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4J Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    mclean, VA
  • Num holdings

    101

  • Value ($000)

    $175,947

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$22.62M
13 %

34,633

T
TOUS

T ROWE PRICE ETF INC

INTERNATIONAL EQ
87283Q834
$16.84M
10 %

487,589

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$12.79M
7 %

219,906

T
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$9.62M
6 %

270,297

T
TFLR

T ROWE PRICE ETF INC

FLOATING RATE
87283Q883
$7.12M
4 %

141,376

---

T ROWE PRICE ETF INC

TECHNOLOGY ETF
87283Q792
$7.03M
4 %

232,189

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$6.85M
4 %

57,794

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$6.43M
4 %

13,423

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.06M
3 %

28,999

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BLACKROCK ETF TRUST

ISHARES INTL EQ
09290C681
$4.58M
3 %

159,055

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