Institutional filer · SEC 13F · Q3 2025
WJ Wealth Management, LLC
The reported 13F portfolio of WJ Wealth Management, LLC (CIK 1801674) - top holdings, how concentrated the book is, and what changed last quarter.
- $227.5M
- Reported book
- 69
- Positions
- #181
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, WJ Wealth Management, LLC ranks #181 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $227.5M across 69 positions, a moderately concentrated portfolio.
- $227.5M
- reported 13F value
- 69
- disclosed positions
- 8.2%
- in J P MORGAN EXCHANGE TR
- #181
- of 360 filers
Top-5 share 35.4% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, WJ Wealth Management, LLC ranks #181 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where WJ Wealth Management, LLC sits by disclosed position count
WJ Wealth Management, LLC reports 69 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
WJ Wealth Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
69 231st of 360 higher than 129 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
WJ Wealth Management, LLC reports a book ($0.23B) concentrated across only 69 disclosed positions -- fewer than the 161-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1801674 · Q3 2025 $227M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #181/360
- POS-FOCUS 69 names
- CONC-HEAVY 35% top-5
- LEAD-HEAVY 8.2% top
- PHOTO-FINISH Brown Financial
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: Brown Financial Advisors
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · WJ Wealth Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$227.5M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $18.7M | 8.2% |
| 2 | TCW ETF TRUST | $17.6M | 7.8% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | $17.2M | 7.6% |
| 4 | BLACKROCK ETF TRUST II | $14.5M | 6.4% |
| 5 | HARBOR ETF TRUST | $12.5M | 5.5% |
| 6 | CAPITAL GROUP INTERNATIONAL | $11.0M | 4.8% |
| 7 | NVIDIA CORPORATION | $9.7M | 4.3% |
| 8 | INVESCO EXCH TRADED FD TR II | $8.7M | 3.8% |
| 9 | INVESCO QQQ TR | $8.5M | 3.8% |
| 10 | ABRDN PRECIOUS METALS BASKET | $7.7M | 3.4% |
| 11 | GLOBAL X FDS | $7.7M | 3.4% |
| 12 | TCW ETF TRUST | $7.3M | 3.2% |
| 13 | CAPITAL GROUP GROWTH ETF | $6.8M | 3.0% |
| 14 | PACER FDS TR | $6.0M | 2.6% |
| 15 | ISHARES TR | $5.8M | 2.5% |
| 16 | INVESCO EXCH TRADED FD TR II | $5.7M | 2.5% |
| 17 | INVESCO EXCH TRADED FD TR II | $5.6M | 2.5% |
| 18 | PIMCO ETF TR | $4.5M | 2.0% |
| 19 | ISHARES TR | $3.9M | 1.7% |
| 20 | ISHARES TR | $3.7M | 1.6% |
| 21 | ISHARES TR | $3.1M | 1.4% |
| 22 | AMAZON COM INC | $2.6M | 1.1% |
| 23 | ALPHABET INC | $2.5M | 1.1% |
| 24 | ISHARES TR | $2.4M | 1.1% |
| 25 | SIMPLIFY EXCHANGE TRADED FUN | $2.2M | 1.0% |
Latest Quarter Trades · Q3 2025
New positions (69)
Frequently Asked Questions
- How big is WJ Wealth Management, LLC's 13F portfolio?
- WJ Wealth Management, LLC reports $227.5M of long US-equity positions across 69 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does WJ Wealth Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, WJ Wealth Management, LLC ranks #181 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is WJ Wealth Management, LLC's largest position?
- WJ Wealth Management, LLC's largest reported position is J P MORGAN EXCHANGE TRADED F at $18.7M, about 8.2% of its reported book as of Q3 2025.
- What did WJ Wealth Management, LLC trade last quarter?
- In its Q3 2025 filing, WJ Wealth Management, LLC opened 69 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for WJ Wealth Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($227.5M here).
Similar holding count
Nearest filers by number of disclosed positions (69 here).
Using this filing
- The rankings sort every tracked filer the same way WJ Wealth Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Brown Financial Advisors reported the nearest book value ($223.8M) this quarter, a useful scale comparison for WJ Wealth Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.