StockDriftsStockDriftsTop 50 WJ Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.93% | 408.0K | $20.1M | -0.20%(-799) | $27.35(+87.62%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 7.87% | 394.3K | $19.9M | -9.40%(-40.93K) | $50.53(-0.14%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 5.97% | 385.7K | $15.1M | -9.87%(-42.26K) | $39.33(-1.18%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 4.96% | 240.2K | $12.6M | +9.01%(+19.86K) | $52.93(-1.76%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.14% | 265.3K | $10.5M | +11.20%(+26.72K) | $35.20(+19.08%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 4.01% | 62.9K | $10.2M | -6.22%(-4.17K) | $93.57(+59.43%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.99% | 13.7K | $10.1M | -2.55%(-359) | $335.46(+114.88%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.69% | 46.7K | $9.3M | -0.02%(-9) | $37.83(+482.73%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 3.62% | 174.2K | $9.2M | new | $41.95(+5.95%) | 2026-06-30 | |
| PWRD | TCW ETF TRUST | 3.43% | 70.6K | $8.7M | -2.56%(-1.85K) | $80.33(+41.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.45% | +8.27% | +48.78% |
| Top 20 Holdings Unweighted | +16.85% | +59.53% | +8.31% | +49.08% |
WJ Wealth Management, LLC reports $253.41M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are CGDV (7.9%), JPST (7.9%) and FLXR (6.0%). The top 20 holdings account for 73.5% of reported assets. Its disclosed equity book has returned +52.45% 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 WJ Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801674). View WJ Wealth Management, LLC’s 13F filings on SEC