4J Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 22, 2025
Value $
$170M
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 94 stock holdings with total value $170M as of Q3 2025. Top holdings included IVV, TOUS, TFLR, TCAF, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 94 $170M +$14.9M -$3.11M +$11.8M IVV, TOUS, TFLR, TCAF, DYNF 13F-HR 10/21/2025, 09:37 PM
Q2 2025 94 $148M +$20.2M -$8.2M +$12M IVV, TOUS, TFLR, TCAF, BRKB 13F-HR 8/4/2025, 03:24 PM
Q1 2025 89 $127M +$19.2M -$12.3M +$6.9M IVV, TFLR, TCAF, BRKB, BUFB 13F-HR 4/28/2025, 08:10 PM
Q4 2024 84 $124M +$10.3M -$17.8M -$7.57M IVV, DGRO, TCAF, TFLR, BRKB 13F-HR 1/23/2025, 08:17 PM
Q3 2024 88 $129M +$3.53M -$1.13M +$2.4M IVV, DGRO, GOVT, TCAF, TFLR 13F-HR 10/31/2024, 06:38 PM
Q2 2024 86 $121M +$12.5M -$6.51M +$6.02M IVV, DGRO, GOVT, TCAF, TFLR 13F-HR 7/17/2024, 07:39 PM
Q1 2024 87 $116M +$14.4M -$15M -$641K IVV, DGRO, GOVT, TCAF, BRKB 13F-HR 4/22/2024, 06:07 PM
Q4 2023 84 $109M +$11.4M -$9.23M +$2.14M IVV, DGRO, GOVT, TCAF, BRKB 13F-HR 1/22/2024, 03:37 PM
Q3 2023 84 $100M +$3.99M -$4.5M -$512K DGRO, IVV, IBTE, GOVT, BRKB 13F-HR 10/24/2023, 05:05 PM
Q2 2023 86 $103M +$9.43M -$4.43M +$5M DGRO, IVV, IBTE, GOVT, BRKB 13F-HR 7/14/2023, 04:14 PM
Q1 2023 76 $93.2M +$14.6M -$12.5M +$2.1M DGRO, IVV, IBTE, GOVT, IGSB 13F-HR 4/21/2023, 12:58 PM
Q4 2022 76 $86.1M +$8.94M -$4.4M +$4.54M ESGU, IVV, IBTE, GOVT, BRKB 13F-HR 1/17/2023, 05:34 PM
Q3 2022 69 $78.1M +$11.4M -$7.33M +$4.06M ESGU, GOVT, IVV, IBTE, IGSB Restatement 10/27/2022, 04:09 PM
Q2 2022 66 $79.5M +$8.96M -$28.3M -$19.4M ESGU, GOVT, IVV, XLU, IGSB 13F-HR 8/1/2022, 04:23 PM
Q1 2022 76 $114M +$6.98M -$6.9M +$79.3K IVV, ESGU, GOVT, BRKB, XLU 13F-HR 4/28/2022, 03:13 PM
Q4 2021 77 $119M +$4.02M -$7.26M -$3.23M IVV, ESGU, GOVT, TIP, XLU 13F-HR 1/19/2022, 06:12 PM
Q3 2021 76 $115M +$6.22M -$1.77M +$4.45M IVV, ESGU, GOVT, TIP, BRKB 13F-HR 10/19/2021, 01:43 PM
Q2 2021 73 $115M +$11.4M -$9.84M +$1.56M IVV, ESGU, GOVT, TIP, BRKB 13F-HR 7/12/2021, 07:42 PM
Q1 2021 72 $107M +$6.25M -$5.93M +$321K IVV, ESGU, GOVT, TIP, BRKB 13F-HR 4/12/2021, 07:15 PM
Q4 2020 73 $103M $0 $0 IVV, ESGU, GOVT, TIP, BRKB 13F-HR 1/15/2021, 01:13 PM