WJ Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Jeffry R. Jones, lists a total of 80 separate holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the Invesco Exchange Traded Fund Trust II S&P 500 Momentum (Ticker: BBG00B59HSJ0), which comprises 8,751,737 shares. Other significant ETF positions include the Invesco Exchange Traded Fund Trust II S&P 500 Revenue (BBG00P4Y2QS5) with 8,668,539 shares and the Invesco Exchange Traded Fund Trust II S&P International Momentum (BBG002PL3ZV6) with 916,383 shares.
Among individual equities, the largest position is NVIDIA Corporation (Ticker: BBG001S5TZJ6), held in 10,652,171 shares. Other notable individual stock holdings include Taiwan Semiconductor Manufacturing Sponsored ADS (BBG001S5WWW4) with 1,347,132 shares, Micron Technology Inc. (BBG001S6P675) with 1,206,770 shares, and Lattice Strategies Trust Hartford US Equity (BBG00864V4X8) with 1,428,995 shares.
The filing indicates that all positions are held as sole beneficial ownership with no shared voting or dispositive rights.
