§ 13F · FUND PROFILE
4J Wealth Management LLC.
AUM · $204M (13F)Positions · 111Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 34K | $26M | 12.6% | −1% |
| 2 | TOUS | T ROWE PRICE EXCHANGE-TRADED | 491K | $19M | 9.2% | +1% |
| 3 | DYNF | BLACKROCK ETF TRUST | 265K | $18M | 8.9% | +21% |
| 4 | TTEQ | T ROWE PRICE EXCHANGE-TRADED | 237K | $11M | 5.2% | +2% |
| 5 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 206K | $8M | 4.1% | −24% |
| 6 | IEI | ISHARES TR | 66K | $8M | 3.8% | +13% |
| 7 | TFLR | T ROWE PRICE EXCHANGE-TRADED | 132K | $7M | 3.3% | −7% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 13K | $7M | 3.2% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 29K | $6M | 2.8% | ±0% |
| 10 | IDYN | BLACKROCK ETF TRUST | 185K | $6M | 2.7% | +16% |
§ 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 $204 million in assets. The fund runs a portfolio of 111 positions.
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