WJ Wealth Management, LLC

CIK

1801674

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

Diversified−103

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.2%	$199,056,224	30
Financial Services	10.6%	$26,618,776	2
Technology	6.5%	$16,244,939	8
Communication Services	1.5%	$3,785,302	2
Consumer Cyclical	1.1%	$2,749,882	2
Industrials	0.4%	$943,706	2
Healthcare	0.3%	$725,655	1
Consumer Defensive	0.3%	$702,537	1
Utilities	0.2%	$446,531	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	+280,313	288,758	$16,634,544
AGNG	Global X Funds Global X Aging Population ETF	+195,931	314,913	$12,127,933
DCOR	Dimensional US Core Equity 1 ETF	+26,723	265,332	$10,491,227
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+26,602	67,571	$3,715,174
CGUS	Capital Group Core Equity ETF	+21,037	101,897	$4,532,378
—		+19,865	73,553	$2,509,628
BCLO	iShares BBB-B CLO Active ETF	+19,860	240,233	$12,573,795
—		+16,130	249,361	$6,894,831
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+1,634	87,652	$4,440,450
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+1,491	17,400	$509,298
GOOGL	Alphabet Inc.	+805	9,584	$3,388,746
—		+497	9,232	$1,526,788
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+318	364,676	$22,225,541
AAPL	Apple Inc.	+37	5,086	$1,471,684
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+35	32,745	$1,888,404
AVGO	Broadcom Inc.	+10	2,235	$844,271
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
CGIE	Capital Group International Equity ETF	−166,425	14,965	$550,412
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−44,898	532,285	$28,565,539
ACLO	TCW AAA CLO ETF	−44,114	456,338	$23,806,599
GLTR	abrdn Precious Metals Basket ETF Trust	−10,861	27,933	$5,060,062
AFK	VanEck Africa Index ETF	−9,821	1,896	$1,243,567
—		−7,935	11,901	$3,186,028
IVZ	Invesco Ltd.	−1,358	192,183	$26,337,096
DFNL	Davis Select Financial ETF	−1,185	6,915	$388,484
CGDV	Capital Group Dividend Value ETF	−799	408,012	$20,106,831
OKLO	Oklo Inc.	−560	8,533	$446,531
ACOM	Harbor Active Commodity ETF	−507	31,589	$1,025,694
MSFT	Microsoft Corp	−483	3,161	$1,179,116
QQQ	Invesco Qqq Trust, Series 1	−359	13,721	$10,104,144
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−175	2,250	$211,320
CVY	Invesco Zacks Multi-Asset Income ETF	−143	4,685	$422,118
RKLB	Rocket Lab Corp	−135	7,111	$722,833
MU	Micron Technology Inc	−93	1,125	$1,298,576
AMZN	Amazon Com Inc	−54	10,320	$2,459,668
META	Meta Platforms, Inc.	−20	704	$396,556
NVDA	Nvidia Corp	−9	46,703	$9,344,803
SPY	Spdr S&P 500 ETF Trust	−6	843	$629,527
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1	2,815	$1,344,359
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
KBDU	KraneShares 2x Long BIDU Daily ETF	42,523	$1,752,798
FBCG	Fidelity Blue Chip Growth ETF	27,050	$1,306,244
AMD	Advanced Micro Devices Inc	953	$553,607
ACSG	American Century Small Cap Growth Insights ETF	3,475	$344,372
TSLA	Tesla, Inc.	690	$290,214
ARMY	Tema ETF Trust Tema International Defense ETF	6,850	$282,494
GEV	GE Vernova Inc.	188	$220,873
MRVL	Marvell Technology, Inc.	700	$208,523
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LHX	L3harris Technologies, Inc. /De/	1,168	$403,135
GE	General Electric Co	1,269	$360,104
IAU	Ishares Gold Trust	2,769	$244,115
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $251,273,552 total · filing declares 80 positions · $253,413,472 · as of Jun 30, 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
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	532,285	-44,898	$28,565,539	−2.7%	11.37%
IVZ	Invesco Ltd. Financial Services	Reduced	192,183	-1,358	$26,337,096	+25.4%	10.48%
