4J Wealth Management LLC Top Holdings and 13F Report (2026) About 4J Wealth Management LLCInvestment Activity4J Wealth Management LLC has $175.95 million in total holdings as of March 31, 2026.4J Wealth Management LLC owns shares of 101 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.49% of the portfolio was purchased this quarter.About 5.70% of the portfolio was sold this quarter.This quarter, 4J Wealth Management LLC has purchased 98 new stocks and bought additional shares in 29 stocks.4J Wealth Management LLC sold shares of 38 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $22,622,786T. Rowe Price International Equity ETF $16,841,314iShares U.S. Equity Factor Rotation Active ETF $12,794,137T. Rowe Price Capital Appreciation Equity ETF $9,619,868T. Rowe Price Floating Rate ETF $7,119,697 Largest New Holdings this Quarter 09290C681 - BLACKROCK ETF TRUST $4,581,547 Holding33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $353,660 HoldingG0593M107 - AstraZeneca $243,764 Holding46138J791 - Invesco BulletShares 2026 Corporate Bond ETF $231,626 Holding46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $230,398 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 159,055 shares (about $4.58M)iShares U.S. Equity Factor Rotation Active ETF 74,011 shares (about $4.31M)iShares Flexible Income Active ETF 28,663 shares (about $1.49M)T ROWE PRICE ETF INC 48,478 shares (about $1.47M)iShares iBonds Dec 2029 Term Corporate ETF 26,396 shares (about $613.97K) Largest Sales this Quarter Innovator U.S. Equity Ultra Buffer ETF - November 78,683 shares (about $2.93M)iShares Core S&P 500 ETF 3,664 shares (about $2.39M)iShares Gold Trust 9,203 shares (about $811.34K)T. Rowe Price Floating Rate ETF 7,855 shares (about $395.58K)T. Rowe Price International Equity ETF 9,859 shares (about $340.53K) Sector Allocation Over TimeMap of 500 Largest Holdings of4J Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$22,622,786$2,393,379 â–¼-9.6%34,63312.9%ETFTOUST. Rowe Price International Equity ETF$16,841,314$340,530 â–¼-2.0%487,5899.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$12,794,137$4,305,962 â–²50.7%219,9067.3%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$9,619,868$329,599 â–¼-3.3%270,2975.5%ETFTFLRT. Rowe Price Floating Rate ETF$7,119,697$395,578 â–¼-5.3%141,3764.0%ETFT ROWE PRICE ETF INC$7,025,315$1,466,793 â–²26.4%232,1894.0%TECHNOLOGY ETFIEIiShares 3-7 Year Treasury Bond ETF$6,854,309$448,541 â–²7.0%57,7943.9%ETFBRK.BBerkshire Hathaway$6,432,306$24,439 â–¼-0.4%13,4233.7%FinanceNVDANVIDIA$5,057,502$65,227 â–¼-1.3%28,9992.9%Computer and TechnologyBLACKROCK ETF TRUST$4,581,547$4,581,547 â–²New Holding159,0552.6%ISHARES INTL EQAAPLApple$4,355,245$14,466 â–¼-0.3%17,1612.5%Computer and TechnologyGOOGAlphabet$3,661,838$191,339 â–¼-5.0%12,7652.1%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,767,837$613,969 â–²28.5%118,9961.6%ETFAMZNAmazon.com$2,682,245$41,236 â–²1.6%12,8791.5%Retail/WholesaleNOCNorthrop Grumman$2,595,2410.0%3,8041.5%AerospaceDGROiShares Core Dividend Growth ETF$2,565,799$11,439 â–¼-0.4%36,5601.5%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$2,174,175$503,719 â–²30.2%43,7021.2%ETFT ROWE PRICE ETF INC$2,145,180$182,555 â–²9.3%95,9811.2%CAPITAL APPRECIAUNOVInnovator U.S. Equity Ultra Buffer ETF - November$2,118,708$2,932,492 â–¼-58.1%56,8481.2%ManufacturingXOMExxonMobil$2,093,689$46,485 â–¼-2.2%12,3411.2%EnergyIAUiShares Gold Trust$2,035,438$811,336 â–¼-28.5%23,0881.2%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,034,466$45,208 â–¼-2.2%83,9301.2%ETFMSFTMicrosoft$1,841,107$44,418 â–²2.5%4,9741.0%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$1,825,027$24,028 â–¼-1.3%22,1031.0%ManufacturingTSPAT. Rowe Price U.S. Equity Research ETF$1,753,119$134,232 â–¼-7.1%42,8641.0%ManufacturingBINCiShares Flexible Income Active ETF$1,694,992$1,488,467 â–²720.7%32,6401.0%ETFTSLATesla$1,648,3400.0%4,4340.9%Auto/Tires/TrucksARISTA NETWORKS INC$1,499,389$4,911 â–¼-0.3%12,2120.9%COM SHSMAMastercard$1,241,960$108,409 â–¼-8.0%2,4860.7%Business ServicesIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,130,027$137,102 â–²13.8%46,6180.6%ETFGOOGLAlphabet$1,012,348$29,623 â–¼-2.8%3,5200.6%Computer and TechnologyMETAMeta Platforms$975,122$20,601 â–²2.2%1,7040.