AMJ Financial Wealth Management
All 13F Filings
- Location
- Leesburg, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 424,006
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 86 | 424,006 | 13F-HR | AMJ Financial Wealth Management |
| Q1 2026 | 5/8/2026 | 86 | 424,006 | 13F-HR | AMJ Financial Wealth Management |
| Q4 2025 | 2/5/2026 | 89 | 423,012 | 13F-HR | AMJ Financial Wealth Management |
| Q3 2025 | 11/10/2025 | 89 | 419,705 | 13F-HR | AMJ Financial Wealth Management |
| Q2 2025 | 8/13/2025 | 84 | 401,670 | 13F-HR | AMJ Financial Wealth Management |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.772 K
(0.4% of total reported value)
· QoQ Δ:
0
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 292.9 K | 69.4% | 0 | 0 | 0 |
| ETFs | 129.4 K | 30.6% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
424,006
Holdings
86
QoQ value change ($000)
0
(0.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.