Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WJ Wealth Management, LLC (CIK 1801674) reported $213.6M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($22.0M, 10.32%), CGDV ($17.4M, 8.14%), FLXR ($16.8M, 7.87%), BINC ($11.4M, 5.36%), DFLV ($8.5M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $22.0M | 10.32% | 435,278 | Added |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $17.4M | 8.14% | 408,811 | Added |
| 3 | FLXR | TCW ETF TRUST | $16.8M | 7.87% | 427,989 | Trimmed |
| 4 | BINC | BLACKROCK ETF TRUST II | $11.4M | 5.36% | 220,373 | Trimmed |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $8.5M | 3.99% | 238,609 | New |
| 6 | GLTR | ABRDN PRECIOUS METALS BASKET | $8.5M | 3.97% | 38,794 | Trimmed |
| 7 | SHLD | GLOBAL X FDS | $8.4M | 3.95% | 118,982 | Added |
| 8 | QQQ | INVESCO QQQ TR | $8.1M | 3.81% | 14,080 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $8.1M | 3.81% | 46,712 | Trimmed |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $7.5M | 3.52% | 67,079 | Trimmed |
| 11 | NETZ | TCW ETF TRUST | $7.1M | 3.32% | 72,463 | Added |
| 12 | CGIE | CAPITAL GROUP INTERNATIONAL | $6.1M | 2.87% | 181,390 | Trimmed |
| 13 | JEMA | J P MORGAN EXCHANGE TRADED F | $5.9M | 2.78% | 113,984 | New |
| 14 | GRNY | TIDAL TRUST I | $5.6M | 2.61% | 233,231 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $5.1M | 2.41% | 21,625 | Trimmed |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | $5.0M | 2.32% | 43,168 | New |
| 17 | IWY | ISHARES TR | $4.4M | 2.08% | 17,836 | Trimmed |
| 18 | NEAR | ISHARES U S ETF TR | $4.4M | 2.05% | 86,018 | Added |
| 19 | STLG | ISHARES TR | $3.5M | 1.62% | 54,186 | Trimmed |
| 20 | IBDS | ISHARES TR | $3.5M | 1.62% | 143,164 | Added |
| 21 | IDMO | INVESCO EXCH TRADED FD TR II | $3.4M | 1.58% | 61,669 | Trimmed |
| 22 | CGUS | CAPITAL GROUP CORE EQUITY ET | $3.1M | 1.45% | 80,860 | New |
| 23 | GOOG | ALPHABET INC | $2.5M | 1.18% | 8,779 | Added |
| 24 | AMZN | AMAZON COM INC | $2.2M | 1.01% | 10,374 | Trimmed |
| 25 | IVV | ISHARES TR | $2.1M | 1.00% | 3,264 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31