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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

WJ Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 25, 2025 · Accession 0001085146-25-006013

Total Value
$227.5M
Positions
69
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (69)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837369,265$18.7M8.24%
2TCW ETF TRUST29287L700442,259$17.6M7.75%
3CAPITAL GROUP DIVIDEND VALUE14020W106404,305$17.2M7.58%
4BLACKROCK ETF TRUST IIBLK272,556$14.5M6.38%
5HARBOR ETF TRUST41151J406385,821$12.5M5.49%
6CAPITAL GROUP INTERNATIONAL14021M107321,885$11.0M4.84%
7NVIDIA CORPORATIONNVDA47,761$9.7M4.25%
8INVESCO EXCH TRADED FD TR IIIVZ71,670$8.7M3.83%
9INVESCO QQQ TRIVZ13,578$8.5M3.76%
10ABRDN PRECIOUS METALS BASKETGLTR45,020$7.7M3.41%
11GLOBAL X FDS37960A529112,829$7.7M3.39%
12TCW ETF TRUST29287L20570,922$7.3M3.19%
13CAPITAL GROUP GROWTH ETF14020G101150,828$6.8M2.98%
14PACER FDS TR69374H360164,468$6.0M2.64%
15ISHARES TR46428943820,323$5.8M2.54%
16INVESCO EXCH TRADED FD TR IIIVZ105,026$5.7M2.49%
17INVESCO EXCH TRADED FD TR IIIVZ21,599$5.6M2.46%
18PIMCO ETF TR72201R585168,767$4.5M1.99%
19ISHARES TR46436E40356,919$3.9M1.72%
20ISHARES TR46432F33919,036$3.7M1.64%
21ISHARES TR46435UAA9127,797$3.1M1.37%
22AMAZON COM INCAMZN10,686$2.6M1.15%
23ALPHABET INCGOOG8,873$2.5M1.10%
24ISHARES TR4642872003,483$2.4M1.05%
25SIMPLIFY EXCHANGE TRADED FUN82889N84848,919$2.2M0.98%
26MICROSOFT CORPMSFT3,975$2.1M0.90%
27ISHARES TR46428766317,544$1.8M0.78%
28APPLE INCAAPL5,970$1.6M0.71%
29VANECK ETF TRUST92189F6019,924$1.5M0.68%
30ARK ETF TR00214Q80747,661$1.5M0.66%
31ISHARES TR4642871014,327$1.5M0.66%
32OKLO INCOKLO10,573$1.4M0.62%
33SPDR SERIES TRUST78464A50817,936$1.0M0.44%
34ETF SER SOLUTIONS26922A4208,715$1.0M0.44%
35ISHARES TR46428745711,636$965,5550.42%
36ISHARES TR4642871505,876$875,2320.38%
37TAIWAN SEMICONDUCTOR MFG LTD8740391002,659$798,8430.35%
38BROADCOM INCAVGO2,131$787,6820.35%
39ISHARES TR46435U28330,158$765,1080.34%
40SPDR SERIES TRUST78464A6313,050$758,0780.33%
41ISHARES TR46435U32528,107$717,7120.32%
42VANECK ETF TRUST92189F6761,896$688,2860.30%
43COSTCO WHSL CORP NEW22160K105751$684,4990.30%
44J P MORGAN EXCHANGE TRADED F46654Q77312,400$651,1240.29%
45ISHARES TR4642881586,049$644,4600.28%
46ISHARES U S ETF TR46431W50711,775$603,9400.27%
47ISHARES TR4642875154,925$568,8870.25%
48PALANTIR TECHNOLOGIES INCPLTR2,643$529,8420.23%
49SPDR SERIES TRUST78468R20016,990$524,3110.23%
50ELI LILLY & COLLY606$522,8930.23%
51BLACKROCK ETF TRUSTBLK8,558$520,8400.23%
52SPDR S&P 500 ETF TRSPY756$515,4670.23%
53SSGA ACTIVE ETF TR78467V84812,646$513,1750.23%
54SPDR SERIES TRUST78464A4094,738$511,9880.23%
55META PLATFORMS INCMETA765$495,9880.22%
56ROCKET LAB CORPRKLB7,410$466,6820.21%
57GE AEROSPACE3696043011,268$391,7490.17%
58ROCKWELL AUTOMATION INCROK1,040$383,0940.17%
59LPL FINL HLDGS INC50212V1001,000$377,3100.17%
60ISHARES TR4642888022,700$376,7310.17%
61INVESCO EXCHANGE TRADED FD TIVZ4,828$357,5620.16%
62ISHARES TR46435U51513,400$341,7000.15%
63GENERAL MLS INC3703341045,700$265,6770.12%
64KROGER COKR4,010$255,1560.11%
65INVESCO EXCHANGE TRADED FD TIVZ4,250$238,5100.10%
66FIRST TR EXCHANGE-TRADED FD33733E1042,485$226,8060.10%
67MICRON TECHNOLOGY INCMU1,000$223,7700.10%
68NETFLIX INCNFLX180$201,3950.09%
69ISHARES TR4642875801,940$200,2080.09%