4J Wealth Management LLC

MCLEAN, VA · CIK 1840775 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMc Lean, VA

$203.9m reported value +15.9% vs Q1 2026

111positions

55.9%in top 10

15 new 24 added 47 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	34,280	$25.7m12.59%	12.59%	Reduced -353	-353 -1.0%
2	T ROWE PRICE ETF INC INTERNATIONAL EQ TOUS	TOUS	491,077	$18.8m9.24%	9.24%	Added +3.5k	+3,488 0.7%
3	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	265,350	$18.0m8.85%	8.85%	Added +45.4k	+45,444 20.7%
4	T ROWE PRICE EXCHANGE-TRADED TECHNOLOGY ETF TTEQ	TTEQ	237,210	$10.6m5.19%	5.19%	Added +5.0k	+5,021 2.2%
5	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	205,529	$8.4m4.14%	4.14%	Reduced -64.8k	-64,768 -24.0%
6	ISHARES TR 3 7 YR TREAS BD IEI	IEI	65,537	$7.7m3.78%	3.78%	Added +7.7k	+7,743 13.4%
7	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	132,148	$6.7m3.27%	3.27%	Reduced -9.2k	-9,228 -6.5%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	13,229	$6.6m3.25%	3.25%	Reduced -194	-194 -1.4%
9	NVIDIA CORPORATION COM NVDA	NVDA	28,939	$5.8m2.84%	2.84%	Reduced -60	-60 -0.2%
10	BLACKROCK ETF TRUST ISHARES INTL EQ IDYN	IDYN	184,793	$5.5m2.72%	2.72%	Added +25.7k	+25,738 16.2%
11	APPLE INC COM AAPL	AAPL	16,594	$4.8m2.36%	2.36%	Reduced -567	-567 -3.3%
12	ALPHABET INC CAP STK CL C GOOG	GOOG	12,685	$4.5m2.20%	2.20%	Reduced -80	-80 -0.6%
13	ISHARES TR CORE DIV GRWTH DGRO	DGRO	49,430	$3.7m1.84%	1.84%	Added +12.9k	+12,870 35.2%
14	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	62,820	$3.3m1.61%	1.61%	Added +30.2k	+30,180 92.5%
15	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	64,295	$3.2m1.57%	1.57%	Added +20.6k	+20,593 47.1%
16	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	65,184	$3.1m1.52%	1.52%	Added +22.3k	+22,320 52.1%
17	AMAZON COM INC COM AMZN	AMZN	12,470	$3.0m1.46%	1.46%	Reduced -409	-409 -3.2%
18	ISHARES TR IBONDS DEC 29 IBDU	IBDU	126,059	$2.9m1.43%	1.43%	Added +7.1k	+7,063 5.9%
19	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	44,718	$2.5m1.24%	1.24%	Added +29.4k	+29,367 191.3%
20	INNOVATOR ETFS TRUST US EQTY ULTRA BU UNOV	UNOV	54,614	$2.2m1.08%	1.08%	Reduced -2.2k	-2,234 -3.9%
21	ARISTA NETWORKS INC COM SHS ANET	ANET	12,290	$2.1m1.02%	1.02%	Added +78	+78 0.6%
22	ISHARES GOLD TR ISHARES NEW IAU	IAU	26,157	$2.0m0.97%	0.97%	Added +3.1k	+3,069 13.3%
23	NORTHROP GRUMMAN CORP COM NOC	NOC	3,862	$2.0m0.96%	0.96%	Added +58	+58 1.5%
24	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	38,195	$1.9m0.94%	0.94%	New
25	TESLA INC COM TSLA	TSLA	4,434	$1.9m0.91%	0.91%	Unchanged
26	MICROSOFT CORP COM MSFT	MSFT	4,822	$1.8m0.88%	0.88%	Reduced -152	-152 -3.1%
27	EXXON MOBIL CORP COM XOM	XOM	12,312	$1.7m0.83%	0.83%	Reduced -29	-29 -0.2%
28	ISHARES TR 1 3 YR TREAS BD SHY	SHY	19,521	$1.6m0.79%	0.79%	Reduced -2.6k	-2,582 -11.7%
29	ISHARES TR GLB INFRASTR ETF IGF	IGF	19,278	$1.3m0.63%	0.63%	New
30	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,575	$1.3m0.63%	0.63%	Added +55	+55 1.6%
31	MASTERCARD INCORPORATED CL A MA	MA	2,236	$1.1m0.56%	0.56%	Reduced -250	-250 -10.1%
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	8,061	$1.1m0.54%	0.54%	Reduced -400	-400 -4.7%
