4J Wealth Management LLC Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$148.0B
Holdings
94
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 37,531 | $23.3B | 15.74% | |
| 2 | TOUST ROWE PRICE ETF INC | 457,846 | $14.8B | 10.01% | |
| 3 | TFLRT ROWE PRICE ETF INC | 178,423 | $9.2B | 6.20% | |
| 4 | TCAFT ROWE PRICE ETF INC | 254,467 | $9.0B | 6.06% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,621 | $6.6B | 4.47% | |
| 6 | DDTOINNOVATOR ETFS TRUST | 154,128 | $4.9B | 3.34% | |
| 7 | IBDQISHARES TR | 171,297 | $4.3B | 2.91% | |
| 8 | NVDANVIDIA CORPORATION | 27,019 | $4.3B | 2.88% | |
| 9 | IEIISHARES TR | 34,200 | $4.1B | 2.75% | |
| 10 | AAPLAPPLE INC | 16,745 | $3.4B | 2.32% | |
| 11 | AMZNAMAZON COM INC | 13,222 | $2.9B | 1.96% | |
| 12 | TTEQT ROWE PRICE ETF INC | 97,806 | $2.8B | 1.92% | |
| 13 | DYNFBLACKROCK ETF TRUST | 51,634 | $2.8B | 1.90% | |
| 14 | MSFTMICROSOFT CORP | 5,055 | $2.5B | 1.70% | |
| 15 | GOOGALPHABET INC | 13,992 | $2.5B | 1.68% | |
| 16 | DGROISHARES TR | 38,778 | $2.5B | 1.67% | |
| 17 | SHYISHARES TR | 24,316 | $2.0B | 1.36% | |
| 18 | NOCNORTHROP GRUMMAN CORP | 3,835 | $1.9B | 1.30% | |
| 19 | IAU*ISHARES GOLD TR | 29,911 | $1.9B | 1.26% | |
| 20 | MAMASTERCARD INCORPORATED | 2,767 | $1.6B | 1.05% | |
| 21 | TSLATESLA INC | 4,465 | $1.4B | 0.96% | |
| 22 | IBDRISHARES TR | 58,050 | $1.4B | 0.95% | |
| 23 | XOMEXXON MOBIL CORP | 12,978 | $1.4B | 0.94% | |
| 24 | TBUXT ROWE PRICE ETF INC | 27,267 | $1.4B | 0.92% | |
| 25 | ANETARISTA NETWORKS INC | 12,252 | $1.3B | 0.85% | |
| 26 | AQLTISHARES TR | 52,784 | $1.2B | 0.83% | |
| 27 | METAMETA PLATFORMS INC | 1,637 | $1.2B | 0.82% | |
| 28 | IBDSISHARES TR | 47,330 | $1.1B | 0.78% | |
| 29 | ORCLORACLE CORP | 4,990 | $1.1B | 0.74% | |
| 30 | IVWISHARES TR | 8,467 | $932.2M | 0.63% | |
| 31 | IGIBISHARES TR | 17,311 | $922.5M | 0.62% | |
| 32 | MEARISHARES U S ETF TR | 17,815 | $895.6M | 0.60% | |
| 33 | HGERHARBOR ETF TRUST | 35,946 | $873.1M | 0.59% | |
| 34 | MUBISHARES TR | 8,337 | $871.1M | 0.59% | |
| 35 | BUFBINNOVATOR ETFS TRUST | 25,570 | $866.3M | 0.59% | |
| 36 | IBTHISHARES TR | 38,183 | $858.7M | 0.58% | |
| 37 | SPYSPDR S&P 500 ETF TR | 1,287 | $795.2M | 0.54% | |
| 38 | NDQINVESCO QQQ TR | 1,320 | $728.1M | 0.49% | |
| 39 | IBDTISHARES TR | 28,219 | $717.3M | 0.48% | |
| 40 | SLQDISHARES TR | 14,156 | $716.2M | 0.48% | |
| 41 | QUALISHARES TR | 3,807 | $696.0M | 0.47% | |
| 42 | QFLRINNOVATOR ETFS TRUST | 21,555 | $643.2M | 0.43% | |
| 43 | GOOGLALPHABET INC | 3,611 | $636.4M | 0.43% | |
| 44 | USMVISHARES TR | 6,750 | $633.7M | 0.43% | |
| 45 | VTIVANGUARD INDEX FDS | 2,026 | $615.8M | 0.42% | |
| 46 | GQ9SPDR GOLD TR | 1,990 | $606.6M | 0.41% | |
