4J Wealth Management LLC

RIA/Wealth

4J Wealth Management LLC is a RIA/Wealth based in Mclean, VA led by Jennifer Rose Hutton, reporting $294.1M in AUM as of Q3 2025 with 67% ETF concentration, 59% concentrated in top 10 holdings, and 16% allocation to IVV.

Managing PartnerJennifer Rose Hutton

Portfolio Value: $164.0M
Positions: 92
Top Holding: IVV at 15.59%
Last Reported: Q3 2025

Address1355 Beverly Rd, Suite 310, Mclean, VA, 22101, United States

Top Holdings

Largest long holdings in 4J Wealth Management LLC's portfolio (58.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$25.6M	15.59%	+$455.8K Bought	— 38.2K shares	Q4 2020 Held for 4y 11m
2 T. Rowe Price International Equity TOUS	ETF ETF	$16.6M	10.12%	+$1.2M Bought	— 493.7K shares	Q1 2025 Held for 8 months
3 TFLR T. Rowe Price Floating Rate TFLR	ETF ETF	$10.2M	6.24%	+$1.1M Bought	— 198.9K shares	Q1 2024 Held for 1y 8m
4 T. Rowe Price Capital Appreciation Equity ETF TCAF	ETF ETF	$10.1M	6.15%	+$494.5K Bought	— 267.6K shares	Q3 2023 Held for 2y 2m
5 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$7.5M	4.56%	+$4.4M Bought	— 126.4K shares	Q2 2025 Held for 5 months
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$6.8M	4.16%	-$30.2K Sold	0.00% 13.6K shares	Q4 2020 Held for 4y 11m
7 Nvidia NVDA	Semiconductors Technology	$5.5M	3.35%	+$449.3K Bought	0.00% 29.4K shares	Q4 2020 Held for 4y 11m
8 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$5.0M	3.06%	+$926.4K Bought	— 42.0K shares	Q4 2024 Held for 11 months
9 BALT Innovator Defined Wealth Shield BALT	Unknown Unknown	$4.8M	2.91%	-$278.5K Sold	— 145.6K shares	Q1 2025 Held for 8 months
10 Apple AAPL	Consumer Electronics Technology	$4.4M	2.68%	+$132.7K Bought	0.00% 17.3K shares	Q4 2020 Held for 4y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in 4J Wealth Management LLC's latest filing

See all changes

GthenC

Market Value

$164.0M

Prior: $144.9M

Q/Q Change

+13.22%

+$19.2M

Net Flows % of MV

+5.44%

Turnover Ratio

4.68%

New Purchases

3 stocks

$959.4K

Added To

22 stocks

+$11.1M

Sold Out Of

4 stocks

$918.9K

Reduced Holdings

40 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 JPMorgan Equity Premium Income JEPI	New	0 → 8.6K +$491.3K
2 Advanced Micro Devices AMD	New	0 → 1.6K +$260.0K
3 Vanguard Growth VUG	New	0 → 434.0 +$208.2K
4 T. Rowe Price U.S. Equity Research ETF TSPA	+192.38%	15.6K → 45.5K +$1.3M
5 BlackRock U.S. Equity Factor Rotation DYNF	+144.83%	51.6K → 126.4K +$4.4M

Decreased Positions

Position	Shares Δ	Change
1 American Tower AMT	Sold	1.2K → 0 −$262.2K
2 Texas Instruments TXN	Sold	1.1K → 0 −$227.3K
3 Philip Morris International PM	Sold	1.2K → 0 −$215.5K
4 IBTI iShares iBonds Dec 2028 Term Treasury IBTI	Sold	9.6K → 0 −$213.8K
5 HGER Harbor Commodity All-Weather Strategy HGER	-74.47%	35.9K → 9.2K −$690.6K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for 4J Wealth Management LLC

View analytics

GthenA

Sector Allocation

ETF

67.00%

Technology

9.70%

Financial Services

6.40%

Consumer Cyclical

3.70%

Communication Services

3.60%

Industrials

2.30%

Energy

1.00%

Healthcare

0.90%

Utilities

0.40%

Consumer Defensive

0.20%

Market Cap Distribution

Mega Cap (> $200B)

23.47%

Large Cap ($10B - $200B)

4.75%

N/A (ETF or Unknown)

71.78%

Portfolio Concentration

Top 10 Holdings %

58.82%

Top 20 Holdings %

74.74%

Top 50 Holdings %

91.79%

Top 100 Holdings %

100.0%