4J Wealth Management LLC

13F filer · CIK 0001840775

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$204MU.S. long equity reported on 13F

Positions547 new · 2 closed

Net flow last quarter+$587KBuys minus sells

Top 10 positions weight17.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202654 positions
BRK.BBerkshire Hathaway Inc	$6.62M	3.25%	Not reported	-1.5%	Q4 2020
NVDANvidia Corp	$5.79M	2.84%	0.00%	-0.2%	Q4 2020
AAPLApple Inc.	$4.8M	2.36%	0.00%	-3.3%	Q4 2020
GOOGAlphabet Inc.	$4.48M	2.20%	Not reported	-0.6%	Q4 2020
AMZNAmazon Com Inc	$2.97M	1.46%	0.00%	-3.2%	Q4 2020
UNOVEarth Science Tech, Inc.	$2.19M	1.08%	Not reported	-3.9%	Q4 2025
ANETArista Networks, Inc.	$2.09M	1.02%	0.00%	+0.6%	Q2 2023
IAUIshares Gold Trust	$1.98M	0.97%	0.00%	+13.3%	Q4 2024
NOCNorthrop Grumman Corp	$1.97M	0.96%	0.00%	+1.5%	Q4 2020
TSLATesla, Inc.	$1.86M	0.91%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$1.8M	0.88%	0.00%	-3.1%	Q4 2020
XOMExxonMobil Holdings Corp	$1.68M	0.83%	0.00%	-0.2%	Q4 2020
GOOGLAlphabet Inc.	$1.28M	0.63%	0.00%	+1.6%	Q4 2020
MAMastercard Inc	$1.15M	0.56%	0.00%	-10.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$1.01M	0.50%	Not reported	-1.0%	Q4 2021
METAMeta Platforms, Inc.	$976K	0.48%	Not reported	+1.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$961K	0.47%	Not reported	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$773K	0.38%	0.00%	-14.2%	Q3 2025
AEPAmerican Electric Power Co Inc	$758K	0.37%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$717K	0.35%	0.00%	-2.4%	Q3 2021
ORCLOracle Corp	$713K	0.35%	0.00%	-1.9%	Q2 2023
GLDSPDR Gold Trust	$664K	0.33%	0.00%	Not reported	Q4 2020
GEVGE Vernova Inc.	$569K	0.28%	0.00%	Not reported	Q2 2025
AGXArgan Inc	$517K	0.25%	0.00%	-3.3%	Q4 2025
BNBROOKFIELD Corp	$512K	0.25%	Not reported	Not reported	Q4 2022
MARMarriott International Inc	$510K	0.25%	0.00%	Not reported	Q4 2020
JNJJohnson & Johnson	$468K	0.23%	0.00%	-0.8%	Q4 2020
TDGTransDigm Group INC	$451K	0.22%	0.00%	-5.0%	Q4 2020
HLTHilton Worldwide Holdings Inc.	$440K	0.22%	0.00%	-2.2%	Q1 2021
AXPAmerican Express Co	$432K	0.21%	0.00%	Not reported	Q2 2023
COSTCostco Wholesale Corp	$382K	0.19%	0.00%	+1.5%	Q3 2021
JPMJPMorgan Chase & Co	$367K	0.18%	0.00%	-1.2%	Q4 2023
VVisa Inc.	$362K	0.18%	0.00%	Not reported	Q4 2020
MUMicron Technology Inc	$357K	0.17%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$347K	0.17%	0.00%	-1.2%	Q1 2022
MCOMoodys Corp	$339K	0.17%	0.00%	-3.5%	Q4 2020
IBITiShares Bitcoin Trust ETF	$333K	0.16%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$291K	0.14%	0.00%	Not reported	Q4 2020
VLUEiSHARES TRUST	$285K	0.14%	Not reported	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$279K	0.14%	0.00%	New	Q2 2026
TPUTSymmetry Holdings Inc	$276K	0.14%	Not reported	New	Q2 2026
ATOAtmos Energy Corp	$274K	0.13%	0.00%	-3.0%	Q3 2024
LIILennox International Inc	$270K	0.13%	0.00%	-6.0%	Q4 2023
CVXChevron Corp	$261K	0.13%	0.00%	+1.0%	Q1 2022
BALTBaltic Trading Ltd	$241K	0.12%	Not reported	Not reported	Q1 2025
AZNAstrazeneca PLC	$234K	0.11%	Not reported	Not reported	Q4 2025
LLYELI LILLY & Co	$233K	0.11%	0.00%	-12.6%	Q4 2025
MCDMcdonalds Corp	$229K	0.11%	0.00%	-38.9%	Q4 2020
PMPhilip Morris International Inc.	$229K	0.11%	0.00%	Not reported	Q2 2025
TXNTexas Instruments Inc	$223K	0.11%	0.00%	Not reported	Q3 2022

