4J Wealth Management LLC

CIK

1840775

Location

MCLEAN, VA

Portfolio Value

Small $203,871,242

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,337 / 8,807 ▲ 722

Top Industry

Semiconductors 13.7%

Period ended 4 months ago

Filed Jul 22, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.9% of the book (60%+)

Turnover

Low turnover

19.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 78.9%; sector active share 65.1% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

111 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.8%

−10.6 pts

Top 5

71.4%

+7.1 pts

Top 10

80.9%

+5.5 pts

HHI

1,599

Moderately concentrated−97

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.5%	$151,830,030	65
Technology	8.3%	$16,823,764	9
Financial Services	4.8%	$9,780,686	7
Communication Services	3.4%	$7,027,081	4
Consumer Cyclical	3.0%	$6,016,034	5
Industrials	2.5%	$5,114,884	9
Healthcare	1.8%	$3,690,642	6
Energy	1.0%	$1,944,699	2
Utilities	0.5%	$1,032,900	2
Consumer Defensive	0.3%	$610,522	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+45,444	265,350	$18,046,453
BINC		+30,180	62,820	$3,287,998
JEPI	JPMorgan Equity Premium Income ETF	+29,367	44,718	$2,525,672
IDYN		+25,738	184,793	$5,545,822
DBMF	iMGP DBI Managed Futures Strategy ETF	+23,360	30,723	$940,431
TSPA	T. Rowe Price U.S. Equity Research ETF	+22,320	65,184	$3,098,195
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	+20,593	64,295	$3,199,962
HGER	Harbor Commodity All-Weather Strategy ETF	+16,850	28,639	$840,268
DGRO	iShares Core Dividend Growth ETF	+12,870	49,430	$3,746,299
IEI	iShares 3-7 Year Treasury Bond ETF	+7,743	65,537	$7,697,320
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+7,063	126,059	$2,919,526
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	+6,332	42,483	$950,344
TTEQ	T. Rowe Price Technology ETF	+5,021	237,210	$10,579,566
TOUS	T. Rowe Price International Equity ETF	+3,488	491,077	$18,842,624
IAU	Ishares Gold Trust	+3,069	26,157	$1,975,115
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+2,618	33,460	$844,865
NEAR	iShares Short Duration Bond Active ETF	+2,480	12,900	$653,514
ANET	Arista Networks, Inc.	+78	12,290	$2,087,825
NOC	Northrop Grumman Corp /De/	+58	3,862	$1,966,955
GOOGL	Alphabet Inc.	+55	3,575	$1,277,597
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+34	2,215	$819,638
META	Meta Platforms, Inc.	+29	1,733	$976,181
CVX	Chevron Corp	+15	1,577	$261,403
COST	Costco Wholesale Corp /New	+6	408	$381,671
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TCAF	T. Rowe Price Capital Appreciation Equity ETF	−64,768	205,529	$8,447,241
TFLR	T. Rowe Price Floating Rate ETF	−9,228	132,148	$6,661,580
SHY	iShares 1-3 Year Treasury Bond ETF	−2,582	19,521	$1,602,869
GOVT	iShares U.S. Treasury Bond ETF	−2,304	11,815	$269,145
UNOV		−2,234	54,614	$2,193,298
BUFB		−1,955	19,354	$760,805
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−1,300	12,858	$683,659
RSP	Victory Portfolios II	−1,185	1,545	$328,729
QUAL	iShares MSCI USA Quality Factor ETF	−750	2,588	$567,884
MUB	iShares National Muni Bond ETF	−610	7,147	$769,160
IJH	iShares Core S&P Mid-Cap ETF	−588	3,752	$289,316
AAPL	Apple Inc.	−567	16,594	$4,801,639
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	−553	13,118	$660,753
