Sponsored

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

Currently, WJ Wealth Management, LLC holds 80 types of securities in its portfolio with a total value $253.4M. In the most recent quarter, they have increased their positions in BAI (+174.2K shares, valued at $9.2M), DTCR (+242.2K shares, valued at $7.4M), DYNF (+97.6K shares, valued at $6.6M); decreased their positions in CGIE (-166.4K shares, valued at $6.1M), IWY (-7.9K shares, valued at $2.3M), JPST (-40.9K shares, valued at $2.1M); initiated new positions in BAI (+174.2K shares, valued at $9.2M), DTCR (+242.2K shares, valued at $7.4M), AIQ (+72.8K shares, valued at $4.8M).

1M P&L

-5.3M-2.15%

3M P&L

+1.8M+0.75%

HY P&L

+7.1M+3.01%

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/A224.2M

90.4%

2Semiconductors12.7M

5.1%

3Internet Content & Information3.4M

1.4%

Top Industries by Stock Count

1N/A58 stocks

78.4%

2Semiconductors5 stocks

6.8%

3Internet Content & Information2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE408.0K shares-0.20%2026-06-302026-08-03

JPST J P MORGAN EXCHANGE TRADED F394.3K shares-9.40%2026-06-302026-08-03

FLXR TCW ETF TRUST385.7K shares-9.87%2026-06-302026-08-03

BINC BLACKROCK ETF TRUST II240.2K shares9.01%2026-06-302026-08-03

DFLV DIMENSIONAL ETF TRUST265.3K shares11.20%2026-06-302026-08-03

SPMO INVESCO EXCH TRADED FD TR II62.9K shares-6.22%2026-06-302026-08-03

QQQ INVESCO QQQ TR13.7K shares-2.55%2026-06-302026-08-03

NVDA NVIDIA CORPORATION46.7K shares-0.02%2026-06-302026-08-03

Sponsored

BAI BLACKROCK ETF TRUST174.2K sharesnew addition2026-06-302026-08-03

PWRD TCW ETF TRUST70.6K shares-2.56%2026-06-302026-08-03

JEMA J P MORGAN EXCHANGE TRADED F121.8K shares6.90%2026-06-302026-08-03

DTCR GLOBAL X FDS242.2K sharesnew addition2026-06-302026-08-03

DYNF BLACKROCK ETF TRUST106.1K shares1155.80%2026-06-302026-08-03

GRNY TIDAL TRUST I249.4K shares6.92%2026-06-302026-08-03

QQQM INVESCO EXCH TRADED FD TR II21.7K shares0.47%2026-06-302026-08-03

RWL INVESCO EXCH TRADED FD TR II46.1K shares6.73%2026-06-302026-08-03

Sponsored

GLTR ABRDN PRECIOUS METALS BASKET27.9K shares-28.00%2026-06-302026-08-03

AIQ GLOBAL X FDS72.8K sharesnew addition2026-06-302026-08-03

CGUS CAPITAL GROUP CORE EQUITY ET101.9K shares26.02%2026-06-302026-08-03

GARP ISHARES TR54.1K shares-0.10%2026-06-302026-08-03

NEAR ISHARES U S ETF TR87.7K shares1.90%2026-06-302026-08-03

IDMO INVESCO EXCH TRADED FD TR II61.5K shares-0.31%2026-06-302026-08-03

GOOG ALPHABET INC9.0K shares2.31%2026-06-302026-08-03

IWY ISHARES TR9.9K shares-44.49%2026-06-302026-08-03

Sponsored

IBDS ISHARES TR113.8K shares-20.54%2026-06-302026-08-03

ARKX ARK ETF TR73.6K shares37.00%2026-06-302026-08-03

AMZN AMAZON COM INC10.3K shares-0.52%2026-06-302026-08-03

ISHARES TR ISHARES TR3.2K shares-0.74%2026-06-302026-08-03

PVAL PUTNAM ETF TRUST42.0K sharesnew addition2026-06-302026-08-03

QUAL ISHARES TR8.9K shares-2.73%2026-06-302026-08-03

OPPJ WISDOMTREE TR32.7K shares0.11%2026-06-302026-08-03

IUSV ISHARES TR16.0K shares-0.05%2026-06-302026-08-03

Sponsored

KOID KRANESHARES TRUST42.5K sharesnew addition2026-06-302026-08-03

FLOT ISHARES TR31.6K sharesnew addition2026-06-302026-08-03

OEF ISHARES TR4.3K shares0.00%2026-06-302026-08-03

QTUM ETF SER SOLUTIONS9.2K shares5.69%2026-06-302026-08-03

AAPL APPLE INC5.1K shares0.73%2026-06-302026-08-03

FLRN SPDR SERIES TRUST43.8K shares162.88%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares-0.04%2026-06-302026-08-03

