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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDT ISHARES TR 33,460.0 $845K 0.41% +4K +14.6% $25.25 -0.8%
42 HGER HARBOR ETF TRUST 28,639.0 $840K 0.41% +18K +181.8% $29.34 +21.2%
43 VTI VANGUARD INDEX FDS 2,215.0 $820K 0.40% +35.0 +1.6% $370.11 +1.4%
44 QFLR INNOVATOR ETFS TRUST 21,610.0 $788K 0.39% -300.0 -1.4% $36.48 -4.6%
45 AMD ADVANCED MICRO DEVICES INC Technology 1,331.0 $773K 0.38% -183.0 -12.1% $580.91 -20.9%
46 MUB ISHARES TR 7,147.0 $769K 0.38% -660.0 -8.4% $107.63 -3.1%
47 BUFB INNOVATOR ETFS TRUST 19,354.0 $761K 0.37% -2K -11.4% $39.31 +2.0%
48 AEP AMERICAN ELEC PWR CO INC Utilities 5,544.0 $758K 0.37% $136.81 -10.1%
49 GE GE AEROSPACE Industrials 1,919.0 $717K 0.35% +59.0 +3.2% $373.73 -11.4%
50 ORCL ORACLE CORP Technology 4,868.0 $713K 0.35% -75.0 -1.5% $146.55 -3.6%
51 IGIB ISHARES TR 12,858.0 $684K 0.34% -3K -21.1% $53.17 -2.7%
52 GLD SPDR GOLD TR Financial Services 1,802.0 $664K 0.33% -160.0 -8.2% $368.38 +7.7%
53 SLQD ISHARES TR 13,118.0 $661K 0.32% -553.0 -4.0% $50.37 -1.0%
54 NEAR ISHARES U S ETF TR 12,900.0 $654K 0.32% +3K +27.7% $50.66 -0.8%
55 IGM ISHARES TR 3,834.0 $627K 0.31% $163.58 -3.0%
56 USMV ISHARES TR 5,934.0 $572K 0.28% -341.0 -5.4% $96.46 +4.8%
57 GEV GE VERNOVA INC Utilities 484.0 $569K 0.28% $1174.86 -23.5%
58 QUAL ISHARES TR 2,588.0 $568K 0.28% -1K -28.2% $219.43 +0.7%
59 IVE ISHARES TR 2,344.0 $532K 0.26% -95.0 -3.9% $227.04 +3.9%
60 AGX ARGAN INC Industrials 648.0 $517K 0.25% -32.0 -4.7% $798.55 -49.3%
Page 3 of 6  ·  111 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%