WJ Wealth Management, LLC
WJ Wealth Management, LLC reported 80 positions worth $253.4M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: CGDV (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $20.1M | 7.93% | 408,012 | — | — | |
| ▸ 2 | JPST | SH | $19.9M | 7.87% | 394,346 | — | — | |
| ▸ 3 | FLXR | SH | $15.1M | 5.97% | 385,728 | — | — | |
| ▸ 4 | BINC | SH | $12.6M | 4.96% | 240,233 | — | — | |
| ▸ 5 | DFLV | SH | $10.5M | 4.14% | 265,332 | — | — | |
| ▸ 6 | SPMO | SH | $10.2M | 4.01% | 62,905 | — | — | |
| ▸ 7 | QQQ | SH | $10.1M | 3.99% | 13,721 | — | — | |
| ▸ 8 | NVDA | SH | $9.3M | 3.69% | 46,703 | — | — | |
| ▸ 9 | BAI | SH | $9.2M | 3.62% | 174,181 | — | — | |
| ▸ 10 | PWRD | SH | $8.7M | 3.43% | 70,610 | — | — |
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Frequently Asked Questions
What stocks does WJ Wealth Management, LLC hold as of Q2 2026?
WJ Wealth Management, LLC reported 80 positions worth $253.4M in its Q2 2026 13F filing. Largest positions: CGDV (7.9%), JPST (7.9%), FLXR (6.0%), BINC (5.0%) and DFLV (4.1%).
What did WJ Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WJ Wealth Management, LLC 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.