FESM FIDELITY COVINGTON TRUST27.1K sharesnew addition2026-06-302026-08-03

Sponsored

MU MICRON TECHNOLOGY INC1.1K shares-7.64%2026-06-302026-08-03

SMH VANECK ETF TRUST1.9K shares0.00%2026-06-302026-08-03

MSFT MICROSOFT CORP3.2K shares-13.25%2026-06-302026-08-03

WINN HARBOR ETF TRUST31.6K shares-1.58%2026-06-302026-08-03

SPYV SPDR SERIES TRUST16.6K shares-1.92%2026-06-302026-08-03

ITOT ISHARES TR5.8K shares-0.12%2026-06-302026-08-03

XAR SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-08-03

BROADCOM INC BROADCOM INC2.2K shares0.45%2026-06-302026-08-03

Sponsored

JPLD J P MORGAN EXCHANGE TRADED F16.1K shares-6.84%2026-06-302026-08-03

IBMP ISHARES TR30.2K shares0.00%2026-06-302026-08-03

IBMQ ISHARES TR28.9K shares-2.03%2026-06-302026-08-03

LLY ELI LILLY & CO605 shares0.00%2026-06-302026-08-03

RKLB ROCKET LAB CORP7.1K shares-1.86%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION751 shares0.00%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T843 shares-0.71%2026-06-302026-08-03

SHY ISHARES TR7.5K shares0.00%2026-06-302026-08-03

Sponsored

SUB ISHARES TR5.6K shares0.00%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC953 sharesnew addition2026-06-302026-08-03

CGIE CAPITAL GROUP INTERNATIONAL15.0K shares-91.75%2026-06-302026-08-03

IBDT ISHARES TR21.1K shares-19.47%2026-06-302026-08-03

ALLW SSGA ACTIVE TR17.4K sharesnew addition2026-06-302026-08-03

SPYG SPDR SERIES TRUST4.1K shares-5.02%2026-06-302026-08-03

OKLO OKLO INC8.5K shares-6.16%2026-06-302026-08-03

SPHQ INVESCO EXCHANGE TRADED FD T4.7K shares-2.96%2026-06-302026-08-03

Sponsored

IGV ISHARES TR4.6K shares0.00%2026-06-302026-08-03

IBDU ISHARES TR17.6K shares25.71%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC704 shares-2.76%2026-06-302026-08-03

DUSA DAVIS FUNDAMENTAL ETF TR6.9K shares-14.63%2026-06-302026-08-03

SOXX ISHARES TR570 sharesnew addition2026-06-302026-08-03

AVGE AMERICAN CENTY ETF TR3.5K sharesnew addition2026-06-302026-08-03

SUSA ISHARES TR2.0K shares0.00%2026-06-302026-08-03

TSLA TESLA INC690 sharesnew addition2026-06-302026-08-03

Sponsored

IBMS ISHARES TR11.0K sharesnew addition2026-06-302026-08-03

CANC TEMA ETF TRUST6.8K sharesnew addition2026-06-302026-08-03

LPLA LPL FINL HLDGS INC1.0K shares0.00%2026-06-302026-08-03

BLACKROCK ETF TRUST BLACKROCK ETF TRUST8.5K sharesnew addition2026-06-302026-08-03

GEV GE VERNOVA INC188 sharesnew addition2026-06-302026-08-03

GOOGL ALPHABET INC602 sharesnew addition2026-06-302026-08-03

FTCS FIRST TR EXCHANGE-TRADED FD2.3K shares-7.22%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC700 sharesnew addition2026-06-302026-08-03

