4J Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$203,871
Net value change ($000)
+27,924 (15.9%)
New positions
15
Sold out positions
5
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,252 41.1%
TTEQ 3,555 50.6%
IVV 3,049 13.5%
TOUS 2,002 11.9%
BLCR 1,924 NEW
JEPI 1,656 190.3%
BINC 1,593 94.0%
TSPA 1,345 76.7%
IGF 1,284 NEW
DGRO 1,180 46.0%
Top Reduces (Value $000, Stocks/ETFs)
TCAL -2,145 -100.0%
IBDR -2,034 -100.0%
TCAF -1,173 -12.2%
IBDS -1,130 -100.0%
NOC -628 -24.2%
TFLR -458 -6.4%
XOM -411 -19.6%
IBTG -223 -100.0%
SHY -222 -12.2%
T -204 -100.0%
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