WJ Wealth Management, LLC holds a focused book of 80 stocks worth $253.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Ishrs AI In And Tech Act ETF and trimmed Cap Group Dividend Value. Their largest long position is Cap Group Dividend Value at 8% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show WJ Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.1 points over this window.
Growth of $10,000 cloning WJ Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% 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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WJ Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $445.1B |
| LPL Financial LLC | 79 / 80 | $86.9B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $14.9B |
| ROYAL BANK OF CANADA | 77 / 80 | $124.4B |
| STIFEL FINANCIAL CORP | 77 / 80 | $22.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $16.8B |
| Kestra Advisory Services, LLC | 77 / 80 | $7.3B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $124.0B |
Ranked by how many of WJ Wealth Management, LLC'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 | Capital Group Dividend Value SHS CREAT UNIT | $20.1M | 408.0K | 7.9% | ▼−0.2% Reduced · −799 sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $19.9M | 394.3K | 7.9% | ▼−9.4% Reduced · −41K sh | |
| 3 | TCW ETF Trust FLEXIBLE INCOME | $15.1M | 385.7K | 6.0% | ▼−9.9% Reduced · −42K sh | |
| 4 | BlackRock ETF Trust II ISHA FLEX IN ETF | $12.6M | 240.2K | 5.0% | ▲+9.0% Added · +20K sh | |
| 5 | Dimensional ETF Trust US LARG VALU ETF | $10.5M | 265.3K | 4.1% | ▲+11% Added · +27K sh | |
| 6 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $10.2M | 62.9K | 4.0% | ▼−6.2% Reduced · −4K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $10.1M | 13.7K | 4.0% | ▼−2.5% Reduced · −359 sh | |
| 8 | Nvidia Corporation COM | $9.3M | 46.7K | 3.7% | ▼~0% Reduced · −9 sh | |
| 9 | BlackRock ETF Trust ISHA I IN TE ETF | $9.2M | 174.2K | 3.6% | ▲New New position | |
| 10 | TCW ETF Trust TRANS SYSTE ETF | $8.7M | 70.6K | 3.4% | ▼−2.5% Reduced · −2K sh | |
| 11 | J P Morgan Exchange Traded F ACTIVEBLDRS EMER | $7.8M | 121.8K | 3.1% | ▲+6.9% Added · +8K sh | |
| 12 | Global X FDS DATA CTR DIG ETF | $7.4M | 242.2K | 2.9% | ▲New New position | |
| 13 | BlackRock ETF Trust ISHARES US EQUIT | $7.2M | 106.1K | 2.8% | ▲13× Added · +98K sh | |
| 14 | Tidal Trust I FUND GRAN US ETF | $6.9M | 249.4K | 2.7% | ▲+6.9% Added · +16K sh | |
| 15 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $6.6M | 21.7K | 2.6% | ▲+0.5% Added · +102 sh | |
| 16 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $5.9M | 46.1K | 2.3% | ▲+6.7% Added · +3K sh | |
| 17 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $5.1M | 27.9K | 2.0% | ▼−28% Reduced · −11K sh | |
| 18 | Global X FDS ARTIFICIAL ETF | $4.8M | 72.8K | 1.9% | ▲New New position | |
| 19 | Capital Group Core Equity Et SHS CREAT UNIT | $4.5M | 101.9K | 1.8% | ▲+26% Added · +21K sh | |
| 20 | Ishares TR MSCI US GARP ETF | $4.5M | 54.1K | 1.8% | ▼−0.1% Reduced · −53 sh | |
