4J Wealth Management

MCLEAN, VAfiles as 4J Wealth Management LLC

$204m in 111 US stocks at the end of 30 June 2026. The top 10 are 55.9% of the money. It changed about 10.6% of the portfolio this quarter.

Value

$204m

Stocks

111

Top 10 share

55.9%

Turnover

10.6%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustBLCR
0.9% of the fund
Ishares TRIGF
0.6% of the fund
T Rowe Price Exchange-TradedTURF
0.4% of the fund
T Rowe Price Exchange-TradedTMSL
0.4% of the fund
Micron TechnologyMU
0.2% of the fund
Cisco SystemsCSCO
0.1% of the fund
T Rowe Price Exchange-TradedTPUT
0.1% of the fund
Vanguard Index FDSVUG
0.1% of the fund
Texas InstrumentsTXN
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
Innovator Etfs TrustBAPR
0.1% of the fund
Ishares TRSOXX
0.1% of the fund
DeereDE
0.1% of the fund
Vanguard Specialized FundsVIG
0.1% of the fund
DoverDOV
0.1% of the fund

Added

Bought more of a stock they already held.

Blackrock ETF TrustDYNF
8.9% of the fund
+21%
T Rowe Price Exchange-TradedTTEQ
5.2% of the fund
+2%
Ishares TRIEI
3.8% of the fund
+13%
Blackrock ETF TrustIDYN
2.7% of the fund
+16%
Ishares TRDGRO
1.8% of the fund
+35%
Blackrock ETF Trust IIBINC
1.6% of the fund
+92%
T Rowe Price Exchange-TradedTBUX
1.6% of the fund
+47%
T Rowe Price Exchange-TradedTSPA
1.5% of the fund
+52%
Ishares TRIBDU
1.4% of the fund
+6%
J P Morgan Exchange Traded FJEPI
1.2% of the fund
+191%
Ishares Gold TRIAU
1.0% of the fund
+13%
Ishares TRIBTH
0.5% of the fund
+18%
Litman Gregory FDS TRDBMF
0.5% of the fund
+317%
Ishares TRIBDT
0.4% of the fund
+8%
Harbor ETF TrustHGER
0.4% of the fund
+143%
Ishares U S ETF TRNEAR
0.3% of the fund
+24%

Cut

Sold some of their stake.

T Rowe Price Exchange-TradedTCAF
4.1% of the fund
-24%
T Rowe Price Exchange-TradedTFLR
3.3% of the fund
-7%
AppleAAPL
2.4% of the fund
-3%
Amazon.comAMZN
1.5% of the fund
-3%
Innovator Etfs TrustUNOV
1.1% of the fund
-4%
MicrosoftMSFT
0.9% of the fund
-3%
Ishares TRSHY
0.8% of the fund
-12%
MastercardMA
0.6% of the fund
-10%
Ishares TRIVW
0.5% of the fund
-5%
Advanced Micro DevicesAMD
0.4% of the fund
-14%
Ishares TRMUB
0.4% of the fund
-8%
Innovator Etfs TrustBUFB
0.4% of the fund
-9%
General ElectricGE
0.4% of the fund
-2%
Ishares TRIGIB
0.3% of the fund
-9%
Ishares TRSLQD
0.3% of the fund
-4%
Ishares TRUSMV
0.3% of the fund
-5%
Ishares TRQUAL
0.3% of the fund
-22%
Ishares TRIVE
0.3% of the fund
-4%
ArganAGX
0.3% of the fund
-3%
TransDigm GroupTDG
0.2% of the fund
-5%
Hilton Worldwide HoldingsHLT
0.2% of the fund
-2%
Ishares TRIXN
0.2% of the fund
-11%
Moody'sMCO
0.2% of the fund
-3%
Invesco Exchange Traded FD TRSP
0.2% of the fund
-43%
Ishares TRIJH
0.1% of the fund
-14%

Sold out

Sold their entire stake.

