4J Wealth Management LLC
Q4 2025 13F Holdings
- Locationmclean, VA
- Num holdings
98
- Value ($000)
$174,705
- Date Filed01/15/2026
- Form type13F-HR
- CIK0001840775
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $26.23M | 15 % | 38,297 | ||
T ROWE PRICE ETF INC | INTERNATIONAL EQ | 87283Q834 | $17.16M | 10 % | 497,448 | ||
T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $10.68M | 6 % | 279,558 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $8.87M | 5 % | 145,895 | ||
T ROWE PRICE ETF INC | FLOATING RATE | 87283Q883 | $7.67M | 4 % | 149,231 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.77M | 4 % | 13,474 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $6.45M | 4 % | 54,012 | ||
T ROWE PRICE ETF INC | TECHNOLOGY ETF | 87283Q792 | $5.97M | 3 % | 183,711 | ||
NVIDIA CORPORATION | COM | 67066G104 | $5.48M | 3 % | 29,373 | ||
INNOVATOR ETFS TRUST | US EQTY ULTRA BU | 45782C565 | $5.16M | 3 % | 135,531 |
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