33	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,372	$1.0m0.50%	0.50%	Reduced -14	-14 -1.0%
34	META PLATFORMS INC CL A META	META	1,733	$976.4k0.48%	0.48%	Added +29	+29 1.7%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,287	$961.1k0.47%	0.47%	Unchanged
36	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	42,483	$950.3k0.47%	0.47%	Added +6.3k	+6,332 17.5%
37	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	30,723	$940.4k0.46%	0.46%	Added +23.4k	+23,360 317.3%
38	T ROWE PRICE EXCHANGE-TRADED NATURAL RES ETF TURF	TURF	29,157	$906.2k0.44%	0.44%	New
39	T ROWE PRICE ETF INC SMALL MID CAP TMSL	TMSL	19,534	$856.6k0.42%	0.42%	New
40	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	16,869	$849.9k0.42%	0.42%	Reduced -305	-305 -1.8%
41	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	33,460	$844.9k0.41%	0.41%	Added +2.6k	+2,618 8.5%
42	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	28,639	$840.3k0.41%	0.41%	Added +16.9k	+16,850 142.9%
43	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,215	$819.8k0.40%	0.40%	Added +34	+34 1.6%
44	INNOVATOR ETFS TRUST NASDAQ 100 MANA QFLR	QFLR	21,610	$788.3k0.39%	0.39%	Reduced -300	-300 -1.4%
45	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,331	$773.2k0.38%	0.38%	Reduced -220	-220 -14.2%
46	ISHARES TR NATIONAL MUN ETF MUB	MUB	7,147	$769.2k0.38%	0.38%	Reduced -610	-610 -7.9%
47	INNOVATOR ETFS TRUST LADDERED ALC BFR BUFB	BUFB	19,354	$760.8k0.37%	0.37%	Reduced -2.0k	-1,955 -9.2%
48	AMERICAN ELEC PWR CO INC COM AEP	AEP	5,544	$758.5k0.37%	0.37%	Unchanged
49	GE AEROSPACE COM NEW GE	GE	1,919	$717.2k0.35%	0.35%	Reduced -48	-48 -2.4%
50	ORACLE CORP COM ORCL	ORCL	4,868	$713.4k0.35%	0.35%	Reduced -95	-95 -1.9%
51	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	12,858	$683.7k0.34%	0.34%	Reduced -1.3k	-1,300 -9.2%
52	SPDR GOLD TR GOLD SHS GLD	GLD	1,802	$663.8k0.33%	0.33%	Unchanged
53	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	13,118	$660.8k0.32%	0.32%	Reduced -553	-553 -4.0%
54	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	12,900	$653.5k0.32%	0.32%	Added +2.5k	+2,480 23.8%
55	ISHARES TR EXPND TEC SC ETF IGM	IGM	3,834	$627.2k0.31%	0.31%	Unchanged
56	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,934	$572.4k0.28%	0.28%	Reduced -341	-341 -5.4%
57	GE VERNOVA INC COM GEV	GEV	484	$568.6k0.28%	0.28%	Unchanged
58	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,588	$567.9k0.28%	0.28%	Reduced -750	-750 -22.5%
59	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,344	$532.2k0.26%	0.26%	Reduced -95	-95 -3.9%
60	ARGAN INC COM AGX	AGX	648	$517.5k0.25%	0.25%	Reduced -22	-22 -3.3%
61	BROOKFIELD CORP CL A LTD VT SH BN	BN	12,011	$511.5k0.25%	0.25%	Unchanged
62	MARRIOTT INTL INC NEW CL A MAR	MAR	1,376	$509.9k0.25%	0.25%	Unchanged
63	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	23,010	$479.5k0.24%	0.24%	Unchanged
64	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	9,406	$471.7k0.23%	0.23%	Reduced -95	-95 -1.0%
65	JOHNSON & JOHNSON COM JNJ	JNJ	1,843	$468.1k0.23%	0.23%	Reduced -15	-15 -0.8%
66	TRANSDIGM GROUP INC COM TDG	TDG	339	$451.3k0.22%	0.22%	Reduced -18	-18 -5.0%