T Rowe Price Exchange-TradedTCAL
-100%
Ishares TRIBDR
-100%
Ishares TRIBDS
-100%
Ishares TRIBTG
-100%
AT&TT
-100%

Holdings

Ishares TRIVV
Share
12.6%
Value
$26m
Shares
34,280
Held
T Rowe Price Exchange-TradedTOUS
Share
9.2%
Value
$19m
Shares
491,077
Held
Blackrock ETF TrustDYNF
Share
8.9%
Value
$18m
Shares
265,350
+21%
T Rowe Price Exchange-TradedTTEQ
Share
5.2%
Value
$11m
Shares
237,210
+2%
T Rowe Price Exchange-TradedTCAF
Share
4.1%
Value
$8m
Shares
205,529
-24%
Ishares TRIEI
Share
3.8%
Value
$8m
Shares
65,537
+13%
T Rowe Price Exchange-TradedTFLR
Share
3.3%
Value
$7m
Shares
132,148
-7%
Berkshire HathawayBRK-B
Share
3.2%
Value
$7m
Shares
13,229
Held
NvidiaNVDA
Share
2.8%
Value
$6m
Shares
28,939
Held
Blackrock ETF TrustIDYN
Share
2.7%
Value
$6m
Shares
184,793
+16%
AppleAAPL
Share
2.4%
Value
$5m
Shares
16,594
-3%
AlphabetGOOG
Share
2.2%
Value
$4m
Shares
12,685
Held
Ishares TRDGRO
Share
1.8%
Value
$4m
Shares
49,430
+35%
Blackrock ETF Trust IIBINC
Share
1.6%
Value
$3m
Shares
62,820
+92%
T Rowe Price Exchange-TradedTBUX
Share
1.6%
Value
$3m
Shares
64,295
+47%
T Rowe Price Exchange-TradedTSPA
Share
1.5%
Value
$3m
Shares
65,184
+52%
Amazon.comAMZN
Share
1.5%
Value
$3m
Shares
12,470
-3%
Ishares TRIBDU
Share
1.4%
Value
$3m
Shares
126,059
+6%
J P Morgan Exchange Traded FJEPI
Share
1.2%
Value
$3m
Shares
44,718
+191%
Innovator Etfs TrustUNOV
Share
1.1%
Value
$2m
Shares
54,614
-4%
Arista NetworksANET
Share
1.0%
Value
$2m
Shares
12,290
Held
Ishares Gold TRIAU
Share
1.0%
Value
$2m
Shares
26,157
+13%
Northrop GrummanNOC
Share
1.0%
Value
$2m
Shares
3,862
Held
Blackrock ETF TrustBLCR
Share
0.9%
Value
$2m
Shares
38,195
New
TeslaTSLA
Share
0.9%
Value
$2m
Shares
4,434
Held
MicrosoftMSFT
Share
0.9%
Value
$2m
Shares
4,822
-3%
ExxonMobil HoldingsXOM
Share
0.8%
Value
$2m
Shares
12,312
Held
Ishares TRSHY
Share
0.8%
Value
$2m
Shares
19,521
-12%
Ishares TRIGF
Share
0.6%
Value
$1m
Shares
19,278
New
AlphabetGOOGL
Share
0.6%
Value
$1m
Shares
3,575
Held
MastercardMA
Share
0.6%
Value
$1m
Shares
2,236
-10%
Ishares TRIVW
Share
0.5%
Value
$1m
Shares
8,061
-5%
Invesco QQQ TRQQQ
Share
0.5%
Value
$1m
Shares
1,372
Held
Meta PlatformsMETA
Share
0.5%
Value
$976,416
Shares
1,733
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$961,093
Shares
1,287
Held
Ishares TRIBTH
Share
0.5%
Value
$950,341
Shares
42,483
+18%
Litman Gregory FDS TRDBMF
Share
0.5%
Value
$940,439
Shares
30,723
+317%
T Rowe Price Exchange-TradedTURF
Share
0.4%
Value
$906,223
Shares
29,157
New
T Rowe Price Exchange-TradedTMSL
Share
0.4%
Value
$856,579
Shares
19,534
New
Ishares U S ETF TRMEAR
Share
0.4%
Value
$849,860
Shares
16,869
Held
Ishares TRIBDT
Share
0.4%
Value
$844,871
Shares
33,460
+8%
Harbor ETF TrustHGER
Share
0.4%
Value
$840,265
Shares
28,639
+143%
Vanguard Index FDSVTI
Share
0.4%
Value
$819,794
Shares
