4J Wealth Management LLC
CIK 1840775 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- IVV12.59%
- TOUS9.24%
- DYNF8.85%
- TTEQ5.19%
- TCAF4.14%
- IEI3.78%
- TFLR3.27%
- BRK.B3.25%
- NVDA2.84%
- IDYN2.72%
Share classes counted separately55.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DYNFWeight increased · +1.58 pp7.27% → 8.85%Shares +45.44K (+20.67%)
- TCAFWeight decreased · -1.33 pp5.47% → 4.14%Shares -64.77K (-23.96%)
- TTEQWeight increased · +1.20 pp3.99% → 5.19%Shares +5.02K (+2.16%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $25.67M | 12.59% | 34.28K shares | 12.86% → 12.59%-0.27 pp -353 (-1.02%) | Reduced | ↗▾ |
| 02 | TOUST ROWE PRC INTERNATIONAL EQINTL EQUITY ETF View history and evidence | $18.84M | 9.24% | 491.08K shares | 9.57% → 9.24%-0.33 pp +3.49K (+0.72%) | Added | ↗▾ |
| 03 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $18.05M | 8.85% | 265.35K shares | 7.27% → 8.85%+1.58 pp +45.44K (+20.67%) | Added | ↗▾ |
| 04 | TTEQT ROWE PRICE TECHNOLOGY ETFTECHNOLOGY ETF View history and evidence | $10.58M | 5.19% | 237.21K shares | 3.99% → 5.19%+1.20 pp +5.02K (+2.16%) | Added | ↗▾ |
| 05 | TCAFT ROWE PRC CAP APPRECIATIONCAP APPRECIATION View history and evidence | $8.45M | 4.14% | 205.53K shares | 5.47% → 4.14%-1.33 pp -64.77K (-23.96%) | Reduced | ↗▾ |
| 06 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $7.70M | 3.78% | 65.54K shares | 3.90% → 3.78%-0.12 pp +7.74K (+13.40%) | Added | ↗▾ |
| 07 | TFLRT ROWE PRICE FLOATING RT ETFFLOATING RATE View history and evidence | $6.66M | 3.27% | 132.15K shares | 4.05% → 3.27%-0.78 pp -9.23K (-6.53%) | Reduced | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $6.62M | 3.25% | 13.23K shares | 3.66% → 3.25%-0.41 pp -194 (-1.45%) | Reduced | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $5.79M | 2.84% | 28.94K shares | 2.87% → 2.84%-0.03 pp -60 (-0.21%) | Reduced | ↗▾ |
| 10 | IDYNISHARES INTE EQU FAC R A ETFISHARES INTL EQ View history and evidence | $5.55M | 2.72% | 184.79K shares | 2.60% → 2.72%+0.12 pp +25.74K (+16.18%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TCAL T ROWE PRE CPT APR PR IN ETF | Non-derivative | -95,981 | -$2.15M | SEC filing ↗ | SEC filing ↗ |
| IBDR ISHARES IBONDS DEC 2026 TERM | Non-derivative | -83,930 | -$2.03M | SEC filing ↗ | SEC filing ↗ |
| IBDS ISHRS IBNDS DEC 27 CORP ETF | Non-derivative | -46,618 | -$1.13M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840775 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 203870576
}Research all 111 reported holdings.
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