WJ Wealth Management, LLC: 13F holdings
CIK 18016742026Q2
| Positions | 80 |
|---|
| Reported value | $253.4m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 80 (+10 vs prior quarter) |
|---|
| Reported value | $253.4m (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CGDV CAPITAL GROUP DIVIDEND VALUE | 408,012 | $20.1m | 7.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 394,346 | $19.9m | 7.9% |
| FLXR TCW ETF TRUST | 385,728 | $15.1m | 6.0% |
| BINC BLACKROCK ETF TRUST II | 240,233 | $12.6m | 5.0% |
| WSBC DIMENSIONAL ETF TRUST | 265,332 | $10.5m | 4.1% |
| SPMO INVESCO EXCH TRADED FD TR II | 62,905 | $10.2m | 4.0% |
| QQQ INVESCO QQQ TR | 13,721 | $10.1m | 4.0% |
| NVDA NVIDIA CORPORATION | 46,703 | $9.3m | 3.7% |
| BAI BLACKROCK ETF TRUST | 174,181 | $9.2m | 3.6% |
| PWRD TCW ETF TRUST | 70,610 | $8.7m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801674")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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