4J Wealth Management LLC ETF holdings
Mclean, VA
Reported $153.7M in 65 ETFs in its Form 13F for June 30, 2026.
ETF value
$153.7M
ETFs held
65
Change from prior quarter
+17.7%
With price moves
ETFs as a share of its 13F
75.4%
of $203.9M
Top 10 of 65 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $25.7M | 34,280 | −353 shares |
| TOUS | T. Rowe Price International Equity ETF | $18.8M | 491,077 | +3,488 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $18.0M | 265,350 | +45,444 shares |
| TTEQ | T. Rowe Price Technology ETF | $10.6M | 237,210 | +5,021 shares |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | $8.4M | 205,529 | −64,768 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $7.7M | 65,537 | +7,743 shares |
| TFLR | T. Rowe Price Floating Rate ETF | $6.7M | 132,148 | −9,228 shares |
| IDYN | iShares International Equity Factor Rotation Active ETF | $5.5M | 184,793 | +25,738 shares |
| DGRO | iShares Core Dividend Growth ETF | $3.7M | 49,430 | +12,870 shares |
| BINC | iShares Flexible Income Active ETF | $3.3M | 62,820 | +30,180 shares |
55 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001840775. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does 4J Wealth Management LLC own?
4J Wealth Management LLC reported 65 ETF positions worth $153.7M in its Form 13F for June 30, 2026. The largest was IVV, at $25.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.