4J Wealth Management LLC

Q3 2025 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    94

  • Value ($000)

    $170,208

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001840775
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$25.58M
15 %

38,212

T
TOUS

T ROWE PRICE ETF INC

INTERNATIONAL EQ
87283Q834
$16.60M
10 %

493,744

T
TFLR

T ROWE PRICE ETF INC

FLOATING RATE
87283Q883
$10.23M
6 %

198,857

T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$10.09M
6 %

267,584

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$7.48M
4 %

126,414

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$6.82M
4 %

13,561

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.49M
3 %

29,427

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$5.01M
3 %

41,952

B
BALT

INNOVATOR ETFS TRUST

DEFINED WLT SHLD
45783Y855
$4.78M
3 %

145,643

---

T ROWE PRICE ETF INC

TECHNOLOGY ETF
87283Q792
$4.59M
3 %

142,251

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