2,215
Held
Innovator Etfs TrustQFLR
Share
0.4%
Value
$788,333
Shares
21,610
Held
Advanced Micro DevicesAMD
Share
0.4%
Value
$773,191
Shares
1,331
-14%
Ishares TRMUB
Share
0.4%
Value
$769,207
Shares
7,147
-8%
Innovator Etfs TrustBUFB
Share
0.4%
Value
$760,806
Shares
19,354
-9%
American Electric PowerAEP
Share
0.4%
Value
$758,475
Shares
5,544
Held
General ElectricGE
Share
0.4%
Value
$717,188
Shares
1,919
-2%
OracleORCL
Share
0.3%
Value
$713,405
Shares
4,868
Held
Ishares TRIGIB
Share
0.3%
Value
$683,673
Shares
12,858
-9%
Spdr Gold TRGLD
Share
0.3%
Value
$663,821
Shares
1,802
Held
Ishares TRSLQD
Share
0.3%
Value
$660,754
Shares
13,118
-4%
Ishares U S ETF TRNEAR
Share
0.3%
Value
$653,523
Shares
12,900
+24%
Ishares TRIGM
Share
0.3%
Value
$627,166
Shares
3,834
Held
Ishares TRUSMV
Share
0.3%
Value
$572,383
Shares
5,934
-5%
GE VernovaGEV
Share
0.3%
Value
$568,632
Shares
484
Held
Ishares TRQUAL
Share
0.3%
Value
$567,885
Shares
2,588
-22%
Ishares TRIVE
Share
0.3%
Value
$532,173
Shares
2,344
-4%
ArganAGX
Share
0.3%
Value
$517,460
Shares
648
-3%
BrookfieldBN
Share
0.3%
Value
$511,541
Shares
12,011
Held
Marriott InternationalMAR
Share
0.3%
Value
$509,932
Shares
1,376
Held
Ishares TRIBDW
Share
0.2%
Value
$479,528
Shares
23,010
Held
Invesco Actively Managed EXCGSY
Share
0.2%
Value
$471,730
Shares
9,406
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$468,068
Shares
1,843
Held
TransDigm GroupTDG
Share
0.2%
Value
$451,304
Shares
339
-5%
Hilton Worldwide HoldingsHLT
Share
0.2%
Value
$439,842
Shares
1,331
-2%
American ExpressAXP
Share
0.2%
Value
$432,284
Shares
1,278
Held
First TR Exchange-Traded FDGRID
Share
0.2%
Value
$414,564
Shares
2,162
Held
Ishares TRIXN
Share
0.2%
Value
$389,520
Shares
2,696
-11%
Costco WholesaleCOST
Share
0.2%
Value
$381,672
Shares
408
Held
Ishares TRMTUM
Share
0.2%
Value
$369,519
Shares
1,078
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$367,496
Shares
1,123
Held
VisaV
Share
0.2%
Value
$362,092
Shares
1,055
Held
Micron TechnologyMU
Share
0.2%
Value
$356,676
Shares
309
New
AbbVieABBV
Share
0.2%
Value
$346,508
Shares
1,377
Held
Ishares TRIBDV
Share
0.2%
Value
$346,358
Shares
15,888
Held
Moody'sMCO
Share
0.2%
Value
$339,107
Shares
749
-3%
Ishares Bitcoin Trust ETFIBIT
Share
0.2%
Value
$332,667
Shares
9,993
Held
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$328,730
Shares
1,545
-43%
Innovator Etfs TrustBJUL
Share
0.2%
Value
$312,283
Shares
5,750
Held
NetflixNFLX
Share
0.1%
Value
$291,312
Shares
4,080
Held
Ishares TRIJH
Share
0.1%
Value
$289,315
Shares
3,752
-14%
Innovator Etfs TrustUAUG
Share
0.1%
Value
$288,281
Shares
6,850
Held
Ishares TRVLUE
Share
0.1%
Value
$285,329
Shares
1,428
Held
Cisco SystemsCSCO
Share
0.1%
Value
$278,919
Shares
2,375
New
T Rowe Price Exchange-TradedTPUT
Share
0.1%
Value
$276,218
Shares
10,975
