WJ Wealth Management, LLC - Portfolio overview

WJ Wealth Management, LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 8.87%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 7.00%
3. FLXR - TCW ETF TRUST, 6.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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