4J Wealth Management
4J Wealth Management reported 112 stocks worth $216M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are IVV (11.9%), TOUS (9.5%) and DYNF (8.8%). Compared with Q2 2026, the fund opened new positions in TAGG, XOM and IBDR, added to TOUS, DYNF and DGRO, trimmed IVV, IEI and BRK.B and sold out of XOM, LII and AZN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $25.8M | 11.9% | 34K | −582 (−2%) | 8 of 8 | |
| 2 |  TOUS T Rowe Price ETF Inc | $20.5M | 9.5% | 535K | +44K (+9%) | 7 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $19M | 8.8% | 274K | +8,762 (+3%) | 6 of 8 | |
| 4 |  TTEQ T Rowe Price ETF Inc | $10.5M | 4.9% | 237K | No change | 7 of 8 | |
| 5 |  TCAF T. Rowe Price Capital Appreciation Equity ETF | $8.7M | 4.0% | 206K | No change | 8 of 8 | |
| 6 |  IEI Ishares TR | $7M | 3.2% | 62K | −3,900 (−6%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $6.6M | 3.0% | 29K | No change | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $6.6M | 3.0% | 13K | −18 (−0%) | 8 of 8 | |
| 9 |  TFLR T Rowe Price ETF Inc | $6M | 2.8% | 118K | −14K (−11%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $5.5M | 2.5% | 17K | −73 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.7M | 12K |
 LII Lennox Intl Inc | $270K | 471 |
 AZN Astrazeneca PLC Ord | $234K | 1,236 |
 LLY Eli Lilly & Co | $233K | 194 |
 MCD Mcdonalds Corp | $229K | 848 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →4J Wealth Management 13F FAQ
What does 4J Wealth Management own?
4J Wealth Management reported 112 stocks worth $216M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are IVV (11.9%), TOUS (9.5%) and DYNF (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did 4J Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 26 added to, 36 trimmed and 10 sold out. New positions include TAGG, XOM and IBDR. It sold all of XOM, LII and AZN.
When will 4J Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is 4J Wealth Management's portfolio worth?
The Q3 2026 filing reports $216M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.