4J Wealth Management LLC
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 203,871
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 111 | 203,871 | 13F-HR | 4J Wealth Management LLC |
| Q1 2026 | 5/5/2026 | 101 | 175,947 | 13F-HR | 4J Wealth Management LLC |
| Q4 2025 | 1/15/2026 | 98 | 174,705 | 13F-HR | 4J Wealth Management LLC |
| Q3 2025 | 10/22/2025 | 94 | 170,208 | 13F-HR | 4J Wealth Management LLC |
| Q2 2025 | 8/4/2025 | 94 | 148,049 | 13F-HR | 4J Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.5 K | 36.5% | 24.18 K | 0 | 24.18 K |
| ETFs | 124.7 K | 61.2% | 6.845 K | 0 | 6.845 K |
| Debt | 4.696 K | 2.3% | 0 | 3.1 K | -3.1 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
203,871
Holdings
111
QoQ value change ($000)
27,924
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.