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CIK: 0001840775
Total reported value
$203.9M
$203.9M
98 檔
34.6%
In Q4 2025, 4J Wealth Management LLC's U.S. equity holdings reached a combined market value of $203.9M, distributed across 98 disclosed stock positions.
In Q4 2025, 4J Wealth Management LLC displayed an active expansion posture, initiating 8 new positions and adding to 19 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 | 15.01% | -0.27% | +0.22% | |
| 2 | TOUS | T Rowe Prc International Eq | ETF-Other | 9.82% | -0.33% | +0.75% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 6.12% | -1.33% | +4.47% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.08% | +1.58% | +15.41% | |
| 5 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 4.39% | -0.78% | -24.96% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.88% | -0.41% | -0.64% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.69% | -0.12% | +28.75% | |
| 8 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 3.42% | +1.20% | +29.15% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.03% | -0.18% | |
| 10 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 2.95% | -0.12% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.68% | -0.12% | -0.28% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.41% | +0.12% | -2.02% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.06% | -4.50% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.50% | -0.19% | +0.29% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.46% | +0.38% | -2.10% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.17% | -3.40% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.24% | -0.52% | — | |
| 18 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.24% | -0.14% | +551.88% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.19% | -1.16% | EXIT | |
| 20 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-Other | 1.18% | -1.22% | EXIT | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.14% | -0.03% | -0.69% | |
| 22 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.13% | +0.52% | +1.35% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.25% | -4.55% | |
| 24 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.96% | +0.33% | +20.27% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.92% | +0.17% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.15% | -2.24% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.36% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.05% | +2.98% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.07% | +2.65% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | — | |
| 31 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.57% | -0.64% | EXIT | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.07% | +0.61% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.01% | — | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.50% | -0.09% | -2.76% | |
| 35 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.49% | -0.07% | -3.19% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.09% | -4.52% | |
| 37 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.47% | +0.01% | -2.48% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.05% | +0.76% | |
| 39 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.46% | -0.06% | -2.13% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.11% | -1.41% | |
| 41 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.43% | -0.02% | +1.65% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.43% | -0.03% | +25.02% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | +5.98% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.41% | -0.08% | — | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.40% | -0.07% | -3.05% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.37% | -0.04% | — | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.05% | -0.40% | |
| 48 | GE | General Electric | Stock-Industrials | 0.33% | +0.03% | +2.76% | |
| 49 | BN | Brookfield CORP | Stock-Financials | 0.32% | -0.03% | +43.47% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.03% | -0.61% |
According to official SEC Form 13F filings, 4J Wealth Management LLC reported a total U.S. public equity portfolio value of $203.9M across 98 disclosed positions in Q4 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, TCAF) accounted for 34.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
UNOV
市值: $5.2M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $4.2M
During Q4 2025, 4J Wealth Management LLC's top holdings by market value included IVV (15.0%)、TOUS (9.8%)、TCAF (6.1%). The largest single position, IVV, represented 15.0% of total portfolio value.
In Q4 2025, 4J Wealth Management LLC made 42 total portfolio adjustments, initiating 8 new buys, adding to 19 positions, trimming 11 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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