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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQM INVESCO NASDAQ 100 ETF 1,040.0 $247K 0.06% -232.0 -18.2% $237.62 +27.8%
82 IBM INTL BUSINESS MACHINES Technology 918.0 $223K 0.05% $242.39 +4.1%
83 SCHX SCHWAB U.S. LARGE-CAP ETF 8,570.0 $220K 0.05% $25.64 +14.5%
84 CBOE CBOE GLOBAL MKTS INC COM Financial Services 732.0 $206K 0.05% NEW $281.07 -8.9%
85 NOC NORTHROP GRUMMAN CORP COM Industrials 240.0 $164K 0.04% NEW $682.24 -25.6%
86 NOC PUT NORTHROP GRUMMAN CORP COM Industrials 100.0 $68K 0.02% NEW $682.24 -25.6%
Page 5 of 5  ·  86 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%