4J Wealth Management LLC
112 holdingsFiling period: 2026-06-30Current AUM: $207.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 34.3K | $25.7M | $26.0M | 12.54% | -353 | 2026-06-30 |
| 2 | TOUS | T ROWE PRICE EXCHANGE-TRADED | 491.1K | $18.8M | $19.1M | 9.21% | +3.5K | 2026-06-30 |
| 3 | DYNF | BLACKROCK ETF TRUST | 265.4K | $18.0M | $18.2M | 8.80% | +45.4K | 2026-06-30 |
| 4 | TTEQ | T ROWE PRICE EXCHANGE-TRADED | 237.2K | $10.6M | $9.7M | 4.67% | +5.0K | 2026-06-30 |
| 5 | TCAF | T ROWE PRICE EXCHANGE-TRADED | 205.5K | $8.4M | $8.6M | 4.16% | -64,768 | 2026-06-30 |
| 6 | IEI | ISHARES TR | 65.5K | $7.7M | $7.5M | 3.61% | +7.7K | 2026-06-30 |
| 7 | TFLR | T ROWE PRICE EXCHANGE-TRADED | 132.1K | $6.7M | $6.7M | 3.24% | -9,228 | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.2K | $6.6M | $6.6M | 3.19% | -194 | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 28.9K | $5.8M | $6.1M | 2.96% | -60 | 2026-06-30 |
| 10 | IDYN | BLACKROCK ETF TRUST | 184.8K | $5.5M | $5.7M | 2.73% | +25.7K | 2026-06-30 |
| 11 | AAPL | APPLE INC | 16.6K | $4.8M | $5.5M | 2.65% | -567 | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 12.7K | $4.5M | $4.3M | 2.09% | -80 | 2026-06-30 |
| 13 | DGRO | ISHARES TR | 49.4K | $3.7M | $3.8M | 1.85% | +12.9K | 2026-06-30 |
| 14 | BINC | BLACKROCK ETF TRUST II | 62.8K | $3.3M | $3.2M | 1.55% | +30.2K | 2026-06-30 |
| 15 | TBUX | T ROWE PRICE EXCHANGE-TRADED | 64.3K | $3.2M | $3.2M | 1.54% | +20.6K | 2026-06-30 |
| 16 | TSPA | T ROWE PRICE EXCHANGE-TRADED | 65.2K | $3.1M | $3.1M | 1.50% | +22.3K | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 12.5K | $3.0M | $3.1M | 1.49% | -409 | 2026-06-30 |
| 18 | IBDU | ISHARES TR | 126.1K | $2.9M | $2.9M | 1.38% | +7.1K | 2026-06-30 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | 44.7K | $2.5M | $2.5M | 1.21% | +29.4K | 2026-06-30 |
| 20 | UNOV | INNOVATOR ETFS TRUST | 54.6K | $2.2M | $2.2M | 1.08% | -2,234 | 2026-06-30 |
| 21 | ANET | ARISTA NETWORKS INC | 12.3K | $2.1M | $2.4M | 1.14% | +78 | 2026-06-30 |
| 22 | IAU | ISHARES GOLD TR | 26.2K | $2.0M | $2.1M | 1.02% | +3.1K | 2026-06-30 |
| 23 | NOC | NORTHROP GRUMMAN CORP | 3.9K | $2.0M | $2.1M | 0.99% | +58 | 2026-06-30 |
| 24 | BLCR | BLACKROCK ETF TRUST | 38.2K | $1.9M | $1.8M | 0.89% | -- | 2026-06-30 |
| 25 | TSLA | TESLA INC | 4.4K | $1.9M | $1.6M | 0.76% | -- | 2026-06-30 |
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