AMJ Financial Wealth Management
•CIK: 1801585•Filing: Q4 2025
**AMJ Financial Wealth Management** manages $411M across a diversified portfolio of 87 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including PULS at $25.5M and GS at $13.6M. Further significant allocations are directed toward TTWO ($13.4M), PWR ($12.5M), and AVGO ($12.3M). This positioning suggests a tactical focus on growth sectors within its current mandate.
Total AUM
$404.0M
+ $6.6M in options
QoQ Performance
-2.1%
Positions
85
+ 2 options
Top 10 Concentration
32.2%
Latest Filing
Q4 2025
Top Holdings Allocation
PULS
PULS6.2%
GS3.3%
TTWO3.3%
PWR3.1%
AVGO3.0%
AMAT2.8%
HII2.7%
NET2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.6%
Technology13.6%
Financial6.3%
Consumer5.1%
Healthcare2.5%
Industrial0.5%
ETF0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW16 new positions
↑29 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023