WJ Wealth Management, LLC ETF holdings
Glendale, AZ
Reported $227.5M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$227.5M
ETFs held
61
Change from prior quarter
+18.3%
With price moves
ETFs as a share of its 13F
89.8%
of $253.4M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | $20.1M | 408,012 | −799 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $19.9M | 394,346 | −40,932 shares |
| FLXR | TCW Flexible Income ETF | $15.1M | 385,728 | −42,261 shares |
| BINC | iShares Flexible Income Active ETF | $12.6M | 240,233 | +19,860 shares |
| DFLV | Dimensional US Large Cap Value ETF | $10.5M | 265,332 | +26,723 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $10.2M | 62,905 | −4,174 shares |
| QQQ | Invesco QQQ Trust | $10.1M | 13,721 | −359 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $9.2M | 174,181 | New position |
| PWRD | TCW Transform Systems ETF | $8.7M | 70,610 | −1,853 shares |
| JEMA | JPMorgan ActiveBuilders Emerging Markets Equity ETF | $7.8M | 121,850 | +7,866 shares |
51 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) 0001801674. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WJ Wealth Management, LLC own?
WJ Wealth Management, LLC reported 61 ETF positions worth $227.5M in its Form 13F for June 30, 2026. The largest was CGDV, at $20.1M.
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.