4J Wealth Management LLC holds a focused book of 111 stocks worth $203.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 13% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1840775/holdings"
Use Arkolith to show 4J Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning 4J Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $25.7M | 34.3K | 12.6% | ▼−1.0% Reduced · −353 sh | |
| 2 | T Rowe Price Exchange-Traded INTL EQUITY ETF | $18.8M | 491.1K | 9.2% | ▲+0.7% Added · +3K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $18.0M | 265.4K | 8.9% | ▲+21% Added · +45K sh | |
| 4 | T Rowe Price Exchange-Traded TECHNOLOGY ETF | $10.6M | 237.2K | 5.2% | ▲+2.2% Added · +5K sh | |
| 5 | T Rowe Price Exchange-Traded CAP APPRECIATION | $8.4M | 205.5K | 4.1% | ▼−24% Reduced · −65K sh | |
| 6 | Ishares TR 3 7 YR TREAS BD | $7.7M | 65.5K | 3.8% | ▲+13% Added · +8K sh | |
| 7 | T Rowe Price Exchange-Traded FLOATING RATE | $6.7M | 132.1K | 3.3% | ▼−6.5% Reduced · −9K sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $6.6M | 13.2K | 3.2% | ▼−1.4% Reduced · −194 sh | |
| 9 | Nvidia Corporation COM | $5.8M | 28.9K | 2.8% | ▼−0.2% Reduced · −60 sh | |
| 10 | BlackRock ETF Trust ISHARES INTL EQ | $5.5M | 184.8K | 2.7% | ▲+16% Added · +26K sh | |
| 11 | Apple Inc COM | $4.8M | 16.6K | 2.4% | ▼−3.3% Reduced · −567 sh | |
| 12 | Alphabet Inc CAP STK CL C | $4.5M | 12.7K | 2.2% | ▼−0.6% Reduced · −80 sh | |
| 13 | Ishares TR CORE DIV GRWTH | $3.7M | 49.4K | 1.8% | ▲+35% Added · +13K sh | |
| 14 | BlackRock ETF Trust II ISHA FLEX IN ETF | $3.3M | 62.8K | 1.6% | ▲+92% Added · +30K sh | |
| 15 | T Rowe Price Exchange-Traded ULTRA SHRT TRM | $3.2M | 64.3K | 1.6% | ▲+47% Added · +21K sh | |
| 16 | T Rowe Price Exchange-Traded US EQUI RESH ETF | $3.1M | 65.2K | 1.5% | ▲+52% Added · +22K sh | |
| 17 | Amazon Com Inc COM | $3.0M | 12.5K | 1.5% | ▼−3.2% Reduced · −409 sh | |
| 18 | Ishares TR IBONDS DEC 29 | $2.9M | 126.1K | 1.4% | ▲+5.9% Added · +7K sh | |
| 19 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.5M | 44.7K | 1.2% | ▲+191% Added · +29K sh | |
| 20 | Innovator Etfs Trust US EQTY ULTRA BU | $2.2M | 54.6K | 1.1% | ▼−3.9% Reduced · −2K sh | |
| 21 | Arista Networks Inc COM SHS | $2.1M | 12.3K | 1.0% | ▲+0.6% Added · +78 sh | |
| 22 | Ishares Gold TR ISHARES NEW | $2.0M | 26.2K | 1.0% | ▲+13% Added · +3K sh | |
| 23 | Northrop Grumman Corp COM | $2.0M | 3.9K | 1.0% | ▲+1.5% Added · +58 sh | |
| 24 | BlackRock ETF Trust ISHA LA CORE ETF | $1.9M | 38.2K | 0.9% | ▲New New position | |
| 25 | Tesla Inc COM | $1.9M | 4.4K | 0.9% | —Held | |
| 26 | Microsoft Corp COM | $1.8M | 4.8K | 0.9% | ▼−3.0% Reduced · −152 sh | |
| 27 | Exxon Mobil Corp COM | $1.7M | 12.3K | 0.8% | ▼−0.2% Reduced · −29 sh | |
| 28 | Ishares TR 1 3 YR TREAS BD | $1.6M | 19.5K | 0.8% | ▼−12% Reduced · −3K sh | |
| 29 | Ishares TR GLB INFRASTR ETF | $1.3M | 19.3K | 0.6% | ▲New New position | |
| 30 | Alphabet Inc CAP STK CL A | $1.3M | 3.6K | 0.6% | ▲+1.6% Added · +55 sh | |
| 31 | Mastercard Incorporated CL A | $1.1M | 2.2K | 0.6% | ▼−10% Reduced · −250 sh | |
| 32 | Ishares TR S&P 500 GRWT ETF | $1.1M | 8.1K | 0.5% | ▼−4.7% Reduced · −400 sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $1.0M | 1.4K | 0.5% | ▼−1.0% Reduced · −14 sh | |
| 34 | Meta Platforms Inc CL A | $976K | 1.7K | 0.5% | ▲+1.7% Added · +29 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $961K | 1.3K | 0.5% | —Held | |
| 36 | Ishares TR IBONDS 27 TRM TS | $950K | 42.5K | 0.5% | ▲+18% Added · +6K sh | |
| 37 | Litman Gregory FDS TR IMGP DBI MAN ETF | $940K | 30.7K | 0.5% | ▲+317% Added · +23K sh | |
| 38 | T Rowe Price Exchange-Traded NATURAL RES ETF | $906K | 29.2K | 0.4% | ▲New New position | |
| 39 | T Rowe Price Exchange-Traded SMALL MID CAP | $857K | 19.5K | 0.4% | ▲New New position | |
| 40 | Ishares U S ETF TR SHOR MAT MUN ETF | $850K | 16.9K | 0.4% | ▼−1.8% Reduced · −305 sh | |
| 41 | Ishares TR IBDS DEC28 ETF | $845K | 33.5K | 0.4% | ▲+8.5% Added · +3K sh | |
| 42 | Harbor ETF Trust COMM ALL WEA ETF | $840K | 28.6K | 0.4% | ▲+143% Added · +17K sh | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $820K | 2.2K | 0.4% | ▲+1.6% Added · +34 sh | |
| 44 | Innovator Etfs Trust NASDAQ 100 MANA | $788K | 21.6K | 0.4% | ▼−1.4% Reduced · −300 sh | |
| 45 | Advanced Micro Devices Inc COM | $773K | 1.3K | 0.4% | ▼−14% Reduced · −220 sh | |
| 46 | Ishares TR NATIONAL MUN ETF | $769K | 7.1K | 0.4% | ▼−7.9% Reduced · −610 sh | |
| 47 | Innovator Etfs Trust LADDERED ALC BFR | $761K | 19.4K | 0.4% | ▼−9.2% Reduced · −2K sh | |
| 48 | American Elec PWR Co Inc COM | $758K | 5.5K | 0.4% | —Held | |
| 49 | Ge Aerospace COM NEW | $717K | 1.9K | 0.4% | ▼−2.4% Reduced · −48 sh | |
| 50 | Oracle Corp COM | $713K | 4.9K | 0.3% | ▼−1.9% Reduced · −95 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 111 | $203.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 101 | $175.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 98 | $174.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 94 | $170.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 94 | $148.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 89 | $126.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 84 | $123.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 88 | $129.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.