ACLO	TCW AAA CLO ETF	Reduced	456,338	-44,114	$23,806,599	−0.4%	9.47%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	364,676	+318	$22,225,541	—	8.85%
CGDV	Capital Group Dividend Value ETF	Reduced	408,012	-799	$20,106,831	+15.6%	8.00%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	288,758	+280,313	$16,634,544	+3285.6%	6.62%
BCLO	iShares BBB-B CLO Active ETF	Added	240,233	+19,860	$12,573,795	+9.9%	5.00%
AGNG	Global X Funds Global X Aging Population ETF	Added	314,913	+195,931	$12,127,933	+43.9%	4.83%
DCOR	Dimensional US Core Equity 1 ETF	Added	265,332	+26,723	$10,491,227	+23.1%	4.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,721	-359	$10,104,144	+24.3%	4.02%
NVDA	Nvidia Corp Technology	Reduced	46,703	-9	$9,344,803	+14.7%	3.72%
		Added	249,361	+16,130	$6,894,831	+23.8%	2.74%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	27,933	-10,861	$5,060,062	−40.4%	2.01%
CGUS	Capital Group Core Equity ETF	Added	101,897	+21,037	$4,532,378	+45.9%	1.80%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	87,652	+1,634	$4,440,450	+1.5%	1.77%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	67,571	+26,602	$3,715,174	+39.2%	1.48%
GOOGL	Alphabet Inc. Communication Services	Added	9,584	+805	$3,388,746	+34.6%	1.35%
		Reduced	11,901	-7,935	$3,186,028	−32.2%	1.27%
		Added	73,553	+19,865	$2,509,628	+59.3%	1.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,320	-54	$2,459,668	+13.8%	0.98%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	32,745	+35	$1,888,404	+6.2%	0.75%
KBDU	KraneShares 2x Long BIDU Daily ETF	NEW	42,523	NEW	$1,752,798	NEW	0.70%
		Added	9,232	+497	$1,526,788	+62.9%	0.61%
AAPL	Apple Inc. Technology	Added	5,086	+37	$1,471,684	+14.9%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,815	-1	$1,344,359	+41.3%	0.54%
FBCG	Fidelity Blue Chip Growth ETF	NEW	27,050	NEW	$1,306,244	NEW	0.52%
MU	Micron Technology Inc Technology	Reduced	1,125	-93	$1,298,576	+215.6%	0.52%
AFK	VanEck Africa Index ETF	Reduced	1,896	-9,821	$1,243,567	−38.9%	0.49%
MSFT	Microsoft Corp Technology	Reduced	3,161	-483	$1,179,116	−12.6%	0.47%
ACOM	Harbor Active Commodity ETF	Reduced	31,589	-507	$1,025,694	+15.3%	0.41%
AVGO	Broadcom Inc. Technology	Added	2,235	+10	$844,271	+22.6%	0.34%
LLY	ELI LILLY & Co Healthcare	Held	605	0	$725,655	+30.4%	0.29%
RKLB	Rocket Lab Corp Industrials	Reduced	7,111	-135	$722,833	+55.3%	0.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	751	0	$702,537	−6.1%	0.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	843	-6	$629,527	+14.0%	0.25%
AMD	Advanced Micro Devices Inc Technology	NEW	953	NEW	$553,607	NEW	0.22%
CGIE	Capital Group International Equity ETF	Reduced	14,965	-166,425	$550,412	−91.0%	0.22%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	17,400	+1,491	$509,298	−19.4%	0.20%
OKLO	Oklo Inc. Utilities	Reduced	8,533	-560	$446,531	−1.0%	0.18%
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	4,685	-143	$422,118	+16.3%	0.17%
META	Meta Platforms, Inc. Communication Services	Reduced	704	-20	$396,556	−4.3%	0.16%
DFNL	Davis Select Financial ETF	Reduced	6,915	-1,185	$388,484	−5.5%	0.15%
ACSG	American Century Small Cap Growth Insights ETF	NEW	3,475	NEW	$344,372	NEW	0.14%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	690	NEW	$290,214	NEW	0.12%
ARMY	Tema ETF Trust Tema International Defense ETF	NEW	6,850	NEW	$282,494	NEW	0.11%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	1,000	0	$281,680	−6.4%	0.11%
GEV	GE Vernova Inc. Industrials	NEW	188	NEW	$220,873	NEW	0.09%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	2,250	-175	$211,320	−6.1%	0.08%
MRVL	Marvell Technology, Inc. Technology	NEW	700	NEW	$208,523	NEW	0.08%

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.