Fund Universe

WJ Wealth Management, LLC

CIK 0001801674 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.219
AUM ($M)
253
Positions
80
Turnover
0.19
Top-10 wt
50%
Herfindahl
0.035
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 88 positions · portfolio value $253M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM 7.9% -0.2% 20.1 408,012 -799 5
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 7.9% -2.4% 19.9 394,346 -40,932 5
FLXR funds › TCW ETF TRUST TRIM 6.0% -1.9% 15.1 385,728 -42,261 5
BINC funds › BLACKROCK ETF TRUST II ADD 5.0% -0.4% 12.6 240,233 +19,860 5
DFLV funds › DIMENSIONAL ETF TRUST ADD 4.1% +0.2% 10.5 265,332 +26,723 2
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 4.0% +0.5% 10.2 62,905 -4,174 5
QQQ funds › INVESCO QQQ TR TRIM 4.0% +0.2% 10.1 13,721 -359 5
NVDA funds › NVIDIA CORPORATION TRIM 3.7% -0.1% 9.3 46,703 -9 5
BAI funds › BLACKROCK ETF TRUST NEW 3.6% +3.6% 9.2 174,181 +174,181 1
PWRD funds › TCW ETF TRUST TRIM 3.4% +0.1% 8.7 70,610 -1,853 5
JEMA funds › J P MORGAN EXCHANGE TRADED F ADD 3.1% +0.3% 7.8 121,850 +7,866 2
DTCR funds › GLOBAL X FDS NEW 2.9% +2.9% 7.4 242,154 +242,154 1
DYNF funds › BLACKROCK ETF TRUST ADD 2.8% +2.6% 7.2 106,052 +97,607 5
GRNY funds › TIDAL TRUST I ADD 2.7% +0.1% 6.9 249,361 +16,130 3
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 2.6% +0.2% 6.6 21,727 +102 5
RWL funds › INVESCO EXCH TRADED FD TR II ADD 2.3% +0.0% 5.9 46,073 +2,905 2
GLTR funds › ABRDN PRECIOUS METALS BASKET TRIM 2.0% -2.0% 5.1 27,933 -10,861 5
AIQ funds › GLOBAL X FDS NEW 1.9% +1.9% 4.8 72,759 +72,759 1
CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD 1.8% +0.3% 4.5 101,897 +21,037 2
GARP funds › ISHARES TR TRIM 1.8% +0.1% 4.5 54,133 -53 5
NEAR funds › ISHARES U S ETF TR ADD 1.8% -0.3% 4.4 87,652 +1,634 5
IDMO funds › INVESCO EXCH TRADED FD TR II TRIM 1.5% -0.1% 3.7 61,478 -191 5
GOOG funds › ALPHABET INC ADD 1.3% +0.1% 3.2 8,982 +203 5
IWY funds › ISHARES TR TRIM 1.1% -0.9% 2.9 9,901 -7,935 5
IBDS funds › ISHARES TR TRIM 1.1% -0.5% 2.8 113,756 -29,408 5
ARKX funds › ARK ETF TR ADD 1.0% +0.3% 2.5 73,553 +19,865 5
AMZN funds › AMAZON COM INC TRIM 1.0% -0.0% 2.5 10,320 -54 5
IVV funds › ISHARES TR TRIM 1.0% -0.0% 2.4 3,240 -24 5
PVAL funds › PUTNAM ETF TRUST NEW 0.8% +0.8% 2.1 42,045 +42,045 1
QUAL funds › ISHARES TR TRIM 0.8% -0.1% 2.0 8,893 -250 5
OPPJ funds › WISDOMTREE TR ADD 0.7% -0.1% 1.9 32,745 +35 2
IUSV funds › ISHARES TR TRIM 0.7% -0.1% 1.8 15,956 -8 5
KOID funds › KRANESHARES TRUST NEW 0.7% +0.7% 1.8 42,523 +42,523 1
FLOT funds › ISHARES TR NEW 0.6% +0.6% 1.6 31,598 +31,598 1
OEF funds › ISHARES TR HOLD 0.6% -0.0% 1.6 4,321 +0 5
QTUM funds › ETF SER SOLUTIONS ADD 0.6% +0.2% 1.5 9,232 +497 5
AAPL funds › APPLE INC ADD 0.6% -0.0% 1.5 5,086 +37 5
FLRN funds › SPDR SERIES TRUST ADD 0.5% +0.3% 1.4 43,809 +27,144 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.5% +0.1% 1.3 2,815 -1 5
FESM funds › FIDELITY COVINGTON TRUST NEW 0.5% +0.5% 1.3 27,050 +27,050 1
MU funds › MICRON TECHNOLOGY INC TRIM 0.5% +0.3% 1.3 1,125 -93 4
SMH funds › VANECK ETF TRUST HOLD 0.5% +0.2% 1.2 1,896 +0 5
MSFT funds › MICROSOFT CORP TRIM 0.5% -0.2% 1.2 3,161 -483 5
