StockDriftsStockDriftsTop 50 4J Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.59% | 34.3K | $25.7M | -1.02%(-353) | $449.83(+72.81%) | 2026-06-30 | |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | 9.24% | 491.1K | $18.8M | +0.72%(+3.49K) | $30.24(+32.66%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 8.85% | 265.4K | $18.0M | +20.67%(+45.44K) | $57.69(+21.38%) | 2026-06-30 | |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | 5.19% | 237.2K | $10.6M | +2.16%(+5.02K) | $28.88(+44.96%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 4.14% | 205.5K | $8.4M | -23.96%(-64.77K) | $28.42(+50.81%) | 2026-06-30 | |
| IEI | ISHARES TR | 3.78% | 65.5K | $7.7M | +13.40%(+7.74K) | $118.22(-1.48%) | 2026-06-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 3.27% | 132.1K | $6.7M | -6.53%(-9.23K) | $51.55(-1.77%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.25% | 13.2K | $6.6M | -1.45%(-194) | $227.30(+130.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.84% | 28.9K | $5.8M | -0.21%(-60) | $31.19(+606.79%) | 2026-06-30 | |
| IDYN | BLACKROCK ETF TRUST | 2.72% | 184.8K | $5.5M | +16.18%(+25.74K) | $180.37(-82.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.04% | +52.25% | +7.98% | +46.77% |
| Top 20 Holdings Unweighted | +16.22% | +56.97% | +9.37% | +56.51% |
4J Wealth Management LLC reports $203.87M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.6%), TOUS (9.2%) and DYNF (8.8%). The top 20 holdings account for 72.18% of reported assets. Its disclosed equity book has returned +52.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 4J Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840775). View 4J Wealth Management LLC’s 13F filings on SEC