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WJ Wealth Management, LLC
Updated 2 days agoManaged by Wj Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$245.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $332.4M |
| Q4 2025 | $228.4M |
| Q1 2026 | $213.6M |
| Q2 2026 | $253.4M |
| Q3 2026 | $245.7M |
Top holdings
80 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $21.2M | 420.1K | 8.61% | — | |
| 2 | $17M | 348.7K | 6.93% | — | |
| 3 | $14.1M | 276.9K | 5.75% | — | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $13.4M | 333.3K | 5.45% | — |
| 5 | ? N/A TCW ETF TRUST | $11.2M | 295.1K | 4.56% | — |
| 6 | $10.7M | 46.6K | 4.33% | — | |
| 7 | $10.1M | 13.7K | 4.11% | — | |
| 8 | $10M | 117.6K | 4.08% | — | |
| 9 | $8.8M | 57.7K | 3.56% | — | |
| 10 | $8.7M | 67.4K | 3.53% | — | |
| 11 | $7.5M | 108.0K | 3.04% | — | |
| 12 | $7.1M | 23.2K | 2.88% | — | |
| 13 | ? N/A TIDAL TRUST I | $6.9M | 247.2K | 2.80% | — |
| 14 | $6.9M | 105.5K | 2.80% | — | |
| 15 | ? N/A AMERICAN CENTY ETF TR | $6.8M | 69.0K | 2.76% | — |
| 16 | $5.4M | 42.1K | 2.19% | — | |
| 17 | $5.4M | 180.2K | 2.19% | — | |
| 18 | $4.6M | 102.3K | 1.85% | — | |
| 19 | ? N/A TEMA ETF TRUST | $4.3M | 103.1K | 1.76% | — |
| 20 | $3.4M | 67.8K | 1.38% | — |