4J Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
101
Total value ($000)
$175,947
Net value change ($000)
+1,242 (0.7%)
New positions
9
Sold out positions
6
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IDYN 4,582 NEW
DYNF 3,922 44.2%
BINC 1,485 707.1%
TTEQ 1,051 17.6%
IBDU 601 27.7%
XOM 576 37.9%
TBUX 500 29.9%
NOC 426 19.6%
IEI 408 6.3%
JEPI 378 76.8%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,608 -13.8%
UNOV -3,039 -58.9%
TCAF -1,065 -10.0%
IAU -586 -22.4%
GOOGL -553 -13.1%
TFLR -551 -7.2%
MSFT -506 -21.6%
NVDA -420 -7.7%
AKRE -418 -100.0%
TSLA -346 -17.4%
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