| 47 | TSPAT ROWE PRICE ETF INC | 15,573 | $605.6M | 0.41% | |
| 48 | NFLXNETFLIX INC | 423 | $566.5M | 0.38% | |
| 49 | T7DTRANSDIGM GROUP INC | 362 | $550.6M | 0.37% | |
| 50 | NEARISHARES U S ETF TR | 10,189 | $520.7M | 0.35% | |
| 51 | BNBROOKFIELD CORP | 8,372 | $517.8M | 0.35% | |
| 52 | IGMISHARES TR | 4,314 | $484.6M | 0.33% | |
| 53 | IVEISHARES TR | 2,464 | $481.5M | 0.33% | |
| 54 | GEGE AEROSPACE | 1,810 | $465.9M | 0.31% | |
| 55 | GSYINVESCO ACTIVELY MANAGED EXC | 9,081 | $455.3M | 0.31% | |
| 56 | MCOMOODYS CORP | 852 | $427.1M | 0.29% | |
| 57 | IBITISHARES BITCOIN TRUST ETF | 6,827 | $417.9M | 0.28% | |
| 58 | AQLTISHARES TR | 17,771 | $408.4M | 0.28% | |
| 59 | AXPAMERICAN EXPRESS CO | 1,278 | $407.7M | 0.28% | |
| 60 | COSTCOSTCO WHSL CORP NEW | 402 | $398.0M | 0.27% | |
| 61 | HLTHILTON WORLDWIDE HLDGS INC | 1,473 | $392.3M | 0.26% | |
| 62 | VVISA INC | 1,052 | $373.6M | 0.25% | |
| 63 | IBDUISHARES TR | 15,009 | $350.2M | 0.24% | |
| 64 | JNJJOHNSON & JOHNSON | 2,228 | $340.3M | 0.23% | |
| 65 | IBDVISHARES TR | 15,068 | $331.2M | 0.22% | |
| 66 | TCALT ROWE PRICE ETF INC | 13,302 | $328.6M | 0.22% | |
| 67 | MCDMCDONALDS CORP | 1,089 | $318.3M | 0.22% | |
| 68 | IEFISHARES TR | 3,308 | $316.8M | 0.21% | |
| 69 | MARMARRIOTT INTL INC NEW | 1,156 | $315.8M | 0.21% | |
| 70 | IGSBISHARES TR | 5,954 | $314.1M | 0.21% | |
| 71 | IXNISHARES TR | 3,372 | $311.4M | 0.21% | |
| 72 | JPMJPMORGAN CHASE & CO. | 1,068 | $309.5M | 0.21% | |
| 73 | DHRDANAHER CORPORATION | 1,545 | $305.2M | 0.21% | |
| 74 | LIILENNOX INTL INC | 501 | $287.2M | 0.19% | |
| 75 | IJHISHARES TR | 4,593 | $284.9M | 0.19% | |
| 76 | RSPINVESCO EXCHANGE TRADED FD T | 1,545 | $280.8M | 0.19% | |
| 77 | IBTGISHARES TR | 12,185 | $279.4M | 0.19% | |
| 78 | BJULINNOVATOR ETFS TRUST | 5,750 | $271.0M | 0.18% | |
| 79 | AMTAMERICAN TOWER CORP NEW | 1,186 | $262.2M | 0.18% | |
| 80 | MTUMISHARES TR | 1,089 | $261.7M | 0.18% | |
| 81 | UNHUNITEDHEALTH GROUP INC | 829 | $258.7M | 0.17% | |
| 82 | ABBVABBVIE INC | 1,393 | $258.6M | 0.17% | |
| 83 | ATOATMOS ENERGY CORP | 1,673 | $257.8M | 0.17% | |
| 84 | ITOTISHARES TR | 1,909 | $257.8M | 0.17% | |
| 85 | UAUGINNOVATOR ETFS TRUST | 6,850 | $256.4M | 0.17% | |
| 86 | GEVGE VERNOVA INC | 484 | $256.1M | 0.17% | |
| 87 | TXNTEXAS INSTRS INC | 1,095 | $227.3M | 0.15% | |
| 88 | CITHE CIGNA GROUP | 687 | $227.1M | 0.15% | |
| 89 | CVXCHEVRON CORP NEW | 1,562 | $223.7M | 0.15% | |
| 90 | 4I1PHILIP MORRIS INTL INC | 1,183 | $215.5M | 0.15% | |
| 91 | IBTIISHARES TR | 9,561 | $213.8M | 0.14% | |
| 92 | IJRISHARES TR | 1,945 | $212.5M | 0.14% | |
| 93 | IAUISHARES TR | 7,614 | $203.8M | 0.14% | |
| 94 | IBDWISHARES TR | 9,560 | $201.1M | 0.14% |