop Grumman CORP | -0.3% | -0.83% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.3% | +0.08% | Add |
| 44 | TCAF | T Rowe Prc Cap Appreciation | -0.4% | +1.12% | Add |
| 45 | TFLR | T Rowe Price Floating Rt ETF | -0.5% | +7.88% | Add |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.6% | -2.40% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.6% | +1.90% | Add |
| 48 | AAPL | Apple Inc | -0.6% | -0.55% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | -0.91% | Trim |
| 50 | BUFB | Innovator Ladd Allo Buff ETF | -4.4% | -87.31% | Trim |
According to official SEC Form 13F filings, 4J Wealth Management LLC reported a total U.S. public equity portfolio value of $203.9M across 94 disclosed positions in Q2 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TOUS, TFLR) accounted for 30.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
DYNF
市值: $2.8M
Top Position Liquidated / Trimmed
PCAR
前期市值: $204.5K
During Q2 2025, 4J Wealth Management LLC's top holdings by market value included IVV (15.7%)、TOUS (10.0%)、TFLR (6.2%). The largest single position, IVV, represented 15.7% of total portfolio value.
In Q2 2025, 4J Wealth Management LLC made 42 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 2 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.
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