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 $175.9M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($22.6M, 12.86%), TOUS ($16.8M, 9.57%), DYNF ($12.8M, 7.27%), TCAF ($9.6M, 5.47%), TFLR ($7.1M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $22.6M | 12.86% | 34,633 | Trimmed |
| 2 | TOUS | T ROWE PRICE ETF INC | $16.8M | 9.57% | 487,589 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $12.8M | 7.27% | 219,906 | Added |
| 4 | TCAF | T ROWE PRICE ETF INC | $9.6M | 5.47% | 270,297 | Trimmed |
| 5 | TFLR | T ROWE PRICE ETF INC | $7.1M | 4.05% | 141,376 | Trimmed |
| 6 | TTEQ | T ROWE PRICE ETF INC | $7.0M | 3.99% | 232,189 | Added |
| 7 | IEI | ISHARES TR | $6.9M | 3.90% | 57,794 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.4M | 3.66% | 13,423 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $5.1M | 2.87% | 28,999 | Trimmed |
| 10 | DYNF | BLACKROCK ETF TRUST | $4.6M | 2.60% | 159,055 | New |
| 11 | AAPL | APPLE INC | $4.4M | 2.48% | 17,161 | Trimmed |
| 12 | GOOG | ALPHABET INC | $3.7M | 2.08% | 12,765 | Trimmed |
| 13 | IBDU | ISHARES TR | $2.8M | 1.57% | 118,996 | Added |
| 14 | AMZN | AMAZON COM INC | $2.7M | 1.52% | 12,879 | Added |
| 15 | NOC | NORTHROP GRUMMAN CORP | $2.6M | 1.48% | 3,804 | Hold |
| 16 | DGRO | ISHARES TR | $2.6M | 1.46% | 36,560 | Trimmed |
| 17 | TBUX | T ROWE PRICE ETF INC | $2.2M | 1.24% | 43,702 | Added |
| 18 | TCAL | T ROWE PRICE ETF INC | $2.1M | 1.22% | 95,981 | Added |
| 19 | UNOV | INNOVATOR ETFS TRUST | $2.1M | 1.20% | 56,848 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $2.1M | 1.19% | 12,341 | Trimmed |
| 21 | IBDR | ISHARES TR | $2.0M | 1.16% | 83,930 | Trimmed |
| 22 | IAU | ISHARES GOLD TR | $2.0M | 1.16% | 23,088 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.8M | 1.05% | 4,974 | Added |
| 24 | SHY | ISHARES TR | $1.8M | 1.04% | 22,103 | Trimmed |
| 25 | TSPA | T ROWE PRICE ETF INC | $1.8M | 1.00% | 42,864 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31