4J Wealth Management LLC: 13F holdings
CIK 18407752026Q2
| Positions | 111 |
|---|
| Reported value | $203.9m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 111 (+10 vs prior quarter) |
|---|
| Reported value | $203.9m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 34,280 | $25.7m | 12.6% |
| T ROWE PRICE EXCHANGE-TRADED | 491,077 | $18.8m | 9.2% |
| DYNF BLACKROCK ETF TRUST | 265,350 | $18.0m | 8.9% |
| T ROWE PRICE EXCHANGE-TRADED | 237,210 | $10.6m | 5.2% |
| TCAF T ROWE PRICE EXCHANGE-TRADED | 205,529 | $8.4m | 4.1% |
| IEI ISHARES TR | 65,537 | $7.7m | 3.8% |
| T ROWE PRICE EXCHANGE-TRADED | 132,148 | $6.7m | 3.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 13,229 | $6.6m | 3.2% |
| NVDA NVIDIA CORPORATION | 28,939 | $5.8m | 2.8% |
| BLACKROCK ETF TRUST | 184,793 | $5.5m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840775")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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