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Portfolio (Quarterly) Guide ↗

WJ Wealth Management, LLC

· CIK 0001801674
13F Portfolio $253M AUM 80 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 80 New
Page 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALLW SSGA ACTIVE TR 17,400.0 $509K 0.20% NEW $29.27 +3.1%
62 SPYG SPDR SERIES TRUST 4,107.0 $489K 0.19% NEW $118.99 +2.3%
63 OKLO OKLO INC Utilities 8,533.0 $447K 0.18% NEW $52.33 -21.1%
64 SPHQ INVESCO EXCHANGE TRADED FD T 4,685.0 $422K 0.17% NEW $90.10 -5.3%
65 IGV ISHARES TR 4,575.0 $414K 0.16% NEW $90.60 +15.4%
66 IBDU ISHARES TR 17,600.0 $408K 0.16% NEW $23.16 -0.9%
67 META META PLATFORMS INC Communication Services 704.0 $397K 0.16% NEW $563.29 +9.5%
68 DUSA DAVIS FUNDAMENTAL ETF TR 6,915.0 $388K 0.15% NEW $56.18 +1.8%
69 SOXX ISHARES TR 570.0 $365K 0.14% NEW $640.76 -18.9%
70 AVGE AMERICAN CENTY ETF TR 3,475.0 $344K 0.14% NEW $99.10 +3.1%
71 SUSA ISHARES TR 2,000.0 $309K 0.12% NEW $154.30 +2.5%
72 TSLA TESLA INC Consumer Cyclical 690.0 $290K 0.12% NEW $420.60 -15.8%
73 ISHARES TR 11,000.0 $285K 0.11% NEW $25.87
74 CANC TEMA ETF TRUST 6,850.0 $282K 0.11% NEW $41.24 +6.8%
75 LPLA LPL FINL HLDGS INC Financial Services 1,000.0 $282K 0.11% NEW $281.68 +27.6%
76 IALT BLACKROCK ETF TRUST 8,525.0 $239K 0.09% NEW $28.05 +3.8%
77 GEV GE VERNOVA INC Utilities 188.0 $221K 0.09% NEW $1174.86 -19.8%
78 GOOGL ALPHABET INC Communication Services 602.0 $215K 0.09% NEW $357.37 -5.3%
79 FTCS FIRST TR EXCHANGE-TRADED FD 2,250.0 $211K 0.08% NEW $93.92 +6.0%
80 MRVL MARVELL TECHNOLOGY INC Technology 700.0 $209K 0.08% NEW $297.89 -25.0%
Page 4 of 4  ·  80 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 42.2%
Financial Services 41.8%
Consumer Cyclical 7.1%
Healthcare 1.9%
Industrials 1.9%
Consumer Defensive 1.8%
Utilities 1.7%
Communication Services 1.6%