Q1 2026Reported May 5, 202649 positions
BRK.BBerkshire Hathaway Inc	$6.43M	3.66%	Not reported	-0.4%	Q4 2020
NVDANvidia Corp	$5.06M	2.87%	0.00%	-1.3%	Q4 2020
AAPLApple Inc.	$4.36M	2.48%	0.00%	-0.3%	Q4 2020
GOOGAlphabet Inc.	$3.66M	2.08%	Not reported	-5.0%	Q4 2020
AMZNAmazon Com Inc	$2.68M	1.52%	0.00%	+1.6%	Q4 2020
NOCNorthrop Grumman Corp	$2.6M	1.48%	0.00%	Not reported	Q4 2020
UNOVEarth Science Tech, Inc.	$2.12M	1.20%	Not reported	-58.1%	Q4 2025
XOMExxonMobil Holdings Corp	$2.09M	1.19%	0.00%	-2.2%	Q4 2020
IAUIshares Gold Trust	$2.04M	1.16%	0.00%	-28.5%	Q4 2024
MSFTMicrosoft Corp	$1.84M	1.05%	0.00%	+2.5%	Q4 2020
TSLATesla, Inc.	$1.65M	0.94%	0.00%	Not reported	Q4 2022
ANETArista Networks, Inc.	$1.5M	0.85%	0.00%	-0.3%	Q2 2023
MAMastercard Inc	$1.24M	0.71%	0.00%	-8.0%	Q4 2020
GOOGLAlphabet Inc.	$1.01M	0.58%	0.00%	-2.8%	Q4 2020
METAMeta Platforms, Inc.	$975K	0.55%	Not reported	+2.2%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$837K	0.48%	Not reported	Not reported	Q4 2020
QQQInvesco QQQ Trust, Series 1	$800K	0.45%	Not reported	+4.2%	Q4 2021
GLDSPDR Gold Trust	$775K	0.44%	0.00%	-8.2%	Q4 2020
ORCLOracle Corp	$730K	0.41%	0.00%	+0.4%	Q2 2023
AEPAmerican Electric Power Co Inc	$727K	0.41%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$558K	0.32%	0.00%	+5.8%	Q3 2021
BNBROOKFIELD Corp	$486K	0.28%	Not reported	Not reported	Q4 2022
JNJJohnson & Johnson	$454K	0.26%	0.00%	-14.7%	Q4 2020
MARMarriott International Inc	$450K	0.26%	0.00%	+19.0%	Q4 2020
MCDMcdonalds Corp	$431K	0.25%	0.00%	-8.3%	Q4 2020
GEVGE Vernova Inc.	$422K	0.24%	0.00%	Not reported	Q2 2025
HLTHilton Worldwide Holdings Inc.	$414K	0.24%	0.00%	-4.2%	Q1 2021
TDGTransDigm Group INC	$414K	0.24%	0.00%	-0.6%	Q4 2020
COSTCostco Wholesale Corp	$401K	0.23%	0.00%	Not reported	Q3 2021
NFLXNetflix Inc	$392K	0.22%	0.00%	Not reported	Q4 2020
AXPAmerican Express Co	$387K	0.22%	0.00%	Not reported	Q2 2023
IBITiShares Bitcoin Trust ETF	$384K	0.22%	0.00%	+2.8%	Q1 2025
AGXArgan Inc	$365K	0.21%	0.00%	-1.5%	Q4 2025
MCOMoodys Corp	$338K	0.19%	0.00%	-7.3%	Q4 2020
JPMJPMorgan Chase & Co	$335K	0.19%	0.00%	+9.8%	Q4 2023
CVXChevron Corp	$323K	0.18%	0.00%	Not reported	Q1 2022
VVisa Inc.	$319K	0.18%	0.00%	-3.7%	Q4 2020
AMDAdvanced Micro Devices Inc	$316K	0.18%	0.00%	+2.4%	Q3 2025
ATOAtmos Energy Corp	$303K	0.17%	0.00%	-1.8%	Q3 2024
ABBVAbbVie Inc.	$303K	0.17%	0.00%	Not reported	Q1 2022
HIIHuntington Ingalls Industries, Inc.	$283K	0.16%	0.00%	Not reported	Q1 2024
AZNAstrazeneca PLC	$244K	0.14%	Not reported	-2.4%	Q4 2025
BALTBaltic Trading Ltd	$235K	0.13%	Not reported	Not reported	Q1 2025
LIILennox International Inc	$233K	0.13%	0.00%	Not reported	Q4 2023
IBTGInternational Building Technologies Group, Inc.	$223K	0.13%	Not reported	-20.5%	Q4 2022
PMPhilip Morris International Inc.	$209K	0.12%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$204K	0.12%	0.00%	Not reported	Q4 2025
TAt&T Inc.	$204K	0.12%	0.00%	New	Q1 2026