67	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	1,331	$439.8k0.22%	0.22%	Reduced -30	-30 -2.2%
68	AMERICAN EXPRESS CO COM AXP	AXP	1,278	$432.3k0.21%	0.21%	Unchanged
69	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	2,162	$414.6k0.20%	0.20%	Unchanged
70	ISHARES TR GLOBAL TECH ETF IXN	IXN	2,696	$389.5k0.19%	0.19%	Reduced -348	-348 -11.4%
71	COSTCO WHSL CORP NEW COM COST	COST	408	$381.7k0.19%	0.19%	Added +6	+6 1.5%
72	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,078	$369.5k0.18%	0.18%	Unchanged
73	JPMORGAN CHASE & CO COM JPM	JPM	1,123	$367.5k0.18%	0.18%	Reduced -14	-14 -1.2%
74	VISA INC COM CL A V	V	1,055	$362.1k0.18%	0.18%	Unchanged
75	MICRON TECHNOLOGY INC COM MU	MU	309	$356.7k0.17%	0.17%	New
76	ABBVIE INC COM ABBV	ABBV	1,377	$346.5k0.17%	0.17%	Reduced -16	-16 -1.1%
77	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	15,888	$346.4k0.17%	0.17%	Unchanged
78	MOODYS CORP COM MCO	MCO	749	$339.1k0.17%	0.17%	Reduced -27	-27 -3.5%
79	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	9,993	$332.7k0.16%	0.16%	Unchanged
80	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,545	$328.7k0.16%	0.16%	Reduced -1.2k	-1,185 -43.4%
81	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	5,750	$312.3k0.15%	0.15%	Unchanged
82	NETFLIX INC COM NFLX	NFLX	4,080	$291.3k0.14%	0.14%	Unchanged
83	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,752	$289.3k0.14%	0.14%	Reduced -588	-588 -13.6%
84	INNOVATOR ETFS TRUST US EQT ULTRA BF UAUG	UAUG	6,850	$288.3k0.14%	0.14%	Unchanged
85	ISHARES TR MSCI USA VALUE VLUE	VLUE	1,428	$285.3k0.14%	0.14%	Unchanged
86	CISCO SYS INC COM CSCO	CSCO	2,375	$278.9k0.14%	0.14%	New
87	T ROWE PRICE EXCHANGE-TRADED CAPITAL APPRECIA TPUT	TPUT	10,975	$276.2k0.14%	0.14%	New
88	ISHARES TR 7-10 YR TRSY BD IEF	IEF	2,912	$275.3k0.14%	0.14%	Reduced -20	-20 -0.7%
89	ATMOS ENERGY CORP COM ATO	ATO	1,593	$274.4k0.13%	0.13%	Reduced -50	-50 -3.0%
90	LENNOX INTL INC COM LII	LII	471	$269.9k0.13%	0.13%	Reduced -30	-30 -6.0%
91	ISHARES TR US TREAS BD ETF GOVT	GOVT	11,815	$269.2k0.13%	0.13%	Reduced -2.3k	-2,304 -16.3%
92	CHEVRON CORP NEW COM CVX	CVX	1,577	$261.4k0.13%	0.13%	Added +15	+15 1.0%
93	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	4,949	$259.4k0.13%	0.13%	Reduced -50	-50 -1.0%
94	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,525	$250.5k0.12%	0.12%	Reduced -139	-139 -8.3%
95	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	7,036	$241.1k0.12%	0.12%	Unchanged
96	ASTRAZENECA PLC ORD AZN	AZN	1,236	$234.4k0.11%	0.11%	Unchanged
97	ELI LILLY & CO COM LLY	LLY	194	$232.7k0.11%	0.11%	Reduced -28	-28 -12.6%
98	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	11,860	$231.6k0.11%	0.11%	Unchanged
99	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	11,740	$230.3k0.11%	0.11%	Unchanged
100	MCDONALDS CORP COM MCD	MCD	848	$229.4k0.11%	0.11%	Reduced -539	-539 -38.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
T ROWE PRICE ETF INC TCAL	TCAL	95,981	$2.1m96.0k shares
ISHARES TR IBDR	IBDR	83,930	$2.0m83.9k shares
ISHARES TR IBDS	IBDS	46,618	$1.1m46.6k shares
ISHARES TR IBTG	IBTG	9,737	$223.1k9.7k shares
AT&T INC T	T	7,037	$204.0k7.0k shares