Holders — by stockHoldings — by fund
4J Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001840775
$203.9M
disclosed book value
111
positions
12.6%
largest position share
Positions, as of 2026-06-30
top 100 of 111 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 34,280 | $25.7M | 12.6% |
| 2 | TOUST ROWE PRICE EXCHANGE-TRADED | 491,077 | $18.8M | 9.2% |
| 3 | DYNFBLACKROCK ETF TRUST | 265,350 | $18.0M | 8.9% |
| 4 | TTEQT ROWE PRICE EXCHANGE-TRADED | 237,210 | $10.6M | 5.2% |
| 5 | TCAFT ROWE PRICE EXCHANGE-TRADED | 205,529 | $8.4M | 4.1% |
| 6 | IEIISHARES TR | 65,537 | $7.7M | 3.8% |
| 7 | TFLRT ROWE PRICE EXCHANGE-TRADED | 132,148 | $6.7M | 3.3% |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,229 | $6.6M | 3.2% |
| 9 | NVDANVIDIA CORPORATION | 28,939 | $5.8M | 2.8% |
| 10 | IDYNBLACKROCK ETF TRUST | 184,793 | $5.5M | 2.7% |
| 11 | AAPLAPPLE INC | 16,594 | $4.8M | 2.4% |
| 12 | GOOGALPHABET INC | 12,685 | $4.5M | 2.2% |
| 13 | DGROISHARES TR | 49,430 | $3.7M | 1.8% |
| 14 | BINCBLACKROCK ETF TRUST II | 62,820 | $3.3M | 1.6% |
| 15 | TBUXT ROWE PRICE EXCHANGE-TRADED | 64,295 | $3.2M | 1.6% |
| 16 | TSPAT ROWE PRICE EXCHANGE-TRADED | 65,184 | $3.1M | 1.5% |
| 17 | AMZNAMAZON COM INC | 12,470 | $3.0M | 1.5% |
| 18 | IBDUISHARES TR | 126,059 | $2.9M | 1.4% |
| 19 | JEPIJ P MORGAN EXCHANGE TRADED F | 44,718 | $2.5M | 1.2% |
| 20 | UNOVINNOVATOR ETFS TRUST | 54,614 | $2.2M | 1.1% |
| 21 | ANETARISTA NETWORKS INC | 12,290 | $2.1M | 1% |
| 22 | IAUISHARES GOLD TR | 26,157 | $2.0M | 1% |
| 23 | NOCNORTHROP GRUMMAN CORP | 3,862 | $2.0M | 1% |
| 24 | BLCRBLACKROCK ETF TRUST | 38,195 | $1.9M | 0.9% |
| 25 | TSLATESLA INC | 4,434 | $1.9M | 0.9% |
| 26 | MSFTMICROSOFT CORP | 4,822 | $1.8M | 0.9% |
| 27 | EXMOCEXXON MOBIL CORP | 12,312 | $1.7M | 0.8% |
| 28 | SHYISHARES TR | 19,521 | $1.6M | 0.8% |
| 29 | IGFISHARES TR | 19,278 | $1.3M | 0.6% |
| 30 | GOOGLALPHABET INC | 3,575 | $1.3M | 0.6% |
| 31 | MAMASTERCARD INCORPORATED | 2,236 | $1.1M | 0.6% |
| 32 | IVWISHARES TR | 8,061 | $1.1M | 0.5% |
| 33 | QQQINVESCO QQQ TR | 1,372 | $1.0M | 0.5% |
| 34 | METAMETA PLATFORMS INC | 1,733 | $976,416 | 0.5% |
| 35 | SPYSTATE STR SPDR S&P 500 ETF T | 1,287 | $961,093 | 0.5% |
| 36 | IBTHISHARES TR | 42,483 | $950,341 | 0.5% |
| 37 | DBMFLITMAN GREGORY FDS TR | 30,723 | $940,439 | 0.5% |
| 38 | TURFT ROWE PRICE EXCHANGE-TRADED | 29,157 | $906,223 | 0.4% |
| 39 | TMSLT ROWE PRICE EXCHANGE-TRADED | 19,534 | $856,579 | 0.4% |
| 40 | MEARISHARES U S ETF TR | 16,869 | $849,860 | 0.4% |
| 41 | IBDTISHARES TR | 33,460 | $844,871 | 0.4% |
| 42 | HGERHARBOR ETF TRUST | 28,639 | $840,265 | 0.4% |
| 43 | VTIVANGUARD INDEX FDS | 2,215 | $819,794 | 0.4% |
| 44 | QFLRINNOVATOR ETFS TRUST | 21,610 | $788,333 | 0.4% |
| 45 | AMDADVANCED MICRO DEVICES INC | 1,331 | $773,191 | 0.4% |
| 46 | MUBISHARES TR | 7,147 | $769,207 | 0.4% |
| 47 | BUFBINNOVATOR ETFS TRUST | 19,354 | $760,806 | 0.4% |
