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The Analysis of WJ Wealth Management, LLC's Holdings & P&L

Currently, WJ Wealth Management, LLC holds 70 types of securities in its portfolio with a total value $213.6M. In the most recent quarter, they have increased their positions in DFLV (+238.6K shares, valued at $8.5M), JEMA (+114.0K shares, valued at $5.9M), RWL (+43.2K shares, valued at $5.0M); decreased their positions in WINN (-311.7K shares, valued at $8.6M), CGIE (-141.2K shares, valued at $4.8M), BINC (-52.4K shares, valued at $2.7M); initiated new positions in DFLV (+238.6K shares, valued at $8.5M), JEMA (+114.0K shares, valued at $5.9M), RWL (+43.2K shares, valued at $5.0M).

1M P&L

+6.4M+3.14%

3M P&L

+8.7M+4.28%

HY P&L

+18.4M+9.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A184.0M

91.5%

2Semiconductors9.5M

4.7%

3Internet Retail2.2M

1.1%

Top Industries by Stock Count

1N/A52 stocks

81.3%

2Semiconductors3 stocks

4.7%

3Internet Retail1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPST J P MORGAN EXCHANGE TRADED F435.3K shares20.14%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE408.8K shares0.96%2026-03-312026-04-29

FLXR TCW ETF TRUST428.0K shares-3.82%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II220.4K shares-19.22%2026-03-312026-04-29

DFLV DIMENSIONAL ETF TRUST238.6K sharesnew addition2026-03-312026-04-29

GLTR ABRDN PRECIOUS METALS BASKET38.8K shares-18.21%2026-03-312026-04-29

SHLD GLOBAL X FDS119.0K shares5.38%2026-03-312026-04-29

NVDA NVIDIA CORPORATION46.7K shares-0.12%2026-03-312026-04-29

Sponsored

INVESCO QQQ TR INVESCO QQQ TR14.1K shares4.47%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II67.1K shares-7.83%2026-03-312026-04-29

PWRD TCW ETF TRUST72.5K shares1.92%2026-03-312026-04-29

CGIE CAPITAL GROUP INTERNATIONAL181.4K shares-43.77%2026-03-312026-04-29

JEMA J P MORGAN EXCHANGE TRADED F114.0K sharesnew addition2026-03-312026-04-29

GRNY TIDAL TRUST I233.2K shares20.05%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II21.6K shares-0.57%2026-03-312026-04-29

RWL INVESCO EXCH TRADED FD TR II43.2K sharesnew addition2026-03-312026-04-29

Sponsored

IWY ISHARES TR17.8K shares-12.15%2026-03-312026-04-29

NEAR ISHARES U S ETF TR86.0K shares630.51%2026-03-312026-04-29

IBDS ISHARES TR143.2K shares4.85%2026-03-312026-04-29

GARP ISHARES TR54.2K shares-3.69%2026-03-312026-04-29

IDMO INVESCO EXCH TRADED FD TR II61.7K shares-39.28%2026-03-312026-04-29

CGUS CAPITAL GROUP CORE EQUITY ET80.9K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC8.8K shares0.67%2026-03-312026-04-29

AMZN AMAZON COM INC10.4K shares-2.88%2026-03-312026-04-29

Sponsored

IVV ISHARES TR3.3K shares-5.83%2026-03-312026-04-29

OPPJ WISDOMTREE TR32.7K sharesnew addition2026-03-312026-04-29

QUAL ISHARES TR9.1K shares-47.58%2026-03-312026-04-29

IUSV ISHARES TR16.0K shares-2.92%2026-03-312026-04-29

ARKX ARK ETF TR53.7K shares13.17%2026-03-312026-04-29

OEF ISHARES TR4.3K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP3.6K shares-6.59%2026-03-312026-04-29

NLR VANECK ETF TRUST9.8K shares0.81%2026-03-312026-04-29

Sponsored

AAPL APPLE INC5.0K shares-7.34%2026-03-312026-04-29

SPYV SPDR SERIES TRUST16.9K shares-4.68%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares4.33%2026-03-312026-04-29

QTUM ETF SER SOLUTIONS8.7K shares0.24%2026-03-312026-04-29

JPLD J P MORGAN EXCHANGE TRADED F17.3K shares-2.63%2026-03-312026-04-29

WINN HARBOR ETF TRUST32.1K shares-90.66%2026-03-312026-04-29

ITOT ISHARES TR5.8K shares-0.63%2026-03-312026-04-29

XAR SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-29

Sponsored

IBMP ISHARES TR30.2K shares4.14%2026-03-312026-04-29

IBMQ ISHARES TR29.5K shares4.90%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION751 shares0.00%2026-03-312026-04-29

SMH VANECK ETF TRUST1.9K shares0.00%2026-03-312026-04-29

BROADCOM INC BROADCOM INC2.2K shares4.41%2026-03-312026-04-29

IBDT ISHARES TR26.2K shares92.65%2026-03-312026-04-29

TOTL SSGA ACTIVE ETF TR15.9K shares55.82%2026-03-312026-04-29

SHY ISHARES TR7.5K shares-31.85%2026-03-312026-04-29

Sponsored

SUB ISHARES TR5.6K shares0.00%2026-03-312026-04-29

LLY ELI LILLY & CO605 shares-0.17%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T849 shares4.94%2026-03-312026-04-29

FLRN SPDR SERIES TRUST16.7K shares0.00%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST8.4K shares-1.80%2026-03-312026-04-29

