StockDriftsStockDriftsTop 50 AMJ Financial Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ULTRA SHORT BOND ETF | 7.76% | 662.2K | $32.8M | +0.00%(+0) | $49.66(-0.05%) | 2026-06-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 7.72% | 315.0K | $32.6M | +0.00%(+0) | $102.91(-2.11%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC COM | 3.89% | 29.9K | $16.4M | +0.00%(+0) | $181.34(+285.01%) | 2026-06-30 | |
| GLW | CORNING INC COM | 3.72% | 115.6K | $15.7M | +0.00%(+0) | $87.77(+93.32%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC COM | 3.58% | 44.3K | $15.1M | +0.00%(+0) | $201.34(+164.14%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.15% | 15.7K | $13.3M | +0.00%(+0) | $442.09(+136.92%) | 2026-06-30 | |
| NEM | NEWMONT CORP COM | 2.86% | 111.6K | $12.1M | +0.00%(+0) | $54.99(+118.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.79% | 46.4K | $11.8M | +0.00%(+0) | $250.03(+22.14%) | 2026-06-30 | |
| WMT | WALMART INC COM | 2.73% | 92.6K | $11.5M | +0.00%(+0) | $76.72(+49.78%) | 2026-06-30 | |
| AVGO | AVAGO TECHNOLOGIES LTD | 2.61% | 35.6K | $11.0M | +0.00%(+0) | $113.92(+245.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.84% | +67.83% | +10.01% | +61.13% |
| Top 20 Holdings Unweighted | +19.80% | +71.94% | +10.22% | +62.64% |
AMJ Financial Wealth Management reports $424.01M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are PULS (7.8%), STIP (7.7%) and PWR (3.9%). The top 20 holdings account for 63.91% of reported assets. Its disclosed equity book has returned +67.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AMJ Financial Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801585). View AMJ Financial Wealth Management’s 13F filings on SEC