WJ Wealth Management, LLC

CIK

1801674

Location

GLENDALE, AZ

Portfolio Value

Micro $36,096,561

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,231 / 8,605 ▲ 8 · as of Mar 2026

Top Industry

Semiconductors 54.6%

3Y Alpha vs SPY

+2.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+86.3%

SPY

+76.5%

Annualised alpha

+2.2%

Max drawdown

−25.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.5%

−1.2 pts

Top 5

78.3%

−0.5 pts

Top 10

90.0%

−0.0 pts

HHI

1,660

Moderately concentrated+19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	48.2%	$17,407,970	4
Technology	35.5%	$12,828,671	6
Consumer Cyclical	6.0%	$2,160,592	1
Industrials	3.4%	$1,228,577	3
Consumer Defensive	2.1%	$748,318	1
Healthcare	1.5%	$556,460	1
Utilities	1.2%	$450,921	1
Communication Services	1.1%	$414,222	1
Financial Services	0.8%	$300,830	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+603	14,080	$8,126,694
IAU	Ishares Gold Trust	+179	2,769	$244,115
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+117	2,816	$951,667
MU	Micron Technology Inc	+100	1,218	$411,489
AVGO	Broadcom Inc.	+94	2,225	$688,659
SPY	Spdr S&P 500 ETF Trust	+40	849	$552,138
GE	General Electric Co	+21	1,269	$360,104
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
GLTR	abrdn Precious Metals Basket ETF Trust	−8,635	38,794	$8,485,023
OKLO	Oklo Inc.	−1,265	9,093	$450,921
AAPL	Apple Inc.	−400	5,049	$1,281,385
AMZN	Amazon Com Inc	−308	10,374	$2,160,592
MSFT	Microsoft Corp	−257	3,644	$1,348,899
RKLB	Rocket Lab Corp	−99	7,246	$465,338
NVDA	Nvidia Corp	−55	46,712	$8,146,572
META	Meta Platforms, Inc.	−10	724	$414,222
LLY	ELI LILLY & Co	−1	605	$556,460
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
LHX	L3harris Technologies, Inc. /De/	1,168	$403,135
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PLTR	Palantir Technologies Inc.	2,608	$463,572
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $36,096,561 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	38,794	-8,635	$8,485,023	−13.0%	23.51%
NVDA	Nvidia Corp Technology	Reduced	46,712	-55	$8,146,572	−6.6%	22.57%
QQQ	Invesco Qqq Trust, Series 1	Added	14,080	+603	$8,126,694	−1.8%	22.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,374	-308	$2,160,592	−12.4%	5.99%
MSFT	Microsoft Corp Technology	Reduced	3,644	-257	$1,348,899	−28.5%	3.74%
AAPL	Apple Inc. Technology	Reduced	5,049	-400	$1,281,385	−13.5%	3.55%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,816	+117	$951,667	+16.0%	2.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	751	0	$748,318	+15.5%	2.07%
AVGO	Broadcom Inc. Technology	Added	2,225	+94	$688,659	−6.6%	1.91%
LLY	ELI LILLY & Co Healthcare	Reduced	605	-1	$556,460	−14.6%	1.54%
SPY	Spdr S&P 500 ETF Trust	Added	849	+40	$552,138	+0.1%	1.53%
RKLB	Rocket Lab Corp Industrials	Reduced	7,246	-99	$465,338	−9.2%	1.29%
OKLO	Oklo Inc. Utilities	Reduced	9,093	-1,265	$450,921	−39.3%	1.25%
META	Meta Platforms, Inc. Communication Services	Reduced	724	-10	$414,222	−14.5%	1.15%
MU	Micron Technology Inc Technology	Added	1,218	+100	$411,489	+29.0%	1.14%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	1,168	NEW	$403,135	NEW	1.12%
GE	General Electric Co Industrials	Added	1,269	+21	$360,104	−6.3%	1.00%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	1,000	0	$300,830	−15.8%	0.83%
IAU	Ishares Gold Trust	Added	2,769	+179	$244,115	+16.1%	0.68%