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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 408.0 $382K 0.19% +6.0 +1.5% $935.47 +0.5%
22 JPM JPMORGAN CHASE & CO Financial Services 1,123.0 $367K 0.18% +87.0 +8.4% $327.24 +8.5%
23 IBDV ISHARES TR 15,888.0 $346K 0.17% +720.0 +4.8% $21.80 -1.7%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,993.0 $333K 0.16% +276.0 +2.8% $33.29 +31.5%
25 CVX CHEVRON CORPORATION Energy 1,577.0 $261K 0.13% +15.0 +1.0% $165.76 +27.3%
26 IGSB ISHARES TR 4,949.0 $259K 0.13% +240.0 +5.1% $52.41 -1.2%
27 VUG VANGUARD INDEX FDS 2,604.0 $224K 0.11% +2K +500.0% $86.14 +1.4%
Page 2 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%