4J Wealth Management LLC
Q3 2025 13F Holdings
- Locationmclean, VA
- Num holdings
94
- Value ($000)
$170,208
- Date Filed10/22/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.58M | 15 % | 38,212 | ||
TOUS T ROWE PRICE ETF INC | INTERNATIONAL EQ | 87283Q834 | $16.60M | 10 % | 493,744 | ||
TFLR T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | $10.23M | 6 % | 198,857 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $10.09M | 6 % | 267,584 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.48M | 4 % | 126,414 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.82M | 4 % | 13,561 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.49M | 3 % | 29,427 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $5.01M | 3 % | 41,952 | ||
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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