Wj Wealth Management, LLC Top Holdings and 13F Report (2026) About Wj Wealth Management, LLCInvestment ActivityWj Wealth Management, LLC has $213.56 million in total holdings as of March 31, 2026.Wj Wealth Management, LLC owns shares of 70 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 16.94% of the portfolio was purchased this quarter.About 21.24% of the portfolio was sold this quarter.This quarter, Wj Wealth Management, LLC has purchased 70 new stocks and bought additional shares in 23 stocks.Wj Wealth Management, LLC sold shares of 31 stocks and completely divested from 8 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $22,029,360Capital Group Dividend Value ETF $17,390,771TCW ETF TRUST $16,807,109iShares Flexible Income Active ETF $11,444,038Dimensional US Large Cap Value ETF $8,520,740 Largest New Holdings this Quarter 25434V666 - Dimensional US Large Cap Value ETF $8,520,740 Holding46641Q266 - JPMorgan ActiveBuilders Emerging Markets Equity ETF $5,930,558 Holding46138G698 - Invesco S&P 500 Revenue ETF $4,960,438 Holding14020V108 - Capital Group Core Equity ETF $3,106,649 Holding97717W521 - WisdomTree Japan Hedged SmallCap Equity Fund $1,778,110 Holding Largest Purchases this Quarter Dimensional US Large Cap Value ETF 238,609 shares (about $8.52M)JPMorgan ActiveBuilders Emerging Markets Equity ETF 113,984 shares (about $5.93M)Invesco S&P 500 Revenue ETF 43,168 shares (about $4.96M)iShares Short Duration Bond Active ETF 74,243 shares (about $3.77M)JPMorgan Ultra-Short Income ETF 72,978 shares (about $3.69M) Largest Sales this Quarter HARBOR ETF TRUST 311,686 shares (about $8.64M)CAPITAL GROUP INTERNATIONAL 141,186 shares (about $4.77M)iShares Flexible Income Active ETF 52,437 shares (about $2.72M)Invesco S&P International Developed Momentum ETF 39,895 shares (about $2.19M)Davis Select U.S. Equity ETF 38,029 shares (about $1.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWj Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$22,029,360$3,693,407 ▲20.1%435,27810.3%ETFCGDVCapital Group Dividend Value ETF$17,390,771$165,310 ▲1.0%408,8118.1%ETFTCW ETF TRUST$16,807,109$666,961 ▼-3.8%427,9897.9%FLEXIBLE INCOMEBINCiShares Flexible Income Active ETF$11,444,038$2,723,070 ▼-19.2%220,3735.4%ETFDFLVDimensional US Large Cap Value ETF$8,520,740$8,520,740 ▲New Holding238,6094.0%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$8,485,243$1,888,696 ▼-18.2%38,7944.0%ETFGLOBAL X FDS$8,428,538$430,558 ▲5.4%118,9823.9%DEFENSE TECH ETFNVDANVIDIA$8,146,623$9,592 ▼-0.1%46,7123.8%Computer and TechnologyQQQInvesco QQQ$8,126,734$348,041 ▲4.5%14,0803.8%FinanceSPMOInvesco S&P 500 Momentum ETF$7,520,229$638,803 ▼-7.8%67,0793.5%ETFTCW ETF TRUST$7,084,417$133,157 ▲1.9%72,4633.3%TRANSFORM SYSTEMCAPITAL GROUP INTERNATIONAL$6,134,597$4,774,901 ▼-43.8%181,3902.9%SHSJEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$5,930,558$5,930,558 ▲New Holding113,9842.8%ETFTIDAL TRUST I$5,567,266$929,624 ▲20.0%233,2312.6%FUNDSTRAT GRANNYQQQMInvesco NASDAQ 100 ETF$5,138,641$29,228 ▼-0.6%21,6252.4%ETFRWLInvesco S&P 500 Revenue ETF$4,960,438$4,960,438 ▲New Holding43,1682.3%ETFIWYiShares Russell Top 200 Growth ETF$4,437,935$613,588 ▼-12.1%17,8362.1%ETFNEARiShares Short Duration Bond Active ETF$4,372,728$3,774,145 ▲630.5%86,0182.