Titelia

Holdings of WJ Wealth Management, LLC

59 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.5 % of the equity sleeve

Sector breakdown

  • Technology 6.5 %
  • Funds 2.3 %
  • Communication 1.5 %
  • Consumer discretionary 1.1 %
  • Industrials 0.6 %
  • Consumer staples 0.4 %
  • Health care 0.3 %
  • Financials 0.2 %
  • Unattributed 87.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US58195.4M $99.52 %
2TW1951.7K $0.48 %

Positions

RankCompanySharesValueWeight
1JPMorgan Ultra-Short Income ETF 435,27822M $
2Capital Group Dividend Value ETF 408,81117.4M $
3TCW Flexible Income ETF 427,98916.8M $
4BlackRock ETF Trust II 220,37311.4M $
5Dimensional ETF Trust 238,6098.5M $
6ABRDN PRECIOUS METALS BASKET ETF TRUST 38,7948.5M $
7Global X Funds 118,9828.4M $
8NVIDIA Corp 46,7128.1M $
9Invesco QQQ Trust Series 1 14,0808.1M $
10Invesco S&P 500 Momentum ETF 67,0797.5M $
11TCW Transform Systems ETF 72,4637.1M $
12JPMorgan ActiveBuilders Emerging Markets Equity ETF 113,9845.9M $
13Tidal Trust I 233,2315.6M $
14INVESCO EXCHANGE-TRADED FUND TRUST II 21,6255.1M $
15Invesco S&P 500 Revenue ETF 43,1685M $
16iShares Russell Top 200 Growth 17,8364.4M $
17ISHARES U S ETF TR 86,0184.4M $
18iShares iBonds Dec 2027 Term C 143,1643.5M $
19Invesco S&P International Deve 61,6693.4M $
20CAPITAL GROUP CORE EQUITY ETF 80,8603.1M $
21Alphabet Inc 8,7792.5M $
22Amazon.com Inc 10,3742.2M $
23iShares Core S&P 500 ETF 3,2642.1M $
24iShares Trust 9,1431.8M $
25iShares Trust 15,9641.6M $
26Ishares S&p 100 Etf 4,3211.4M $
27Microsoft Corp 3,6441.3M $
28VanEck Uranium and Nuclear ETF 9,8211.3M $
29Apple Inc 5,0491.3M $
30SPDR Series Trust 16,930957.9K $
31Taiwan Semiconductor Manufacturing Co Ltd 2,816951.7K $
32JPMorgan Limited Duration Bond ETF 17,271901.3K $
33iShares Core S&P Total U.S. Stock Market ETF 5,807827.2K $
34SPDR Series Trust 3,050774.6K $
35Costco Wholesale Corp 751748.3K $
36VanEck Semiconductor ETF 1,896726.9K $
37Broadcom Inc 2,225688.7K $
38iShares iBonds Dec 2028 Term C 26,200663.6K $
39Ssga Active Trust 15,909632.1K $
40iShares Trust 7,490618.5K $
41iShares Short-Term National Muni Bond ETF 5,577594K $
42Eli Lilly & Co 605556.5K $
43State Street SPDR S&P 500 ETF Trust 849551.3K $
44SPDR Series Trust 16,665513K $
45BlackRock ETF Trust 8,445491.3K $
46JPMorgan Income ETF 10,650490.6K $
47Rocket Lab Corp 7,246465.3K $
48Oklo Inc 9,093450.9K $
49SPDR Series Trust 4,324423.4K $
50Meta Platforms Inc 724414.2K $
51Micron Technology Inc 1,218411.5K $
52L3Harris Technologies Inc 1,168403.1K $
53ISHARES TRUST 4,575366.2K $
54Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 4,828363K $
55General Electric Co 1,269360.1K $
56iShares iBonds Dec 2029 Term C 14,000325.6K $
57LPL Financial Holdings Inc 1,000300.8K $
58iShares ESG Optimized MSCI USA ETF 2,000264.2K $
59Ishares Gold Trust 2,769244.1K $