MCD	Mcdonalds Corp	−539	848	$229,222
IJR	iShares Core S&P Small-Cap ETF	−453	1,408	$208,820
AMZN	Amazon Com Inc	−409	12,470	$2,972,099
IVW	iShares S&P 500 Growth ETF	−400	8,061	$1,108,629
IVV	iShares Core S&P 500 ETF	−353	34,280	$25,671,949
IXN	iShares Global Tech ETF	−348	2,696	$389,518
USMV	iShares MSCI USA Min Vol Factor ETF	−341	5,934	$572,393
MEAR	iShares Trust	−305	16,869	$849,860
QFLR	Innovator Nasdaq-100 Managed Floor ETF	−300	21,610	$788,332
MA	Mastercard Inc	−250	2,236	$1,148,409
AMD	Advanced Micro Devices Inc	−220	1,331	$773,191
BRK-B	Berkshire Hathaway Inc	−194	13,229	$6,619,659
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
BLCR		38,195	$1,923,882
IGF	iShares Global Infrastructure ETF	19,278	$1,283,914
TURF	T. Rowe Price Natural Resources ETF	29,157	$906,228
TMSL	T. Rowe Price Small-Mid Cap ETF	19,534	$856,565
MU	Micron Technology Inc	309	$356,675
CSCO	Cisco Systems, Inc.	2,375	$278,967
TPUT	T. Rowe Price Capital Appreciation Market Opportunities ETF	10,975	$276,240
VUG	VANGUARD GROWTH INDEX FUND	2,604	$224,308
TXN	Texas Instruments Inc	748	$222,956
UNH	Unitedhealth Group Inc	519	$215,711
BAPR	Sageworth Trust Co	4,000	$213,040
SOXX	iShares Semiconductor ETF	331	$212,091
DE	Deere & Co	330	$209,328
VIG	Vanguard Specialized Funds	872	$206,332
DOV	DOVER Corp	917	$205,664
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TCAL	T. Rowe Price Capital Appreciation Premium Income ETF	95,981	$2,145,175
T	At&T Inc.	7,037	$204,002
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	46,618	$0
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	9,737	$0
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	83,930	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 tracked positions · $203,871,242 total · filing declares 111 positions · $203,870,576 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	34,280	-353	$25,671,949	—	23	before history	12.59%
TOUS	T. Rowe Price International Equity ETF	Added	491,077	+3,488	$18,842,624	+11.9%	6	$30.08	9.24%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	265,350	+45,444	$18,046,453	+41.1%	5	$58.19	8.85%
TTEQ	T. Rowe Price Technology ETF	Added	237,210	+5,021	$10,579,566	+50.6%	6	$29.61	5.19%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Reduced	205,529	-64,768	$8,447,241	−12.2%	12	$28.28	4.14%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	65,537	+7,743	$7,697,320	—	7	unpriced	3.78%
TFLR	T. Rowe Price Floating Rate ETF	Reduced	132,148	-9,228	$6,661,580	−6.4%	10	$51.67	3.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,229	-194	$6,619,659	+2.9%	23	before history	3.25%
NVDA	Nvidia Corp Technology	Reduced	28,939	-60	$5,790,404	+14.5%	23	before history	2.84%
IDYN		Added	184,793	+25,738	$5,545,822	+21.0%	2	$29.89	2.72%
AAPL	Apple Inc. Technology	Reduced	16,594	-567	$4,801,639	+10.2%	23	before history	2.36%
GOOG	Alphabet Inc. Communication Services	Reduced	12,685	-80	$4,481,991	+22.4%	23	before history	2.20%
DGRO	iShares Core Dividend Growth ETF	Added	49,430	+12,870	$3,746,299	—	15	unpriced	1.84%
BINC		Added	62,820	+30,180	$3,287,998	+94.0%	3	$52.51	1.61%
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	Added	64,295	+20,593	$3,199,962	+47.2%	9	$49.78	1.57%
