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AMJ Financial Wealth Management

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001801585

$424.0M

disclosed book value

83

positions

7.7%

largest position share

Positions, as of 2026-06-30

top 86 of 83 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1PULSPGIM ULTRA SHORT BOND ETF662,171$32.8M7.7%
2STIPISHARES 0-5 YEAR TIPS BOND ETF314,997$32.6M7.7%
3PWRQUANTA SVCS INC COM29,913$16.4M3.9%
4GLWCORNING INC COM115,562$15.7M3.7%
5AMATAPPLIED MATLS INC COM44,267$15.1M3.6%
6GSGOLDMAN SACHS GROUP INC15,744$13.3M3.1%
7NEMNEWMONT CORP COM111,606$12.1M2.8%
8AAPLAPPLE INC46,367$11.8M2.8%
9WMTWALMART INC COM92,639$11.5M2.7%
10AVGOAVAGO TECHNOLOGIES LTD35,587$11.0M2.6%
11NETCLOUDFLARE INC CL A COM52,988$10.9M2.6%
12HALHALLIBURTON CO COM264,053$10.3M2.4%
13BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF622,503$10.2M2.4%
14METAMETA PLATFORMS INC CL A17,680$10.1M2.4%
15IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF187,237$10.0M2.4%
16GOOGLGOOGLE INC34,434$9.9M2.3%
17BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF449,382$9.2M2.2%
18AMZNAMAZON.COM INC44,012$9.2M2.2%
19TTWOTAKE-TWO INTERACTIVE SOFTWARE COM44,940$8.9M2.1%
20GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST95,394$8.8M2.1%
21NVDANVIDIA CORPORATION COM50,351$8.8M2.1%
22MSFTMICROSOFT22,839$8.5M2%
23BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF489,231$8.2M1.9%
24ORLYOREILLY AUTOMOTIVE INC COM86,592$8.0M1.9%
25HIIHUNTINGTON INGALLS INDS INC COM19,547$7.4M1.8%
26ANETARISTA NETWORKS INC COM SHS57,982$7.1M1.7%
27TJXTJX COS INC NEW COM43,146$6.9M1.6%
28RMBSRAMBUS INC DEL COM76,330$6.6M1.5%
29PCARPACCAR INC COM55,307$6.4M1.5%
30REZIRESIDEO TECHNOLOGIES INC COM187,788$6.3M1.5%
31BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF327,509$6.1M1.4%
32FDXFEDEX CORP15,252$5.4M1.3%
33TRANE TECHNOLOGIES PLC SHS11,995$5.0M1.2%
34EATON CORP PLC SHS13,583$4.9M1.1%
35HEIHEICO CORP NEW COM13,651$3.7M0.9%
36EATBRINKER INTL INC COM25,756$3.7M0.9%
37EMREMERSON ELEC CO COM26,854$3.5M0.8%
38NTAPNETAPP INC COM32,398$3.3M0.8%
39HSBCHSBC HLDGS PLC SPON ADR NEW38,467$3.2M0.7%
40JFROG LTD ORD SHS65,203$3.1M0.7%
41COHRCOHERENT CORP COM12,623$3.0M0.7%
42CACICACI INTL INC CL A4,752$2.6M0.6%
43ALBALBEMARLE CORP COM12,352$2.2M0.5%
44TRGPTARGA RES CORP COM8,371$2.1M0.5%
45NDAQNASDAQ STK MKT INC23,169$2.0M0.5%
46GSATGLOBALSTAR INC COM NEW27,140$1.8M0.4%
47COSTCOSTCO WHOLESALE CORP1,594$1.6M0.4%
48SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF15,187$1.5M0.4%
49BPREBLUEROCK PVT REAL ESTATE FD COM80,072$1.3M0.3%
50JNJJOHNSON & JOHNSON COM5,221$1.3M0.3%
51JNJJOHNSON & JOHNSON COMPUT5,000$1.2M0.3%
52GEGE AEROSPACE COM NEW4,056$1.2M0.3%
53SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF13,305$1.0M0.2%
54IWOISHARES RUSSELL 2000 GROWTH ETF3,083$967,4760.2%
55TDVPROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF11,294$956,7010.2%
56QQQPOWERSHARES QQQ TR1,523$879,0450.2%
57CSCOCISCO SYS INC11,097$861,0160.2%
58JPMJPMORGAN CHASE & CO COM2,850$838,3560.2%
59SLVISHARES SILVER TRUST10,270$699,7980.2%
60VOOVANGUARD S&P 500 ETF1,155$690,3860.2%
61QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND2,945$636,0610.2%
62EXMOCEXXON MOBIL CORP COM3,523$597,7120.1%
63NYTNEW YORK TIMES CO MTN BE CL A7,117$595,9060.1%
64PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF11,636$591,2250.1%
65EZUISHARES MSCI EUROZONE ETF9,007$564,1980.1%
66XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF4,910$544,3230.1%
67REGNREGENERON PHARMACEUTICALS INC662$511,4880.1%
68MSFTMICROSOFTPUT1,300$481,2210.1%
69LMTLOCKHEED MARTIN CORP765$462,3580.1%
70SPXTPROSHARES S&P 500 EX-TECHNOLOGY ETF4,094$414,7630.1%
71SPABSTATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF15,389$394,2660.1%
72IWBISHARES TR RUSSELL 1000 INDEX ETF903$321,9740.1%
73ACCENTURE LTD BERMUDA CL A1,602$317,6610.1%
74RSPGINVESCO S&P 500 EQUAL WEIGHT ENERGY ETF2,751$301,1520.1%
75GOOGALPHABET INC CAP STK CL C1,009$289,5260.1%
76LLYELI LILLY & CO COM314$289,1230.1%
77EUFNISHARES MSCI EUROPE FINANCIALS ETF8,214$286,2580.1%
78MSIMOTOROLA SOLUTIONS INC COM NEW622$269,9290.1%
79XLBMATERIALS SELECT SECTOR SPDR5,150$257,3460.1%
80VVISA INC836$252,6730.1%
81QQQMINVESCO NASDAQ 100 ETF1,040$247,1250.1%
82IBMINTL BUSINESS MACHINES918$222,5140.1%
83SCHXSCHWAB U.S. LARGE-CAP ETF8,570$219,7350.1%
84CBOECBOE GLOBAL MKTS INC COM732$205,7430%
85NOCNORTHROP GRUMMAN CORP COM240$163,7380%
86NOCNORTHROP GRUMMAN CORP COMPUT100$68,2240%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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