4J Wealth Management LLC
Q2 2026 13F Holdings
- Locationmclean, VA
- Num holdings
111
- Value ($000)
$203,871
- Date Filed 07/21/2026
- Form type13F-HR
- CIK 0001840775
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $25.67M | 13 % | 34,280 | ||
T ROWE PRICE EXCHANGE-TRADED | INTL EQUITY ETF | 87283Q834 | $18.84M | 9 % | 491,077 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $18.05M | 9 % | 265,350 | ||
T ROWE PRICE EXCHANGE-TRADED | TECHNOLOGY ETF | 87283Q792 | $10.58M | 5 % | 237,210 | ||
T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | 87283Q867 | $8.45M | 4 % | 205,529 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $7.7M | 4 % | 65,537 | ||
T ROWE PRICE EXCHANGE-TRADED | FLOATING RATE | 87283Q883 | $6.66M | 3 % | 132,148 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.62M | 3 % | 13,229 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.79M | 3 % | 28,939 | ||
BLACKROCK ETF TRUST | ISHARES INTL EQ | 09290C681 | $5.55M | 3 % | 184,793 |
Rows Per Page
10
- 10
- 50
- 100