| 48 | AEPAMERICAN ELEC PWR CO INC | 5,544 | $758,475 | 0.4% |
| 49 | GEGE AEROSPACE | 1,919 | $717,188 | 0.4% |
| 50 | ORCLORACLE CORP | 4,868 | $713,405 | 0.3% |
| 51 | IGIBISHARES TR | 12,858 | $683,673 | 0.3% |
| 52 | GLDSPDR GOLD TR | 1,802 | $663,821 | 0.3% |
| 53 | SLQDISHARES TR | 13,118 | $660,754 | 0.3% |
| 54 | NEARISHARES U S ETF TR | 12,900 | $653,523 | 0.3% |
| 55 | IGMISHARES TR | 3,834 | $627,166 | 0.3% |
| 56 | USMVISHARES TR | 5,934 | $572,383 | 0.3% |
| 57 | GEVGE VERNOVA INC | 484 | $568,632 | 0.3% |
| 58 | QUALISHARES TR | 2,588 | $567,885 | 0.3% |
| 59 | IVEISHARES TR | 2,344 | $532,173 | 0.3% |
| 60 | AGXARGAN INC | 648 | $517,460 | 0.3% |
| 61 | BNBROOKFIELD CORP | 12,011 | $511,541 | 0.3% |
| 62 | MARMARRIOTT INTL INC NEW | 1,376 | $509,932 | 0.3% |
| 63 | IBDWISHARES TR | 23,010 | $479,528 | 0.2% |
| 64 | GSYINVESCO ACTIVELY MANAGED EXC | 9,406 | $471,730 | 0.2% |
| 65 | JNJJOHNSON & JOHNSON | 1,843 | $468,068 | 0.2% |
| 66 | TDGTRANSDIGM GROUP INC | 339 | $451,304 | 0.2% |
| 67 | HLTHILTON WORLDWIDE HLDGS INC | 1,331 | $439,842 | 0.2% |
| 68 | AXPAMERICAN EXPRESS CO | 1,278 | $432,284 | 0.2% |
| 69 | GRIDFIRST TR EXCHANGE-TRADED FD | 2,162 | $414,564 | 0.2% |
| 70 | IXNISHARES TR | 2,696 | $389,520 | 0.2% |
| 71 | COSTCOSTCO WHOLESALE CORPORATION | 408 | $381,672 | 0.2% |
| 72 | MTUMISHARES TR | 1,078 | $369,519 | 0.2% |
| 73 | JPMJPMORGAN CHASE & CO | 1,123 | $367,496 | 0.2% |
| 74 | VVISA INC | 1,055 | $362,092 | 0.2% |
| 75 | MUMICRON TECHNOLOGY INC | 309 | $356,676 | 0.2% |
| 76 | ABBVABBVIE INC | 1,377 | $346,508 | 0.2% |
| 77 | IBDVISHARES TR | 15,888 | $346,358 | 0.2% |
| 78 | MCOMOODYS CORP | 749 | $339,107 | 0.2% |
| 79 | IBITISHARES BITCOIN TRUST ETF | 9,993 | $332,667 | 0.2% |
| 80 | RSPINVESCO EXCHANGE TRADED FD T | 1,545 | $328,730 | 0.2% |
| 81 | BJULINNOVATOR ETFS TRUST | 5,750 | $312,283 | 0.2% |
| 82 | NFLXNETFLIX INC. | 4,080 | $291,312 | 0.1% |
| 83 | IJHISHARES TR | 3,752 | $289,315 | 0.1% |
| 84 | UAUGINNOVATOR ETFS TRUST | 6,850 | $288,281 | 0.1% |
| 85 | VLUEISHARES TR | 1,428 | $285,329 | 0.1% |
| 86 | CSCOCISCO SYS INC | 2,375 | $278,919 | 0.1% |
| 87 | TPUTT ROWE PRICE EXCHANGE-TRADED | 10,975 | $276,218 | 0.1% |
| 88 | IEFISHARES TR | 2,912 | $275,341 | 0.1% |
| 89 | ATOATMOS ENERGY CORP | 1,593 | $274,426 | 0.1% |
| 90 | LIILENNOX INTL INC | 471 | $269,859 | 0.1% |
| 91 | GOVTISHARES TR | 11,815 | $269,151 | 0.1% |
| 92 | CVXCHEVRON CORPORATION | 1,577 | $261,404 | 0.1% |
| 93 | IGSBISHARES TR | 4,949 | $259,397 | 0.1% |
| 94 | ITOTISHARES TR | 1,525 | $250,512 | 0.1% |
| 95 | BALTINNOVATOR ETFS TRUST | 7,036 | $241,124 | 0.1% |
| 96 | ASTRAZENECA PLC | 1,236 | $234,371 | 0.1% |
| 97 | LLYELI LILLY & CO | 194 | $232,689 | 0.1% |
| 98 | BSCQINVESCO EXCH TRD SLF IDX FD | 11,860 | $231,567 | 0.1% |
| 99 | BSCRINVESCO EXCH TRD SLF IDX FD | 11,740 | $230,280 | 0.1% |
| 100 | MCDMCDONALDS CORP | 848 | $229,356 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.