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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, CGDV, FLXR, BINC, CGIE, and represent 34.69% of WJ Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BLCV (+$5.5M), GRNY, DUSA, GLTR, JPLD, IBDU, IBDS, IAU, SPMO, FLXR.
Started 5 new stock positions in BLCV, IAU, IBDU, GRNY, DUSA.
Reduced shares in these 10 stocks: COWG, SPBC, WINN, PYLD, ROK, JPST, QUAL, GIS, KR, NFLX.
Sold out of its positions in GIS, KR, NFLX, ROK.
WJ Wealth Management was a net buyer of stock by $3.2M.
WJ Wealth Management has $228M in assets under management (AUM), dropping by 0.43%.
Central Index Key (CIK): 0001801674

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Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 70 positions in its portfolio as reported in the December 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)	8.0	$18M		362k	50.59	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.7	$18M		405k	43.64	View chart
Tcw Etf Trust Flexible Income (FLXR)	7.7	$18M		445k	39.60	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	6.3	$14M		273k	52.77	View chart
Capital Group International SHS (CGIE)	4.9	$11M		323k	34.82	View chart
Harbor Etf Trust Long Term Grower (WINN)	4.7	$11M	-10%	344k	31.10	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	4.3	$9.8M	+5%	47k	205.60	View chart
NVIDIA Corporation (NVDA)	3.8	$8.7M	-2%	47k	186.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.8	$8.7M		73k	119.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$8.3M		14k	614.31	View chart
Global X Fds Defense Tech Etf (SHLD)	3.2	$7.3M		113k	64.79	View chart
Tcw Etf Trust Transform System (PWRD)	3.0	$6.8M		71k	96.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.9	$6.7M		151k	44.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.5	$5.6M	-3%	102k	55.57	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.5	$5.6M		20k	276.92	View chart
Blackrock Etf Trust Ishares Large Ca (BLCV)	2.4	$5.5M	NEW	148k	37.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$5.5M		22k	252.92	View chart
Tidal Trust I Fundstrat Granny (GRNY)	2.1	$4.8M	NEW	194k	24.76	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.8	$4.1M	-9%	153k	26.68	View chart
Ishares Tr Msci Usa Quality (GARP)	1.7	$3.8M		56k	68.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$3.5M	-8%	17k	198.62	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.5	$3.3M	+6%	137k	24.28	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$2.7M		8.7k	313.80	View chart
Amazon (AMZN)	1.1	$2.5M		11k	230.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$2.4M		3.5k	684.96	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	1.0	$2.4M	NEW	46k	51.13	View chart
Microsoft Corporation (MSFT)	0.8	$1.9M		3.9k	483.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$1.7M	-6%	16k	102.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$1.5M		4.3k	342.97	View chart
Apple (AAPL)	0.6	$1.5M	-8%	5.4k	271.86	View chart
Ark Etf Tr Space & Defense (ARKX)	0.6	$1.4M		47k	28.98	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.5	$1.2M		9.7k	124.20	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$1.1M	-81%	31k	35.21	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$1.0M		18k	56.81	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.4	$956k		8.7k	109.66	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$928k	+43%	18k	52.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$910k	-5%	11k	82.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$869k		5.8k	148.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$820k		2.7k	303.89	View chart
Oklo Com Cl A (OKLO)	0.3	$743k	-2%	10k	71.76	View chart
Broadcom (AVGO)	0.3	$738k		2.1k	346.10	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$736k	-3%	29k	25.39	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$736k		3.1k	241.24	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.3	$719k		28k	25.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$683k		1.9k	360.13	View chart
Eli Lilly & Co. (LLY)	0.3	$651k		606.00	1074.68	View chart
Costco Wholesale Corporation (COST)	0.3	$648k		751.00	862.34	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$602k		12k	51.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$595k	-7%	5.6k	106.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$551k	+7%	809.00	680.87	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$523k		8.6k	60.81	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$521k		4.9k	105.69	View chart
Rocket Lab Corp (RKLB)	0.2	$512k		7.3k	69.76	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$512k		17k	30.73	View chart
Meta Platforms Cl A (META)	0.2	$485k	-4%	734.00	660.09	View chart
Palantir Technologies Cl A (PLTR)	0.2	$464k		2.6k	177.75	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$462k	-8%	4.3k	106.70	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$411k	-19%	10k	40.25	View chart
Ge Aerospace Com New (GE)	0.2	$384k		1.2k	308.03	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$376k		2.7k	139.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$362k		4.8k	75.05	View chart
Lpl Financial Holdings (LPLA)	0.2	$357k		1.0k	357.17	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$346k		14k	25.46	View chart
Micron Technology (MU)	0.1	$319k	+11%	1.1k	285.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$230k		2.5k	92.51	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$229k	NEW	9.8k	23.41	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$229k		4.3k	53.95	View chart
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)	0.1	$221k	-89%	4.9k	44.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$210k	NEW	2.6k	81.17	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$200k		1.9k	103.13	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 Q4 filed Feb. 5, 2026
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

View all past filings

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