13F Insight
DOSSIER · 13F-HR · Q2 2026

4J Wealth Management LLC

$204M in tracked AUM across 111 positions as of Q2 2026.

4W
CIK 0001840775 · last filed Jun 30, 2026
Total AUM
$204M
as of Q2 2026
Holdings
111
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

4J Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$26M34K12.6%02
TOUS
T ROWE PRICE EXCHANGE-TRADED
$19M491K9.2%03
DYNF
BLACKROCK ETF TRUST
$18M265K8.9%04
TTEQ
T ROWE PRICE EXCHANGE-TRADED
$11M237K5.2%05
TCAF
T ROWE PRICE EXCHANGE-TRADED
$8M206K4.1%06
IEI
ISHARES TR
$8M66K3.8%07
TFLR
T ROWE PRICE EXCHANGE-TRADED
$7M132K3.3%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M13K3.2%09
NVDA
NVIDIA CORPORATION
$6M29K2.8%10
IDYN
BLACKROCK ETF TRUST
$6M185K2.7%

Filing history

2026Q2Jun 30
$204M▲ 15.9%
111 positionsView →2026Q1Mar 31
$176M▲ 0.7%
101 positionsView →2025Q4Dec 31
$175M▲ 2.6%
98 positionsView →2025Q3Sep 30
$170M▲ 15.0%
94 positionsView →2025Q2Jun 30
$148M▲ 16.7%
94 positionsLocked2025Q1Mar 31
$127M▲ 2.7%
89 positionsLocked2024Q4Dec 31
$124M▼ 4.4%
84 positionsLocked2024Q3Sep 30
$129M▲ 6.8%
88 positionsLocked2024Q2Jun 30
$121M▲ 4.4%
86 positionsLocked2024Q1Mar 31
$116M▲ 5.8%
87 positionsLocked2023Q4Dec 31
$109M▲ 9.0%
84 positionsLocked2023Q3Sep 30
$100M▼ 2.5%
84 positionsLocked
Showing 12 of 23