Universe · entity

WJ Wealth Management, LLC

Institutional manager (13F) · CIK 1801674
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $206M
#IssuerValueShares
1J P MORGAN EXCHANGE TRADED F$22M435,278
2CAPITAL GROUP DIVIDEND VALUE$17M408,811
3TCW ETF TRUST$17M427,989
4BLACKROCK ETF TRUST II$11M220,373
5DIMENSIONAL ETF TRUST$9M238,609
6ABRDN PRECIOUS METALS BASKET$8M38,794
7GLOBAL X FDS$8M118,982
8NVIDIA CORPORATION$8M46,712
9INVESCO QQQ TR$8M14,080
10INVESCO EXCH TRADED FD TR II$8M67,079
11TCW ETF TRUST$7M72,463
12CAPITAL GROUP INTERNATIONAL$6M181,390
13J P MORGAN EXCHANGE TRADED F$6M113,984
14TIDAL TRUST I$6M233,231
15INVESCO EXCH TRADED FD TR II$5M21,625
16INVESCO EXCH TRADED FD TR II$5M43,168
17ISHARES TR$4M17,836
18ISHARES U S ETF TR$4M86,018
19ISHARES TR$3M143,164
20ISHARES TR$3M54,186
21INVESCO EXCH TRADED FD TR II$3M61,669
22CAPITAL GROUP CORE EQUITY ET$3M80,860
23ALPHABET INC$3M8,779
24AMAZON COM INC$2M10,374
25ISHARES TR$2M3,264
26WISDOMTREE TR$2M32,710
27ISHARES TR$2M9,143
28ISHARES TR$2M15,964
29ARK ETF TR$2M53,688
30ISHARES TR$1M4,321
31MICROSOFT CORP$1M3,644
32VANECK ETF TRUST$1M9,821
33APPLE INC$1M5,049
34SPDR SERIES TRUST$958k16,930
35TAIWAN SEMICONDUCTOR MANUFAC$952k2,816
36ETF SER SOLUTIONS$937k8,735
37J P MORGAN EXCHANGE TRADED F$901k17,271
38HARBOR ETF TRUST$890k32,096
39ISHARES TR$827k5,807
40SPDR SERIES TRUST$775k3,050
41ISHARES TR$768k30,182
42ISHARES TR$753k29,485
43COSTCO WHOLESALE CORPORATION$748k751
44VANECK ETF TRUST$727k1,896
45BROADCOM INC$689k2,225
46ISHARES TR$664k26,200
47SSGA ACTIVE ETF TR$632k15,909
48ISHARES TR$618k7,490
49ISHARES TR$594k5,577
50ELI LILLY & CO$556k605
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.