Wj Wealth Management, LLC Portfolio Holdings
Wj Wealth Management, LLC
- $152 Million
- Q3 2025
Wj Wealth Management, LLC has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Million distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $18.7M, Capital Group Divid Value ETF with a value of $17M, Harbor ETF Tr Harbor Long Term with a value of $9.83M, Nvidia Corp with a value of $8.91M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $8.68M.
Examining the 13F form we can see an decrease of $88.2M in the current position value, from $241M to 152M.
Below you can find more details about Wj Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$152 Million
ETFs: $130 Million
Technology: $14.6 Million
Communication Services: $2.94 Million
Consumer Cyclical: $2.35 Million
Consumer Defensive: $1.25 Million
Industrials: $744,000
Healthcare: $462,000
Financial Services: $332,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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