SEC Form 13F · Q3 2026

4J Wealth Management LLC

Institutional Holdings Report

13F-HRVA
$216.4M
Portfolio Value
112
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
4J Wealth Management LLC
CIK
1840775
Accession No.
0001754960-26-000966
Location
MCLEAN, VA
Form Type
13F-HR
Portfolio Value
$216.4M
Holdings Reported
112
Reporting Period
Q3 2026
Filed
November 2, 2026

About this Filing

4J Wealth Management LLC is an institutional investment manager based in MCLEAN, VA reporting approximately $216.4M in 13(f) securities across 112 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.