SEC Form 13F

4J Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$203,870,576
Positions111

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$25,671,77134,280
T ROWE PRICE EXCHANGE-TRADEDTOUSINTL EQUITY ETF$18,842,613491,077
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$18,046,464265,350
T ROWE PRICE EXCHANGE-TRADEDTTEQTECHNOLOGY ETF$10,579,569237,210
T ROWE PRICE EXCHANGE-TRADEDTCAFCAP APPRECIATION$8,447,261205,529
ISHARES TRIEI3 7 YR TREAS BD$7,697,30465,537
T ROWE PRICE EXCHANGE-TRADEDTFLRFLOATING RATE$6,661,579132,148
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$6,619,66413,229
NVIDIA CORPORATIONNVDACOM$5,790,38428,939
BLACKROCK ETF TRUSTIDYNISHARES INTL EQ$5,545,797184,793

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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