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Portfolio (Quarterly) Guide ↗

AMJ Financial Wealth Management

· CIK 0001801585
13F Portfolio $424M AUM 86 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 25 Added 29 Reduced 15 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 11,636.0 $591K 0.14% +5K +66.4% $50.81 +14.7%
22 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 4,910.0 $544K 0.13% +278.0 +6.0% $110.86 -3.1%
23 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 15,389.0 $394K 0.09% +473.0 +3.2% $25.62 -0.6%
24 GOOG ALPHABET INC CAP STK CL C Communication Services 1,009.0 $290K 0.07% +20.0 +2.0% $286.94 +20.5%
25 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 8,214.0 $286K 0.07% +237.0 +3.0% $34.85 +11.2%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Industrials 20.2%
Communication Services 10.5%
Financial Services 10.0%
Consumer Cyclical 9.2%
Basic Materials 4.7%
Consumer Defensive 4.3%
Energy 4.3%
Healthcare 0.7%