§ 13F · FUND PROFILE
4J Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.0T (13F)Positions · 94Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 38K | $26.2T | 15.0% | ±0% |
| 2 | TOUS | T ROWE PRICE ETF INC | 497K | $17.2T | 9.8% | +1% |
| 3 | TCAF | T ROWE PRICE ETF INC | 280K | $10.7T | 6.1% | +4% |
| 4 | DYNF | BLACKROCK ETF TRUST | 146K | $8.9T | 5.1% | +15% |
| 5 | TFLR | T ROWE PRICE ETF INC | 149K | $7.7T | 4.4% | −25% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $6.8T | 3.9% | −1% |
| 7 | IEI | ISHARES TR | 54K | $6.4T | 3.7% | +29% |
| 8 | TTEQ | T ROWE PRICE ETF INC | 184K | $6.0T | 3.4% | +29% |
| 9 | NVDA | NVIDIA CORPORATION | 29K | $5.5T | 3.1% | ±0% |
| 10 | UNOV | INNOVATOR ETFS TRUST | 136K | $5.2T | 3.0% | 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 $148049.0 trillion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed