4J Wealth Management LLC

CIK

1840775

Location

MCLEAN, VA

Portfolio Value

Micro $13,798,954

Diversification

Diversified

Filing Date

Global Rank

#6,928 / 8,586 ▲ 49

Top Industry

Insurance - Diversified 15.4%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed May 5, 2026 · 42d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.2%

SPY

+78.1%

Annualised alpha

-2.8%

Max drawdown

−16.9%

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

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

+0.1 pts

Top 5

45.4%

−0.3 pts

Top 10

65.0%

−0.3 pts

HHI

586

Diversified−10

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.7%	$13,798,954	6
Financial Services	20.5%	$9,538,961	7
Consumer Cyclical	12.1%	$5,625,613	5
Industrials	10.5%	$4,869,735	7
Unclassified	10.4%	$4,831,709	5
Communication Services	5.6%	$2,583,414	4
Energy	5.2%	$2,416,951	2
Healthcare	2.6%	$1,205,083	4
Utilities	2.2%	$1,030,201	2
Consumer Defensive	1.3%	$609,719	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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

17 positions

Ticker	Company	Δ Shares	Shares	Value
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
XOM	Exxon Mobil Corp	−274	12,341	$2,093,774
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.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,236	$243,763
PM	Philip Morris International Inc.	1,265	$209,155
T	At&T Inc.	7,037	$204,002
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	1,075	$246,089
UNH	Unitedhealth Group Inc	738	$243,621
NEE	Nextera Energy Inc	2,543	$204,152
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $13,798,954 total · Technology only · as of Mar 31, 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
NVDA	Nvidia Corp Technology	Reduced	28,999	-374	$5,057,425	−7.7%	36.65%
AAPL	Apple Inc. Technology	Reduced	17,161	-57	$4,355,290	−7.0%	31.56%
MSFT	Microsoft Corp Technology	Added	4,974	+120	$1,841,225	−21.6%	13.34%
ANET	Arista Networks, Inc. Technology	Reduced	12,212	-40	$1,499,389	−6.6%	10.87%
ORCL	Oracle Corp Technology	Added	4,963	+20	$730,106	−24.2%	5.29%
AMD	Advanced Micro Devices Inc Technology	Added	1,551	+37	$315,519	−2.7%	2.29%