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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBDR	ISHARES TR	—	85,795	$2.1M	1.19%	SOLD
2	TCAL	T ROWE PRICE ETF INC	—	87,813	$2.1M	1.19%	SOLD
3	IBDS	ISHARES TR	—	40,962	$995K	0.57%	SOLD
4	AKRE	PROFESIONALLY MANAGED PORTFO	—	6,384	$418K	0.24%	SOLD
5	—	ISHARES TR	—	12,242	$280K	0.16%	SOLD
6	DHR	DANAHER CORPORATION	Healthcare	1,075	$246K	0.14%	SOLD
7	—	ASTRAZENECA PLC	—	2,532	$233K	0.13%	SOLD
8	NEE	NEXTERA ENERGY INC	Utilities	2,543	$204K	0.12%	SOLD

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%