4 J Wealth Management LLC Portfolio Holdings

4 J Wealth Management LLC

  • $125 Million
  • Q4 2025

4 J Wealth Management LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $125 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.9M, Blackrock ETF Tr U S Equity Fa with a value of $8.75M, Berkshire Hathaway Inc Class B with a value of $6.86M, Ishares Barclays 3 7 Yr Treas with a value of $6.45M, and Nvidia Corp with a value of $5.48M.

Examining the 13F form we can see an increase of $1.93M in the current position value, from $123M to 125M.

Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
ETFs: $78.9 Million
Technology: $14 Million
Financial Services: $9.81 Million
Communication Services: $6.3 Million
Consumer Cyclical: $5.96 Million
Industrials: $3.89 Million
Energy: $1.73 Million
Healthcare: $1.68 Million
Other: $1.55 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$6.86 Million 5.48% of portfolio
13,474
Q4 2025 Reduced 0.64%
$465B
$5.48 Million 4.38% of portfolio
29,373
Q4 2025 Reduced 0.18%
$4.3T
$4.61 Million 3.68% of portfolio
17,218
Q4 2025 Reduced 0.28%
$1.74T
$3.84 Million 3.07% of portfolio
13,432
Q4 2025 Reduced 2.02%
$2.39T
$2.98 Million 2.38% of portfolio
12,681
Q4 2025 Reduced 4.5%
$3.78T
$2.46 Million 1.97% of portfolio
4,854
Q4 2025 Reduced 3.4%
$86.7B
$2.14 Million 1.71% of portfolio
3,804
Q3 2025 Reduced 0.81%
$1.29T
$1.81 Million 1.45% of portfolio
4,434
Q4 2025 Reduced 0.69%
$490B
$1.48 Million 1.19% of portfolio
12,615
Q3 2025 Reduced 2.8%
$512B
$1.45 Million 1.16% of portfolio
2,703
Q4 2025 Reduced 2.24%
$593B
$1.09 Million 0.87% of portfolio
4,943
Q4 2025 Added 0.61%
$1.37T
$1.02 Million 0.81% of portfolio
1,668
Q4 2025 Added 2.65%
$1.65T
$1 Million 0.8% of portfolio
3,623
Q4 2025 Added 2.98%
$62.3B
$672,000 0.54% of portfolio
5,544
Q4 2025 New
$328B
$558,000 0.45% of portfolio
1,860
Q4 2025 Added 2.76%
$72.7B
$481,000 0.38% of portfolio
359
Q4 2025 Reduced 1.1%
$49.1B
$449,000 0.36% of portfolio
4,080
Q4 2025 Added 820.99%
$522B
$434,000 0.35% of portfolio
2,178
Q3 2025 Reduced 2.24%
$255B
$436,000 0.35% of portfolio
1,278
Q4 2023 New
$87.8B
$401,000 0.32% of portfolio
837
Q4 2025 Reduced 1.76%
$72.9B
$383,000 0.31% of portfolio
1,421
Q3 2025 Reduced 3.53%
$533B
$357,000 0.29% of portfolio
1,096
Q4 2025 Reduced 0.63%
$388B
$364,000 0.29% of portfolio
1,514
Q4 2025 Reduced 5.79%
$404B
$366,000 0.29% of portfolio
402
Q2 2025 Reduced 0.5%
$414B
$325,000 0.26% of portfolio
1,393
Q1 2025 Added 2.58%
$92.7B
$330,000 0.26% of portfolio
1,156
Q2 2025 Reduced 5.56%
$881B
$311,000 0.25% of portfolio
1,036
Q3 2025 Reduced 3.0%
$24.5B
$292,000 0.23% of portfolio
1,673
Q3 2024 New
$300B
$236,000 0.19% of portfolio
738
Q4 2025 Added 2.93%
$303B
$241,000 0.19% of portfolio
1,562
Q2 2024 Added 6.84%
$12.5B
$233,000 0.19% of portfolio
744
Q3 2025 New
$160B
$236,000 0.19% of portfolio
1,075
Q4 2025 Reduced 24.08%
$16.7B
$236,000 0.19% of portfolio
501
Q4 2023 New
$4.88B
$239,000 0.19% of portfolio
680
Q4 2025 New
$277B
$226,000 0.18% of portfolio
2,532
Q4 2025 New
$971B
$226,000 0.18% of portfolio
222
Q4 2025 New
$168B
$218,000 0.17% of portfolio
2,543
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 24.96%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $125 Million
  • Prior Value $123 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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