Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
4J Wealth Management LLC (CIK 1840775) reported $203.9M across 111 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($25.7M, 12.59%), TOUS ($18.8M, 9.24%), DYNF ($18.0M, 8.85%), TTEQ ($10.6M, 5.19%), TCAF ($8.4M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.7M | 12.59% | 34,280 | Trimmed |
| 2 | TOUS | T ROWE PRICE EXCHANGE-TRADED | $18.8M | 9.24% | 491,077 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $18.0M | 8.85% | 265,350 | Added |
| 4 | TTEQ | T ROWE PRICE EXCHANGE-TRADED | $10.6M | 5.19% | 237,210 | Added |
| 5 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $8.4M | 4.14% | 205,529 | Trimmed |
| 6 | IEI | ISHARES TR | $7.7M | 3.78% | 65,537 | Added |
| 7 | TFLR | T ROWE PRICE EXCHANGE-TRADED | $6.7M | 3.27% | 132,148 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.6M | 3.25% | 13,229 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $5.8M | 2.84% | 28,939 | Trimmed |
| 10 | IDYN | BLACKROCK ETF TRUST | $5.5M | 2.72% | 184,793 | Added |
| 11 | AAPL | APPLE INC | $4.8M | 2.36% | 16,594 | Trimmed |
| 12 | GOOG | ALPHABET INC | $4.5M | 2.20% | 12,685 | Trimmed |
| 13 | DGRO | ISHARES TR | $3.7M | 1.84% | 49,430 | Added |
| 14 | BINC | BLACKROCK ETF TRUST II | $3.3M | 1.61% | 62,820 | Added |
| 15 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $3.2M | 1.57% | 64,295 | Added |
| 16 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $3.1M | 1.52% | 65,184 | Added |
| 17 | AMZN | AMAZON COM INC | $3.0M | 1.46% | 12,470 | Trimmed |
| 18 | IBDU | ISHARES TR | $2.9M | 1.43% | 126,059 | Added |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.24% | 44,718 | Added |
| 20 | UNOV | INNOVATOR ETFS TRUST | $2.2M | 1.08% | 54,614 | Trimmed |
| 21 | ANET | ARISTA NETWORKS INC | $2.1M | 1.02% | 12,290 | Added |
| 22 | IAU | ISHARES GOLD TR | $2.0M | 0.97% | 26,157 | Added |
| 23 | NOC | NORTHROP GRUMMAN CORP | $2.0M | 0.96% | 3,862 | Added |
| 24 | BLCR | BLACKROCK ETF TRUST | $1.9M | 0.94% | 38,195 | New |
| 25 | TSLA | TESLA INC | $1.9M | 0.91% | 4,434 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30