AMJ Financial Wealth Management

CIK 0001801585 · LEESBURG, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

AMJ Financial Wealth Management reported 86 positions worth $424.0M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: PULS (7.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$424.0M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.6%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PULSPGIM ULTRA SHORT BOND ETFSH$32.8M7.73%662,171
2STIPISHARES 0-5 YEAR TIPS BOND ETFSH$32.6M7.68%314,997
3PWRQUANTA SVCS INC COMSH$16.4M3.87%29,913
4GLWCORNING INC COMSH$15.7M3.71%115,562
5AMATAPPLIED MATLS INC COMSH$15.1M3.57%44,267
6GSGOLDMAN SACHS GROUP INCSH$13.3M3.14%15,744
7NEMNEWMONT CORP COMSH$12.1M2.85%111,606
8AAPLAPPLE INCSH$11.8M2.78%46,367
9WMTWALMART INC COMSH$11.5M2.72%92,639
10AVGOAVAGO TECHNOLOGIES LTDSH$11.0M2.60%35,587

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AMJ Financial Wealth Management hold as of Q2 2026?

AMJ Financial Wealth Management reported 86 positions worth $424.0M in its Q2 2026 13F filing. Largest positions: PULS (7.7%), STIP (7.7%), PWR (3.9%), GLW (3.7%) and AMAT (3.6%).

What did AMJ Financial Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AMJ Financial Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.