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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 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 7,147.0 $769K 0.38% -660.0 -8.4% $107.63 -3.1%
22 BUFB INNOVATOR ETFS TRUST 19,354.0 $761K 0.37% -2K -11.4% $39.31 +2.0%
23 ORCL ORACLE CORP Technology 4,868.0 $713K 0.35% -75.0 -1.5% $146.55 -3.6%
24 IGIB ISHARES TR 12,858.0 $684K 0.34% -3K -21.1% $53.17 -2.7%
25 GLD SPDR GOLD TR Financial Services 1,802.0 $664K 0.33% -160.0 -8.2% $368.38 +7.7%
26 SLQD ISHARES TR 13,118.0 $661K 0.32% -553.0 -4.0% $50.37 -1.0%
27 USMV ISHARES TR 5,934.0 $572K 0.28% -341.0 -5.4% $96.46 +4.8%
28 QUAL ISHARES TR 2,588.0 $568K 0.28% -1K -28.2% $219.43 +0.7%
29 IVE ISHARES TR 2,344.0 $532K 0.26% -95.0 -3.9% $227.04 +3.9%
30 AGX ARGAN INC Industrials 648.0 $517K 0.25% -32.0 -4.7% $798.55 -49.3%
31 GSY INVESCO ACTIVELY MANAGED EXC 9,406.0 $472K 0.23% -295.0 -3.0% $50.15 -0.1%
32 JNJ JOHNSON & JOHNSON Healthcare 1,843.0 $468K 0.23% -335.0 -15.4% $253.97 +6.8%
33 TDG TRANSDIGM GROUP INC Industrials 339.0 $451K 0.22% -20.0 -5.6% $1331.28 -13.2%
34 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,331.0 $440K 0.22% -90.0 -6.3% $330.46 -5.6%
35 IXN ISHARES TR 2,696.0 $390K 0.19% -348.0 -11.4% $144.48 -3.5%
36 V VISA INC Financial Services 1,055.0 $362K 0.18% -41.0 -3.7% $343.22 +8.6%
37 ABBV ABBVIE INC Healthcare 1,377.0 $347K 0.17% -16.0 -1.1% $251.64 +3.3%
38 MCO MOODYS CORP Financial Services 749.0 $339K 0.17% -88.0 -10.5% $452.75 +9.3%
39 IJH ISHARES TR 3,752.0 $289K 0.14% -487.0 -11.5% $77.11 -3.3%
40 IEF ISHARES TR 2,912.0 $275K 0.14% -136.0 -4.5% $94.55 -2.6%
Page 2 of 3  ·  48 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%