Universe · entity
WJ Wealth Management, LLC
Institutional manager (13F) · CIK 1801674
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $206M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $22M | 435,278 |
| 2 | CAPITAL GROUP DIVIDEND VALUE | $17M | 408,811 |
| 3 | TCW ETF TRUST | $17M | 427,989 |
| 4 | BLACKROCK ETF TRUST II | $11M | 220,373 |
| 5 | DIMENSIONAL ETF TRUST | $9M | 238,609 |
| 6 | ABRDN PRECIOUS METALS BASKET | $8M | 38,794 |
| 7 | GLOBAL X FDS | $8M | 118,982 |
| 8 | NVIDIA CORPORATION | $8M | 46,712 |
| 9 | INVESCO QQQ TR | $8M | 14,080 |
| 10 | INVESCO EXCH TRADED FD TR II | $8M | 67,079 |
| 11 | TCW ETF TRUST | $7M | 72,463 |
| 12 | CAPITAL GROUP INTERNATIONAL | $6M | 181,390 |
| 13 | J P MORGAN EXCHANGE TRADED F | $6M | 113,984 |
| 14 | TIDAL TRUST I | $6M | 233,231 |
| 15 | INVESCO EXCH TRADED FD TR II | $5M | 21,625 |
| 16 | INVESCO EXCH TRADED FD TR II | $5M | 43,168 |
| 17 | ISHARES TR | $4M | 17,836 |
| 18 | ISHARES U S ETF TR | $4M | 86,018 |
| 19 | ISHARES TR | $3M | 143,164 |
| 20 | ISHARES TR | $3M | 54,186 |
| 21 | INVESCO EXCH TRADED FD TR II | $3M | 61,669 |
| 22 | CAPITAL GROUP CORE EQUITY ET | $3M | 80,860 |
| 23 | ALPHABET INC | $3M | 8,779 |
| 24 | AMAZON COM INC | $2M | 10,374 |
| 25 | ISHARES TR | $2M | 3,264 |
| 26 | WISDOMTREE TR | $2M | 32,710 |
| 27 | ISHARES TR | $2M | 9,143 |
| 28 | ISHARES TR | $2M | 15,964 |
| 29 | ARK ETF TR | $2M | 53,688 |
| 30 | ISHARES TR | $1M | 4,321 |
| 31 | MICROSOFT CORP | $1M | 3,644 |
| 32 | VANECK ETF TRUST | $1M | 9,821 |
| 33 | APPLE INC | $1M | 5,049 |
| 34 | SPDR SERIES TRUST | $958k | 16,930 |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $952k | 2,816 |
| 36 | ETF SER SOLUTIONS | $937k | 8,735 |
| 37 | J P MORGAN EXCHANGE TRADED F | $901k | 17,271 |
| 38 | HARBOR ETF TRUST | $890k | 32,096 |
| 39 | ISHARES TR | $827k | 5,807 |
| 40 | SPDR SERIES TRUST | $775k | 3,050 |
| 41 | ISHARES TR | $768k | 30,182 |
| 42 | ISHARES TR | $753k | 29,485 |
| 43 | COSTCO WHOLESALE CORPORATION | $748k | 751 |
| 44 | VANECK ETF TRUST | $727k | 1,896 |
| 45 | BROADCOM INC | $689k | 2,225 |
| 46 | ISHARES TR | $664k | 26,200 |
| 47 | SSGA ACTIVE ETF TR | $632k | 15,909 |
| 48 | ISHARES TR | $618k | 7,490 |
| 49 | ISHARES TR | $594k | 5,577 |
| 50 | ELI LILLY & CO | $556k | 605 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.