4J Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$216,351
Net value change ($000)
+12,480 (6.1%)
New positions
9
Sold out positions
10
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 2,106 NEW
IBDR 2,005 NEW
T ROWE PRICE EXCHANGE-TRADED 1,974 715.2%
TOUS 1,701 9.0%
IBDS 1,103 NEW
DYNF 939 5.2%
NVDA 813 14.0%
AGG 737 NEW
TSPA 709 22.9%
AAPL 700 14.6%
Top Reduces (Value $000, Stocks/ETFs)
IDYN -2,433 -43.9%
XOM -1,683 -100.0%
IBDU -1,597 -54.7%
TFLR -705 -10.6%
IEI -705 -9.2%
BINC -506 -15.4%
SHY -354 -22.1%
TSLA -292 -15.7%
AGX -272 -52.6%
LII -270 -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