Aryn Sands
4j Wealth Management Llc
Assets Managed
$203.871M
Holdings
111
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
15.88%(2Q avg: 8.3%)
Sustained Growth
6 quarters
Portfolio positions
This chart displays the top 10 holdings in 4j Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 111 positions.
Assets under management
The assets under management (AUM) of 4j Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 203.871M in assets, with a quarterly growth rate of 15.88% and a 2-quarter average growth rate of 8.3%. The portfolio is managed by Aryn Sands, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 12.6% | $25.672M 34,280 shares@ $748.89 avg price | Decreased -1.01% |
TOUS T Rowe Prc International Eq
| 9.25% | $18.843M 491,077 shares@ $38.37 avg price | Increased 0.72% |
DYNF Ishrs Us E F R A Etf-usd Inc
| 8.86% | $18.046M 265,350 shares@ $68.02 avg price | Increased 20.67% |
TTEQ T Rowe Price Technology Etf
| 5.19% | $10.58M 237,210 shares@ $44.61 avg price | Increased 2.17% |
TCAF T Rowe Prc Cap Appreciation
| 4.15% | $8.447M 205,529 shares@ $41.11 avg price | Decreased -23.96% |
IEI Ishares 3-7 Year Treasury Bo
| 3.78% | $7.697M 65,537 shares@ $117.45 avg price | Increased 13.4% |
TFLR T Rowe Price Floating Rt Etf
| 3.27% | $6.662M 132,148 shares@ $50.41 avg price | Decreased -6.52% |
BRK.B Berkshire Hathaway Inc-cl B
| 3.25% | $6.62M 13,229 shares@ $500.4 avg price | Decreased -1.44% |
NVDA Nvidia Corp
| 2.85% | $5.79M 28,939 shares@ $200.09 avg price | Decreased -0.2% |
IDYN Ishares Inte Equ Fac R A Etf
| 2.73% | $5.546M 184,793 shares@ $30.02 avg price | Increased 16.19% |
1-10 of 111