JPIE J P MORGAN EXCHANGE TRADED F10.7K sharesnew addition2026-03-312026-04-29

ROCKET LAB CORP ROCKET LAB CORP7.2K shares-1.35%2026-03-312026-04-29

OKLO OKLO INC9.1K shares-12.21%2026-03-312026-04-29

Sponsored

SPYG SPDR SERIES TRUST4.3K shares-0.02%2026-03-312026-04-29

META META PLATFORMS INC724 shares-1.36%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC1.2K shares8.94%2026-03-312026-04-29

DUSA DAVIS FUNDAMENTAL ETF TR8.1K shares-82.44%2026-03-312026-04-29

LHX L3HARRIS TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-04-29

IGV ISHARES TR4.6K shares-7.11%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.3K shares1.68%2026-03-312026-04-29

Sponsored

IBDU ISHARES TR14.0K shares42.86%2026-03-312026-04-29

LPLA LPL FINL HLDGS INC1.0K shares0.00%2026-03-312026-04-29

IBMR ISHARES TR11.0K sharesnew addition2026-03-312026-04-29

SUSA ISHARES TR2.0K shares-25.93%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR2.8K shares6.91%2026-03-312026-04-29

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares-2.41%2026-03-312026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

20.14%

Shares435.3K

Event2026-03-31

Filed2026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.96%

Shares408.8K

Event2026-03-31

Filed2026-04-29

FLXR

TCW ETF TRUST

-3.82%

Shares428.0K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

-19.22%

Shares220.4K

Event2026-03-31

Filed2026-04-29

DFLV

DIMENSIONAL ETF TRUST

New

Shares238.6K

Event2026-03-31

Filed2026-04-29

GLTR

ABRDN PRECIOUS METALS BASKET

-18.21%

Shares38.8K

Event2026-03-31

Filed2026-04-29

SHLD

GLOBAL X FDS

5.38%

Shares119.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-0.12%

Shares46.7K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

4.47%

Shares14.1K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

-7.83%

Shares67.1K

Event2026-03-31

Filed2026-04-29

PWRD

TCW ETF TRUST

1.92%

Shares72.5K

Event2026-03-31

Filed2026-04-29

CGIE

CAPITAL GROUP INTERNATIONAL

-43.77%

Shares181.4K

Event2026-03-31

Filed2026-04-29

JEMA

J P MORGAN EXCHANGE TRADED F

New

Shares114.0K

Event2026-03-31

Filed2026-04-29

GRNY

TIDAL TRUST I

20.05%

Shares233.2K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

-0.57%

Shares21.6K

Event2026-03-31

Filed2026-04-29

RWL

INVESCO EXCH TRADED FD TR II

New

Shares43.2K

Event2026-03-31

Filed2026-04-29

IWY

ISHARES TR

-12.15%

Shares17.8K

Event2026-03-31

Filed2026-04-29

NEAR

ISHARES U S ETF TR

630.51%

Shares86.0K

Event2026-03-31

Filed2026-04-29

IBDS

ISHARES TR

4.85%

Shares143.2K

Event2026-03-31

Filed2026-04-29

GARP

ISHARES TR

-3.69%

Shares54.2K

Event2026-03-31

Filed2026-04-29

IDMO

INVESCO EXCH TRADED FD TR II

-39.28%

Shares61.7K

Event2026-03-31

Filed2026-04-29

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares80.9K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.67%

Shares8.8K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-2.88%

Shares10.4K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-5.83%

Shares3.3K

Event2026-03-31

Filed2026-04-29

OPPJ

WISDOMTREE TR

New

Shares32.7K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

-47.58%

Shares9.1K

Event2026-03-31

Filed2026-04-29

IUSV

ISHARES TR

-2.92%

Shares16.0K

Event2026-03-31

Filed2026-04-29

ARKX

ARK ETF TR

13.17%

Shares53.7K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-6.59%

Shares3.6K

Event2026-03-31

Filed2026-04-29

NLR

VANECK ETF TRUST

0.81%

Shares9.8K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-7.34%

Shares5.0K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

-4.68%

Shares16.9K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.33%

Shares2.8K

Event2026-03-31

Filed2026-04-29

QTUM

ETF SER SOLUTIONS

0.24%

Shares8.7K

Event2026-03-31

Filed2026-04-29

JPLD

J P MORGAN EXCHANGE TRADED F

-2.63%

Shares17.3K

Event2026-03-31

Filed2026-04-29

WINN

HARBOR ETF TRUST

-90.66%

Shares32.1K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

-0.63%

Shares5.8K

Event2026-03-31

Filed2026-04-29

XAR

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-29

IBMP

ISHARES TR

4.14%

Shares30.2K

Event2026-03-31

Filed2026-04-29

IBMQ

ISHARES TR

4.90%

Shares29.5K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares751

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

4.41%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IBDT

ISHARES TR

92.65%

Shares26.2K

Event2026-03-31

Filed2026-04-29

TOTL

SSGA ACTIVE ETF TR

55.82%

Shares15.9K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

-31.85%

Shares7.5K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-0.17%

Shares605

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

4.94%

Shares849

Event2026-03-31

Filed2026-04-29

FLRN

SPDR SERIES TRUST

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

-1.80%

Shares8.4K

Event2026-03-31

Filed2026-04-29

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares10.7K

Event2026-03-31

Filed2026-04-29

ROCKET LAB CORP

-1.35%

Shares7.2K

Event2026-03-31

Filed2026-04-29

OKLO

OKLO INC

-12.21%

Shares9.1K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-0.02%

Shares4.3K

Event2026-03-31

Filed2026-04-29