WJ Wealth Management, LLC reported 19 positions worth $29.29M for the quarter ended Sep 30, 2026, down 5.3% on the prior quarter. It opened 2 new positions, added to 8, trimmed 6 and exited 3. Its largest holding is Nvidia Corp at 36.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | +904 | – | $239.33K | 0.817% |
| MSFT Microsoft Corp | +453 | +14.3% | $232.32K | 6.33% |
| SECZ Securitize Corp. | +14.5K | – | $211.56K | 0.722% |
| AVGO Broadcom Inc. | +200 | +8.9% | $70.24K | 2.92% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +138 | +4.9% | $62.95K | 4.6% |
| AMZN Amazon Com Inc | +140 | +1.4% | $34.88K | 8.9% |
| COST Costco Wholesale Corp | +28 | +3.7% | $25.49K | 2.42% |
| AAPL Apple Inc. | +75 | +1.5% | $24.98K | 5.87% |
| AMD Advanced Micro Devices Inc | +20 | +2.1% | $12.24K | 2.03% |
| MU Micron Technology Inc | +8 | +0.7% | $8.52K | 4.12% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLTR abrdn Precious Metals Basket ETF Trust | -18.0K | -64.6% | $3.36M | 6.3% |
| TSLA Tesla, Inc. | -690 | -100.0% | $290.21K | Exited |
| GEV GE Vernova Inc. | -188 | -100.0% | $220.87K | Exited |
| MRVL Marvell Technology, Inc. | -700 | -100.0% | $208.52K | Exited |
| OKLO Oklo Inc. | -1,948 | -22.8% | $72.12K | 0.832% |
| RKLB Rocket Lab Corp | -671 | -9.4% | $46.76K | 1.53% |
| META Meta Platforms, Inc. | -27 | -3.8% | $19.58K | 1.68% |
| NVDA Nvidia Corp | -61 | -0.1% | $13.93K | 36.37% |
| GOOG Alphabet Inc. | -14 | -0.2% | $4.77K | 10.43% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 46.6K | $10.65M | 36.37% | -61 | -0.1% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 8,968 | $3.06M | 10.43% | -14 | -0.2% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 10.5K | $2.61M | 8.9% | +140 | +1.4% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 3,614 | $1.85M | 6.33% | +453 | +14.3% | Added | 0% |
| 5 | GLTR abrdn Precious Metals Basket ETF Trust | Others | 9,902 | $1.84M | 6.3% | -18.0K | -64.6% | Reduced | 0.07% |
| 6 | AAPL Apple Inc. | Technology | 5,161 | $1.72M | 5.87% | +75 | +1.5% | Added | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,953 | $1.35M | 4.6% | +138 | +4.9% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 1,133 | $1.21M | 4.12% | +8 | +0.7% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 2,435 | $855.15K | 2.92% | +200 | +8.9% | Added | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 779 | $709.16K | 2.42% | +28 | +3.7% | Added | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 605 | $700.03K | 2.39% | 0 | 0.0% | Unchanged | 0% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 973 | $595.24K | 2.03% | +20 | +2.1% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 677 | $490.95K | 1.68% | -27 | -3.8% | Reduced | 0% |
| 14 | RKLB Rocket Lab Corp | Industrials | 6,440 | $448.74K | 1.53% | -671 | -9.4% | Reduced | 0% |
| 15 | LPLA LPL Financial Holdings Inc. | Financial Services | 1,000 | $305.80K | 1.04% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at WJ Wealth Management.
As of its Q3 2026 13F filing, WJ Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 36.4%, Alphabet Inc. (GOOG) at 10.4%, Amazon Com Inc (AMZN) at 8.9%, Microsoft Corp (MSFT) at 6.3%, abrdn Precious Metals Basket ETF Trust (GLTR) at 6.3% of the reported portfolio.
WJ Wealth Management, LLC reported a 13F portfolio worth $29.29M across 19 positions for Q3 2026. That is down 5.3% from the previous quarter.
Its largest purchases by value were CrowdStrike Holdings, Inc. ($239.33K), Microsoft Corp ($232.32K), Securitize Corp. ($211.56K). It opened 2 new positions.
Its largest sales by value were abrdn Precious Metals Basket ETF Trust ($3.36M), Tesla, Inc. ($290.21K), GE Vernova Inc. ($220.87K). It exited 3 positions entirely.
From the Form 13F-HR reports WJ Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.