Institutional Fund
4j Wealth Management LLC
Mclean, VACIK 18407755 filings on record
Portfolio Value
$175.95M
Q1 2026
Holdings
101
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+0.7%
from $174.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.9%
- T Rowe Price ETF Inc9.6%
- Blackrock ETF Trust7.3%
- T Rowe Price ETF Inc5.5%
- T Rowe Price ETF Inc4.0%
- T Rowe Price ETF Inc4.0%
- Other56.8%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 34.6K | $22.62M | 12.9% | −3.7K | Reduced |
| 2 | T Rowe Price ETF Inc | 487.6K | $16.84M | 9.6% | −9.9K | Reduced |
| 3 | Blackrock ETF Trust | 219.9K | $12.79M | 7.3% | +74.0K | Added |
| 4 | T Rowe Price ETF Inc | 270.3K | $9.62M | 5.5% | −9.3K | Reduced |
| 5 | T Rowe Price ETF Inc | 141.4K | $7.12M | 4.0% | −7.9K | Reduced |
| 6 | T Rowe Price ETF Inc | 232.2K | $7.03M | 4.0% | +48.5K | Added |
| 7 | Ishares Tr | 57.8K | $6.85M | 3.9% | +3.8K | Added |
| 8 | Berkshire Hathaway Inc Del | 13.4K | $6.43M | 3.7% | −51 | Reduced |
| 9 | Nvidia Corporation | 29.0K | $5.06M | 2.9% | −374 | Reduced |
| 10 | Blackrock ETF Trust | 159.1K | $4.58M | 2.6% | +159.1K | New |
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