4J Wealth Management LLC

Est. AUM

$174.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$22.6M	34633	12.96%	SOLE
2	T ROWE PRICE ETF INC	INTERNATIONAL EQ	$16.8M	487589	9.65%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$12.8M	219906	7.33%	SOLE
4	T ROWE PRICE ETF INC	CAP APPRECIATION	$9.6M	270297	5.51%	SOLE
5	T ROWE PRICE ETF INC	FLOATING RATE	$7.1M	141376	4.08%	SOLE
6	T ROWE PRICE ETF INC	TECHNOLOGY ETF	$7.0M	232189	4.02%	SOLE
7	ISHARES TR	3 7 YR TREAS BD	$6.9M	57794	3.93%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.4M	13423	3.68%	SOLE
9	NVIDIA CORPORATION	COM	$5.1M	28999	2.90%	SOLE
10	BLACKROCK ETF TRUST	ISHARES INTL EQ	$4.6M	159055	2.62%	SOLE
11	APPLE INC	COM	$4.4M	17161	2.49%	SOLE
12	ALPHABET INC	CAP STK CL C	$3.7M	12765	2.10%	SOLE
13	ISHARES TR	IBONDS DEC 29	$2.8M	118996	1.59%	SOLE
14	AMAZON COM INC	COM	$2.7M	12879	1.54%	SOLE
15	NORTHROP GRUMMAN CORP	COM	$2.6M	3804	1.49%	SOLE
16	ISHARES TR	CORE DIV GRWTH	$2.6M	36560	1.47%	SOLE
17	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$2.2M	43702	1.25%	SOLE
18	T ROWE PRICE ETF INC	CAPITAL APPRECIA	$2.1M	95981	1.23%	SOLE
19	INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$2.1M	56848	1.21%	SOLE
20	EXXON MOBIL CORP	COM	$2.1M	12341	1.20%	SOLE
21	ISHARES GOLD TR	ISHARES NEW	$2.0M	23088	1.17%	SOLE
22	ISHARES TR	IBONDS DEC2026	$2.0M	83930	1.17%	SOLE
23	MICROSOFT CORP	COM	$1.8M	4974	1.05%	SOLE
24	ISHARES TR	1 3 YR TREAS BD	$1.8M	22103	1.05%	SOLE
25	T ROWE PRICE ETF INC	US EQUITY RESEAR	$1.8M	42864	1.00%	SOLE
26	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.7M	32640	0.97%	SOLE
27	TESLA INC	COM	$1.6M	4434	0.94%	SOLE
28	ARISTA NETWORKS INC	COM SHS	$1.5M	12212	0.86%	SOLE
29	MASTERCARD INCORPORATED	CL A	$1.2M	2486	0.71%	SOLE
30	ISHARES TR	IBONDS 27 ETF	$1.1M	46618	0.65%	SOLE
31	ALPHABET INC	CAP STK CL A	$1.0M	3520	0.58%	SOLE
32	META PLATFORMS INC	CL A	$975K	1704	0.56%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$957K	8461	0.55%	SOLE
34	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$870K	15351	0.50%	SOLE
35	ISHARES U S ETF TR	SHORT MATURITY M	$865K	17174	0.50%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$837K	1287	0.48%	SOLE
37	ISHARES TR	NATIONAL MUN ETF	$823K	7757	0.47%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$800K	1386	0.46%	SOLE
39	ISHARES TR	IBDS DEC28 ETF	$781K	30842	0.45%	SOLE
40	SPDR GOLD TR	GOLD SHS	$775K	1802	0.44%	SOLE
41	INNOVATOR ETFS TRUST	LADDERED ALC BFR	$765K	21309	0.44%	SOLE
42	ISHARES TR	ISHS 5-10YR INVT	$754K	14158	0.43%	SOLE
43	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$730K	21910	0.42%	SOLE
44	ORACLE CORP	COM	$730K	4963	0.42%	SOLE
45	AMERICAN ELEC PWR CO INC	COM	$727K	5544	0.42%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$700K	2181	0.40%	SOLE
47	ISHARES TR	0-5YR INVT GR CP	$690K	13671	0.40%	SOLE
48	ISHARES TR	MSCI USA QLT FCT	$640K	3338	0.37%	SOLE
49	ISHARES TR	MSCI USA MIN VOL	$582K	6275	0.33%	SOLE
50	GE AEROSPACE	COM NEW	$558K	1967	0.32%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.