4J Wealth Management LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$175.9M
Holdings
101
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 94.1% (38.3k → 2.3k shares)
12.9%
02
$TOUS
T ROWE PRICE ETF INC
Q1 2026: Exited (was 497.4k shares)
9.6%
03
$DYNF
BLACKROCK ETF TRUST
Q1 2026: Exited (was 145.9k shares)
7.3%
04
$TCAF
T ROWE PRICE ETF INC
Q1 2026: Exited (was 279.6k shares)
5.5%
05
$TFLR
T ROWE PRICE ETF INC
Q1 2026: Exited (was 149.2k shares)
4.0%
06
$TTEQ
T ROWE PRICE ETF INC
Q1 2026: Exited (was 183.7k shares)
4.0%
07
$IEI
ISHARES TR
Q1 2026: Exited (was 54.0k shares)
3.9%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 68.2% (13.5k → 4.3k shares)
3.7%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 89.4% (29.4k → 3.1k shares)
2.9%
10
$IDYN
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:53 UTC.