VLUEiSHARES TRUST	$203K	0.12%	Not reported	Not reported	Q4 2020
Q4 2025Reported Jan 15, 202649 positions
BRK.BBerkshire Hathaway Inc	$6.77M	3.88%	Not reported	-0.6%	Q4 2020
NVDANvidia Corp	$5.48M	3.14%	0.00%	-0.2%	Q4 2020
UNOVEarth Science Tech, Inc.	$5.16M	2.95%	Not reported	New	Q4 2025
AAPLApple Inc.	$4.68M	2.68%	0.00%	-0.3%	Q4 2020
GOOGAlphabet Inc.	$4.22M	2.41%	Not reported	-2.0%	Q4 2020
AMZNAmazon Com Inc	$2.93M	1.68%	0.00%	-4.5%	Q4 2020
IAUIshares Gold Trust	$2.62M	1.50%	0.00%	+0.3%	Q4 2024
MSFTMicrosoft Corp	$2.35M	1.34%	0.00%	-3.4%	Q4 2020
NOCNorthrop Grumman Corp	$2.17M	1.24%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$1.99M	1.14%	0.00%	-0.7%	Q4 2022
ANETArista Networks, Inc.	$1.61M	0.92%	0.00%	Not reported	Q2 2023
MAMastercard Inc	$1.54M	0.88%	0.00%	-2.2%	Q4 2020
XOMExxonMobil Holdings Corp	$1.52M	0.87%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$1.13M	0.65%	0.00%	+3.0%	Q4 2020
METAMeta Platforms, Inc.	$1.1M	0.63%	Not reported	+2.7%	Q4 2020
ORCLOracle Corp	$963K	0.55%	0.00%	+0.6%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$878K	0.50%	Not reported	Not reported	Q4 2020
QQQInvesco QQQ Trust, Series 1	$817K	0.47%	Not reported	+0.8%	Q4 2021
GLDSPDR Gold Trust	$778K	0.45%	0.00%	-1.4%	Q4 2020
AEPAmerican Electric Power Co Inc	$639K	0.37%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$573K	0.33%	0.00%	+2.8%	Q3 2021
BNBROOKFIELD Corp	$551K	0.32%	Not reported	-4.4%	Q4 2022
IBITiShares Bitcoin Trust ETF	$482K	0.28%	0.00%	+42.3%	Q1 2025
TDGTransDigm Group INC	$477K	0.27%	0.00%	-1.1%	Q4 2020
AXPAmerican Express Co	$473K	0.27%	0.00%	Not reported	Q2 2023
MCDMcdonalds Corp	$462K	0.26%	0.00%	-4.4%	Q4 2020
JNJJohnson & Johnson	$451K	0.26%	0.00%	Not reported	Q4 2020
MCOMoodys Corp	$427K	0.24%	0.00%	-1.8%	Q4 2020
HLTHilton Worldwide Holdings Inc.	$408K	0.23%	0.00%	Not reported	Q1 2021
VVisa Inc.	$384K	0.22%	0.00%	-0.6%	Q4 2020
NFLXNetflix Inc	$383K	0.22%	0.00%	-7.9%	Q4 2020
MARMarriott International Inc	$359K	0.21%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$347K	0.20%	0.00%	Not reported	Q3 2021
JPMJPMorgan Chase & Co	$334K	0.19%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$324K	0.19%	0.00%	-5.8%	Q3 2025
ABBVAbbVie Inc.	$318K	0.18%	0.00%	Not reported	Q1 2022
GEVGE Vernova Inc.	$316K	0.18%	0.00%	Not reported	Q2 2025
ATOAtmos Energy Corp	$280K	0.16%	0.00%	Not reported	Q3 2024
IBTGInternational Building Technologies Group, Inc.	$280K	0.16%	Not reported	+0.3%	Q4 2022
HIIHuntington Ingalls Industries, Inc.	$253K	0.14%	0.00%	Not reported	Q1 2024
DHRDanaher Corp	$246K	0.14%	0.00%	-24.1%	Q3 2022
UNHUnitedhealth Group Inc	$244K	0.14%	0.00%	+2.9%	Q2 2021
LIILennox International Inc	$243K	0.14%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$239K	0.14%	0.00%	New	Q4 2025
CVXChevron Corp	$238K	0.14%	0.00%	Not reported	Q1 2022
BALTBaltic Trading Ltd	$236K	0.13%	Not reported	-95.2%	Q1 2025
