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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$4.22T
$4.4 Million 3.57% of portfolio
17,266
Q3 2025 Added 3.11%
$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%
$1.4T
$1.99 Million 1.61% of portfolio
4,465
Q2 2025 Reduced 0.11%
$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%
$742B
$1.38 Million 1.12% of portfolio
4,913
Q3 2025 Reduced 1.54%
$1.65T
$1.19 Million 0.97% of portfolio
1,625
Q3 2025 Reduced 0.73%
$1.5T
$855,000 0.69% of portfolio
3,518
Q3 2025 Reduced 2.58%
$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%
$226B
$480,000 0.39% of portfolio
1,582
Q3 2025 Added 45.27%
$265B
$424,000 0.34% of portfolio
1,278
Q4 2023 New
$568B
$376,000 0.31% of portfolio
1,103
Q3 2025 Added 4.85%
$415B
$372,000 0.3% of portfolio
402
Q2 2025 Reduced 0.5%
$871B
$326,000 0.26% of portfolio
1,036
Q3 2025 Reduced 3.0%
$409B
$322,000 0.26% of portfolio
1,393
Q1 2025 Added 2.58%
$384B
$259,000 0.21% of portfolio
1,607
Q3 2025 New
$342B
$247,000 0.2% of portfolio
717
Q3 2025 Reduced 13.51%
$301B
$242,000 0.2% of portfolio
1,562
Q2 2024 Added 6.84%

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
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email