Long-term investor
4j Wealth Management LLC @4jwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001840775).
Record
- Tracked since 2025-06-30 (441 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 12.6% · long · since 2025-06-30
- TOUS · 9.2% · long · since 2025-06-30
- DYNF · 8.9% · long · since 2025-06-30
- TTEQ · 5.2% · long · since 2025-06-30
- TKNZ · 4.1% · long · since 2025-06-30
- IEI · 3.8% · long · since 2025-06-30
- TFLR · 3.3% · long · since 2025-06-30
- BRK-B · 3.2% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- IDYN · 2.7% · long · since 2026-03-31
- AAPL · 2.4% · long · since 2025-06-30
- GOOG · 2.2% · long · since 2025-06-30