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CIK: 0001840775
Total reported value
$203.9M
$203.9M
94 檔
34.3%
According to the latest 13F quarterly dataset, 4J Wealth Management LLC managed an equity portfolio of $203.9M at the end of Q3 2025, spanning 94 distinct U.S. exchange-listed positions.
4J Wealth Management LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 4 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TOUS, TFLR) accounted for 34.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
DYNF
市值: $7.5M
Top Position Liquidated / Trimmed
AMT
前期市值: $283.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.03% | -0.27% | +1.81% | |
| 2 | TOUS | T Rowe Prc International Eq | ETF-Other | 9.75% | -0.33% | +7.84% | |
| 3 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 6.01% | -0.78% | +11.45% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.93% | -1.33% | +5.15% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.40% | +1.58% | +144.83% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.01% | -0.41% | -0.44% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | -0.03% | +8.91% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.95% | -0.12% | +22.67% | |
| 9 | BALT | Inn Defined Wealth Shield | ETF-Other | 2.81% | -0.01% | -5.51% | |
| 10 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 2.70% | +1.20% | +45.44% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.12% | +3.11% | |
| 12 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.47% | — | -2.51% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | +0.12% | -2.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.06% | +0.42% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.17% | -0.59% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.50% | +0.38% | -3.26% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.38% | -0.19% | +7.65% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.36% | -0.52% | -0.81% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.03% | — | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.14% | -0.25% | -3.51% | |
| 21 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.12% | +0.52% | +192.38% | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 1.05% | +0.17% | — | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.98% | -1.16% | EXIT | |
| 24 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-Other | 0.93% | -1.22% | EXIT | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | -0.15% | -0.07% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.36% | -2.80% | |
| 27 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.82% | +0.33% | +2.38% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.07% | -1.54% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.72% | — | -0.21% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.07% | -0.73% | |
| 31 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.65% | -0.64% | EXIT | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | +0.12% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.53% | -0.09% | -3.25% | |
| 34 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.53% | -0.07% | -0.43% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.09% | -1.92% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.01% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.05% | -2.58% | |
| 38 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.50% | +0.01% | -2.00% | |
| 39 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.47% | -0.06% | -12.68% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.05% | — | |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.42% | -0.07% | -0.39% | |
| 42 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.42% | -0.02% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.11% | — | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.08% | -5.25% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | +1.53% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.35% | -0.05% | -6.67% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.35% | -0.03% | -17.26% | |
| 48 | BN | Brookfield CORP | Stock-Financials | 0.34% | -0.03% | — | |
| 49 | GE | General Electric | Stock-Industrials | 0.32% | +0.03% | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.08% | +4.73% |
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 Q3 2025.
During Q3 2025, 4J Wealth Management LLC's top holdings by market value included IVV (15.0%)、TOUS (9.8%)、TFLR (6.0%). The largest single position, IVV, represented 15.0% of total portfolio value.
In Q3 2025, 4J Wealth Management LLC made 46 total portfolio adjustments, initiating 9 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 4 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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