SEC Form 13F

WJ Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$253,413,472
Positions80

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$20,106,714408,012
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$19,941,934394,346
TCW ETF TRUSTFLXRFLEXIBLE INCOME$15,124,251385,728
BLACKROCK ETF TRUST IIBINCISHA FLEX IN ETF$12,573,806240,233
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$10,491,196265,332
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$10,161,62162,905
INVESCO QQQ TRQQQUNIT SER 1$10,104,11713,721
NVIDIA CORPORATIONNVDACOM$9,344,87046,703
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$9,182,767174,181
TCW ETF TRUSTPWRDTRANS SYSTE ETF$8,682,07370,610

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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