New
Ishares TRIEF
Share
0.1%
Value
$275,341
Shares
2,912
Held
Atmos EnergyATO
Share
0.1%
Value
$274,426
Shares
1,593
-3%
Lennox InternationalLII
Share
0.1%
Value
$269,859
Shares
471
-6%
Ishares TRGOVT
Share
0.1%
Value
$269,151
Shares
11,815
-16%
ChevronCVX
Share
0.1%
Value
$261,404
Shares
1,577
Held
Ishares TRIGSB
Share
0.1%
Value
$259,397
Shares
4,949
Held
Ishares TRITOT
Share
0.1%
Value
$250,512
Shares
1,525
-8%
Innovator Etfs TrustBALT
Share
0.1%
Value
$241,124
Shares
7,036
Held
AstrazenecaAZN
Share
0.1%
Value
$234,371
Shares
1,236
Held
Eli LillyLLY
Share
0.1%
Value
$232,689
Shares
194
-13%
Invesco Exch TRD SLF IDX FDBSCQ
Share
0.1%
Value
$231,567
Shares
11,860
Held
Invesco Exch TRD SLF IDX FDBSCR
Share
0.1%
Value
$230,280
Shares
11,740
Held
McDonald'sMCD
Share
0.1%
Value
$229,356
Shares
848
-39%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	12.6%	$26m	34,280	Held
T Rowe Price Exchange-TradedTOUS	9.2%	$19m	491,077	Held
Blackrock ETF TrustDYNF	8.9%	$18m	265,350	+21%
T Rowe Price Exchange-TradedTTEQ	5.2%	$11m	237,210	+2%
T Rowe Price Exchange-TradedTCAF	4.1%	$8m	205,529	-24%
Ishares TRIEI	3.8%	$8m	65,537	+13%
T Rowe Price Exchange-TradedTFLR	3.3%	$7m	132,148	-7%
Berkshire HathawayBRK-B	3.2%	$7m	13,229	Held
NvidiaNVDA	2.8%	$6m	28,939	Held
Blackrock ETF TrustIDYN	2.7%	$6m	184,793	+16%
AppleAAPL	2.4%	$5m	16,594	-3%
AlphabetGOOG	2.2%	$4m	12,685	Held
Ishares TRDGRO	1.8%	$4m	49,430	+35%
Blackrock ETF Trust IIBINC	1.6%	$3m	62,820	+92%
T Rowe Price Exchange-TradedTBUX	1.6%	$3m	64,295	+47%
T Rowe Price Exchange-TradedTSPA	1.5%	$3m	65,184	+52%
Amazon.comAMZN	1.5%	$3m	12,470	-3%
Ishares TRIBDU	1.4%	$3m	126,059	+6%
J P Morgan Exchange Traded FJEPI	1.2%	$3m	44,718	+191%
Innovator Etfs TrustUNOV	1.1%	$2m	54,614	-4%
Arista NetworksANET	1.0%	$2m	12,290	Held
Ishares Gold TRIAU	1.0%	$2m	26,157	+13%
Northrop GrummanNOC	1.0%	$2m	3,862	Held
Blackrock ETF TrustBLCR	0.9%	$2m	38,195	New
TeslaTSLA	0.9%	$2m	4,434	Held
MicrosoftMSFT	0.9%	$2m	4,822	-3%
ExxonMobil HoldingsXOM	0.8%	$2m	12,312	Held
Ishares TRSHY	0.8%	$2m	19,521	-12%
Ishares TRIGF	0.6%	$1m	19,278	New
AlphabetGOOGL	0.6%	$1m	3,575	Held
MastercardMA	0.6%	$1m	2,236	-10%
Ishares TRIVW	0.5%	$1m	8,061	-5%
Invesco QQQ TRQQQ	0.5%	$1m	1,372	Held
Meta PlatformsMETA	0.5%	$976,416	1,733	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$961,093	1,287	Held
Ishares TRIBTH	0.5%	$950,341	42,483	+18%
Litman Gregory FDS TRDBMF	0.5%	$940,439	30,723	+317%
T Rowe Price Exchange-TradedTURF	0.4%	$906,223	29,157	New
T Rowe Price Exchange-TradedTMSL	0.4%	$856,579	19,534	New
Ishares U S ETF TRMEAR	0.4%	$849,860	16,869	Held
Ishares TRIBDT	0.4%	$844,871	33,460	+8%
Harbor ETF TrustHGER	0.4%	$840,265	28,639	+143%
Vanguard Index FDSVTI	0.4%	$819,794	2,215	Held
Innovator Etfs TrustQFLR	0.4%	$788,333	21,610	Held
