Universe · entity

4J Wealth Management LLC

Institutional manager (13F) · CIK 1840775
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $159M
#IssuerValueShares
1ISHARES TR$23M34,633
2T ROWE PRICE ETF INC$17M487,589
3BLACKROCK ETF TRUST$13M219,906
4T ROWE PRICE ETF INC$10M270,297
5T ROWE PRICE ETF INC$7M141,376
6T ROWE PRICE ETF INC$7M232,189
7ISHARES TR$7M57,794
8BERKSHIRE HATHAWAY INC DEL$6M13,423
9NVIDIA CORPORATION$5M28,999
10BLACKROCK ETF TRUST$5M159,055
11APPLE INC$4M17,161
12ALPHABET INC$4M12,765
13ISHARES TR$3M118,996
14AMAZON COM INC$3M12,879
15NORTHROP GRUMMAN CORP$3M3,804
16ISHARES TR$3M36,560
17T ROWE PRICE ETF INC$2M43,702
18T ROWE PRICE ETF INC$2M95,981
19INNOVATOR ETFS TRUST$2M56,848
20EXXON MOBIL CORP$2M12,341
21ISHARES GOLD TR$2M23,088
22ISHARES TR$2M83,930
23MICROSOFT CORP$2M4,974
24ISHARES TR$2M22,103
25T ROWE PRICE ETF INC$2M42,864
26BLACKROCK ETF TRUST II$2M32,640
27TESLA INC$2M4,434
28ARISTA NETWORKS INC$1M12,212
29MASTERCARD INCORPORATED$1M2,486
30ISHARES TR$1M46,618
31ALPHABET INC$1M3,520
32META PLATFORMS INC$975k1,704
33ISHARES TR$957k8,461
34J P MORGAN EXCHANGE TRADED F$870k15,351
35ISHARES U S ETF TR$865k17,174
36STATE STR SPDR S&P 500 ETF T$837k1,287
37ISHARES TR$823k7,757
38ISHARES TR$811k36,151
39INVESCO QQQ TR$800k1,386
40ISHARES TR$781k30,842
41SPDR GOLD TR$775k1,802
42INNOVATOR ETFS TRUST$765k21,309
43ISHARES TR$754k14,158
44ORACLE CORP$730k4,963
45INNOVATOR ETFS TRUST$730k21,910
46AMERICAN ELEC PWR CO INC$727k5,544
47VANGUARD INDEX FDS$700k2,181
48ISHARES TR$690k13,671
49ISHARES TR$640k3,338
50ISHARES TR$582k6,275
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.