account_balance

Investment manager · 13F filer · SEC CIK 1840775

4J Wealth Management LLC

Reported value$216Mas of Sep 30, 2026
Positions112 10 new, 9 sold out
Top 10 weight53.7%IVV alone is 12%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 11.9% Held
TOUS T Rowe Price Exchange-Traded 9.5% Added +9%
DYNF BlackRock ETF Trust 8.8% Added +3%
TTEQ T Rowe Price Exchange-Traded 4.9% Held
TCAF T Rowe Price Exchange-Traded 4.0% Held
IEI iShares Tr 3.2% Trimmed −6%
NVDA NVIDIA Corp 3.1% HeldBRK-B Berkshire Hathaway Inc 3.0% Held
TFLR T Rowe Price Exchange-Traded 2.8% Trimmed −11%
AAPL Apple Inc. 2.5% Held
TAGG T Rowe Price Exchange-Traded 2.1% New
GOOG Alphabet Inc. 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • TAGG $4.48M
  • IBDR $2.01M
  • IBDS $1.1M
  • AGG $737K
arrow_upwardAdded
  • TPUT +717%
  • TMSL +42%
  • DBMF +38%
  • TURF +27%
arrow_downwardTrimmed
  • IBDU −54%
  • IDYN −45%
  • NEAR −23%
  • SHY −21%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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