Sponsored

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.20%

Shares408.0K

Event2026-06-30

Filed2026-08-03

JPST

J P MORGAN EXCHANGE TRADED F

-9.40%

Shares394.3K

Event2026-06-30

Filed2026-08-03

FLXR

TCW ETF TRUST

-9.87%

Shares385.7K

Event2026-06-30

Filed2026-08-03

BINC

BLACKROCK ETF TRUST II

9.01%

Shares240.2K

Event2026-06-30

Filed2026-08-03

DFLV

DIMENSIONAL ETF TRUST

11.20%

Shares265.3K

Event2026-06-30

Filed2026-08-03

SPMO

INVESCO EXCH TRADED FD TR II

-6.22%

Shares62.9K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-2.55%

Shares13.7K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-0.02%

Shares46.7K

Event2026-06-30

Filed2026-08-03

BAI

BLACKROCK ETF TRUST

New

Shares174.2K

Event2026-06-30

Filed2026-08-03

PWRD

TCW ETF TRUST

-2.56%

Shares70.6K

Event2026-06-30

Filed2026-08-03

JEMA

J P MORGAN EXCHANGE TRADED F

6.90%

Shares121.8K

Event2026-06-30

Filed2026-08-03

DTCR

GLOBAL X FDS

New

Shares242.2K

Event2026-06-30

Filed2026-08-03

DYNF

BLACKROCK ETF TRUST

1155.80%

Shares106.1K

Event2026-06-30

Filed2026-08-03

GRNY

TIDAL TRUST I

6.92%

Shares249.4K

Event2026-06-30

Filed2026-08-03

QQQM

INVESCO EXCH TRADED FD TR II

0.47%

Shares21.7K

Event2026-06-30

Filed2026-08-03

RWL

INVESCO EXCH TRADED FD TR II

6.73%

Shares46.1K

Event2026-06-30

Filed2026-08-03

GLTR

ABRDN PRECIOUS METALS BASKET

-28.00%

Shares27.9K

Event2026-06-30

Filed2026-08-03

AIQ

GLOBAL X FDS

New

Shares72.8K

Event2026-06-30

Filed2026-08-03

CGUS

CAPITAL GROUP CORE EQUITY ET

26.02%

Shares101.9K

Event2026-06-30

Filed2026-08-03

GARP

ISHARES TR

-0.10%

Shares54.1K

Event2026-06-30

Filed2026-08-03

NEAR

ISHARES U S ETF TR

1.90%

Shares87.7K

Event2026-06-30

Filed2026-08-03

IDMO

INVESCO EXCH TRADED FD TR II

-0.31%

Shares61.5K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

2.31%

Shares9.0K

Event2026-06-30

Filed2026-08-03

IWY

ISHARES TR

-44.49%

Shares9.9K

Event2026-06-30

Filed2026-08-03

IBDS

ISHARES TR

-20.54%

Shares113.8K

Event2026-06-30

Filed2026-08-03

ARKX

ARK ETF TR

37.00%

Shares73.6K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-0.52%

Shares10.3K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-0.74%

Shares3.2K

Event2026-06-30

Filed2026-08-03

PVAL

PUTNAM ETF TRUST

New

Shares42.0K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

-2.73%

Shares8.9K

Event2026-06-30

Filed2026-08-03

OPPJ

WISDOMTREE TR

0.11%

Shares32.7K

Event2026-06-30

Filed2026-08-03

IUSV

ISHARES TR

-0.05%

Shares16.0K

Event2026-06-30

Filed2026-08-03

KOID

KRANESHARES TRUST

New

Shares42.5K

Event2026-06-30

Filed2026-08-03

FLOT

ISHARES TR

New

Shares31.6K

Event2026-06-30

Filed2026-08-03

OEF

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-03

QTUM

ETF SER SOLUTIONS

5.69%

Shares9.2K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

0.73%

Shares5.1K

Event2026-06-30

Filed2026-08-03

FLRN

SPDR SERIES TRUST

162.88%

Shares43.8K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.04%

Shares2.8K

Event2026-06-30

Filed2026-08-03

FESM

FIDELITY COVINGTON TRUST

New

Shares27.1K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-7.64%

Shares1.1K

Event2026-06-30

Filed2026-08-03

SMH

VANECK ETF TRUST

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-13.25%

Shares3.2K

Event2026-06-30

Filed2026-08-03

WINN

HARBOR ETF TRUST

-1.58%

Shares31.6K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

-1.92%

Shares16.6K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

-0.12%

Shares5.8K

Event2026-06-30

Filed2026-08-03

XAR

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

0.45%

Shares2.2K

Event2026-06-30

Filed2026-08-03

JPLD

J P MORGAN EXCHANGE TRADED F

-6.84%

Shares16.1K

Event2026-06-30

Filed2026-08-03

IBMP

ISHARES TR

0.00%

Shares30.2K

Event2026-06-30

Filed2026-08-03

IBMQ

ISHARES TR

-2.03%

Shares28.9K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

0.00%

Shares605

Event2026-06-30

Filed2026-08-03

RKLB

ROCKET LAB CORP

-1.86%

Shares7.1K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

0.00%

Shares751

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

-0.71%

Shares843

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

New

Shares953

Event2026-06-30

Filed2026-08-03

CGIE

CAPITAL GROUP INTERNATIONAL

-91.75%

Shares15.0K

Event2026-06-30

Filed2026-08-03

IBDT

ISHARES TR

-19.47%

Shares21.1K

Event2026-06-30

Filed2026-08-03

ALLW

SSGA ACTIVE TR

New

Shares17.4K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

-5.02%

Shares4.1K

Event2026-06-30

Filed2026-08-03

OKLO

OKLO INC

-6.16%

Shares8.5K

Event2026-06-30

Filed2026-08-03

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.96%

Shares4.7K

Event2026-06-30

Filed2026-08-03

IGV

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-03

IBDU

ISHARES TR

25.71%

Shares17.6K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-2.76%

Shares704

Event2026-06-30

Filed2026-08-03

DUSA

DAVIS FUNDAMENTAL ETF TR

-14.63%

Shares6.9K

Event2026-06-30

Filed2026-08-03

SOXX

ISHARES TR

New

Shares570

Event2026-06-30

Filed2026-08-03

AVGE

AMERICAN CENTY ETF TR

New

Shares3.5K

Event2026-06-30

Filed2026-08-03

SUSA

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

New

Shares690

Event2026-06-30

Filed2026-08-03

IBMS

ISHARES TR

New

Shares11.0K

Event2026-06-30

Filed2026-08-03

CANC

TEMA ETF TRUST

New

Shares6.8K

Event2026-06-30

Filed2026-08-03

LPLA

LPL FINL HLDGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

BLACKROCK ETF TRUST

New

Shares8.5K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

New

Shares188

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

New

Shares602

Event2026-06-30

Filed2026-08-03

FTCS

FIRST TR EXCHANGE-TRADED FD

-7.22%

Shares2.3K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

New

Shares700

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available