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WJ Wealth Management, LLC
CIK:0001801674
Investment Adviser
$225M AUM
99 holdings
Glendale, AZ, USA
WJ Wealth Management is an independent, fee-based Registered Investment Advisory (RIA) that primarily provides investment portfolio services to individual, corporate, fiduciary, and institutional clients nationwide.
Investment Strategy
Rules-based Guidance model portfolios and custom-designed portfolios
Latest 13F Filing Activity
WJ Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $317M. The fund increased holdings in Ishares TR, Ishares TR, Global X FDS among other positions. WJ Wealth Management, LLC reduced exposure to Blackrock Etf Trust II, Blackrock Etf Trust, Ishares TR among others.
Top Buys
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 7.63% | $24.2M | 477,120 | $50.57 | $50.68 | -$920.3K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.93% | $18.8M | 475,869 | $27.92 | $39.49 | +$1.7M |
S SHY | ISHARES TR | 5.89% | $18.7M | 225,209 | $82.81 | $82.86 | +$17.7M |
Q QUAL | ISHARES TR | 5.32% | $16.9M | 92,229 | $131.30 | $182.82 | -$137.5K |
W WINN | HARBOR ETF TRUST | 5.21% | $16.5M | 566,428 | $23.51 | $29.13 | +$2.4M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+5.1%
COMMODITY CONTRACTS BROKERS & DEALERS
+3.6%
RETAIL-DEPARTMENT STORES
+3.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.5%
SERVICES-PREPACKAGED SOFTWARE
+1.3%
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