account_balance

Investment manager · 13F filer · SEC CIK 1801674

WJ Wealth Management, LLC

Reported value$246Mas of Sep 30, 2026
Positions80 10 new, 10 sold out
Top 10 weight50.9%JPST alone is 9%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JPST J P Morgan Exchange Traded F 8.6% Added +7%
CGDV Capital Group Dividend Value 6.9% Trimmed −15%
FLOT iShares Tr 5.8% Added +776%
DFLV Dimensional ETF Trust 5.4% Added +26%
FLXR TCW ETF Trust 4.6% Trimmed −23%
NVDA NVIDIA Corp 4.3% Held
QQQ Invesco QQQ Tr 4.1% Held
GARP iShares Tr 4.1% Added +117%
SPMO Invesco Exch Traded Fd Tr II 3.6% Trimmed −8%
RWL Invesco Exch Traded Fd Tr II 3.5% Added +46%
DYNF BlackRock ETF Trust 3.0% Held
QQQM Invesco Exch Traded Fd Tr II 2.9% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 3, 2026 filing
add_circleNew
  • AIVL $5.38M
  • LQDH $1.91M
  • ROUS $1.43M
  • WTV $1.34M
arrow_upwardAdded
  • IALT +2013%
  • AVGE +1885%
  • CANC +1406%
  • FLOT +776%
arrow_downwardTrimmed
  • BAI −91%
  • JEMA −79%
  • PWRD −77%
  • IDMO −76%
remove_circleSold out
  • BINC $12.6M
  • DTCR $7.35M
  • FESM $1.31M
  • ALLW $509K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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