Notify me when 4J Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |