WJ Wealth Management, LLC
•CIK: 1801674•Filing: Q4 2025
**WJ Wealth Management, LLC** manages $228M across a diversified portfolio of 70 positions. The fund exhibits notable concentration in technology and growth sectors, highlighted by significant allocations to JPST ($18.3M), CGDV ($17.7M), and FLXR ($17.6M). Further top holdings include BINC ($14.4M) and CGIE ($11.2M), suggesting a tactical approach targeting high-growth market segments. This structure indicates a mandate focused on capturing alpha through selective, large-cap technology exposure.
Total AUM
$228.4M
QoQ Performance
-31.4%
Positions
44
Top 10 Concentration
54.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST
CGDV
FLXR
BINC
JPST8.0%
CGDV7.7%
FLXR7.7%
BINC6.3%
CGIE4.9%
WINN4.7%
GLTR4.3%
NVDA3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.9%
Technology7.0%
Consumer1.4%
ETF1.3%
Healthcare0.3%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+23 more exited positions
Changes from Q3 2025
NEW3 new positions
↑1 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023