TSPA	T. Rowe Price U.S. Equity Research ETF	Added	65,184	+22,320	$3,098,195	+76.7%	6	$41.42	1.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,470	-409	$2,972,099	+10.8%	23	before history	1.46%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Added	126,059	+7,063	$2,919,526	—	10	unpriced	1.43%
JEPI	JPMorgan Equity Premium Income ETF	Added	44,718	+29,367	$2,525,672	+190.3%	4	$56.80	1.24%
UNOV	Healthcare	Reduced	54,614	-2,234	$2,193,298	+3.5%	3	$37.75	1.08%
ANET	Arista Networks, Inc. Technology	Added	12,290	+78	$2,087,825	+39.2%	13	$39.41	1.02%
IAU	Ishares Gold Trust	Added	26,157	+3,069	$1,975,115	−3.0%	7	$55.41	0.97%
NOC	Northrop Grumman Corp /De/ Industrials	Added	3,862	+58	$1,966,955	−24.2%	23	before history	0.96%
BLCR		NEW	38,195	NEW	$1,923,882	NEW	1	$48.08	0.94%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,434	0	$1,864,940	+13.1%	15	$189.38	0.91%
MSFT	Microsoft Corp Technology	Reduced	4,822	-152	$1,798,702	−2.3%	23	before history	0.88%
XOM	ExxonMobil Holdings Corp Energy	Reduced	12,312	-29	$1,683,296	−19.6%	23	before history	0.83%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	19,521	-2,582	$1,602,869	—	23	before history	0.79%
IGF	iShares Global Infrastructure ETF	NEW	19,278	NEW	$1,283,914	NEW	1	unpriced	0.63%
GOOGL	Alphabet Inc. Communication Services	Added	3,575	+55	$1,277,597	+26.2%	23	before history	0.63%
MA	Mastercard Inc Financial Services	Reduced	2,236	-250	$1,148,409	−7.5%	23	before history	0.56%
IVW	iShares S&P 500 Growth ETF	Reduced	8,061	-400	$1,108,629	—	23	before history	0.54%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,372	-14	$1,010,340	+26.3%	14	$391.92	0.50%
META	Meta Platforms, Inc. Communication Services	Added	1,733	+29	$976,181	+0.1%	23	before history	0.48%
SPY	Spdr S&P 500 ETF Trust	Held	1,287	0	$961,092	+14.8%	23	before history	0.47%
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	Added	42,483	+6,332	$950,344	—	14	unpriced	0.47%
DBMF	iMGP DBI Managed Futures Strategy ETF	Added	30,723	+23,360	$940,431	+323.6%	2	$30.54	0.46%
TURF	T. Rowe Price Natural Resources ETF	NEW	29,157	NEW	$906,228	NEW	1	$34.07	0.44%
TMSL	T. Rowe Price Small-Mid Cap ETF	NEW	19,534	NEW	$856,565	NEW	1	$40.83	0.42%
MEAR	iShares Trust	Reduced	16,869	-305	$849,860	—	23	before history	0.42%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Added	33,460	+2,618	$844,865	—	13	unpriced	0.41%
HGER	Harbor Commodity All-Weather Strategy ETF	Added	28,639	+16,850	$840,268	+129.8%	5	$28.61	0.41%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,215	+34	$819,638	+17.1%	23	before history	0.40%
QFLR	Innovator Nasdaq-100 Managed Floor ETF	Reduced	21,610	-300	$788,332	+8.0%	10	$25.76	0.39%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,331	-220	$773,191	+145.1%	4	$162.62	0.38%
MUB	iShares National Muni Bond ETF	Reduced	7,147	-610	$769,160	—	23	before history	0.38%
BUFB		Reduced	19,354	-1,955	$760,805	−0.6%	10	$30.05	0.37%
AEP	American Electric Power Co Inc Utilities	Held	5,544	0	$758,474	+4.4%	3	$118.10	0.37%
GE	General Electric Co Industrials	Reduced	1,919	-48	$717,187	+28.5%	9	unpriced	0.35%
ORCL	Oracle Corp Technology	Reduced	4,868	-95	$713,405	−2.3%	13	$104.47	0.35%

Showing the top 50 of 111 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.