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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

WJ Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001801674-25-000002

Total Value
$332.4M
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q837530,110$26.9M8.09%
2TCW ETF TRUST29287L700553,640$22.0M6.63%
3CAPITAL GROUP DIVIDEND VALUE14020W106522,743$22.0M6.61%
4BLACKROCK ETF TRUST IIBLK358,412$19.1M5.74%
5NVIDIA CORPORATIONNVDA95,556$17.8M5.36%
6HARBOR ETF TRUST41151J406552,857$17.2M5.18%
7CAPITAL GROUP INTERNATIONAL14021M107400,174$13.5M4.06%
8INVESCO QQQ TRIVZ21,757$13.1M3.93%
9INVESCO EXCH TRADED FD TR IIIVZ93,117$11.3M3.39%
10GLOBAL X FDS37960A529150,385$10.6M3.18%
11ABRDN PRECIOUS METALS BASKETGLTR60,358$10.0M3.00%
12TCW ETF TRUST29287L20589,644$8.8M2.63%
13INVESCO EXCH TRADED FD TR IIIVZ34,813$8.6M2.59%
14ISHARES TR46428943829,499$8.1M2.43%
15CAPITAL GROUP GROWTH ETF14020G101181,540$8.0M2.40%
16PACER FDS TR69374H360196,578$7.1M2.15%
17ISHARES TR46432F33932,061$6.2M1.88%
18PIMCO ETF TR72201R585231,542$6.2M1.87%
19INVESCO EXCH TRADED FD TR IIIVZ110,941$6.0M1.80%
20ISHARES TR46435UAA9238,058$5.8M1.74%
21AMAZON COM INCAMZN21,488$4.7M1.42%
22ISHARES TR4642872006,867$4.6M1.38%
23ISHARES TR46436E40367,542$4.4M1.33%
24ALPHABET INCGOOG17,766$4.3M1.30%
25MICROSOFT CORPMSFT7,950$4.1M1.24%
26ISHARES TR46428766333,886$3.4M1.02%
27APPLE INCAAPL11,940$3.0M0.91%
28ISHARES TR4642871018,654$2.9M0.87%
29SIMPLIFY EXCHANGE TRADED FUN82889N84861,531$2.8M0.83%
30OKLO INCOKLO22,896$2.6M0.77%
31SPDR SERIES TRUST78464A50836,472$2.0M0.61%
32ISHARES TR46428745723,272$1.9M0.58%
33ARK ETF TR00214Q80763,788$1.8M0.55%
34VANECK ETF TRUST92189F60113,353$1.8M0.54%
35ETF SER SOLUTIONS26922A42016,627$1.7M0.52%
36ISHARES TR46428715011,923$1.7M0.52%
37COSTCO WHSL CORP NEW22160K1051,702$1.6M0.47%
38SPDR SERIES TRUST78464A6316,100$1.4M0.43%
39TAIWAN SEMICONDUCTOR MFG LTD8740391005,118$1.4M0.43%
40ISHARES TR46435U28352,833$1.3M0.40%
41BROADCOM INCAVGO4,062$1.3M0.40%
42ISHARES TR46428815812,098$1.3M0.39%
43ISHARES TR46435U32548,307$1.2M0.37%
44VANECK ETF TRUST92189F6763,792$1.2M0.37%
45ISHARES U S ETF TR46431W50723,550$1.2M0.36%
46ISHARES TR4642875159,850$1.1M0.34%
47META PLATFORMS INCMETA1,506$1.1M0.33%
48SPDR SERIES TRUST78468R20034,280$1.1M0.32%
49SPDR S&P 500 ETF TRSPY1,517$1.0M0.30%
50SPDR SERIES TRUST78464A4099,476$990,3440.30%
51BLACKROCK ETF TRUSTBLK16,028$948,8580.29%
52PALANTIR TECHNOLOGIES INCPLTR5,086$927,7900.28%
53ELI LILLY & COLLY1,212$924,7560.28%
54J P MORGAN EXCHANGE TRADED F46654Q77314,472$759,4200.23%
55GE AEROSPACE3696043012,508$754,4560.23%
56ISHARES TR4642888025,400$732,5100.22%
57ROCKWELL AUTOMATION INCROK2,080$727,0220.22%
58INVESCO EXCHANGE TRADED FD TIVZ9,656$707,6920.21%
59ROCKET LAB CORPRKLB14,420$690,8620.21%
60ISHARES TR46435U51526,800$683,9360.21%
61LPL FINL HLDGS INC50212V1002,000$665,3800.20%
62GENERAL MLS INC37033410411,400$574,7880.17%
63KROGER COKR8,020$540,6280.16%
64INVESCO EXCHANGE TRADED FD TIVZ8,500$474,5480.14%
65FIRST TR EXCHANGE-TRADED FD33733E1044,970$465,3900.14%
66NETFLIX INCNFLX364$436,4060.13%
67ISHARES TR4642875803,880$406,6240.12%
68ISHARES GOLD TRIAU5,080$369,6700.11%
69J P MORGAN EXCHANGE TRADED F46641Q7615,800$364,8800.11%
70SPDR SERIES TRUST78464A8054,444$358,4100.11%
71WISDOMTREE TRWT4,000$355,8400.11%
72TESLA INCTSLA800$355,7740.11%
73MSCI INCMSCI600$340,4460.10%
74MICRON TECHNOLOGY INCMU1,800$301,1760.09%
75ORACLE CORPORCL-PD1,070$300,9260.09%
76SPDR SERIES TRUST78468R5233,017$300,2520.09%
77ALPHABET INCGOOG1,204$292,6940.09%
78CIRCLE INTERNET GROUP INCCRCL2,182$289,2920.09%
79ISHARES TR4642877882,280$288,7400.09%
80BOEING COBA-PA1,200$258,9960.08%
81SPDR GOLD TRGLD728$258,7820.08%
82SPDR SERIES TRUST78464A4748,380$253,8340.08%
83ISHARES TR46436E20510,800$253,4760.08%
84ADVANCED MICRO DEVICES INCAMD1,546$250,1280.08%
85CROWDSTRIKE HLDGS INCCRWD500$245,1900.07%
86VANGUARD INDEX FDS922908363394$241,2780.07%
87KRATOS DEFENSE & SEC SOLUTIO50077B2072,620$239,3900.07%
88ISHARES TR4642875561,650$238,2120.07%
89SELECT SECTOR SPDR TR81369Y5062,650$236,7520.07%
90ISHARES TR464287614480$224,8380.07%
91ISHARES TR46429B6554,400$224,7740.07%
92ARM HOLDINGS PLC0420682051,550$219,3100.07%
93FIRST TR EXCHANGE-TRADED FD33738D80411,280$216,6880.07%
94HONEYWELL INTL INC4385161061,000$210,6360.06%