| 21 | Ishares U S ETF TR SHOR DURA BD ETF | $4.4M | 87.7K | 1.8% | ▲+1.9% Added · +2K sh | |
| 22 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $3.7M | 61.5K | 1.5% | ▼−0.3% Reduced · −191 sh | |
| 23 | Alphabet Inc CAP STK CL C | $3.2M | 9.0K | 1.3% | ▲+2.3% Added · +203 sh | |
| 24 | Ishares TR RUS TP200 GR ETF | $2.9M | 9.9K | 1.1% | ▼−44% Reduced · −8K sh | |
| 25 | Ishares TR IBONDS 27 ETF | $2.8M | 113.8K | 1.1% | ▼−21% Reduced · −29K sh | |
| 26 | Ark ETF TR SPACE & DEFENSE | $2.5M | 73.6K | 1.0% | ▲+37% Added · +20K sh | |
| 27 | Amazon Com Inc COM | $2.5M | 10.3K | 1.0% | ▼−0.5% Reduced · −54 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $2.4M | 3.2K | 1.0% | ▼−0.7% Reduced · −24 sh | |
| 29 | Putnam ETF Trust FOCUSED LAR CAP | $2.1M | 42.0K | 0.8% | ▲New New position | |
| 30 | Ishares TR MSCI USA QLT FCT | $2.0M | 8.9K | 0.8% | ▼−2.7% Reduced · −250 sh | |
| 31 | Wisdomtree TR JAPAN OPPOR FD | $1.9M | 32.7K | 0.7% | ▲+0.1% Added · +35 sh | |
| 32 | Ishares TR CORE S&P US VLU | $1.8M | 16.0K | 0.7% | ▼−0.1% Reduced · −8 sh | |
| 33 | Kraneshares Trust GBL HUMANOID ROB | $1.8M | 42.5K | 0.7% | ▲New New position | |
| 34 | Ishares TR FLTG RATE NT ETF | $1.6M | 31.6K | 0.6% | ▲New New position | |
| 35 | Ishares TR S&P 100 ETF | $1.6M | 4.3K | 0.6% | —Held | |
| 36 | ETF Ser Solutions DEFIA QUANT ETF | $1.5M | 9.2K | 0.6% | ▲+5.7% Added · +497 sh | |
| 37 | Apple Inc COM | $1.5M | 5.1K | 0.6% | ▲+0.7% Added · +37 sh | |
| 38 | SPDR Series Trust ST STR RATE ETF | $1.4M | 43.8K | 0.5% | ▲+163% Added · +27K sh | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 2.8K | 0.5% | ▼~0% Reduced · −1 sh | |
| 40 | Fidelity Covington Trust ENHANCED SML CAP | $1.3M | 27.1K | 0.5% | ▲New New position | |
| 41 | Micron Technology Inc COM | $1.3M | 1.1K | 0.5% | ▼−7.6% Reduced · −93 sh | |
| 42 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.2M | 1.9K | 0.5% | —Held | |
| 43 | Microsoft Corp COM | $1.2M | 3.2K | 0.5% | ▼−13% Reduced · −483 sh | |
| 44 | Harbor ETF Trust LONG TERM GROWER | $1.0M | 31.6K | 0.4% | ▼−1.6% Reduced · −507 sh | |
| 45 | SPDR Series Trust ST STR P500VAL | $1.0M | 16.6K | 0.4% | ▼−1.9% Reduced · −325 sh | |
| 46 | Ishares TR CORE S&P TTL STK | $953K | 5.8K | 0.4% | ▼−0.1% Reduced · −7 sh | |
| 47 | SPDR Series Trust ST STR SP AERO | $866K | 3.0K | 0.3% | —Held | |
| 48 | Broadcom Inc COM | $844K | 2.2K | 0.3% | ▲+0.4% Added · +10 sh | |
| 49 | J P Morgan Exchange Traded F JPMORGAM LTD DUR | $840K | 16.1K | 0.3% | ▼−6.8% Reduced · −1K sh | |
| 50 | Ishares TR IBONDS DEC 27 | $767K | 30.2K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 80 | $253.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 70 | $213.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 70 | $228.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 25, 2025 | 69 | $227.5M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 99 | $316.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 80 | $282.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 74 | $290.4M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.