4J Wealth Management LLC
•CIK: 1840775•Filing: Q4 2025
**4J Wealth Management LLC** manages $175M across a diversified portfolio of 98 positions. The firm exhibits significant conviction in core indices and technology, highlighted by the top holdings including IVV at $26.2M and TOUS at $17.2M. Further allocations are notable in TCAF ($10.7M), DYNF ($8.9M), and TFLR ($7.7M). This structure suggests a strategy blending broad market exposure with targeted, high-conviction sector bets.
Total AUM
$174.7M
QoQ Performance
+2.6%
Positions
57
Top 10 Concentration
57.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
TOUS
TCAF
DYNF
IVV15.0%
TOUS9.8%
TCAF6.1%
DYNF5.1%
TFLR4.4%
BRK/B3.9%
IEI3.7%
TTEQ3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.0%
ETF15.5%
Technology11.6%
Financial5.8%
Consumer3.7%
Energy0.9%
Healthcare0.9%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑30 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023