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4J Wealth Management LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $216,350,928
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $25,807,390
- T ROWE PRICE EXCHANGE-TRADED · INTL EQUITY ETF · 87283Q834 · shares: $20,544,009
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $18,984,969
- T ROWE PRICE EXCHANGE-TRADED · TECHNOLOGY ETF · 87283Q792 · shares: $10,531,612
- T ROWE PRICE EXCHANGE-TRADED · CAP APPRECIATION · 87283Q867 · shares: $8,686,885
- ISHARES TR · 3 7 YR TREAS BD · 464288661 · shares: $6,992,099
- NVIDIA CORPORATION · COM · 67066G104 · shares: $6,603,356
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $6,578,422
- T ROWE PRICE EXCHANGE-TRADED · FLOATING RATE · 87283Q883 · shares: $5,956,614
- APPLE INC · COM · 037833100 · shares: $5,501,764
Reported holdings
112 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 2,604 shares | $234,646 |
| TEXAS INSTRS INC | COM | 882508104 | — | 837 shares | $234,401 |
| AMGEN INC | COM | 031162100 | — | 552 shares | $232,698 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | — | 11,860 shares | $231,507 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 11,740 shares | $229,458 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 | — | 4,876 shares | $222,434 |
| DEERE & CO | COM | 244199105 | — | 330 shares | $221,612 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | 45782C888 | — | 4,000 shares | $218,528 |
| DANAHER CORP DEL | COM | 235851102 | — | 950 shares | $210,423 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 872 shares | $203,446 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 | — | 8,882 shares | $203,223 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 2,274 shares | $203,046 |