4J Wealth Management LLC

CIK

1840775

Location

MCLEAN, VA

Portfolio Value

Micro $50,308,956

Diversification

Diversified

Filing Date

Global Rank

#7,146 / 8,650 ▲ 138

Top Industry

Semiconductors 15.7%

3Y Alpha vs SPY

+48.3%

Period ended 53 days ago

Filed Jul 22, 2026 · 31d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+375.7%

SPY

+74.8%

Annualised alpha

+47.7%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

13.2%

+0.3 pts

Top 5

44.3%

−2.0 pts

Top 10

62.7%

−3.9 pts

HHI

565

Diversified−21

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$16,823,764	9
Financial Services	19.4%	$9,780,686	7
Consumer Cyclical	12.0%	$6,016,034	5
Industrials	10.2%	$5,114,884	9
Unclassified	9.8%	$4,943,033	5
Communication Services	5.1%	$2,545,090	3
Energy	3.9%	$1,944,699	2
Healthcare	3.0%	$1,497,344	5
Utilities	2.1%	$1,032,900	2
Consumer Defensive	1.2%	$610,522	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+3,069	26,157	$1,975,115
ANET	Arista Networks, Inc.	+78	12,290	$2,087,825
NOC	Northrop Grumman Corp /De/	+58	3,862	$1,966,955
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

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−12,710	3,575	$1,277,597
AAPL	Apple Inc.	−567	16,594	$4,801,639
MCD	Mcdonalds Corp	−539	848	$229,222
AMZN	Amazon Com Inc	−409	12,470	$2,972,099
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
MSFT	Microsoft Corp	−152	4,822	$1,798,702
ORCL	Oracle Corp	−95	4,868	$713,405
NVDA	Nvidia Corp	−60	28,939	$5,790,404
ATO	Atmos Energy Corp	−50	1,593	$274,426
GE	General Electric Co	−48	1,919	$717,187
LII	Lennox International Inc	−30	471	$269,859
HLT	Hilton Worldwide Holdings Inc.	−30	1,331	$439,842
XOM	ExxonMobil Holdings Corp	−29	12,312	$1,683,296
LLY	ELI LILLY & Co	−28	194	$232,689
MCO	Moodys Corp /De/	−27	749	$339,237
AGX	Argan Inc	−22	648	$517,460
TDG	TransDigm Group INC	−18	339	$451,561
ABBV	AbbVie Inc.	−16	1,377	$346,508
JNJ	Johnson & Johnson	−15	1,843	$468,066
QQQ	Invesco Qqq Trust, Series 1	−14	1,372	$1,010,340
JPM	Jpmorgan Chase & Co	−14	1,123	$367,591
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	309	$356,675
CSCO	Cisco Systems, Inc.	2,375	$278,967
TXN	Texas Instruments Inc	748	$222,956
UNH	Unitedhealth Group Inc	519	$215,711
DE	Deere & Co	330	$209,328
DOV	DOVER Corp	917	$205,664
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
T	At&T Inc.	7,037	$204,002
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $50,308,956 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,229	-194	$6,619,659	+2.9%	13.16%
NVDA	Nvidia Corp Technology	Reduced	28,939	-60	$5,790,404	+14.5%	11.51%
AAPL	Apple Inc. Technology	Reduced	16,594	-567	$4,801,639	+10.2%	9.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,470	-409	$2,972,099	+10.8%	5.91%
ANET	Arista Networks, Inc. Technology	Added	12,290	+78	$2,087,825	+39.2%	4.15%
IAU	Ishares Gold Trust	Added	26,157	+3,069	$1,975,115	−3.0%	3.93%
NOC	Northrop Grumman Corp /De/ Industrials	Added	3,862	+58	$1,966,955	−24.2%	3.91%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,434	0	$1,864,940	+13.1%	3.71%
MSFT	Microsoft Corp Technology	Reduced	4,822	-152	$1,798,702	−2.3%	3.58%
XOM	ExxonMobil Holdings Corp Energy	Reduced	12,312	-29	$1,683,296	−19.6%	3.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,575	-12,710	$1,277,597	−72.7%	2.54%
MA	Mastercard Inc Financial Services	Reduced	2,236	-250	$1,148,409	−7.5%	2.28%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,372	-14	$1,010,340	+26.3%	2.01%
META	Meta Platforms, Inc. Communication Services	Added	1,733	+29	$976,181	+0.1%	1.94%
SPY	Spdr S&P 500 ETF Trust	Held	1,287	0	$961,092	+14.8%	1.91%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,331	-220	$773,191	+145.1%	1.54%
AEP	American Electric Power Co Inc Utilities	Held	5,544	0	$758,474	+4.4%	1.51%
GE	General Electric Co Industrials	Reduced	1,919	-48	$717,187	+28.5%	1.43%
ORCL	Oracle Corp Technology	Reduced	4,868	-95	$713,405	−2.3%	1.42%
GLD	Spdr Gold Trust	Held	1,802	0	$663,820	−14.4%	1.32%
GEV	GE Vernova Inc. Industrials	Held	484	0	$568,632	+34.6%	1.13%
AGX	Argan Inc Industrials	Reduced	648	-22	$517,460	+41.8%	1.03%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	12,011	0	$511,548	+5.2%	1.02%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,376	0	$509,931	+13.3%	1.01%
JNJ	Johnson & Johnson Healthcare	Reduced	1,843	-15	$468,066	+3.1%	0.93%
TDG	TransDigm Group INC Industrials	Reduced	339	-18	$451,561	+9.1%	0.90%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	1,331	-30	$439,842	+6.3%	0.87%
AXP	American Express Co Financial Services	Held	1,278	0	$432,283	+11.8%	0.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	408	+6	$381,671	−4.7%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,123	-14	$367,591	+9.9%	0.73%
V	Visa Inc. Financial Services	Held	1,055	0	$361,959	+13.5%	0.72%
MU	Micron Technology Inc Technology	NEW	309	NEW	$356,675	NEW	0.71%
ABBV	AbbVie Inc. Healthcare	Reduced	1,377	-16	$346,508	+14.4%	0.69%
MCO	Moodys Corp /De/ Financial Services	Reduced	749	-27	$339,237	+0.2%	0.67%
IBIT	iShares Bitcoin Trust ETF	Held	9,993	0	$332,666	−13.4%	0.66%
NFLX	Netflix Inc Communication Services	Held	4,080	0	$291,312	−25.7%	0.58%
CSCO	Cisco Systems, Inc. Technology	NEW	2,375	NEW	$278,967	NEW	0.55%
ATO	Atmos Energy Corp Utilities	Reduced	1,593	-50	$274,426	−9.6%	0.55%
LII	Lennox International Inc Industrials	Reduced	471	-30	$269,859	+16.1%	0.54%
CVX	Chevron Corp Energy	Added	1,577	+15	$261,403	−19.1%	0.52%
AZN	Astrazeneca PLC Healthcare	Held	1,236	0	$234,370	−3.9%	0.47%
LLY	ELI LILLY & Co Healthcare	Reduced	194	-28	$232,689	+14.0%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	848	-539	$229,222	−46.8%	0.46%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,265	0	$228,851	+9.4%	0.45%
TXN	Texas Instruments Inc Technology	NEW	748	NEW	$222,956	NEW	0.44%
UNH	Unitedhealth Group Inc Healthcare	NEW	519	NEW	$215,711	NEW	0.43%
DE	Deere & Co Industrials	NEW	330	NEW	$209,328	NEW	0.42%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	744	0	$208,238	−26.3%	0.41%
DOV	DOVER Corp Industrials	NEW	917	NEW	$205,664	NEW	0.41%

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.