Filer Snapshot

4J Wealth Management LLC

CIK 0001840775. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

23

Latest filing

05 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$175.95M

101 holdings for Q1 2026

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Largest parsed holding

IVV

$22.62M reported value

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13D/G large stake

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Source: SEC Form 13F

13F-HR filed on 05 May 2026 for CIK 0001840775.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$175.95M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$175.95M

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IVV TOUS DYNF TCAF TFLR
+15 moreTTEQ IEI BRKB NVDA IDYN AAPL GOOG IBDU AMZN NOC DGRO TBUX TCAL UNOV XOM

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

IVV TOUS DYNF TCAF TFLR TTEQ IEI BRKB
+12 moreNVDA IDYN AAPL GOOG IBDU AMZN NOC DGRO TBUX TCAL UNOV XOM
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
1355 Beverly Rd, Suite 310, Mclean, VA, 22101
SEC profile 2 profile fields
State of incorporation
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about 4J Wealth Management LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $175.95M across 101 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $22.62M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 101 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 05 May 2026

Top 5 concentration

39%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$69M

Compared with $175.95M total 13F value.

Top 5 net change

+$846.9K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IDYN ยท Largest trim: UNOV

IVV TOUS DYNF TCAF TFLR Other holdings

IVV

12.9%

Ishares Tr

$22.62M

TOUS

9.6%

T Rowe Price Etf Inc

$16.84M

DYNF

7.3%

Blackrock Etf Trust

$12.79M

TCAF

5.5%

T Rowe Price Etf Inc

$9.62M

TFLR

4%

T Rowe Price Etf Inc

$7.12M

Latest update

What changed recently for 4J Wealth Management LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 05 May 2026.

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Benchmark Context

Benchmark context for this company

4J Wealth Management LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001840775 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
23
First seen
15 Jan 2021
Latest filing
05 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

4J Wealth Management LLC SEC filings 4J Wealth Management LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 23 SEC filings for 4J Wealth Management LLC.

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13F-HR

13F-HR filing

Filing date
05 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
22 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
04 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
29 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
24 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
01 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
18 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
23 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
22 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
24 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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