4J Wealth Management LLC
Filing Date
Global Rank
#6,978
/ 8,603
▲ 33
· as of Mar 2026
Top Industry
Insurance - Diversified
16.2%
3Y Alpha vs SPY
-2.6%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.6%
SPY
+76.0%
Annualised alpha
-2.2%
Max drawdown
−17.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.5%
+0.3 pts
Top 5
47.6%
+0.4 pts
Top 10
66.2%
−1.2 pts
HHI
620
Diversified−4
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.1% | $13,798,954 |
| Financial Services | 21.5% | $9,538,961 |
| Consumer Cyclical | 12.7% | $5,625,613 |
| Industrials | 11.0% | $4,869,735 |
| Unclassified | 10.9% | $4,831,709 |
| Communication Services | 5.8% | $2,583,414 |
| Healthcare | 2.7% | $1,205,083 |
| Utilities | 2.3% | $1,030,201 |
| Consumer Defensive | 1.4% | $609,719 |
| Energy | 0.7% | $323,177 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +276 | 9,993 | $383,931 | |
| MAR | Marriott International Inc /Md/ | +220 | 1,376 | $450,048 | |
| AMZN | Amazon Com Inc | +198 | 12,879 | $2,682,309 | |
| MSFT | Microsoft Corp | +120 | 4,974 | $1,841,225 | |
| GE | General Electric Co | +107 | 1,967 | $558,175 | |
| JPM | Jpmorgan Chase & Co | +101 | 1,137 | $334,459 | |
| QQQ | Invesco Qqq Trust, Series 1 | +56 | 1,386 | $799,971 | |
| AMD | Advanced Micro Devices Inc | +37 | 1,551 | $315,519 | |
| META | Meta Platforms, Inc. | +36 | 1,704 | $974,909 | |
| ORCL | Oracle Corp | +20 | 4,963 | $730,106 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −9,203 | 23,088 | $2,035,438 | |
| NVDA | Nvidia Corp | −374 | 28,999 | $5,057,425 | |
| JNJ | Johnson & Johnson | −320 | 1,858 | $454,169 | |
| MA | Mastercard Inc | −217 | 2,486 | $1,242,154 | |
| GLD | Spdr Gold Trust | −160 | 1,802 | $775,382 | |
| MCD | Mcdonalds Corp | −125 | 1,387 | $431,065 | |
| GOOGL | Alphabet Inc. | −103 | 3,520 | $1,012,211 | |
| MCO | Moodys Corp /De/ | −61 | 776 | $338,530 | |
| HLT | Hilton Worldwide Holdings Inc. | −60 | 1,361 | $413,852 | |
| AAPL | Apple Inc. | −57 | 17,161 | $4,355,290 | |
| BRK-B | Berkshire Hathaway Inc | −51 | 13,423 | $6,432,301 | |
| V | Visa Inc. | −41 | 1,055 | $318,863 | |
| ANET | Arista Networks, Inc. | −40 | 12,212 | $1,499,389 | |
| ATO | Atmos Energy Corp | −30 | 1,643 | $303,494 | |
| AGX | Argan Inc | −10 | 670 | $364,915 | |
| TDG | TransDigm Group INC | −2 | 357 | $413,748 | |
| No positions match the current search. | |||||
43 positions ·
$44,416,566 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 13,423 | $6,432,301 | 14.48% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 28,999 | $5,057,425 | 11.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 17,161 | $4,355,290 | 9.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,879 | $2,682,309 | 6.04% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 3,804 | $2,595,240 | 5.84% | |
| IAU |
Ishares Gold Trust
|
Reduced | 23,088 | $2,035,438 | 4.58% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,974 | $1,841,225 | 4.15% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 4,434 | $1,648,339 | 3.71% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 12,212 | $1,499,389 | 3.38% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,486 | $1,242,154 | 2.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,520 | $1,012,211 | 2.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,704 | $974,909 | 2.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,287 | $836,987 | 1.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,386 | $799,971 | 1.80% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,802 | $775,382 | 1.75% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,963 | $730,106 | 1.64% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 5,544 | $726,707 | 1.64% | |
| GE |
General Electric Co
Industrials
|
Added | 1,967 | $558,175 | 1.26% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 12,011 | $486,085 | 1.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,858 | $454,169 | 1.02% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 1,376 | $450,048 | 1.01% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,387 | $431,065 | 0.97% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 484 | $422,483 | 0.95% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Reduced | 1,361 | $413,852 | 0.93% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 357 | $413,748 | 0.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 402 | $400,564 | 0.90% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 4,080 | $392,292 | 0.88% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,278 | $386,569 | 0.87% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 9,993 | $383,931 | 0.86% | |
| AGX |
Argan Inc
Industrials
|
Reduced | 670 | $364,915 | 0.82% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Reduced | 776 | $338,530 | 0.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,137 | $334,459 | 0.75% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,562 | $323,177 | 0.73% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,055 | $318,863 | 0.72% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,551 | $315,519 | 0.71% | |
| ATO |
Atmos Energy Corp
Utilities
|
Reduced | 1,643 | $303,494 | 0.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,393 | $302,963 | 0.68% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Held | 744 | $282,645 | 0.64% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 1,236 | $243,763 | 0.55% | |
| LII |
Lennox International Inc
Industrials
|
Held | 501 | $232,529 | 0.52% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 1,265 | $209,155 | 0.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 222 | $204,188 | 0.46% | |
| T |
At&T Inc.
Communication Services
|
NEW | 7,037 | $204,002 | 0.46% |