§ 13F · FUND PROFILE
WJ Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $316.8T (13F)Positions · 99Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 362K | $18.3T | 8.0% | −2% |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 405K | $17.7T | 7.7% | ±0% |
| 3 | FLXR | TCW ETF TRUST | 445K | $17.6T | 7.7% | +1% |
| 4 | BINC | BLACKROCK ETF TRUST II | 273K | $14.4T | 6.3% | ±0% |
| 5 | CGIE | CAPITAL GROUP INTERNATIONAL | 323K | $11.2T | 4.9% | ±0% |
| 6 | WINN | HARBOR ETF TRUST | 344K | $10.7T | 4.7% | −11% |
| 7 | GLTR | ABRDN PRECIOUS METALS BASKET | 47K | $9.8T | 4.3% | +5% |
| 8 | NVDA | NVIDIA CORPORATION | 47K | $8.7T | 3.8% | −2% |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | 73K | $8.7T | 3.8% | +2% |
| 10 | QQQ | INVESCO QQQ TR | 13K | $8.3T | 3.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WJ SIGNAL
AC read
WJ Wealth Management, LLC is a Other fund managing $316790.9 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed