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Portfolio (Quarterly) Guide ↗

4J Wealth Management LLC

· CIK 0001840775
13F Portfolio $204M AUM 111 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 27 Added 48 Reduced 8 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DYNF BLACKROCK ETF TRUST 265,350.0 $18.0M 8.85% +119K +81.9% $68.01 +1.6%
2 TTEQ T ROWE PRICE EXCHANGE-TRADED 237,210.0 $10.6M 5.19% +53K +29.1% $44.60 -8.6%
3 IEI ISHARES TR 65,537.0 $7.7M 3.78% +12K +21.3% $117.45 -1.6%
4 DGRO ISHARES TR 49,430.0 $3.7M 1.84% +13K +34.6% $75.79 +4.1%
5 BINC BLACKROCK ETF TRUST II 62,820.0 $3.3M 1.61% +59K +1479.6% $52.34 -1.5%
6 TBUX T ROWE PRICE EXCHANGE-TRADED 64,295.0 $3.2M 1.57% +31K +91.5% $49.77 +0.0%
7 TSPA T ROWE PRICE EXCHANGE-TRADED 65,184.0 $3.1M 1.52% +19K +41.3% $47.53 +0.8%
8 IBDU ISHARES TR 126,059.0 $2.9M 1.43% +33K +36.1% $23.16 -1.1%
9 JEPI J P MORGAN EXCHANGE TRADED F 44,718.0 $2.5M 1.24% +36K +419.7% $56.48 +0.9%
10 NOC NORTHROP GRUMMAN CORP Industrials 3,862.0 $2.0M 0.96% +58.0 +1.5% $509.31 +4.6%
11 QQQ INVESCO QQQ TR Financial Services 1,372.0 $1.0M 0.50% +42.0 +3.2% $736.29 -3.9%
12 META META PLATFORMS INC Communication Services 1,733.0 $976K 0.48% +65.0 +3.9% $563.43 +2.7%
13 ISHARES TR 42,483.0 $950K 0.47% +6K +16.4% $22.37
14 IBDT ISHARES TR 33,460.0 $845K 0.41% +4K +14.6% $25.25 -0.8%
15 HGER HARBOR ETF TRUST 28,639.0 $840K 0.41% +18K +181.8% $29.34 +21.2%
16 VTI VANGUARD INDEX FDS 2,215.0 $820K 0.40% +35.0 +1.6% $370.11 +1.4%
17 GE GE AEROSPACE Industrials 1,919.0 $717K 0.35% +59.0 +3.2% $373.73 -11.4%
18 NEAR ISHARES U S ETF TR 12,900.0 $654K 0.32% +3K +27.7% $50.66 -0.8%
19 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,376.0 $510K 0.25% +220.0 +19.0% $370.59 -9.7%
20 IBDW ISHARES TR 23,010.0 $480K 0.23% +750.0 +3.4% $20.84 -2.0%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 18.5%
Consumer Cyclical 13.8%
Industrials 10.4%
Communication Services 5.8%
Energy 4.5%
Utilities 3.7%
Healthcare 3.4%
Consumer Defensive 1.4%