4J Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Mclean, VA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
94
Total value ($000)
$170,208
Net value change ($000)
+22,159 (15.0%)
New positions
4
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 4,672 166.1%
IVV 2,272 9.7%
TOUS 1,780 12.0%
TTEQ 1,750 61.5%
TSPA 1,302 214.9%
TCAL 1,250 379.9%
NVDA 1,222 28.6%
TCAF 1,110 12.4%
TFLR 1,056 11.5%
AAPL 960 27.9%
Top Reduces (Value $000, Stocks/ETFs)
HGER -636 -72.9%
AMT -262 -100.0%
TXN -227 -100.0%
PM -216 -100.0%
IBTI -214 -100.0%
BALT -164 -3.3%
IBDT -121 -16.9%
IBDQ -106 -2.5%
TDG -73 -13.2%
SHY -69 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type