4J Wealth Management LLC - Portfolio Stock Holdings
4J Wealth Management LLC disclosed 116 stock positions in a recent SEC 13F filing. $203,871,232 of stock holdings were filed, with the largest holdings including IVV, TOUS, and DYNF. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $348,116,838 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
116Est. Stock Holding Value:
$203,871,232Top Stock Holdings By Sector
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Portfolio Stock Holdings - 4J Wealth Management LLC
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% of Portfolio
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