4J Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 112 separate positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The largest individual holding is NVIDIA Corporation, with 6,603,356 shares. Other significant positions include Apple Inc. with 5,501,764 shares, Microsoft Corporation with 2,457,716 shares, and Berkshire Hathaway Inc. Class B with 6,578,422 shares.
Among the ETFs, the firm holds substantial amounts in the iShares Core S&P 500 ETF, with 25,807,390 shares, and the iShares Core S&P 500 ETF Trust with 25,807,390 shares. It also holds significant stakes in the Invesco Exchange Traded Fund S&P 500 Equal Weight (154,5 shares) and the T. Rowe Price Exchange Traded Capital Appreciation ETF (205,509 shares).
The filing indicates that all positions are held in a sole voting capacity with no shared investment power.
