Institutional Manager · CIK 0001840775
4J Wealth Management LLC
ALEXANDRIA, VA · File #028-20430
Latest AUM
$174.7M
Positions
98
Top-10 Concentration
63.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202598 pos · $174.7M
- 13F HOLDINGS REPORTQ/E Sep 202594 pos · $170.2M
- 13F HOLDINGS REPORTQ/E Jun 202594 pos · $148.0M
- 13F HOLDINGS REPORTQ/E Mar 202589 pos · $126.8M
- 13F HOLDINGS REPORTQ/E Dec 202484 pos · $123.5M
- 13F HOLDINGS REPORTQ/E Sep 202488 pos · $129.1M
- 13F HOLDINGS REPORTQ/E Jun 202486 pos · $121.0M
- 13F HOLDINGS REPORTQ/E Mar 202487 pos · $115.9M
- 13F HOLDINGS REPORTQ/E Dec 202384 pos · $100.5M
- 13F HOLDINGS REPORTQ/E Sep 202386 pos · $103.1M
- 13F HOLDINGS REPORTQ/E Jun 202376 pos · $93.2M
- 13F HOLDINGS REPORTQ/E Mar 202376 pos · $86.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 38,297 | $26.2M | 16.51% |
| 2 | T ROWE PRICE ETF INC | 87283Q834 | 497,448 | $17.2M | 10.80% |
| 3 | T ROWE PRICE ETF INC | 87283Q867 | 279,558 | $10.7M | 6.73% |
| 4 | BLACKROCK ETF TRUST | BLK | 145,895 | $8.9M | 5.58% |
| 5 | T ROWE PRICE ETF INC | 87283Q883 | 149,231 | $7.7M | 4.83% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,474 | $6.8M | 4.26% |
| 7 | ISHARES TR | 464288661 | 54,012 | $6.4M | 4.06% |
| 8 | T ROWE PRICE ETF INC | 87283Q792 | 183,711 | $6.0M | 3.76% |
| 9 | NVIDIA CORPORATION | NVDA | 29,373 | $5.5M | 3.45% |
| 10 | INNOVATOR ETFS TRUST | INHD | 135,531 | $5.2M | 3.25% |
| 11 | APPLE INC | AAPL | 17,218 | $4.7M | 2.95% |
| 12 | ALPHABET INC | GOOG | 13,432 | $4.2M | 2.65% |
| 13 | AMAZON COM INC | AMZN | 12,681 | $2.9M | 1.84% |
| 14 | ISHARES GOLD TR | IAU | 32,291 | $2.6M | 1.65% |
| 15 | ISHARES TR | 46434V621 | 36,723 | $2.5M | 1.60% |
| 16 | MICROSOFT CORP | MSFT | 4,854 | $2.3M | 1.48% |
| 17 | NORTHROP GRUMMAN CORP | NOC | 3,804 | $2.2M | 1.37% |
| 18 | ISHARES TR | 46436E205 | 92,600 | $2.2M | 1.36% |
| 19 | ISHARES TR | 46435GAA0 | 85,795 | $2.1M | 1.31% |
| 20 | T ROWE PRICE ETF INC | 87283Q784 | 87,813 | $2.1M | 1.30% |