Investor
4J Wealth Management LLC
CIK 0001840775 · filed 2026-05-05 · SEC filing
13F book
$175.9M
Positions
101
9 new · 6 sold
Largest name
12.9%
Ishares Tr
Est. mark
−$5.25M
Price effect on 92 names still held. Flow $6.49M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 34.6K | $22.6M | 12.9% | −$1.1M | Cut−$3.61M |
| T Rowe Price Etf Inc | — | 487.6K | $16.8M | 9.6% | $19.5K | Cut−$320.6K |
| Blackrock Etf Trust | — | 219.9K | $12.8M | 7.3% | −$383.7K | Added$3.92M |
| T Rowe Price Etf Inc | — | 270.3K | $9.62M | 5.5% | −$710.9K | Cut−$1.06M |
| T Rowe Price Etf Inc | — | 141.4K | $7.12M | 4.0% | −$147.6K | Cut−$551.4K |
| T Rowe Price Etf Inc | — | 232.2K | $7.03M | 4.0% | −$415.8K | Added$1.05M |
| Ishares Tr | — | 57.8K | $6.85M | 3.9% | −$40.6K | Added$408K |
| Berkshire Hathaway Inc Del | — | 13.4K | $6.43M | 3.7% | −$314.8K | Cut−$340.4K |
| Nvidia Corp | NVDA | 29K | $5.06M | 2.9% | −$350.9K | Cut−$420.6K |
| Blackrock Etf Trust | — | 159.1K | $4.58M | 2.6% | — | New |
| Apple Inc. | AAPL | 17.2K | $4.36M | 2.5% | −$310.1K | Cut−$325.6K |
| Alphabet Inc | — | 12.8K | $3.66M | 2.1% | −$343.9K | Cut−$553.2K |
| Ishares Tr | — | 119K | $2.77M | 1.6% | −$13.4K | Added$600.5K |
| Amazon Com Inc | AMZN | 12.9K | $2.68M | 1.5% | −$285.9K | Added−$244.7K |
| Northrop Grumman Corp | — | 3.8K | $2.6M | 1.5% | $426.2K | Held |
| Ishares Tr | — | 36.6K | $2.57M | 1.5% | $27.8K | Cut$16.5K |
| T Rowe Price Etf Inc | — | 43.7K | $2.17M | 1.2% | −$3.36K | Added$500.4K |
| T Rowe Price Etf Inc | — | 96K | $2.15M | 1.2% | −$107.1K | Added$75.4K |
| Innovator Etfs Trust | — | 56.8K | $2.12M | 1.2% | −$44.7K | Cut−$3.04M |
| Exxon Mobil Corp | — | 12.3K | $2.09M | 1.2% | $608.6K | Cut$575.7K |
| Ishares Gold Tr | — | 23.1K | $2.04M | 1.2% | $161.4K | Cut−$585.6K |
| Ishares Tr | — | 83.9K | $2.03M | 1.2% | $848 | Cut−$44.3K |
| Microsoft Corp | MSFT | 4.97K | $1.84M | 1.0% | −$550.6K | Added−$506.2K |
| Ishares Tr | — | 22.1K | $1.83M | 1.0% | −$5.51K | Cut−$29.6K |
| T Rowe Price Etf Inc | — | 42.9K | $1.75M | 1.0% | −$80.6K | Cut−$221K |
| Blackrock Etf Trust Ii | — | 32.6K | $1.69M | 1.0% | −$3.34K | Added$1.49M |
| Tesla, Inc. | TSLA | 4.43K | $1.65M | 0.9% | −$345.7K | Held |
| Arista Networks, Inc. | ANET | 12.2K | $1.5M | 0.9% | −$100.7K | Cut−$106K |
| Mastercard Inc | MA | 2.49K | $1.24M | 0.7% | −$177.5K | Cut−$301.4K |
| Ishares Tr | — | 46.6K | $1.13M | 0.6% | −$1.63K | Added$135.5K |
