Back to funds
View filing
4J Wealth Management LLC
Updated 3 days agoManaged by 4J Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$216.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $174.7M |
| Q1 2026 | $175.9M |
| Q2 2026 | $203.9M |
| Q3 2026 | $216.4M |
Top holdings
112 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $25.8M | 33.7K | 11.93% | — | |
| 2 | $20.5M | 534.6K | 9.50% | — | |
| 3 | $19M | 274.1K | 8.78% | — | |
| 4 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $10.5M | 237.0K | 4.87% | — |
| 5 | $8.7M | 205.5K | 4.02% | — | |
| 6 | $7M | 61.6K | 3.23% | — | |
| 7 | $6.6M | 28.9K | 3.05% | — | |
| 8 | $6.6M | 13.2K | 3.04% | — | |
| 9 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $6M | 118.0K | 2.75% | — |
| 10 | $5.5M | 16.5K | 2.54% | — | |
| 11 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $4.5M | 110.5K | 2.07% | — |
| 12 | $4.3M | 12.6K | 1.98% | — | |
| 13 | $4M | 53.7K | 1.87% | — | |
| 14 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $3.9M | 78.0K | 1.79% | — |
| 15 | $3.8M | 78.9K | 1.76% | — | |
| 16 | ? N/A BLACKROCK ETF TRUST | $3.1M | 102.4K | 1.44% | — |
| 17 | $3.1M | 12.4K | 1.43% | — | |
| 18 | $2.8M | 54.8K | 1.29% | — | |
| 19 | $2.5M | 12.4K | 1.17% | — | |
| 20 | $2.5M | 44.5K | 1.16% | — |