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,470,291$160,444 ▲4.8%143,1641.6%ETFSTLGiShares Factors US Growth Style ETF$3,466,278$132,866 ▼-3.7%54,1861.6%ManufacturingIDMOInvesco S&P International Developed Momentum ETF$3,381,864$2,187,800 ▼-39.3%61,6691.6%ETFCGUSCapital Group Core Equity ETF$3,106,649$3,106,649 ▲New Holding80,8601.5%ETFGOOGAlphabet$2,518,345$16,638 ▲0.7%8,7791.2%Computer and TechnologyAMZNAmazon.com$2,160,595$64,147 ▼-2.9%10,3741.0%Retail/WholesaleIVViShares Core S&P 500 ETF$2,132,151$131,953 ▼-5.8%3,2641.0%ETFDXJSWisdomTree Japan Hedged SmallCap Equity Fund$1,778,110$1,778,110 ▲New Holding32,7100.8%ManufacturingQUALiShares MSCI USA Quality Factor ETF$1,753,721$1,591,833 ▼-47.6%9,1430.8%ETFIUSViShares Core S&P U.S. Value ETF$1,632,362$49,184 ▼-2.9%15,9640.8%ManufacturingARKXARK Space Exploration & Innovation ETF$1,575,754$183,380 ▲13.2%53,6880.7%ETFOEFiShares S&P 100 ETF$1,374,3810.0%4,3210.6%ETFMSFTMicrosoft$1,348,745$95,123 ▼-6.6%3,6440.6%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$1,308,063$10,522 ▲0.8%9,8210.6%ETFAAPLApple$1,281,387$101,516 ▼-7.3%5,0490.6%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$957,906$47,075 ▼-4.7%16,9300.4%ETFTSMTaiwan Semiconductor Manufacturing$951,668$39,540 ▲4.3%2,8160.4%Computer and TechnologyETF SER SOLUTIONS$937,274$2,253 ▲0.2%8,7350.4%DEFIANCE QUANTUMJ P MORGAN EXCHANGE TRADED F$901,349$24,320 ▼-2.6%17,2710.4%JPMORGAM LTD DURHARBOR ETF TRUST$889,976$8,642,605 ▼-90.7%32,0960.4%LONG TERM GROWERITOTiShares Core S&P Total U.S. Stock Market ETF$827,184$5,271 ▼-0.6%5,8070.4%ETFXARSPDR S&P Aerospace & Defense ETF$774,6390.0%3,0500.4%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$767,830$30,528 ▲4.1%30,1820.4%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$752,752$35,180 ▲4.9%29,4850.4%ETFCOSTCostco Wholesale$748,3190.0%7510.4%Retail/WholesaleSMHVanEck Semiconductor ETF$726,9270.0%1,8960.3%ManufacturingAVGOBroadcom$688,660$29,094 ▲4.4%2,2250.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$663,646$319,158 ▲92.6%26,2000.3%ETFTOTLSPDR Doubleline Total Return Tactical ETF$632,066$226,422 ▲55.8%15,9090.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$618,450$288,995 ▼-31.8%7,4900.3%ManufacturingSUBiShares Short-Term National Muni Bond ETF$593,9510.0%5,5770.3%ETFLLYEli Lilly and Company$556,462$920 ▼-0.2%6050.3%MedicalSPYSPDR S&P 500 ETF Trust$551,320$25,975 ▲4.9%8490.3%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$512,9510.0%16,6650.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$491,332$9,018 ▼-1.8%8,4450.2%ETFJPIEJPMorgan Income ETF$490,646$490,646 ▲New Holding10,6500.2%ETFROCKET LAB CORP$465,344$6,358 ▼-1.3%7,2460.2%COMALCCAltC Acquisition$450,927$62,732 ▼-12.2%9,0930.2%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$423,366$98 ▼0.0%4,3240.2%ETFMETAMeta Platforms$414,222$5,721 ▼-1.4%7240.2%Computer and TechnologyMUMicron Technology$411,489$33,784 ▲8.9%1,2180.2%Computer and TechnologyDUSADavis Select U.S. Equity ETF$410,998$1,929,610 ▼-82.4%8,1000.2%ETFLHXL3Harris Technologies$403,137$403,137 ▲New Holding1,1680.2%AerospaceIGViShares Expanded Tech-Software Sector ETF$366,230$28,018 ▼-7.1%4,5750.2%ETFSPHQInvesco S&P 500 Quality ETF$363,0180.0%4,8280.2%ETFGEGE Aerospace$360,105$5,959 ▲1.7%1,2690.2%AerospaceIBDUiShares iBonds Dec 2029 Term Corporate ETF$325,640$97,692 ▲42.9%14,0000.2%ETFLPLALPL Financial$300,8300.0%1,0000.1%FinanceISHARES TR$278,850$278,850 ▲New Holding11,0000.1%IBONDS DEC 2029SUSAiShares MSCI USA ESG Select ETF$264,200$92,470 ▼-25.9%2,0000.1%ETFIAUiShares Gold Trust$244,115$15,781 ▲6.9%2,7690.1%FinanceFTCSFirst Trust Capital Strength ETF$224,943$5,566 ▼-2.4%2,4250.1%ETFCGGRCapital Group Growth ETF$0$6,697,869 ▼-100.0%00.0%ETFBLCViShares Large Cap Value Active ETF$0$5,535,757 ▼-100.0%00.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$0$4,086,732 ▼-100.0%00.0%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$0$1,078,694 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$463,573 ▼-100.0%00.0%CL APNQIInvesco NASDAQ Internet ETF$0$229,276 ▼-100.0%00.0%ManufacturingSPBCSimplify U.S. Equity PLUS GBTC ETF$0$220,868 ▼-100.0%00.0%ETFIYCiShares U.S. Consumer Discretionary ETF$0$200,073 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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