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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BN BROOKFIELD CORP Financial Services 12,011.0 $512K 0.25% $42.59 -6.7%
62 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,376.0 $510K 0.25% +220.0 +19.0% $370.59 -9.7%
63 IBDW ISHARES TR 23,010.0 $480K 0.23% +750.0 +3.4% $20.84 -2.0%
64 GSY INVESCO ACTIVELY MANAGED EXC 9,406.0 $472K 0.23% -295.0 -3.0% $50.15 -0.1%
65 JNJ JOHNSON & JOHNSON Healthcare 1,843.0 $468K 0.23% -335.0 -15.4% $253.97 +6.8%
66 TDG TRANSDIGM GROUP INC Industrials 339.0 $451K 0.22% -20.0 -5.6% $1331.28 -13.2%
67 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,331.0 $440K 0.22% -90.0 -6.3% $330.46 -5.6%
68 AXP AMERICAN EXPRESS CO Financial Services 1,278.0 $432K 0.21% $338.25 -4.2%
69 GRID FIRST TR EXCHANGE-TRADED FD 2,162.0 $415K 0.20% NEW $191.75 -8.5%
70 IXN ISHARES TR 2,696.0 $390K 0.19% -348.0 -11.4% $144.48 -3.5%
71 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 408.0 $382K 0.19% +6.0 +1.5% $935.47 +0.5%
72 MTUM ISHARES TR 1,078.0 $370K 0.18% $342.78 -13.5%
73 JPM JPMORGAN CHASE & CO Financial Services 1,123.0 $367K 0.18% +87.0 +8.4% $327.24 +8.5%
74 V VISA INC Financial Services 1,055.0 $362K 0.18% -41.0 -3.7% $343.22 +8.6%
75 MU MICRON TECHNOLOGY INC Technology 309.0 $357K 0.17% NEW $1154.29 -19.1%
76 ABBV ABBVIE INC Healthcare 1,377.0 $347K 0.17% -16.0 -1.1% $251.64 +3.3%
77 IBDV ISHARES TR 15,888.0 $346K 0.17% +720.0 +4.8% $21.80 -1.7%
78 MCO MOODYS CORP Financial Services 749.0 $339K 0.17% -88.0 -10.5% $452.75 +9.3%
79 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,993.0 $333K 0.16% +276.0 +2.8% $33.29 +31.5%
80 RSP INVESCO EXCHANGE TRADED FD T 1,545.0 $329K 0.16% $212.77 +2.3%
Page 4 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%