WJ Wealth Management

WJ Wealth Management as of March 31, 2026

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 435k 50.61
Capital Group Dividend Value Shs Creation Uni (CGDV) 8.1 $17M 409k 42.54
Tcw Etf Trust Flexible Income (FLXR) 7.9 $17M 428k 39.27
Blackrock Etf Trust Ii Ishares Flexible (BINC) 5.4 $11M 220k 51.93
Dimensional Etf Trust Us Large Cap Val (DFLV) 4.0 $8.5M 239k 35.71
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 4.0 $8.5M 39k 218.73
Global X Fds Defense Tech Etf (SHLD) 3.9 $8.4M 119k 70.84
NVIDIA Corporation (NVDA) 3.8 $8.1M 47k 174.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $8.1M 14k 577.18
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.5 $7.5M 67k 112.11
Tcw Etf Trust Transform System (PWRD) 3.3 $7.1M 73k 97.77
Capital Group International SHS (CGIE) 2.9 $6.1M 181k 33.82
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 2.8 $5.9M 114k 52.03
Tidal Trust I Fundstrat Granny (GRNY) 2.6 $5.6M 233k 23.87
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.4 $5.1M 22k 237.62
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 2.3 $5.0M 43k 114.91
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.1 $4.4M 18k 248.82
Ishares U S Etf Tr Short Duration B (NEAR) 2.0 $4.4M 86k 50.84
Ishares Tr Ibonds 27 Etf (IBDS) 1.6 $3.5M 143k 24.24
Ishares Tr Msci Usa Quality (GARP) 1.6 $3.5M 54k 63.97
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 1.6 $3.4M 62k 54.84
Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.5 $3.1M 81k 38.42
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.5M 8.8k 286.86
Amazon (AMZN) 1.0 $2.2M 10k 208.27
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.1M 3.3k 653.23
Wisdomtree Tr Japan Opportunit (OPPJ) 0.8 $1.8M 33k 54.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.8M 9.1k 191.81
Ishares Tr Core S&p Us Vlu (IUSV) 0.8 $1.6M 16k 102.25
Ark Etf Tr Space & Defense (ARKX) 0.7 $1.6M 54k 29.35
Ishares Tr S&p 100 Etf (OEF) 0.6 $1.4M 4.3k 318.07
Microsoft Corporation (MSFT) 0.6 $1.3M 3.6k 370.13
Vaneck Etf Trust Uranium And Nucl (NLR) 0.6 $1.3M 9.8k 133.19
Apple (AAPL) 0.6 $1.3M 5.0k 253.79
Spdr Series Trust State Street Spd (SPYV) 0.4 $958k 17k 56.58
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $952k 2.8k 337.95
Etf Ser Solutions Defiance Quantum (QTUM) 0.4 $937k 8.7k 107.30
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.4 $901k 17k 52.19
Harbor Etf Trust Long Term Grower (WINN) 0.4 $890k 32k 27.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $827k 5.8k 142.45
Spdr Series Trust State Street Spd (XAR) 0.4 $775k 3.1k 253.98
Ishares Tr Ibonds Dec 27 (IBMP) 0.4 $768k 30k 25.44
Ishares Tr Ibonds Dec 28 (IBMQ) 0.4 $753k 30k 25.53
Costco Wholesale Corporation (COST) 0.4 $748k 751.00 996.43
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $727k 1.9k 383.40
Broadcom (AVGO) 0.3 $689k 2.2k 309.51
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $664k 26k 25.33
Ssga Active Etf Tr State Street Dou (TOTL) 0.3 $632k 16k 39.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $619k 7.5k 82.57
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $594k 5.6k 106.50
Eli Lilly & Co. (LLY) 0.3 $557k 605.00 919.77
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $551k 849.00 649.38
Spdr Series Trust State Street Spd (FLRN) 0.2 $513k 17k 30.78
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $491k 8.4k 58.18
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $491k 11k 46.07
Rocket Lab Corp (RKLB) 0.2 $465k 7.2k 64.22
Oklo Com Cl A (OKLO) 0.2 $451k 9.1k 49.59
Spdr Series Trust State Street Spd (SPYG) 0.2 $423k 4.3k 97.91
Meta Platforms Cl A (META) 0.2 $414k 724.00 572.13
Micron Technology (MU) 0.2 $412k 1.2k 337.84
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.2 $411k 8.1k 50.74
L3harris Technologies (LHX) 0.2 $403k 1.2k 345.15
Ishares Tr Expanded Tech (IGV) 0.2 $366k 4.6k 80.05
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $363k 4.8k 75.19
Ge Aerospace Com New (GE) 0.2 $360k 1.3k 283.77
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $326k 14k 23.26
Lpl Financial Holdings (LPLA) 0.1 $301k 1.0k 300.83
Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $279k 11k 25.35
Ishares Tr Esg Optimized (SUSA) 0.1 $264k 2.0k 132.10
Ishares Gold Tr Ishares New (IAU) 0.1 $244k 2.8k 88.16
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $225k 2.4k 92.76