4 J Wealth Management LLC Portfolio Holdings

4 J Wealth Management LLC

  • $123 Million
  • Q3 2025

4 J Wealth Management LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.6M, Blackrock ETF Tr U S Equity Fa with a value of $7.48M, Berkshire Hathaway Inc Class B with a value of $6.82M, Nvidia Corp with a value of $5.49M, and Ishares Barclays 3 7 Yr Treas with a value of $5.01M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $109M to 123M.

Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
ETFs: $74.1 Million
Technology: $14.1 Million
Financial Services: $9.92 Million
Consumer Cyclical: $6.05 Million
Communication Services: $5.92 Million
Industrials: $3.82 Million
Energy: $1.66 Million
Healthcare: $1.46 Million
Other: $657,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.6 Million 20.76% of portfolio
38,212
Q3 2025 Added 1.81%
$0
$7.48 Million 6.07% of portfolio
126,414
Q3 2025 Added 144.83%
$646B
$6.82 Million 5.53% of portfolio
13,561
Q3 2025 Reduced 0.44%
$451B
$5.49 Million 4.46% of portfolio
29,427
Q3 2025 Added 8.91%
$0
$5.01 Million 4.07% of portfolio
41,952
Q3 2025 Added 22.67%
$0
$4.78 Million 3.88% of portfolio
145,643
Q3 2025 Reduced 5.51%
$4.22T
$4.4 Million 3.57% of portfolio
17,266
Q3 2025 Added 3.11%
$0
$4.21 Million 3.41% of portfolio
166,994
Q3 2025 Reduced 2.51%
$1.53T
$3.34 Million 2.71% of portfolio
13,709
Q3 2025 Reduced 2.02%
$2.26T
$2.92 Million 2.37% of portfolio
13,278
Q3 2025 Added 0.42%
$3.86T
$2.6 Million 2.11% of portfolio
5,025
Q3 2025 Reduced 0.59%
$0
$2.55 Million 2.07% of portfolio
37,512
Q3 2025 Reduced 3.26%
$65.6B
$2.34 Million 1.9% of portfolio
32,198
Q3 2025 Added 7.65%
$92.2B
$2.32 Million 1.88% of portfolio
3,804
Q3 2025 Reduced 0.81%
$1.4T
$1.99 Million 1.61% of portfolio
4,465
Q2 2025 Reduced 0.11%
$0
$1.95 Million 1.58% of portfolio
23,462
Q3 2025 Reduced 3.51%
$0
$1.62 Million 1.32% of portfolio
68,329
Q3 2025 Added 17.71%
$546B
$1.57 Million 1.28% of portfolio
2,765
Q3 2025 Reduced 0.07%
$470B
$1.42 Million 1.15% of portfolio
12,615
Q3 2025 Reduced 2.8%
$0
$1.39 Million 1.13% of portfolio
27,917
Q3 2025 Added 2.38%
$742B
$1.38 Million 1.12% of portfolio
4,913
Q3 2025 Reduced 1.54%
$0
$1.23 Million 1.0% of portfolio
52,674
Q3 2025 Reduced 0.21%
$1.65T
$1.19 Million 0.97% of portfolio
1,625
Q3 2025 Reduced 0.73%
$0
$1.11 Million 0.9% of portfolio
45,519
Q3 2025 Reduced 3.83%
$0
$1.02 Million 0.83% of portfolio
8,477
Q3 2025 Added 0.12%
$0
$905,000 0.73% of portfolio
16,749
Q3 2025 Reduced 3.25%
$0
$895,000 0.73% of portfolio
17,739
Q3 2025 Reduced 0.43%
$0
$870,000 0.71% of portfolio
8,177
Q3 2025 Reduced 1.92%
$0
$857,000 0.7% of portfolio
1,287
Q1 2024 Added 2.63%
$1.5T
$855,000 0.69% of portfolio
3,518
Q3 2025 Reduced 2.58%
$0
$842,000 0.68% of portfolio
37,420
Q3 2025 Reduced 2.0%
$0
$798,000 0.65% of portfolio
22,329
Q3 2025 Reduced 12.68%
$0
$792,000 0.64% of portfolio
1,320
Q2 2025 Added 4.93%
$0
$716,000 0.58% of portfolio
14,101
Q3 2025 Reduced 0.39%
$0
$701,000 0.57% of portfolio
3,607
Q3 2025 Reduced 5.25%
$130B
$707,000 0.57% of portfolio
1,990
Q2 2025 Reduced 1.24%
$0
$675,000 0.55% of portfolio
2,057
Q3 2025 Added 1.53%
$0
$599,000 0.49% of portfolio
6,300
Q3 2025 Reduced 6.67%
$0
$595,000 0.48% of portfolio
23,349
Q3 2025 Reduced 17.26%
$335B
$544,000 0.44% of portfolio
1,810
Q1 2025 Reduced 1.36%
$552B
$531,000 0.43% of portfolio
443
Q3 2025 Added 4.73%
$0
$518,000 0.42% of portfolio
10,104
Q3 2025 Reduced 0.83%
$0
$506,000 0.41% of portfolio
2,454
Q3 2025 Reduced 0.41%
$0
$491,000 0.4% of portfolio
8,604
Q3 2025 New
$0
$482,000 0.39% of portfolio
3,834
Q3 2025 Reduced 11.13%
$226B
$480,000 0.39% of portfolio
1,582
Q3 2025 Added 45.27%
$72.1B
$478,000 0.39% of portfolio
363
Q3 2025 Added 0.28%
$0
$456,000 0.37% of portfolio
9,081
Q4 2024 Added 2.25%
$265B
$424,000 0.34% of portfolio
1,278
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $123 Million
  • Prior Value $109 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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