WJ Wealth Management, LLC
All 13F Filings
- Location
- Glendale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 253,413
- Description
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- Website
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- 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 | 8/3/2026 | 80 | 253,413 | 13F-HR | WJ Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 70 | 213,557 | 13F-HR | WJ Wealth Management, LLC |
| 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 | 61.59 K | 24.3% | 0 | 2.08 K | -2.08 K |
| ETFs | 185.3 K | 73.1% | 40.97 K | 0 | 40.97 K |
| Debt | 6.567 K | 2.6% | 971 | 0 | 971 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
253,413
Holdings
80
QoQ value change ($000)
39,856
(18.7%)
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.