4J Wealth Management LLC - Portfolio overview

4J Wealth Management LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.39%
2. TOUS - T ROWE PRICE ETF INC, 9.23%
3. DYNF - BLACKROCK ETF TRUST, 7.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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