WJ Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, WJ Wealth Management, LLC held in its portfolio 67 assets valued at $228,419,799 (i.e. $228.42M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($18.33M), CAPITAL GROUP DIVIDEND VALUE ($17.67M), and TCW ETF TRUST ($17.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WJ Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 362300 | 18328785 | ULTRA SHRT ETF |
| CAPITAL GROUP DIVIDEND VALUE | 404925 | 17670869 | SHS CREATION UNI |
| TCW ETF TRUST | 444973 | 17620894 | FLEXIBLE INCOME |
| BLACKROCK ETF TRUST II | 272810 | 14396190 | ISHARES FLEXIBLE |
| CAPITAL GROUP INTERNATIONAL | 322576 | 11232117 | SHS |
| HARBOR ETF TRUST | 343782 | 10693114 | LONG TERM GROWER |
| ABRDN PRECIOUS METALS BASKET | 47429 | 9751400 | PHYSCL PRECS MET |
| NVIDIA CORPORATION | 46767 | 8722113 | COM |
| INVESCO EXCH TRADED FD TR II | 72777 | 8683748 | S&P 500 MOMNTM |
| INVESCO QQQ TR | 13477 | 8279095 | UNIT SER 1 |
| GLOBAL X FDS | 112904 | 7315057 | DEFENSE TECH ETF |
| TCW ETF TRUST | 71101 | 6836759 | TRANSFORM SYSTEM |
| CAPITAL GROUP GROWTH ETF | 150615 | 6697869 | SHS CREATION UNI |
| INVESCO EXCH TRADED FD TR II | 101564 | 5643923 | S&P INTL MOMNT |
| ISHARES TR | 20302 | 5622026 | RUS TP200 GR ETF |
| BLACKROCK ETF TRUST | 148332 | 5535757 | ISHARES LARGE CA |
| INVESCO EXCH TRADED FD TR II | 21748 | 5500601 | NASDAQ 100 ETF |
| TIDAL TRUST I | 194286 | 4810517 | FUNDSTRAT GRANNY |
| PIMCO ETF TR | 153176 | 4086732 | MULTISECTOR BD |
| ISHARES TR | 56263 | 3831526 | MSCI USA QUALITY |
| ISHARES TR | 17442 | 3464335 | MSCI USA QLT FCT |
| ISHARES TR | 136545 | 3315301 | IBONDS 27 ETF |
| ALPHABET INC | 8721 | 2736649 | CAP STK CL C |
| SPDR SERIES TRUST | 41802 | 2718441 | STATE STREET SPD |
| AMAZON COM INC | 10682 | 2465621 | COM |
| ISHARES TR | 3466 | 2374086 | CORE S&P500 ETF |
| DAVIS FUNDAMENTAL ETF TR | 46129 | 2358583 | SELECT US EQTY |
| MICROSOFT CORP | 3901 | 1886395 | COM |
| ISHARES TR | 16445 | 1686312 | CORE S&P US VLU |
| ISHARES TR | 4321 | 1481972 | S&P 100 ETF |
| APPLE INC | 5449 | 1481366 | COM |
| ARK ETF TR | 47440 | 1374813 | SPACE & DEFENSE |
| VANECK ETF TRUST | 9742 | 1209962 | URANIUM AND NUCL |
| PACER FDS TR | 30636 | 1078694 | US LRG CP CASH |
| ETF SER SOLUTIONS | 8714 | 955582 | DEFIANCE QUANTUM |
| J P MORGAN EXCHANGE TRADED F | 17737 | 928303 | JPMORGAM LTD DUR |
| ISHARES TR | 10990 | 910193 | 1 3 YR TREAS BD |
| ISHARES TR | 5844 | 869043 | CORE S&P TTL STK |
| TAIWAN SEMICONDUCTOR MFG LTD | 2699 | 820200 | SPONSORED ADS |
| OKLO INC | 10358 | 743288 | COM CL A |
| BROADCOM INC | 2131 | 737540 | COM |
| ISHARES TR | 28982 | 735853 | IBONDS DEC 27 |
| ISHARES TR | 28107 | 718838 | IBONDS DEC 28 |
| VANECK ETF TRUST | 1896 | 682807 | SEMICONDUCTR ETF |
| ELI LILLY & CO | 606 | 651256 | COM |
| COSTCO WHSL CORP NEW | 751 | 647618 | COM |
| ISHARES U S ETF TR | 11775 | 601703 | SHORT DURATION B |
| ISHARES TR | 5577 | 595066 | SHRT NAT MUN ETF |
| SPDR S&P 500 ETF TR | 809 | 550821 | TR UNIT |
| BLACKROCK ETF TRUST | 8600 | 522966 | ISHARES US EQUIT |
| ISHARES TR | 4925 | 520524 | EXPANDED TECH |
| ROCKET LAB CORP | 7345 | 512388 | COM |
| META PLATFORMS INC | 734 | 484507 | CL A |
| PALANTIR TECHNOLOGIES INC | 2608 | 463573 | CL A |
| SSGA ACTIVE ETF TR | 10210 | 410956 | STATE STREET DOU |
| GE AEROSPACE | 1248 | 384422 | COM NEW |
| ISHARES TR | 2700 | 376232 | ESG OPTIMIZED |
| INVESCO EXCHANGE TRADED FD T | 4828 | 362344 | S&P500 QUALITY |
| LPL FINL HLDGS INC | 1000 | 357170 | COM |
| ISHARES TR | 13600 | 346189 | IBDS DEC28 ETF |
| MICRON TECHNOLOGY INC | 1118 | 319088 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2485 | 229891 | CAP STRENGTH ETF |
| ISHARES TR | 9800 | 229369 | IBONDS DEC 29 |
| INVESCO EXCHANGE TRADED FD T | 4250 | 229276 | NASDAQ INTERNT |
| SIMPLIFY EXCHANGE TRADED FUN | 4939 | 220868 | SIMPLIFY US EQT |
| ISHARES GOLD TR | 2590 | 210230 | ISHARES NEW |
| ISHARES TR | 1940 | 200073 | US CONSUM DISCRE |
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