AMJ Financial Wealth Management holds a diversified book of 83 stocks worth $422.2M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). Their largest long position is Pgim Ultra Short Bond ETF at 8% of the equity book. They also disclosed $1.8M in put options (a bearish bet), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as AMJ Financial Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $499.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $138.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $126.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $90.0B |
| LPL Financial LLC | 80 / 80 | $66.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $13.5B |
| CWM, LLC | 80 / 80 | $7.0B |
Ranked by how many of AMJ Financial Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pgim Ultra Short Bond ETF ETF | $32.8M | 662.2K | 7.8% | —Held | |
| 2 | Ishares 0-5 Year Tips Bond ETF ETF | $32.6M | 315.0K | 7.7% | —Held | |
| 3 | Quanta Svcs Inc Com Stock | $16.4M | 29.9K | 3.9% | —Held | |
| 4 | Corning Inc Com Stock | $15.7M | 115.6K | 3.7% | —Held | |
| 5 | Applied Matls Inc Com Stock | $15.1M | 44.3K | 3.6% | —Held | |
| 6 | Goldman Sachs Group Inc Stock | $13.3M | 15.7K | 3.2% | —Held | |
| 7 | Newmont Corp Com Stock | $12.1M | 111.6K | 2.9% | —Held | |
| 8 | Apple Inc Stock | $11.8M | 46.4K | 2.8% | —Held | |
| 9 | Walmart Inc Com Stock | $11.5M | 92.6K | 2.7% | —Held | |
| 10 | Avago Technologies Ltd Stock | $11.0M | 35.6K | 2.6% | —Held | |
| 11 | Cloudflare Inc CL A Com Stock | $10.9M | 53.0K | 2.6% | —Held | |
| 12 | Halliburton Co Com Stock | $10.3M | 264.1K | 2.4% | —Held | |
| 13 | Invesco Bulletshares 2031 Corporate Bond ETF ETF | $10.2M | 622.5K | 2.4% | —Held | |
| 14 | Meta Platforms Inc CL A Stock | $10.1M | 17.7K | 2.4% | —Held | |
| 15 | Ishares 5-10 Year Investment Grade Corporate Bond ETF ETF | $10.0M | 187.2K | 2.4% | —Held | |
| 16 | Google Inc Stock | $9.9M | 34.4K | 2.3% | —Held | |
| 17 | Invesco Bulletshares 2028 Corporate Bond ETF ETF | $9.2M | 449.4K | 2.2% | —Held | |
| 18 | Amazon.com Inc Stock | $9.2M | 44.0K | 2.2% | —Held | |
| 19 | Take-Two Interactive Software Com Stock | $8.9M | 44.9K | 2.1% | —Held | |
| 20 | SPDR Gold Minishares Trust Of Beneficial Interest ETF | $8.8M | 95.4K | 2.1% | —Held | |
| 21 | Nvidia Corporation Com Stock | $8.8M | 50.4K | 2.1% | —Held | |
| 22 | Microsoft Stock | $8.5M | 22.8K | 2.0% | —Held | |
| 23 | Invesco Bulletshares 2030 Corporate Bond ETF ETF | $8.2M | 489.2K | 1.9% | —Held | |
| 24 | Oreilly Automotive Inc Com Stock | $8.0M | 86.6K | 1.9% | —Held | |
| 25 | Huntington Ingalls Inds Inc Com Stock | $7.4M | 19.5K | 1.8% | —Held | |
| 26 | Arista Networks Inc Com SHS Stock | $7.1M | 58.0K | 1.7% | —Held | |
| 27 | TJX Cos Inc New Com Stock | $6.9M | 43.1K | 1.6% | —Held | |
| 28 | Rambus Inc Del Com Stock | $6.6M | 76.3K | 1.6% | —Held | |
| 29 | Paccar Inc Com Stock | $6.4M | 55.3K | 1.5% | —Held | |
| 30 | Resideo Technologies Inc Com Stock | $6.3M | 187.8K | 1.5% | —Held | |
| 31 | Invesco Bulletshares 2029 Corporate Bond ETF ETF | $6.1M | 327.5K | 1.4% | —Held | |
| 32 | Fedex Corp Stock | $5.4M | 15.3K | 1.3% | —Held | |
| 33 | Trane Technologies PLC SHS Stock | $5.0M | 12.0K | 1.2% | —Held | |
| 34 | Eaton Corp PLC SHS Stock | $4.9M | 13.6K | 1.2% | —Held | |
| 35 | Heico Corp New Com Stock | $3.7M | 13.7K | 0.9% | —Held | |
| 36 | Brinker Intl Inc Com Stock | $3.7M | 25.8K | 0.9% | —Held | |
| 37 | Emerson Elec Co Com Stock | $3.5M | 26.9K | 0.8% | —Held | |
| 38 | Netapp Inc Com Stock | $3.3M | 32.4K | 0.8% | —Held | |
| 39 | HSBC Hldgs PLC Spon ADR New ADR | $3.2M | 38.5K | 0.8% | —Held | |
| 40 | Jfrog Ltd Ord SHS Stock | $3.1M | 65.2K | 0.7% | —Held | |
| 41 | Coherent Corp Com Stock | $3.0M | 12.6K | 0.7% | —Held | |
| 42 | Caci Intl Inc CL A Stock | $2.6M | 4.8K | 0.6% | —Held | |
| 43 | Albemarle Corp Com Stock | $2.2M | 12.4K | 0.5% | —Held | |
| 44 | Targa Res Corp Com Stock | $2.1M | 8.4K | 0.5% | —Held | |
| 45 | Nasdaq STK MKT Inc Stock | $2.0M | 23.2K | 0.5% | —Held | |
| 46 | Globalstar Inc Com New Stock | $1.8M | 27.1K | 0.4% | —Held | |
| 47 | Costco Wholesale Corp Stock | $1.6M | 1.6K | 0.4% | —Held | |
| 48 | State Street SPDR Portfolio S&P 500 Growth ETF ETF | $1.5M | 15.2K | 0.4% | —Held | |
| 49 | Bluerock PVT Real Estate FD Com CEF | $1.3M | 80.1K | 0.3% | —Held | |
| 50 | Johnson & Johnson Com Stock | $1.3M | 5.2K | 0.3% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1801585/holdings"
Use Arkolith to show AMJ Financial Wealth Management's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | JOHNSON & JOHNSONJNJ | $1.2M | 5K |
| PUT · bearish | MICROSOFT CORPMSFT | $481K | 1K |
| PUT · bearish | NORTHROP GRUMMAN CORPNOC | $68K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.