AZNAstrazeneca PLC	$233K	0.13%	Not reported	New	Q4 2025
AGXArgan Inc	$213K	0.12%	0.00%	New	Q4 2025
NEENextera Energy Inc	$204K	0.12%	0.00%	Not reported	Q4 2020
Q3 2025Reported Oct 22, 202544 positions
BRK.BBerkshire Hathaway Inc	$6.82M	4.01%	Not reported	-0.4%	Q4 2020
NVDANvidia Corp	$5.49M	3.23%	0.00%	+8.9%	Q4 2020
BALTBaltic Trading Ltd	$4.78M	2.81%	Not reported	-5.5%	Q1 2025
AAPLApple Inc.	$4.4M	2.58%	0.00%	+3.1%	Q4 2020
GOOGAlphabet Inc.	$3.34M	1.96%	Not reported	-2.0%	Q4 2020
AMZNAmazon Com Inc	$2.92M	1.71%	0.00%	+0.4%	Q4 2020
MSFTMicrosoft Corp	$2.6M	1.53%	0.00%	-0.6%	Q4 2020
IAUIshares Gold Trust	$2.34M	1.38%	0.00%	+7.7%	Q4 2024
NOCNorthrop Grumman Corp	$2.32M	1.36%	0.00%	-0.8%	Q4 2020
TSLATesla, Inc.	$1.99M	1.17%	0.00%	Not reported	Q4 2022
ANETArista Networks, Inc.	$1.79M	1.05%	0.00%	Not reported	Q2 2023
MAMastercard Inc	$1.57M	0.92%	0.00%	-0.1%	Q4 2020
XOMExxonMobil Holdings Corp	$1.42M	0.84%	0.00%	-2.8%	Q4 2020
ORCLOracle Corp	$1.38M	0.81%	0.00%	-1.5%	Q2 2023
METAMeta Platforms, Inc.	$1.19M	0.70%	Not reported	-0.7%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$857K	0.50%	Not reported	Not reported	Q4 2020
GOOGLAlphabet Inc.	$855K	0.50%	0.00%	-2.6%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$792K	0.47%	Not reported	Not reported	Q4 2021
GLDSPDR Gold Trust	$707K	0.42%	0.00%	Not reported	Q4 2020
BNBROOKFIELD Corp	$574K	0.34%	Not reported	Not reported	Q4 2022
GEGeneral Electric Co	$544K	0.32%	0.00%	Not reported	Q3 2021
NFLXNetflix Inc	$531K	0.31%	0.00%	+4.7%	Q4 2020
MCDMcdonalds Corp	$481K	0.28%	0.00%	+45.3%	Q4 2020
TDGTransDigm Group INC	$478K	0.28%	0.00%	+0.3%	Q4 2020
IBITiShares Bitcoin Trust ETF	$444K	0.26%	0.00%	Not reported	Q1 2025
AXPAmerican Express Co	$425K	0.25%	0.00%	Not reported	Q2 2023
MCOMoodys Corp	$406K	0.24%	0.00%	Not reported	Q4 2020
JNJJohnson & Johnson	$404K	0.24%	0.00%	-2.2%	Q4 2020
VVisa Inc.	$377K	0.22%	0.00%	+4.9%	Q4 2020
COSTCostco Wholesale Corp	$372K	0.22%	0.00%	Not reported	Q3 2021
HLTHilton Worldwide Holdings Inc.	$369K	0.22%	0.00%	-3.5%	Q1 2021
JPMJPMorgan Chase & Co	$327K	0.19%	0.00%	-3.0%	Q4 2023
ABBVAbbVie Inc.	$323K	0.19%	0.00%	Not reported	Q1 2022
MARMarriott International Inc	$301K	0.18%	0.00%	Not reported	Q4 2020
GEVGE Vernova Inc.	$298K	0.17%	0.00%	Not reported	Q2 2025
ATOAtmos Energy Corp	$286K	0.17%	0.00%	Not reported	Q3 2024
DHRDanaher Corp	$281K	0.16%	0.00%	-8.4%	Q3 2022
IBTGInternational Building Technologies Group, Inc.	$280K	0.16%	Not reported	+0.2%	Q4 2022
LIILennox International Inc	$265K	0.16%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$260K	0.15%	0.00%	New	Q3 2025
UNHUnitedhealth Group Inc	$248K	0.15%	0.00%	-13.5%	Q2 2021
CVXChevron Corp	$243K	0.14%	0.00%	Not reported	Q1 2022
HIIHuntington Ingalls Industries, Inc.	$214K	0.13%	0.00%	Not reported	Q1 2024
CICigna Group	$211K	0.12%	0.00%	+6.6%	Q4 2022

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