Quick Takeaways
- 4J Wealth Management LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $174,704,605.
- Info
- Portfolio
13F Filings History of 4J Wealth Management LLC
- Latest 13F report
- Q4 2025 - 15 Jan 2026
- Value $
- $174,704,605
- Signature - Title
- Aryn Sands - Agent
- Location
- Mclean, VA
- Summary
- This page shows a list of all the recent 13F filings made by 4J Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 4J Wealth Management LLC reported 98 stock holdings with total value $174,704,605 as of Q4 2025. Top holdings included IVV, TOUS, TCAF, DYNF, and TFLR.
Follow Filing Activity
Follow 4J Wealth Management LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 15 Jan 2026, 12:48.
- Reported value moved from $170,207,913 to $174,704,605.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $174,704,605 | +$16,323,836 | -$14,170,857 | +$2,152,979 | IVV, TOUS, TCAF, DYNF, TFLR | 13F-HR | 15 Jan 2026, 12:48 |
| Q3 2025 | 94 | $170,207,913 | +$14,941,807 | -$3,107,757 | +$11,834,050 | IVV, TOUS, TFLR, TCAF, DYNF | 13F-HR | 21 Oct 2025, 21:37 |
| Q2 2025 | 94 | $148,048,977 | +$20,205,187 | -$8,200,189 | +$12,004,998 | IVV, TOUS, TFLR, TCAF, BRKB | 13F-HR | 04 Aug 2025, 15:24 |
| Q1 2025 | 89 | $126,815,914 | +$19,209,382 | -$12,311,022 | +$6,898,360 | IVV, TFLR, TCAF, BRKB, BUFB | 13F-HR | 28 Apr 2025, 20:10 |
| Q4 2024 | 84 | $123,521,505 | +$10,254,139 | -$17,819,151 | -$7,565,012 | IVV, DGRO, TCAF, TFLR, BRKB | 13F-HR | 23 Jan 2025, 20:17 |
| Q3 2024 | 88 | $129,140,752 | +$3,527,771 | -$1,125,639 | +$2,402,132 | IVV, DGRO, GOVT, TCAF, TFLR | 13F-HR | 31 Oct 2024, 18:38 |
| Q2 2024 | 86 | $120,954,353 | +$12,526,428 | -$6,505,102 | +$6,021,326 | IVV, DGRO, GOVT, TCAF, TFLR | 13F-HR | 17 Jul 2024, 19:39 |
| Q1 2024 | 87 | $115,853,910 | +$14,353,707 | -$14,994,224 | -$640,517 | IVV, DGRO, GOVT, TCAF, BRKB | 13F-HR | 22 Apr 2024, 18:07 |
| Q4 2023 | 84 | $109,486,685 | +$11,365,158 | -$9,228,645 | +$2,136,513 | IVV, DGRO, GOVT, TCAF, BRKB | 13F-HR | 22 Jan 2024, 15:37 |
| Q3 2023 | 84 | $100,482,992 | +$3,987,320 | -$4,499,033 | -$511,713 | DGRO, IVV, IBTE, GOVT, BRKB | 13F-HR | 24 Oct 2023, 17:05 |
| Q2 2023 | 86 | $103,084,650 | +$9,430,138 | -$4,433,585 | +$4,996,553 | DGRO, IVV, IBTE, GOVT, BRKB | 13F-HR | 14 Jul 2023, 16:14 |
| Q1 2023 | 76 | $93,155,055 | +$14,618,469 | -$12,518,583 | +$2,099,886 | DGRO, IVV, IBTE, GOVT, IGSB | 13F-HR | 21 Apr 2023, 12:58 |
| Q4 2022 | 76 | $86,100,436 | +$8,942,229 | -$4,401,616 | +$4,540,613 | ESGU, IVV, IBTE, GOVT, BRKB | 13F-HR | 17 Jan 2023, 17:34 |
| Q3 2022 | 69 | $78,137,000 | +$11,390,901 | -$7,334,372 | +$4,056,529 | ESGU, GOVT, IVV, IBTE, IGSB | Restatement | 27 Oct 2022, 16:09 |
| Q2 2022 | 66 | $79,485,000 | +$8,955,549 | -$28,317,637 | -$19,362,088 | ESGU, GOVT, IVV, XLU, IGSB | 13F-HR | 01 Aug 2022, 16:23 |
| Q1 2022 | 76 | $114,262,000 | +$6,976,615 | -$6,897,363 | +$79,252 | IVV, ESGU, GOVT, BRKB, XLU | 13F-HR | 28 Apr 2022, 15:13 |
| Q4 2021 | 77 | $118,805,000 | +$4,021,918 | -$7,255,917 | -$3,233,999 | IVV, ESGU, GOVT, TIP, XLU | 13F-HR | 19 Jan 2022, 18:12 |
| Q3 2021 | 76 | $115,036,000 | +$6,223,169 | -$1,772,020 | +$4,451,149 | IVV, ESGU, GOVT, TIP, BRKB | 13F-HR | 19 Oct 2021, 13:43 |
| Q2 2021 | 73 | $114,549,000 | +$11,407,352 | -$9,844,754 | +$1,562,598 | IVV, ESGU, GOVT, TIP, BRKB | 13F-HR | 12 Jul 2021, 19:42 |
| Q1 2021 | 72 | $106,703,000 | +$6,250,215 | -$5,929,004 | +$321,211 | IVV, ESGU, GOVT, TIP, BRKB | 13F-HR | 12 Apr 2021, 19:15 |
| Q4 2020 | 73 | $103,229,000 | $0 | $0 | $0 | IVV, ESGU, GOVT, TIP, BRKB | 13F-HR | 15 Jan 2021, 13:13 |