4J Wealth Management LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+4,497
(2.6%)
New positions
8
Sold out positions
4
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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)
| UNOV | 5,158 | NEW |
| IBDU | 1,834 | 550.8% |
| IEI | 1,432 | 28.6% |
| DYNF | 1,388 | 18.5% |
| TTEQ | 1,380 | 30.0% |
| GOOGL | 876 | 26.2% |
| IVV | 656 | 2.6% |
| AEP | 639 | NEW |
| TCAF | 597 | 5.9% |
| TOUS | 562 | 3.4% |
Top Reduces (Value $000, Stocks/ETFs)
| BALT | -4,544 | -95.1% |
| IBDQ | -4,207 | -100.0% |
| TFLR | -2,561 | -25.0% |
| iSHARES TRUST | -1,231 | -100.0% |
| ORCL | -419 | -30.3% |
| MSFT | -255 | -9.8% |
| CI | -211 | -100.0% |
| iSHARES TRUST | -204 | -100.0% |
| ANET | -180 | -10.1% |
| NOC | -149 | -6.4% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|