Advanced Micro DevicesAMD	0.4%	$773,191	1,331	-14%
Ishares TRMUB	0.4%	$769,207	7,147	-8%
Innovator Etfs TrustBUFB	0.4%	$760,806	19,354	-9%
American Electric PowerAEP	0.4%	$758,475	5,544	Held
General ElectricGE	0.4%	$717,188	1,919	-2%
OracleORCL	0.3%	$713,405	4,868	Held
Ishares TRIGIB	0.3%	$683,673	12,858	-9%
Spdr Gold TRGLD	0.3%	$663,821	1,802	Held
Ishares TRSLQD	0.3%	$660,754	13,118	-4%
Ishares U S ETF TRNEAR	0.3%	$653,523	12,900	+24%
Ishares TRIGM	0.3%	$627,166	3,834	Held
Ishares TRUSMV	0.3%	$572,383	5,934	-5%
GE VernovaGEV	0.3%	$568,632	484	Held
Ishares TRQUAL	0.3%	$567,885	2,588	-22%
Ishares TRIVE	0.3%	$532,173	2,344	-4%
ArganAGX	0.3%	$517,460	648	-3%
BrookfieldBN	0.3%	$511,541	12,011	Held
Marriott InternationalMAR	0.3%	$509,932	1,376	Held
Ishares TRIBDW	0.2%	$479,528	23,010	Held
Invesco Actively Managed EXCGSY	0.2%	$471,730	9,406	Held
Johnson & JohnsonJNJ	0.2%	$468,068	1,843	Held
TransDigm GroupTDG	0.2%	$451,304	339	-5%
Hilton Worldwide HoldingsHLT	0.2%	$439,842	1,331	-2%
American ExpressAXP	0.2%	$432,284	1,278	Held
First TR Exchange-Traded FDGRID	0.2%	$414,564	2,162	Held
Ishares TRIXN	0.2%	$389,520	2,696	-11%
Costco WholesaleCOST	0.2%	$381,672	408	Held
Ishares TRMTUM	0.2%	$369,519	1,078	Held
JPMorgan ChaseJPM	0.2%	$367,496	1,123	Held
VisaV	0.2%	$362,092	1,055	Held
Micron TechnologyMU	0.2%	$356,676	309	New
AbbVieABBV	0.2%	$346,508	1,377	Held
Ishares TRIBDV	0.2%	$346,358	15,888	Held
Moody'sMCO	0.2%	$339,107	749	-3%
Ishares Bitcoin Trust ETFIBIT	0.2%	$332,667	9,993	Held
Invesco Exchange Traded FD TRSP	0.2%	$328,730	1,545	-43%
Innovator Etfs TrustBJUL	0.2%	$312,283	5,750	Held
NetflixNFLX	0.1%	$291,312	4,080	Held
Ishares TRIJH	0.1%	$289,315	3,752	-14%
Innovator Etfs TrustUAUG	0.1%	$288,281	6,850	Held
Ishares TRVLUE	0.1%	$285,329	1,428	Held
Cisco SystemsCSCO	0.1%	$278,919	2,375	New
T Rowe Price Exchange-TradedTPUT	0.1%	$276,218	10,975	New
Ishares TRIEF	0.1%	$275,341	2,912	Held
Atmos EnergyATO	0.1%	$274,426	1,593	-3%
Lennox InternationalLII	0.1%	$269,859	471	-6%
Ishares TRGOVT	0.1%	$269,151	11,815	-16%
ChevronCVX	0.1%	$261,404	1,577	Held
Ishares TRIGSB	0.1%	$259,397	4,949	Held
Ishares TRITOT	0.1%	$250,512	1,525	-8%
Innovator Etfs TrustBALT	0.1%	$241,124	7,036	Held
AstrazenecaAZN	0.1%	$234,371	1,236	Held
Eli LillyLLY	0.1%	$232,689	194	-13%
Invesco Exch TRD SLF IDX FDBSCQ	0.1%	$231,567	11,860	Held
Invesco Exch TRD SLF IDX FDBSCR	0.1%	$230,280	11,740	Held
McDonald'sMCD	0.1%	$229,356	848	-39%

Showing the largest 100 of 111.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 37.7% since 30 June 2025.

Where the money is

Technology8.3%

Financial services4.5%

Media & telecom3.4%

Retail & consumer3.0%

Industrials2.5%

Energy1.0%

Health care0.7%

Utilities0.5%

Everyday goods0.3%

Real estate0.3%

Other75.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.