4J Wealth Management LLC 13F Holdings
CIK 02820430 · MCLEAN, VA
As of Sep 30, 2025, 4J Wealth Management LLC reported 94 positions worth
CIK 02820430 · MCLEAN, VA
As of Sep 30, 2025, 4J Wealth Management LLC reported 94 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 38,212 | $25.6M | 15.03% |
| T ROWE PRICE INTERNATIONAL EQUITY ETF | TOUS | — | 493,744 | 6.6M | 9.75% |
| T ROWE PRICE ETF INC | TFLR | — | 198,857 | 0.2M | 6.01% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | — | 267,584 | 0.1M | 5.93% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 126,414 | $7.5M | 4.40% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,561 | $6.8M | 4.01% |
| NVIDIA CORP | NVDA | Technology | 29,427 | $5.5M | 3.23% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 41,952 | $5.0M | 2.95% |
| INNOVATOR DEFINED WEALTH SHIELD ETF | BALT | — | 145,643 | $4.8M | 2.81% |
| T ROWE PRICE ETF INC | TTEQ | — | 142,251 | $4.6M | 2.70% |
| APPLE INC | AAPL | Technology | 17,266 | $4.4M | 2.58% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 166,994 | $4.2M | 2.47% |
| ALPHABET INC | GOOG | Equity | 13,709 | $3.3M | 1.96% |
| AMAZON.COM INC | AMZN | Equity | 13,278 | $2.9M | 1.71% |
| MICROSOFT CORP | MSFT | Technology | 5,025 | $2.6M | 1.53% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 37,512 | $2.6M | 1.50% |
| ISHARES GOLD TRUST | IAU | — | 32,198 | $2.3M | 1.38% |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 3,804 | $2.3M | 1.36% |
| TESLA INC | TSLA | Consumer Cyclical | 4,465 | $2.0M | 1.17% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 23,462 | .9M | 1.14% |
| T ROWE PRICE US EQUITY RESEARCH ETF | TSPA | — | 45,532 | .9M | 1.12% |
| ARISTA NETWORKS INC | ANET | Technology | 12,252 | .8M | 1.05% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 68,329 | .7M | 0.98% |
| T ROWE PRICE ETF INC | TCAL | — | 64,749 | .6M | 0.93% |
| MASTERCARD INC | MA | Financial Services | 2,765 | .6M | 0.92% |