4J Wealth Management LLC
Q2 2025 13F Holdings
- Locationmclean, VA
- Num holdings
94
- Value ($000)
$148,049
- Date Filed08/04/2025
- Form type13F-HR
- CIK0001840775
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.30M | 16 % | 37,531 | ||
TOUS T ROWE PRICE ETF INC | INTERNATIONAL EQ | 87283Q834 | $14.82M | 10 % | 457,846 | ||
TFLR T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | $9.18M | 6 % | 178,423 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $8.98M | 6 % | 254,467 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.62M | 5 % | 13,621 | ||
BALT INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | $4.94M | 3 % | 154,128 | ||
IBDQ ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 | $4.31M | 3 % | 171,297 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.27M | 3 % | 27,019 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $4.07M | 3 % | 34,200 | ||
AAPL APPLE INC | COM | 037833100 | $3.44M | 2 % | 16,745 |
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