4J Wealth Management LLC
4J Wealth Management LLC reported 111 holdings worth US$204M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
4J Wealth Management LLC reported 111 holdings worth US$204M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 111
- Value as reported
- US$204M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 13,229 | US$6.62M | 3.2% |
| Nvidia Corporation | 28,939 | US$5.79M | 2.8% |
| Alphabet Inc (google) Class C | 16,117 | US$5.76M | 2.8% |
| Apple Inc | 16,594 | US$4.8M | 2.4% |
| Amazon.com, Inc. | 12,470 | US$2.97M | 1.5% |
| Arista Networks, Inc. | 12,290 | US$2.09M | 1.0% |
| Northrop Grumman Corporation | 3,862 | US$1.97M | 0.96% |
| Tesla, Inc. | 4,434 | US$1.86M | 0.91% |
| Microsoft Corp. | 4,822 | US$1.8M | 0.88% |
| Exxon Mobil Corporation | 12,312 | US$1.68M | 0.83% |
| Mastercard Incorporated | 2,236 | US$1.15M | 0.56% |
| Meta Platforms, Inc. | 1,733 | US$976K | 0.48% |
| Advanced Micro Devices Inc | 1,331 | US$773K | 0.38% |
| American Electric Power Company, Inc. | 5,544 | US$758K | 0.37% |
| Ge Aerospace | 1,919 | US$717K | 0.35% |
| Oracle Corporation | 4,868 | US$713K | 0.35% |
| Ge Vernova Inc. | 484 | US$569K | 0.28% |
| Argan, Inc. | 648 | US$517K | 0.25% |
| Brookfield Corporation | 12,011 | US$512K | 0.25% |
| Marriott International | 1,376 | US$510K | 0.25% |
| Johnson & Johnson | 1,843 | US$468K | 0.23% |
| Transdigm Group Inc. | 339 | US$451K | 0.22% |
| Hilton Worldwide Holdings Inc. | 1,331 | US$440K | 0.22% |
| American Express Company | 1,278 | US$432K | 0.21% |
| Costco Wholesale Corporation | 408 | US$382K | 0.19% |
| Jp Morgan Chase & Co. | 1,123 | US$367K | 0.18% |
| Visa Inc. | 1,055 | US$362K | 0.18% |
| Micron Technology, Inc. | 309 | US$357K | 0.17% |
| Abbvie Inc. | 1,377 | US$347K | 0.17% |
| Moody's Corporation | 749 | US$339K | 0.17% |
| Netflix, Inc. | 4,080 | US$291K | 0.14% |
| Cisco Systems, Inc. | 2,375 | US$279K | 0.14% |
| Atmos Energy Corporation | 1,593 | US$274K | 0.13% |
| Lennox International, Inc. | 471 | US$270K | 0.13% |
| Chevron Corporation | 1,577 | US$261K | 0.13% |
| Eli Lilly And Company | 194 | US$233K | 0.11% |
| Mcdonald's Corporation | 848 | US$229K | 0.11% |
| Philip Morris International Inc | 1,265 | US$229K | 0.11% |
| Texas Instruments Incorporated | 748 | US$223K | 0.11% |
| Unitedhealth Group Incorporated | 519 | US$216K | 0.11% |
| Deere & Company | 330 | US$209K | 0.10% |
| Huntington Ingalls Industries, Inc. | 744 | US$208K | 0.10% |
| Dover Corporation | 917 | US$206K | 0.10% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related