| Alphabet Inc | — | 3.52K | $1.01M | 0.6% | −$89.5K | Cut−$121.8K |
| Meta Platforms, Inc. | META | 1.7K | $975.1K | 0.6% | −$146.7K | Added−$126.1K |
| Ishares Tr | — | 8.46K | $957K | 0.5% | −$85.9K | Cut−$87.8K |
| J P Morgan Exchange Traded F | — | 15.4K | $870.1K | 0.5% | −$4.82K | Added$377.6K |
| Ishares U S Etf Tr | — | 17.2K | $864.5K | 0.5% | $343 | Held |
| Spdr S&P 500 Etf Tr | — | 1.29K | $837K | 0.5% | −$40.6K | Held |
| Ishares Tr | — | 7.76K | $823.5K | 0.5% | −$7.45K | Cut−$12.8K |
| Ishares Tr | — | 36.2K | $810.9K | 0.5% | −$1.46K | Cut−$9.1K |
| Invesco Qqq Tr | — | 1.39K | $799.9K | 0.5% | −$49.4K | Added−$17.1K |
| Ishares Tr | — | 30.8K | $781.2K | 0.4% | −$3.63K | Added$38.2K |
| Spdr Gold Tr | — | 1.8K | $775.4K | 0.4% | $61.2K | Cut−$2.18K |
| Innovator Etfs Trust | — | 21.3K | $765.2K | 0.4% | −$15.4K | Cut−$35.4K |
| Ishares Tr | — | 14.2K | $753.5K | 0.4% | −$9.34K | Cut−$124K |
| Oracle Corp | — | 4.96K | $730.1K | 0.4% | −$236.3K | Added−$233.3K |
| Innovator Etfs Trust | — | 21.9K | $729.6K | 0.4% | −$21.5K | Held |
| American Elec Pwr Co Inc | — | 5.54K | $726.7K | 0.4% | $87.4K | Held |
| Vanguard Index Fds | — | 2.18K | $699.6K | 0.4% | −$31.6K | Added−$31.3K |
| Ishares Tr | — | 13.7K | $690.2K | 0.4% | −$2.87K | Held |
| Ishares Tr | — | 3.34K | $640.3K | 0.4% | −$22.7K | Cut−$76.2K |
| Ishares Tr | — | 6.28K | $582K | 0.3% | −$8.91K | Held |
| Ge Aerospace | — | 1.97K | $558.2K | 0.3% | −$45.1K | Added−$14.8K |
| Ishares U S Etf Tr | — | 10.4K | $529.7K | 0.3% | −$2.68K | Added$13.4K |
| Invesco Exchange Traded Fd T | — | 2.73K | $523.9K | 0.3% | $557 | Added$228K |
| Ishares Tr | — | 2.44K | $514.9K | 0.3% | −$2.24K | Held |
| Brookfield Corp | — | 12K | $486.1K | 0.3% | −$65.1K | Held |
| Ishares Tr | — | 23K | $481.6K | 0.3% | −$4.9K | Added$10.8K |
| Invesco Actively Managed Exc | — | 9.5K | $476.2K | 0.3% | −$1.23K | Cut−$11.3K |
| Ishares Tr | — | 3.83K | $454.4K | 0.3% | −$40.8K | Held |
| Johnson & Johnson | JNJ | 1.86K | $454.2K | 0.3% | $69.7K | Cut$3.43K |
| Marriott Intl Inc New | — | 1.38K | $450K | 0.3% | $19.5K | Added$91.4K |
| Mcdonalds Corp | MCD | 1.39K | $431.2K | 0.2% | $7.17K | Cut−$31K |
| GE Vernova Inc. | GEV | 484 | $422.5K | 0.2% | $106.2K | Held |
| Hilton Worldwide Hldgs Inc | — | 1.36K | $413.9K | 0.2% | $22.9K | Cut$5.67K |
| Transdigm Group Inc | TDG | 357 | $413.5K | 0.2% | −$61K | Cut−$63.6K |
| Costco Whsl Corp New | — | 402 | $400.6K | 0.2% | $53.9K | Held |
