WJ Wealth Management, LLC
Net seller this quarter
$253M
29
-$6.03M
21.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FLXR | $15.1M | 5.97% | 0.22% | -9.9% | Q1 2025 |
 QQQ | $10.1M | 3.99% | Not reported | -2.6% | Q4 2019 |
 NVDA | $9.34M | 3.69% | 0.00% | 0.0% | Q4 2019 |
 GLTR | $5.06M | 2.00% | 0.21% | -28.0% | Q2 2025 |
 AIQ | $4.77M | 1.88% | 0.67% | New | Q2 2026 |
 GOOG | $3.17M | 1.25% | Not reported | +2.3% | Q4 2019 |
 AMZN | $2.46M | 0.97% | 0.00% | -0.5% | Q4 2019 |
 QTUM | $1.53M | 0.60% | Not reported | +5.7% | Q2 2025 |
 AAPL | $1.47M | 0.58% | 0.00% | +0.7% | Q4 2019 |
 TSM | $1.34M | 0.53% | 0.00% | 0.0% | Q2 2024 |
 MU | $1.3M | 0.51% | 0.00% | -7.6% | Q3 2024 |
 SMH | $1.24M | 0.49% | Not reported | Not reported | Q2 2024 |
 MSFT | $1.18M | 0.47% | 0.00% | -13.3% | Q4 2019 |
 WINN | $1.03M | 0.40% | Not reported | -1.6% | Q4 2023 |
 AVGO | $844K | 0.33% | 0.00% | +0.5% | Q1 2024 |
 LLY | $726K | 0.29% | 0.00% | Not reported | Q2 2022 |
 RKLB | $723K | 0.29% | 0.00% | -1.9% | Q4 2024 |
 COST | $703K | 0.28% | 0.00% | Not reported | Q2 2022 |
 SPY | $629K | 0.25% | Not reported | -0.7% | Q3 2021 |
 AMD | $554K | 0.22% | 0.00% | Not reported | Q3 2023 |
 OKLO | $447K | 0.18% | 0.00% | -6.2% | Q4 2024 |
 META | $397K | 0.16% | Not reported | -2.8% | Q3 2023 |
 DUSA | $388K | 0.15% | 0.03% | -14.6% | Q4 2025 |
 SUSA | $309K | 0.12% | Not reported | Not reported | Q3 2020 |
 TSLA | $290K | 0.11% | 0.00% | Not reported | Q2 2020 |
 LPLA | $282K | 0.11% | 0.00% | Not reported | Q2 2020 |
 GEV | $221K | 0.09% | 0.00% | New | Q2 2026 |
| GOOGL | $215K | 0.08% | 0.00% | Not reported | Q2 2024 |
 MRVL | $209K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| FLXR | $16.8M | 7.87% | 0.24% | -3.8% | Q1 2025 |
| GLTR | $8.49M | 3.97% | 0.29% | -18.2% | Q2 2025 |
| SHLD | $8.43M | 3.95% | 0.11% | +5.4% | Q2 2025 |
| NVDA | $8.15M | 3.81% | 0.00% | -0.1% | Q4 2019 |
| QQQ | $8.13M | 3.81% | Not reported | +4.5% | Q4 2019 |
| GOOG | $2.52M | 1.18% | Not reported | +0.7% | Q4 2019 |
| AMZN | $2.16M | 1.01% | 0.00% | -2.9% | Q4 2019 |
| MSFT | $1.35M | 0.63% | 0.00% | -6.6% | Q4 2019 |
| AAPL | $1.28M | 0.60% | 0.00% | -7.3% | Q4 2019 |
| TSM | $952K | 0.45% | 0.00% | +4.3% | Q2 2024 |
| QTUM | $937K | 0.44% | Not reported | +0.2% | Q2 2025 |
| WINN | $890K | 0.42% | Not reported | -90.7% | Q4 2023 |
| COST | $748K | 0.35% | 0.00% | Not reported | Q2 2022 |
| SMH | $727K | 0.34% | Not reported | Not reported | Q2 2024 |
| AVGO | $689K | 0.32% | 0.00% | +4.4% | Q1 2024 |
| LLY | $556K | 0.26% | 0.00% | -0.2% | Q2 2022 |
| SPY | $551K | 0.26% | Not reported | +4.9% | Q3 2021 |
| RKLB | $465K | 0.22% | 0.00% | -1.4% | Q4 2024 |
| OKLO | $451K | 0.21% | 0.01% | -12.2% | Q4 2024 |
| META | $414K | 0.19% | Not reported | -1.4% | Q3 2023 |
| MU | $411K | 0.19% | 0.00% | +8.9% | Q3 2024 |
| DUSA | $411K | 0.19% | 0.03% | -82.4% | Q4 2025 |
 LHX | $403K | 0.19% | 0.00% | New | Q1 2026 |
 GE | $360K | 0.17% | 0.00% | +1.7% | Q4 2022 |
| LPLA | $301K | 0.14% | 0.00% | Not reported | Q2 2020 |
| SUSA | $264K | 0.12% | Not reported | -25.9% | Q3 2020 |
| IAU | $244K | 0.11% | 0.00% | +6.9% | Q1 2025 |
| Q4 2025 | |||||
