Notify me when WJ Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 69 | $227,452,074 | +$41,514,909 | -$159,453,180 | -$117,938,271 | JPST, FLXR, CGDV, BINC, WINN | Restatement | 25 Nov 2025, 12:46 |
| Q2 2025 | 99 | $316,790,928 | +$77,092,570 | -$69,959,039 | +$7,133,531 | JPST, CGDV, SHY, QUAL, WINN | 13F-HR | 28 Jul 2025, 16:20 |
| Q1 2025 | 80 | $282,726,062 | +$84,772,215 | -$77,098,366 | +$7,673,849 | JPST, CLOA, CGDV, QUAL, WINN | 13F-HR | 24 Apr 2025, 18:43 |
| Q4 2024 | 74 | $290,430,424 | +$35,196,494 | -$34,870,434 | +$326,060 | QUAL, CGDV, WINN, NVDA, IWY | 13F-HR | 24 Jan 2025, 17:17 |
| Q3 2024 | 74 | $284,015,145 | +$63,919,901 | -$61,542,272 | +$2,377,629 | QUAL, CGDV, WINN, BINC, IWY | 13F-HR | 31 Oct 2024, 17:41 |
| Q2 2024 | 77 | $274,934,185 | +$45,118,891 | -$21,441,947 | +$23,676,944 | QUAL, CGDV, WINN, NVDA, QQQ | 13F-HR | 09 Aug 2024, 19:31 |
| Q1 2024 | 71 | $251,330,377 | +$32,425,746 | -$29,760,054 | +$2,665,692 | QUAL, CGDV, QQQ, TFLO, IWY | 13F-HR | 17 Apr 2024, 18:29 |
| Q4 2023 | 71 | $230,048,130 | +$42,240,353 | -$34,533,737 | +$7,706,616 | TFLO, QUAL, CGDV, QQQ, OEF | 13F-HR | 12 Jan 2024, 20:43 |
| Q3 2023 | 64 | $205,843,440 | +$21,329,035 | -$20,816,367 | +$512,668 | TFLO, QUAL, SHV, CGDV, OEF | 13F-HR | 10 Oct 2023, 21:28 |
| Q2 2023 | 60 | $211,441,863 | +$107,690,259 | -$12,843,586 | +$94,846,673 | TFLO, QUAL, SHV, SHY, IUSV | 13F-HR | 11 Jul 2023, 21:01 |
| Q1 2023 | 50 | $147,851,001 | +$89,095,228 | -$84,413,879 | +$4,681,349 | IGSB, SHY, SHV, IUSV, SPHB | 13F-HR | 12 Apr 2023, 11:27 |
| Q4 2022 | 54 | $172,265,790 | +$35,566,697 | -$7,063,328 | +$28,503,369 | IUSV, DHS, TFLO, FLOT, FLRN | 13F-HR | 15 Feb 2023, 10:10 |
| Q3 2022 | 54 | $159,444,000 | +$62,108,844 | -$19,564,706 | +$42,544,138 | FLOT, IGSB, FLRN, DHS, IUSV | 13F-HR | 18 Oct 2022, 08:11 |
| Q2 2022 | 48 | $140,728,000 | +$57,284,747 | -$10,675,946 | +$46,608,801 | FLOT, FLRN, DHS, XLE, IUSV | 13F-HR | 05 Aug 2022, 13:44 |
| Q1 2022 | 49 | $150,398,000 | +$63,386,394 | -$34,336,596 | +$29,049,798 | FLOT, COWZ, QQQ, IUSV, IUSG | 13F-HR | 12 May 2022, 21:16 |
| Q4 2021 | 53 | $152,663,643 | +$43,356,355 | -$16,226,618 | +$27,129,737 | QQQ, IVV, IUSG, IUSV, FLOT | 13F-HR | 14 Feb 2022, 12:45 |
| Q3 2021 | 54 | $150,375,000 | +$119,655,166 | -$1,110,724 | +$118,544,442 | QQQ, FLRN, IUSG, IVV, IUSV | Restatement | 15 Oct 2021, 15:51 |
| Q2 2021 | 42 | $32,271,000 | +$2,619,241 | -$4,563,418 | -$1,944,177 | QQQ, VGIT, IVV, AMZN, FLRN | 13F-HR | 03 Aug 2021, 20:49 |
| Q1 2021 | 42 | $32,153,000 | +$5,547,703 | -$5,778,054 | -$230,351 | QQQ, VGIT, IVV, FLRN, AMZN | 13F-HR | 28 Apr 2021, 08:19 |
| Q4 2020 | 37 | $32,142,000 | +$3,563,628 | -$3,486,359 | +$77,269 | QQQ, VGIT, IVV, AMZN, SPTI | 13F-HR | 19 Jan 2021, 20:57 |
| Q3 2020 | 31 | $30,875,000 | +$1,148,306 | -$94,746,147 | -$93,597,841 | QQQ, VGIT, SPTI, IVV, GOVT | 13F-HR | 14 Oct 2020, 12:32 |
| Q2 2020 | 51 | $142,554,000 | +$112,559,344 | +$112,559,344 | QQQ, GOVT, VGIT, USMV, TLH | 13F-HR | 03 Aug 2020, 16:59 | |
| Q1 2020 | 23 | $27,755,000 | +$2,062,357 | -$4,678,783 | -$2,616,426 | VGIT, QQQ, GOVT, IVV, USMV | 13F-HR | 21 Apr 2020, 16:21 |
| Q4 2019 | 34 | $39,658,000 | $0 | VGIT, IVV, QQQ, GOVT, VYM | 13F-HR | 31 Jan 2020, 16:16 |