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$957,002$1,810 â–¼-0.2%8,4610.5%ETFJEPIJPMorgan Equity Premium Income ETF$870,095$382,420 â–²78.4%15,3510.5%ETFMEARiShares Short Maturity Municipal Bond Active ETF$864,5390.0%17,1740.5%ETFSPYSPDR S&P 500 ETF Trust$836,9880.0%1,2870.5%FinanceMUBiShares National Muni Bond ETF$823,452$5,308 â–¼-0.6%7,7570.5%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$810,863$7,626 â–¼-0.9%36,1510.5%ManufacturingQQQInvesco QQQ$799,855$32,317 â–²4.2%1,3860.5%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$781,238$41,820 â–²5.7%30,8420.4%ETFGLDSPDR Gold Shares$775,383$68,846 â–¼-8.2%1,8020.4%FinanceBUFBInnovator Laddered Allocation Buffer ETF$765,221$19,571 â–¼-2.5%21,3090.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$753,502$113,254 â–¼-13.1%14,1580.4%ManufacturingORCLOracle$730,107$2,942 â–²0.4%4,9630.4%Computer and TechnologyINNOVATOR ETFS TRUST$729,6030.0%21,9100.4%NASDAQ 100 MANAAEPAmerican Electric Power$726,7080.0%5,5440.4%UtilitiesVTIVanguard Total Stock Market ETF$699,629$321 â–²0.0%2,1810.4%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$690,2490.0%13,6710.4%ManufacturingQUALiShares MSCI USA Quality Factor ETF$640,262$51,597 â–¼-7.5%3,3380.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$581,9790.0%6,2750.3%ETFGEGE Aerospace$558,176$30,363 â–²5.8%1,9670.3%AerospaceNEARiShares Short Duration Bond Active ETF$529,710$16,064 â–²3.1%10,4200.3%ETFRSPInvesco S&P 500 Equal Weight ETF$523,942$227,425 â–²76.7%2,7300.3%ETFIVEiShares S&P 500 Value ETF$514,9430.0%2,4390.3%ETFBNBrookfield$486,0780.0%12,0110.3%FinanceIBDWiShares iBonds Dec 2031 Term Corporate ETF$481,599$15,697 â–²3.4%23,0100.3%ETFGSYInvesco Ultra Short Duration ETF$476,209$10,024 â–¼-2.1%9,5010.3%ETFIGMiShares Expanded Tech Sector ETF$454,3670.0%3,8340.3%ETFJNJJohnson & Johnson$454,170$78,221 â–¼-14.7%1,8580.3%MedicalMARMarriott International$450,048$71,955 â–²19.0%1,3760.3%Consumer DiscretionaryMCDMcDonald's$431,219$38,863 â–¼-8.3%1,3870.2%Retail/WholesaleGE VERNOVA INC$422,4840.0%4840.2%COMHLTHilton Worldwide$413,853$18,245 â–¼-4.2%1,3610.2%Consumer DiscretionaryTDGTransdigm Group$413,525$2,317 â–¼-0.6%3570.2%AerospaceCOSTCostco Wholesale$400,5650.0%4020.2%Retail/WholesaleNFLXNetflix$392,2920.0%4,0800.2%Consumer DiscretionaryAXPAmerican Express$386,5690.0%1,2780.2%FinanceISHARES BITCOIN TRUST ETF$383,931$10,604 â–²2.8%9,9930.2%SHS BEN INTHARBOR ETF TRUST$365,574$50,391 â–²16.0%11,7890.2%HARBOR COMMODITYAGXArgan$364,916$5,447 â–¼-1.5%6700.2%ConstructionGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$353,660$353,660 â–²New Holding2,1620.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$347,788$15,761 â–²4.7%15,8880.2%ETFMCOMoody's$338,385$26,600 â–¼-7.3%7760.2%FinanceJPMJPMorgan Chase & Co.$334,596$29,722 â–²9.7%1,1370.2%FinanceGOVTiShares U.S. Treasury Bond ETF$323,458$1,810 â–¼-0.6%14,1190.2%ETFCVXChevron$323,1780.0%1,5620.2%EnergyVVisa$318,962$12,396 â–¼-3.7%1,0550.2%Business ServicesAMDAdvanced Micro Devices$315,520$7,527 â–²2.4%1,5510.2%Computer and TechnologyIXNiShares Global Tech ETF$304,3100.0%3,0440.2%ETFATOAtmos Energy$303,495$5,542 â–¼-1.8%1,6430.2%UtilitiesABBVAbbVie$302,9640.0%1,3930.2%MedicalIJHiShares Core S&P Mid-Cap ETF$293,099$6,821 â–²2.4%4,3400.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$285,6930.0%5,7500.2%ETFHIIHuntington Ingalls Industries$282,6460.0%7440.2%AerospaceIEFiShares 7-10 Year Treasury Bond ETF$279,782$11,069 â–¼-3.8%2,9320.2%ETFUAUGInnovator U.S. Equity Ultra Buffer ETF - August$269,5080.0%6,8500.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$262,766$15,243 â–²6.2%4,9990.1%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$258,6450.0%1,0780.1%ETFAZNCFAstraZeneca$243,764$243,764 â–²New Holding1,2360.1%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$237,004$34,895 â–¼-12.8%1,6640.1%ETFBALTInnovator Defined Wealth Shield ETF$235,4600.0%7,0360.1%ETFLIILennox International$232,5290.0%5010.1%ConstructionBSCQInvesco BulletShares 2026 Corporate Bond ETF$231,626$231,626 â–²New Holding11,8600.1%ETFIJRiShares Core S&P Small-Cap ETF$231,300$124 â–²0.1%1,8610.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$230,398$230,398 â–²New Holding11,7400.1%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$223,125$57,402 â–¼-20.5%9,7370.1%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$221,999$221,999 â–²New Holding7,3630.1%ETFPMPhilip Morris International$209,232$209,232 â–²New Holding1,2650.1%Consumer StaplesLLYEli Lilly and Company$204,1890.0%2220.1%MedicalTAT&T$203,993$203,993 â–²New Holding7,0370.1%Computer and TechnologyShowing largest 100 holdings. 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