WJ Wealth Management, LLC
All 13F Filings
- Location
- Glendale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 228,420
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 70 | 228,420 | 13F-HR | WJ Wealth Management, LLC |
| Q3 2025 | 11/25/2025 | 69 | 227,452 | 13F-HR/A - RESTATEMENT | WJ Wealth Management, LLC |
| Q3 2025 | 11/17/2025 | 94 | 332,376 | 13F-HR | WJ Wealth Management, LLC |
| Q2 2025 | 7/28/2025 | 99 | 316,791 | 13F-HR | WJ Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.3 K | 70.2% | 0 | 3.422 K | -3.422 K |
| ETFs | 63.14 K | 27.6% | 3.984 K | 0 | 3.984 K |
| Debt | 4.999 K | 2.2% | 407 | 0 | 407 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
228,420
Holdings
70
QoQ value change ($000)
968
(0.4%)
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.