§ 13F · FUND PROFILE
4J Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $170M (13F)Positions · 94Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 35K | $23M | 12.9% | −10% |
| 2 | TOUS | T ROWE PRICE ETF INC | 488K | $17M | 9.6% | −2% |
| 3 | DYNF | BLACKROCK ETF TRUST | 220K | $13M | 7.3% | +51% |
| 4 | TCAF | T ROWE PRICE ETF INC | 270K | $10M | 5.5% | −3% |
| 5 | TFLR | T ROWE PRICE ETF INC | 141K | $7M | 4.0% | −5% |
| 6 | TTEQ | T ROWE PRICE ETF INC | 232K | $7M | 4.0% | +26% |
| 7 | IEI | ISHARES TR | 58K | $7M | 3.9% | +7% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $6M | 3.7% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 29K | $5M | 2.9% | −1% |
| 10 | IDYN | BLACKROCK ETF TRUST | 159K | $5M | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 4J SIGNAL
AC read
4J Wealth Management LLC is a Other fund managing $170 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed