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WJ Wealth Management

Latest statistics and disclosures from WJ Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPST, FLXR, CGDV, BINC, WINN, and represent 35.44% of WJ Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BINC (+$13M), FLXR (+$8.6M), CGGR (+$6.8M), PYLD, IDMO, SPBC, ARKX, JPLD, NLR, TOTL.
Started 7 new stock positions in MU, CGGR, PYLD, GE, TOTL, JPLD, SPBC.
Reduced shares in these 10 stocks: SHY (-$18M), QUAL (-$14M), ICSH (-$11M), NVDA (-$9.7M), FDL (-$7.8M), WINN (-$5.8M), USMF (-$5.6M), JPST (-$5.5M), QQQ (-$5.2M), FSIG.
Sold out of its positions in AMD, GOOGL, HACK, ARM, BA, CRWD, FDL, FSIG, HON, IBM.
WJ Wealth Management was a net seller of stock by $-118M.
WJ Wealth Management has $228M in assets under management (AUM), dropping by -28.20%.
Central Index Key (CIK): 0001801674

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Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	8.2	$19M	-22%	369k	50.77	View chart
Tcw Etf Trust Flexible Income (FLXR)	7.7	$18M	+95%	442k	39.85	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.6	$17M	-15%	404k	42.66	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	6.4	$15M	+930%	273k	53.26	View chart
Harbor Etf Trust Long Term Grower (WINN)	5.5	$13M	-31%	386k	32.35	View chart
Capital Group International SHS (CGIE)	4.8	$11M	-6%	322k	34.19	View chart
NVIDIA Corporation (NVDA)	4.3	$9.7M	-50%	48k	202.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.8	$8.7M	-8%	72k	121.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$8.5M	-37%	14k	629.07	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	3.4	$7.7M	-10%	45k	172.10	View chart
Global X Fds Defense Tech Etf (SHLD)	3.4	$7.7M	-22%	113k	68.31	View chart
Tcw Etf Trust Transform System (PWRD)	3.2	$7.3M	-15%	71k	102.35	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.0	$6.8M	NEW	151k	44.87	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	2.6	$6.0M	-2%	165k	36.56	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.5	$5.8M	-31%	20k	284.31	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.5	$5.7M	+107%	105k	53.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$5.6M	-40%	22k	258.96	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.0	$4.5M	NEW	169k	26.88	View chart
Ishares Tr Msci Usa Quality (GARP)	1.7	$3.9M	-41%	57k	68.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$3.7M	-79%	19k	196.30	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.4	$3.1M	-45%	128k	24.33	View chart
Amazon (AMZN)	1.1	$2.6M	-50%	11k	244.22	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.5M	-50%	8.9k	281.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$2.4M	-49%	3.5k	685.25	View chart
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)	1.0	$2.2M	NEW	49k	45.68	View chart
Microsoft Corporation (MSFT)	0.9	$2.1M	-50%	4.0k	517.75	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$1.8M	-49%	18k	101.03	View chart
Apple (AAPL)	0.7	$1.6M	-50%	6.0k	270.37	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.7	$1.5M	+71%	9.9k	155.10	View chart
Ark Etf Tr Ark Space Expl (ARKX)	0.7	$1.5M	+159%	48k	31.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$1.5M	-50%	4.3k	345.32	View chart
Oklo Com Cl A (OKLO)	0.6	$1.4M	-50%	11k	132.77	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$1.0M	-53%	18k	55.98	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.4	$1.0M	-32%	8.7k	115.10	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$966k	-94%	12k	82.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$875k	-51%	5.9k	148.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$799k	-42%	2.7k	300.43	View chart
Broadcom (AVGO)	0.3	$788k	-48%	2.1k	369.63	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$765k	-42%	30k	25.37	View chart
Spdr Series Trust Aerospace Def (XAR)	0.3	$758k	-50%	3.1k	248.55	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.3	$718k	-28%	28k	25.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$688k	-50%	1.9k	363.02	View chart
Costco Wholesale Corporation (COST)	0.3	$685k	-58%	751.00	911.45	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.3	$651k	NEW	12k	52.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$645k	-51%	6.0k	106.54	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$604k	-50%	12k	51.29	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$569k	-50%	4.9k	115.51	View chart
Palantir Technologies Cl A (PLTR)	0.2	$530k	-16%	2.6k	200.47	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.2	$524k	-61%	17k	30.86	View chart
Eli Lilly & Co. (LLY)	0.2	$523k	-40%	606.00	862.86	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$521k	-85%	8.6k	60.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$516k	-51%	756.00	681.83	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$513k	NEW	13k	40.58	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$512k	-50%	4.7k	108.06	View chart
Meta Platforms Cl A (META)	0.2	$496k	-48%	765.00	648.35	View chart
Rocket Lab Corp (RKLB)	0.2	$467k	-43%	7.4k	62.98	View chart
Ge Aerospace Com New (GE)	0.2	$392k	NEW	1.3k	308.95	View chart
Rockwell Automation (ROK)	0.2	$383k	-50%	1.0k	368.36	View chart
Lpl Financial Holdings (LPLA)	0.2	$377k	-50%	1.0k	377.31	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$377k	-50%	2.7k	139.53	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$358k	-50%	4.8k	74.06	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$342k	-27%	13k	25.50	View chart
General Mills (GIS)	0.1	$266k	-50%	5.7k	46.61	View chart
Kroger (KR)	0.1	$255k	-50%	4.0k	63.63	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$239k	-50%	4.3k	56.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$227k	-52%	2.5k	91.27	View chart
Micron Technology (MU)	0.1	$224k	NEW	1.0k	223.77	View chart
Netflix (NFLX)	0.1	$201k	-52%	180.00	1118.86	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$200k	-50%	1.9k	103.20	View chart

Past Filings by WJ Wealth Management

SEC 13F filings are viewable for WJ Wealth Management going back to 2019

WJ Wealth Management 2025 Q3 restated filed Nov. 25, 2025
WJ Wealth Management 2025 Q3 filed Nov. 17, 2025
WJ Wealth Management 2025 Q2 filed July 28, 2025
WJ Wealth Management 2025 Q1 filed April 25, 2025
WJ Wealth Management 2024 Q4 filed Jan. 24, 2025
WJ Wealth Management 2024 Q3 filed Nov. 1, 2024
WJ Wealth Management 2024 Q2 filed Aug. 12, 2024
WJ Wealth Management 2024 Q1 filed April 18, 2024
WJ Wealth Management 2023 Q4 filed Jan. 16, 2024
WJ Wealth Management 2023 Q3 filed Oct. 11, 2023
WJ Wealth Management 2023 Q2 filed July 12, 2023
WJ Wealth Management 2023 Q1 filed April 12, 2023
WJ Wealth Management 2022 Q4 filed Feb. 15, 2023
WJ Wealth Management 2022 Q3 filed Oct. 18, 2022
WJ Wealth Management 2022 Q2 filed Aug. 5, 2022
WJ Wealth Management 2022 Q1 filed May 13, 2022

View all past filings

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