§ 13F · FUND PROFILE
AMJ Financial Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $420M (13F)Positions · 90Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ULTRA SHORT BOND ETF | 662K | $33M | 7.7% | +29% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 315K | $33M | 7.7% | NEW |
| 3 | PWR | QUANTA SVCS INC COM | 30K | $16M | 3.9% | +1% |
| 4 | GLW | CORNING INC COM | 116K | $16M | 3.7% | +12% |
| 5 | AMAT | APPLIED MATLS INC COM | 44K | $15M | 3.6% | +1% |
| 6 | GS | GOLDMAN SACHS GROUP INC | 16K | $13M | 3.1% | +2% |
| 7 | NEM | NEWMONT CORP COM | 112K | $12M | 2.8% | +4% |
| 8 | AAPL | APPLE INC | 46K | $12M | 2.8% | +35% |
| 9 | WMT | WALMART INC COM | 93K | $12M | 2.7% | +7% |
| 10 | AVGO | AVAGO TECHNOLOGIES LTD | 36K | $11M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMJ SIGNAL
AC read
AMJ Financial Wealth Management is a Other fund managing $420 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed