Universe · entity
4J Wealth Management LLC
Institutional manager (13F) · CIK 1840775
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $159M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $23M | 34,633 |
| 2 | T ROWE PRICE ETF INC | $17M | 487,589 |
| 3 | BLACKROCK ETF TRUST | $13M | 219,906 |
| 4 | T ROWE PRICE ETF INC | $10M | 270,297 |
| 5 | T ROWE PRICE ETF INC | $7M | 141,376 |
| 6 | T ROWE PRICE ETF INC | $7M | 232,189 |
| 7 | ISHARES TR | $7M | 57,794 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $6M | 13,423 |
| 9 | NVIDIA CORPORATION | $5M | 28,999 |
| 10 | BLACKROCK ETF TRUST | $5M | 159,055 |
| 11 | APPLE INC | $4M | 17,161 |
| 12 | ALPHABET INC | $4M | 12,765 |
| 13 | ISHARES TR | $3M | 118,996 |
| 14 | AMAZON COM INC | $3M | 12,879 |
| 15 | NORTHROP GRUMMAN CORP | $3M | 3,804 |
| 16 | ISHARES TR | $3M | 36,560 |
| 17 | T ROWE PRICE ETF INC | $2M | 43,702 |
| 18 | T ROWE PRICE ETF INC | $2M | 95,981 |
| 19 | INNOVATOR ETFS TRUST | $2M | 56,848 |
| 20 | EXXON MOBIL CORP | $2M | 12,341 |
| 21 | ISHARES GOLD TR | $2M | 23,088 |
| 22 | ISHARES TR | $2M | 83,930 |
| 23 | MICROSOFT CORP | $2M | 4,974 |
| 24 | ISHARES TR | $2M | 22,103 |
| 25 | T ROWE PRICE ETF INC | $2M | 42,864 |
| 26 | BLACKROCK ETF TRUST II | $2M | 32,640 |
| 27 | TESLA INC | $2M | 4,434 |
| 28 | ARISTA NETWORKS INC | $1M | 12,212 |
| 29 | MASTERCARD INCORPORATED | $1M | 2,486 |
| 30 | ISHARES TR | $1M | 46,618 |
| 31 | ALPHABET INC | $1M | 3,520 |
| 32 | META PLATFORMS INC | $975k | 1,704 |
| 33 | ISHARES TR | $957k | 8,461 |
| 34 | J P MORGAN EXCHANGE TRADED F | $870k | 15,351 |
| 35 | ISHARES U S ETF TR | $865k | 17,174 |
| 36 | STATE STR SPDR S&P 500 ETF T | $837k | 1,287 |
| 37 | ISHARES TR | $823k | 7,757 |
| 38 | ISHARES TR | $811k | 36,151 |
| 39 | INVESCO QQQ TR | $800k | 1,386 |
| 40 | ISHARES TR | $781k | 30,842 |
| 41 | SPDR GOLD TR | $775k | 1,802 |
| 42 | INNOVATOR ETFS TRUST | $765k | 21,309 |
| 43 | ISHARES TR | $754k | 14,158 |
| 44 | ORACLE CORP | $730k | 4,963 |
| 45 | INNOVATOR ETFS TRUST | $730k | 21,910 |
| 46 | AMERICAN ELEC PWR CO INC | $727k | 5,544 |
| 47 | VANGUARD INDEX FDS | $700k | 2,181 |
| 48 | ISHARES TR | $690k | 13,671 |
| 49 | ISHARES TR | $640k | 3,338 |
| 50 | ISHARES TR | $582k | 6,275 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.