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CIK: 0001840775
Total reported value
$203.9M
$203.9M
101 檔
33.8%
The Q1 2026 SEC filing reveals that 4J Wealth Management LLC held a total portfolio value of $203.9M, covering 101 public equity positions.
4J Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 6 holdings and trimming 38 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, TOUS, DYNF) accounted for 33.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.86% | -0.27% | -9.57% | |
| 2 | TOUS | T Rowe Prc International Eq | ETF-Other | 9.57% | -0.33% | -1.98% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.27% | +1.58% | +50.73% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.47% | -1.33% | -3.31% | |
| 5 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 4.05% | -0.78% | -5.26% | |
| 6 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 3.99% | +1.20% | +26.39% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.90% | -0.12% | +7.00% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.66% | -0.41% | -0.38% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | -0.03% | -1.27% | |
| 10 | IDYN | Ishares Inte Equ Fac R A ETF | ETF-Other | 2.60% | +0.12% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.48% | -0.12% | -0.33% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.08% | +0.12% | -4.97% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.57% | -0.14% | +28.51% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | -0.06% | +1.56% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.48% | -0.52% | — | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.46% | +0.38% | -0.44% | |
| 17 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 1.24% | +0.33% | +30.15% | |
| 18 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-Other | 1.22% | -1.22% | EXIT | |
| 19 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 1.20% | -0.12% | -58.06% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.36% | -2.17% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.16% | -0.19% | -28.50% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.16% | -1.16% | EXIT | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.17% | +2.47% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.04% | -0.25% | -1.30% | |
| 25 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.00% | +0.52% | -7.11% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.96% | +0.65% | +720.72% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.03% | — | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 0.85% | +0.17% | -0.33% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.15% | -8.03% | |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.64% | -0.64% | EXIT | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.05% | -2.84% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.07% | +2.16% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | -0.19% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | +0.75% | +78.42% | |
| 35 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.49% | -0.07% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.01% | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.09% | -0.64% | |
| 38 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.46% | +0.01% | -0.93% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.05% | +4.21% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.44% | -0.03% | +5.66% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.11% | -8.15% | |
| 42 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 0.43% | -0.06% | -2.49% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.43% | -0.09% | -13.07% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.07% | +0.40% | |
| 45 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.41% | -0.02% | — | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.41% | -0.04% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | +0.05% | |
| 48 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.39% | -0.07% | — | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | -0.08% | -7.46% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 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 101 disclosed positions in Q1 2026.
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Top New Position Initiated
IDYN
市值: $4.6M
Top Position Liquidated / Trimmed
AKRE
前期市值: $418.2K
During Q1 2026, 4J Wealth Management LLC's top holdings by market value included IVV (12.9%)、TOUS (9.6%)、DYNF (7.3%). The largest single position, IVV, represented 12.9% of total portfolio value.
In Q1 2026, 4J Wealth Management LLC made 82 total portfolio adjustments, initiating 9 new buys, adding to 29 positions, trimming 38 holdings, and fully liquidating 6 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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