| FLXR | $17.6M | 7.71% | 0.25% | +0.6% | Q1 2025 |
| WINN | $10.7M | 4.68% | Not reported | -10.9% | Q4 2023 |
| GLTR | $9.75M | 4.27% | 0.38% | +5.4% | Q2 2025 |
| NVDA | $8.72M | 3.82% | 0.00% | -2.1% | Q4 2019 |
| QQQ | $8.28M | 3.62% | Not reported | -0.7% | Q4 2019 |
| SHLD | $7.32M | 3.20% | 0.10% | +0.1% | Q2 2025 |
| GOOG | $2.74M | 1.20% | Not reported | -1.7% | Q4 2019 |
| AMZN | $2.47M | 1.08% | 0.00% | 0.0% | Q4 2019 |
| DUSA | $2.36M | 1.03% | 0.18% | New | Q4 2025 |
| MSFT | $1.89M | 0.83% | 0.00% | -1.9% | Q4 2019 |
| AAPL | $1.48M | 0.65% | 0.00% | -8.7% | Q4 2019 |
| QTUM | $956K | 0.42% | Not reported | 0.0% | Q2 2025 |
| TSM | $820K | 0.36% | 0.00% | +1.5% | Q2 2024 |
| OKLO | $743K | 0.33% | 0.01% | -2.0% | Q4 2024 |
| AVGO | $738K | 0.32% | 0.00% | Not reported | Q1 2024 |
| SMH | $683K | 0.30% | Not reported | Not reported | Q2 2024 |
| LLY | $651K | 0.29% | 0.00% | Not reported | Q2 2022 |
| COST | $648K | 0.28% | 0.00% | Not reported | Q2 2022 |
| SPY | $551K | 0.24% | Not reported | +7.0% | Q3 2021 |
| RKLB | $512K | 0.22% | 0.00% | -0.9% | Q4 2024 |
| META | $485K | 0.21% | Not reported | -4.1% | Q3 2023 |
 PLTR | $464K | 0.20% | 0.00% | -1.3% | Q2 2025 |
| GE | $384K | 0.17% | 0.00% | -1.6% | Q4 2022 |
| SUSA | $376K | 0.16% | Not reported | Not reported | Q3 2020 |
| LPLA | $357K | 0.16% | 0.00% | Not reported | Q2 2020 |
| MU | $319K | 0.14% | 0.00% | +11.8% | Q3 2024 |
 SPBC | $221K | 0.10% | 0.31% | -89.9% | Q3 2025 |
| IAU | $210K | 0.09% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| FLXR | $17.6M | 7.75% | 0.25% | +95.2% | Q1 2025 |
| WINN | $12.5M | 5.49% | Not reported | -31.9% | Q4 2023 |
| NVDA | $9.67M | 4.25% | 0.00% | -50.0% | Q4 2019 |
| QQQ | $8.54M | 3.76% | Not reported | -38.0% | Q4 2019 |
| GLTR | $7.75M | 3.41% | 0.40% | -10.5% | Q2 2025 |
| SHLD | $7.71M | 3.39% | 0.10% | -22.3% | Q2 2025 |
| AMZN | $2.61M | 1.15% | 0.00% | -50.7% | Q4 2019 |
| GOOG | $2.5M | 1.10% | Not reported | -50.1% | Q4 2019 |
| SPBC | $2.23M | 0.98% | 3.05% | New | Q3 2025 |
| MSFT | $2.06M | 0.90% | 0.00% | -50.8% | Q4 2019 |
| AAPL | $1.61M | 0.71% | 0.00% | -50.9% | Q4 2019 |
| OKLO | $1.4M | 0.62% | 0.01% | -50.7% | Q4 2024 |
| QTUM | $1M | 0.44% | Not reported | -32.8% | Q2 2025 |
| TSM | $799K | 0.35% | 0.00% | -43.0% | Q2 2024 |
| AVGO | $788K | 0.35% | 0.00% | -48.3% | Q1 2024 |
| SMH | $688K | 0.30% | Not reported | -50.0% | Q2 2024 |
| COST | $684K | 0.30% | 0.00% | -58.8% | Q2 2022 |
| PLTR | $530K | 0.23% | 0.00% | -16.5% | Q2 2025 |
| LLY | $523K | 0.23% | 0.00% | -40.1% | Q2 2022 |
| SPY | $515K | 0.23% | Not reported | -51.9% | Q3 2021 |
| META | $496K | 0.22% | Not reported | -48.7% | Q3 2023 |
| RKLB | $467K | 0.21% | 0.00% | -43.5% | Q4 2024 |
| GE | $392K | 0.17% | 0.00% | Not reported | Q4 2022 |
 ROK | $383K | 0.17% | 0.00% | -50.0% | Q2 2020 |
| LPLA | $377K | 0.17% | 0.00% | -50.0% | Q2 2020 |
| SUSA | $377K | 0.17% | Not reported | -50.0% | Q3 2020 |
 GIS | $266K | 0.12% | 0.00% | -50.0% | Q2 2020 |
 KR | $255K | 0.11% | 0.00% | -50.0% | Q2 2020 |
| MU | $224K | 0.10% | 0.00% | Not reported | Q3 2024 |
 NFLX | $201K | 0.09% | 0.00% | -52.9% | Q4 2019 |