WINN funds › HARBOR ETF TRUST TRIM 0.4% -0.0% 1.0 31,589 -507 5
SPYV funds › SPDR SERIES TRUST TRIM 0.4% -0.1% 1.0 16,605 -325 5
ITOT funds › ISHARES TR TRIM 0.4% -0.0% 1.0 5,800 -7 5
XAR funds › SPDR SERIES TRUST HOLD 0.3% -0.0% 0.9 3,050 +0 5
AVGO funds › BROADCOM INC ADD 0.3% +0.0% 0.8 2,235 +10 5
JPLD funds › J P MORGAN EXCHANGE TRADED F TRIM 0.3% -0.1% 0.8 16,089 -1,182 4
IBMP funds › ISHARES TR HOLD 0.3% -0.1% 0.8 30,182 +0 5
IBMQ funds › ISHARES TR TRIM 0.3% -0.1% 0.7 28,885 -600 5
LLY funds › ELI LILLY & CO HOLD 0.3% +0.0% 0.7 605 +0 5
RKLB funds › ROCKET LAB CORP TRIM 0.3% +0.1% 0.7 7,111 -135 5
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.3% -0.1% 0.7 751 +0 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.2% -0.0% 0.6 843 -6 5
SHY funds › ISHARES TR HOLD 0.2% -0.0% 0.6 7,490 +0 5
SUB funds › ISHARES TR HOLD 0.2% -0.0% 0.6 5,577 +0 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.2% +0.2% 0.6 953 +953 1
CGIE funds › CAPITAL GROUP INTERNATIONAL TRIM 0.2% -2.7% 0.6 14,965 -166,425 5
IBDT funds › ISHARES TR TRIM 0.2% -0.1% 0.5 21,100 -5,100 5
ALLW funds › SSGA ACTIVE TR NEW 0.2% +0.2% 0.5 17,400 +17,400 1
SPYG funds › SPDR SERIES TRUST TRIM 0.2% -0.0% 0.5 4,107 -217 5
OKLO funds › OKLO INC TRIM 0.2% -0.0% 0.4 8,533 -560 5
SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 0.4 4,685 -143 5
IGV funds › ISHARES TR HOLD 0.2% -0.0% 0.4 4,575 +0 5
IBDU funds › ISHARES TR ADD 0.2% +0.0% 0.4 17,600 +3,600 4
META funds › META PLATFORMS INC TRIM 0.2% -0.0% 0.4 704 -20 5
DUSA funds › DAVIS FUNDAMENTAL ETF TR TRIM 0.2% -0.0% 0.4 6,915 -1,185 3
SOXX funds › ISHARES TR NEW 0.1% +0.1% 0.4 570 +570 1
AVGE funds › AMERICAN CENTY ETF TR NEW 0.1% +0.1% 0.3 3,475 +3,475 1
SUSA funds › ISHARES TR HOLD 0.1% -0.0% 0.3 2,000 +0 5
TSLA funds › TESLA INC NEW 0.1% +0.1% 0.3 690 +690 1
IBMS funds › ISHARES TR NEW 0.1% +0.1% 0.3 11,000 +11,000 1
CANC funds › TEMA ETF TRUST NEW 0.1% +0.1% 0.3 6,850 +6,850 1
LPLA funds › LPL FINL HLDGS INC HOLD 0.1% -0.0% 0.3 1,000 +0 5
IALT funds › BLACKROCK ETF TRUST NEW 0.1% +0.1% 0.2 8,525 +8,525 1
GEV funds › GE VERNOVA INC NEW 0.1% +0.1% 0.2 188 +188 1
GOOGL funds › ALPHABET INC NEW 0.1% +0.1% 0.2 602 +602 1
FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% -0.0% 0.2 2,250 -175 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.2 700 +700 1
IBMR funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -11,000 0
LHX funds › L3HARRIS TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -1,168 0
IAU funds › ISHARES GOLD TR EXIT 0.0% -0.1% 0.0 0 -2,769 0
SHLD funds › GLOBAL X FDS EXIT 0.0% -3.9% 0.0 0 -118,982 0
JPIE funds › J P MORGAN EXCHANGE TRADED F EXIT 0.0% -0.2% 0.0 0 -10,650 0
NLR funds › VANECK ETF TRUST EXIT 0.0% -0.6% 0.0 0 -9,821 0
TOTL funds › SSGA ACTIVE ETF TR EXIT 0.0% -0.3% 0.0 0 -15,909 0
GE funds › GE AEROSPACE EXIT 0.0% -0.2% 0.0 0 -1,269 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 253 80 0.19 50% 0.035 0.219 in
2026Q1 214 70 0.20 55% 0.043 0.236 in
2025Q4 228 70 0.13 55% 0.041 0.304 in
2025Q3 332 94 0.23 52% 0.037 0.182 in
2025Q2 317 99 0.26 48% 0.033 0.154 entered
2025Q1 283 80 0.00 53% 0.038 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status