AMJ Financial Wealth Management ETF holdings
Leesburg, VA
Reported $129.4M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$129.4M
ETFs held
27
Change from prior quarter
+0.0%
With price moves
ETFs as a share of its 13F
30.6%
of $422.2M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PULS | PGIM Ultra Short Bond ETF | $32.8M | 662,171 | No change |
| STIP | iShares 0-5 Year TIPS Bond ETF | $32.6M | 314,997 | No change |
| BSCV | Invesco BulletShares 2031 Corporate Bond ETF | $10.2M | 622,503 | No change |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $10.0M | 187,237 | No change |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $9.2M | 449,382 | No change |
| GLDM | SPDR Gold MiniShares | $8.8M | 95,394 | No change |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | $8.2M | 489,231 | No change |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | $6.1M | 327,509 | No change |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $1.5M | 15,187 | No change |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $1.0M | 13,305 | No change |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001801585. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does AMJ Financial Wealth Management own?
AMJ Financial Wealth Management reported 27 ETF positions worth $129.4M in its Form 13F for June 30, 2026. The largest was PULS, at $32.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.