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WJ Wealth Management, LLC

Location
GLENDALE, AZ
Portfolio Value
Small $251,273,552
Diversification
Diversified
Filing Date
Global Rank
#5,757 / 8,794 ▼ 12 · as of Jun 2026
Top Industry
Asset Management 50.4%
Period ended 3 months ago
Filed Aug 3, 2026 · 2mo
26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
11.4%
−3.7 pts
Top 5
48.2%
−4.8 pts
Top 10
72.8%
−1.6 pts
HHI
640
Sep 2023 → Jun 2026 · range 503 – 761
Diversified−103

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 79.2% $199,056,224
Financial Services 10.6% $26,618,776
Technology 6.5% $16,244,939
Communication Services 1.5% $3,785,302
Consumer Cyclical 1.1% $2,749,882
Industrials 0.4% $943,706
Healthcare 0.3% $725,655
Consumer Defensive 0.3% $702,537
Utilities 0.2% $446,531

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
16 positions
Ticker Δ Shares Shares Value Open
— +19,865 73,553 $2,509,628
— +16,130 249,361 $6,894,831
— +497 9,232 $1,526,788

Trimmed

Positions the filer reduced
22 positions
Ticker Δ Shares Shares Value Open
— −7,935 11,901 $3,186,028

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
49 tracked positions · $251,273,552 total · filing declares 80 positions · $253,413,472 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History
249,361 $6,894,831 2.74%
11,901 $3,186,028 1.27%
73,553 $2,509,628 1.00%
9,232 $1,526,788 0.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.