| Netflix Inc | NFLX | 4.08K | $392.3K | 0.2% | $9.75K | Held |
| American Express Co | AXP | 1.28K | $386.6K | 0.2% | −$86.2K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 9.99K | $383.9K | 0.2% | −$109.1K | Added−$98.5K |
| Harbor Etf Trust | — | 11.8K | $365.6K | 0.2% | $62.9K | Added$113.3K |
| Argan Inc | AGX | 670 | $364.9K | 0.2% | $155K | Cut$151.9K |
| First Tr Exchange Traded Fd | — | 2.16K | $353.7K | 0.2% | — | New |
| Ishares Tr | — | 15.9K | $347.8K | 0.2% | −$2.73K | Added$13K |
| Moodys Corp | — | 776 | $338.4K | 0.2% | −$57.9K | Cut−$89K |
| Jpmorgan Chase & Co. | — | 1.14K | $334.6K | 0.2% | −$29K | Added$706 |
| Ishares Tr | — | 14.1K | $323.5K | 0.2% | −$1.64K | Cut−$3.46K |
| Chevron Corp New | CVX | 1.56K | $323.2K | 0.2% | $85.1K | Held |
| Visa Inc. | V | 1.05K | $319K | 0.2% | −$51.1K | Cut−$65.5K |
| Advanced Micro Devices Inc | AMD | 1.55K | $315.5K | 0.2% | −$16.2K | Added−$8.72K |
| Ishares Tr | — | 3.04K | $304.3K | 0.2% | −$15.3K | Held |
| Atmos Energy Corp | ATO | 1.64K | $303.5K | 0.2% | $28.1K | Cut$23.1K |
| AbbVie Inc. | ABBV | 1.39K | $303K | 0.2% | −$15.3K | Held |
| Ishares Tr | — | 4.34K | $293.1K | 0.2% | $6.52K | Added$13.3K |
| Innovator Etfs Trust | — | 5.75K | $285.7K | 0.2% | −$6.19K | Held |
| Huntington Ingalls Inds Inc | — | 744 | $282.6K | 0.2% | $29.6K | Held |
| Ishares Tr | — | 2.93K | $279.8K | 0.2% | −$2.11K | Cut−$13.3K |
| Innovator Etfs Trust | — | 6.85K | $269.5K | 0.2% | −$3.94K | Held |
| Ishares Tr | — | 5K | $262.8K | 0.1% | −$1.51K | Added$13.7K |
| Ishares Tr | — | 1.08K | $258.6K | 0.1% | −$11.1K | Held |
| Astrazeneca Plc Ord | AZN | 1.24K | $243.8K | 0.1% | — | New |
| Ishares Tr | — | 1.66K | $237K | 0.1% | −$10.4K | Cut−$46.8K |
| Innovator Etfs Trust | — | 7.04K | $235.5K | 0.1% | −$316 | Held |
| Lennox Intl Inc | — | 501 | $232.5K | 0.1% | −$10.7K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 11.9K | $231.6K | 0.1% | — | New |
| Ishares Tr | — | 1.86K | $231.3K | 0.1% | $7.62K | Added$7.74K |
| Invesco Exch Trd Slf Idx Fd | — | 11.7K | $230.4K | 0.1% | — | New |
| Ishares Tr | — | 9.74K | $223.1K | 0.1% | $394 | Cut−$56.9K |
| Litman Gregory Fds Tr | — | 7.36K | $222K | 0.1% | — | New |
| Philip Morris Intl Inc | — | 1.26K | $209.2K | 0.1% | — | New |
| Eli Lilly & Co | LLY | 222 | $204.2K | 0.1% | −$34.4K | Held |
| At&T Inc | — | 7.04K | $204K | 0.1% | — | New |
| Ishares Tr | — | 1.43K | $203K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.