Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WJ Wealth Management, LLC

Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001085146-25-004209

Total Value
$316.8M
Positions
99
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (99)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837477,120$24.2M7.63%
2CAPITAL GROUP DIVIDEND VALUE14020W106475,869$18.8M5.93%
3ISHARES TR464287457225,209$18.7M5.89%
4ISHARES TR46432F33992,229$16.9M5.32%
5HARBOR ETF TRUST41151J406566,428$16.5M5.21%
6NVIDIA CORPORATIONNVDA95,528$15.1M4.76%
7INVESCO QQQ TRIVZ21,899$12.1M3.81%
8CAPITAL GROUP INTERNATIONAL14021M107345,626$11.4M3.59%
9ISHARES TR46434V878218,419$11.1M3.50%
10TCW ETF TRUST29287L700226,595$8.9M2.82%
11INVESCO EXCH TRADED FD TR IIIVZ78,242$8.8M2.78%
12GLOBAL X FDS37960A529145,268$8.8M2.76%
13INVESCO EXCH TRADED FD TR IIIVZ36,134$8.2M2.59%
14FIRST TR EXCHANGE-TRADED FD336917109185,569$7.8M2.45%
15TCW ETF TRUST29287L20583,700$7.5M2.38%
16ISHARES TR46428943829,823$7.4M2.32%
17ABRDN PRECIOUS METALS BASKETGLTR50,288$6.9M2.19%
18PACER FDS TR69374H360169,320$5.9M1.88%
19ISHARES TR46436E40396,682$5.8M1.84%
20ISHARES TR46435UAA9236,575$5.7M1.81%
21WISDOMTREE TRWT108,945$5.6M1.76%
22AMAZON COM INCAMZN21,690$4.8M1.50%
23FIRST TR EXCHANGE-TRADED FD33738D804233,411$4.5M1.41%
24ISHARES TR4642872006,896$4.3M1.35%
25MICROSOFT CORPMSFT8,072$4.0M1.27%
26ISHARES TR46435GAA0153,720$3.7M1.18%
27ISHARES TR46428766335,080$3.3M1.05%
28BLACKROCK ETF TRUSTBLK58,396$3.2M1.00%
29ALPHABET INCGOOG17,762$3.2M0.99%
30ISHARES TR4642871018,654$2.6M0.83%
31INVESCO EXCH TRADED FD TR IIIVZ50,588$2.6M0.82%
32APPLE INCAAPL12,154$2.5M0.79%
33SPDR SERIES TRUST78464A50838,302$2.0M0.63%
34COSTCO WHSL CORP NEW22160K1051,822$1.8M0.57%
35ISHARES TR46428715012,033$1.6M0.51%
36BLACKROCK ETF TRUST IIBLK26,447$1.4M0.44%
37ISHARES TR46428867912,198$1.3M0.43%
38SPDR SERIES TRUST78468R20043,580$1.3M0.42%
39ISHARES TR46428815812,598$1.3M0.42%
40ISHARES TR46435U28352,833$1.3M0.42%
41LEONARDO DRS INCDRS28,046$1.3M0.41%
42SPDR SERIES TRUST78464A6316,100$1.3M0.41%
43ISHARES U S ETF TR46431W50723,550$1.2M0.38%
44OKLO INCOKLO21,450$1.2M0.38%
45ETF SER SOLUTIONS26922A42012,959$1.2M0.38%
46BROADCOM INCAVGO4,122$1.1M0.36%
47META PLATFORMS INCMETA1,492$1.1M0.35%
48ISHARES TR4642875159,850$1.1M0.34%
49SPDR SERIES TRUST78468R52310,763$1.1M0.34%
50VANECK ETF TRUST92189F6763,792$1.1M0.33%
51TAIWAN SEMICONDUCTOR MFG LTD8740391004,664$1.1M0.33%
52ISHARES TR46435U32539,200$996,0720.31%
53SPDR S&P 500 ETF TRSPY1,571$969,7260.31%
54SPDR SERIES TRUST78464A4099,506$906,1140.29%
55INTERNATIONAL BUSINESS MACHSINTR2,974$876,6800.28%
56AMPLIFY ETF TR0321086649,472$818,1020.26%
57ELI LILLY & COLLY1,012$788,8840.25%
58LPL FINL HLDGS INC50212V1002,000$749,9400.24%
59ISHARES TR46434V86013,911$704,5940.22%
60ROCKWELL AUTOMATION INCROK2,080$690,9140.22%
61INVESCO EXCHANGE TRADED FD TIVZ9,656$688,0900.22%
62ISHARES TR4642888025,400$684,4500.22%
63VANECK ETF TRUST92189F6015,796$644,4000.20%
64GENERAL MLS INC37033410411,400$590,6340.19%
65KROGER COKR8,020$575,2740.18%
66NETFLIX INCNFLX382$511,5480.16%
67FIRST TR EXCHANGE-TRADED FD33733E1045,270$478,9920.15%
68ISHARES TR46435U51518,600$472,8120.15%
69ROCKET LAB CORPRKLB13,120$469,3020.15%
70INVESCO EXCHANGE TRADED FD TIVZ8,500$443,7860.14%
71ARK ETF TR00214Q80718,337$443,0230.14%
72PALANTIR TECHNOLOGIES INCPLTR3,164$431,3180.14%
73ISHARES TR4642875803,880$386,6040.12%
74J P MORGAN EXCHANGE TRADED F46641Q7616,190$371,7140.12%
75MSCI INCMSCI600$346,0440.11%
76TESLA INCTSLA1,080$343,0740.11%
77WISDOMTREE TRWT4,000$334,9600.11%
78SPDR SERIES TRUST78464A8054,444$332,8100.11%
79ISHARES GOLD TRIAU5,042$314,4200.10%
80SPDR SERIES TRUST78464A47410,380$313,3780.10%
81ISHARES TR46435U25912,179$312,0630.10%
82PHILIP MORRIS INTL INC7181721091,600$291,4080.09%
83CROWDSTRIKE HLDGS INCCRWD546$278,0860.09%
84ISHARES TR4642877882,280$275,8580.09%
85ISHARES TR46429B6972,786$261,5240.08%
86BOEING COBA-PA1,200$251,4360.08%
87ARM HOLDINGS PLC0420682051,550$250,6980.08%
88SELECT SECTOR SPDR TR81369Y5062,950$250,1900.08%
89ORACLE CORPORCL-PD1,070$233,9340.07%
90HONEYWELL INTL INC4385161061,000$233,0320.07%
91VANGUARD INDEX FDS922908363404$229,4840.07%
92ISHARES TR46429B6554,400$224,4880.07%
93SPDR GOLD TRGLD728$221,9180.07%
94ADVANCED MICRO DEVICES INCAMD1,546$219,3780.07%
95ALPHABET INCGOOG1,220$215,0000.07%
96SPDR SERIES TRUST78468R1017,150$209,4240.07%
97ISHARES TR4642875561,650$208,7420.07%
98ISHARES TR464287614480$203,8000.06%
99WALMART INCWMT2,060$201,4260.06%