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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, DFLV, and represent 35.68% of WJ Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFLV (+$8.5M), JEMA (+$5.9M), RWL, NEAR, JPST, CGUS, OPPJ, GRNY, JPIE, SHLD.
Started 8 new stock positions in DFLV, LHX, OPPJ, JPIE, CGUS, RWL, JEMA, IBMR.
Reduced shares in these 10 stocks: WINN (-$8.6M), CGGR (-$6.7M), BLCV (-$5.5M), CGIE, PYLD, BINC, IDMO, DUSA, GLTR, QUAL.
Sold out of its positions in BLCV, CGGR, PNQI, IYC, COWG, PLTR, PYLD, SPBC.
WJ Wealth Management was a net seller of stock by $-9.2M.
WJ Wealth Management has $214M in assets under management (AUM), dropping by -6.51%.
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 March 2026 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)	10.3	$22M	+20%	435k	50.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.1	$17M		409k	42.54	View chart
Tcw Etf Trust Flexible Income (FLXR)	7.9	$17M	-3%	428k	39.27	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	5.4	$11M	-19%	220k	51.93	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.0	$8.5M	NEW	239k	35.71	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	4.0	$8.5M	-18%	39k	218.73	View chart
Global X Fds Defense Tech Etf (SHLD)	3.9	$8.4M	+5%	119k	70.84	View chart
NVIDIA Corporation (NVDA)	3.8	$8.1M		47k	174.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$8.1M	+4%	14k	577.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.5	$7.5M	-7%	67k	112.11	View chart
Tcw Etf Trust Transform System (PWRD)	3.3	$7.1M		73k	97.77	View chart
Capital Group International SHS (CGIE)	2.9	$6.1M	-43%	181k	33.82	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	2.8	$5.9M	NEW	114k	52.03	View chart
Tidal Trust I Fundstrat Granny (GRNY)	2.6	$5.6M	+20%	233k	23.87	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$5.1M		22k	237.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	2.3	$5.0M	NEW	43k	114.91	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.1	$4.4M	-12%	18k	248.82	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	2.0	$4.4M	+630%	86k	50.84	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.6	$3.5M	+4%	143k	24.24	View chart
Ishares Tr Msci Usa Quality (GARP)	1.6	$3.5M	-3%	54k	63.97	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	1.6	$3.4M	-39%	62k	54.84	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.5	$3.1M	NEW	81k	38.42	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$2.5M		8.8k	286.86	View chart
Amazon (AMZN)	1.0	$2.2M	-2%	10k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$2.1M	-5%	3.3k	653.23	View chart
Wisdomtree Tr Japan Opportunit (OPPJ)	0.8	$1.8M	NEW	33k	54.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.8M	-47%	9.1k	191.81	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$1.6M	-2%	16k	102.25	View chart
Ark Etf Tr Space & Defense (ARKX)	0.7	$1.6M	+13%	54k	29.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$1.4M		4.3k	318.07	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	-6%	3.6k	370.13	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.6	$1.3M		9.8k	133.19	View chart
Apple (AAPL)	0.6	$1.3M	-7%	5.0k	253.79	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$958k	-4%	17k	56.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$952k	+4%	2.8k	337.95	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.4	$937k		8.7k	107.30	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.4	$901k	-2%	17k	52.19	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.4	$890k	-90%	32k	27.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$827k		5.8k	142.45	View chart
Spdr Series Trust State Street Spd (XAR)	0.4	$775k		3.1k	253.98	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.4	$768k	+4%	30k	25.44	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.4	$753k	+4%	30k	25.53	View chart
Costco Wholesale Corporation (COST)	0.4	$748k		751.00	996.43	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$727k		1.9k	383.40	View chart
Broadcom (AVGO)	0.3	$689k	+4%	2.2k	309.51	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.3	$664k	+92%	26k	25.33	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$632k	+55%	16k	39.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$619k	-31%	7.5k	82.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$594k		5.6k	106.50	View chart
Eli Lilly & Co. (LLY)	0.3	$557k		605.00	919.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$551k	+4%	849.00	649.38	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$513k		17k	30.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$491k		8.4k	58.18	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$491k	NEW	11k	46.07	View chart
Rocket Lab Corp (RKLB)	0.2	$465k		7.2k	64.22	View chart
Oklo Com Cl A (OKLO)	0.2	$451k	-12%	9.1k	49.59	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$423k		4.3k	97.91	View chart
Meta Platforms Cl A (META)	0.2	$414k		724.00	572.13	View chart
Micron Technology (MU)	0.2	$412k	+8%	1.2k	337.84	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$411k	-82%	8.1k	50.74	View chart
L3harris Technologies (LHX)	0.2	$403k	NEW	1.2k	345.15	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$366k	-7%	4.6k	80.05	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$363k		4.8k	75.19	View chart
Ge Aerospace Com New (GE)	0.2	$360k		1.3k	283.77	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$326k	+42%	14k	23.26	View chart
Lpl Financial Holdings (LPLA)	0.1	$301k		1.0k	300.83	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$279k	NEW	11k	25.35	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$264k	-25%	2.0k	132.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$244k	+6%	2.8k	88.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$225k	-2%	2.4k	92.76	View chart

Past Filings by WJ Wealth Management

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

WJ Wealth Management 2026 Q1 filed April 29, 2026
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

View all past filings

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