DOSSIER · 13F-HR · Q2 2026

AMJ Financial Wealth Management

$424M in tracked AUM across 86 positions as of Q2 2026.

AF
CIK 0001801585 · last filed Jun 30, 2026
Total AUM
$424M
as of Q2 2026
Holdings
86
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

AMJ Financial Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PULS
PGIM ULTRA SHORT BOND ETF
$33M662K7.7%
02
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$33M315K7.7%
03
PWR
QUANTA SVCS INC COM
$16M30K3.9%
04
GLW
CORNING INC COM
$16M116K3.7%
05
AMAT
APPLIED MATLS INC COM
$15M44K3.6%
06
GS
GOLDMAN SACHS GROUP INC
$13M16K3.1%
07
NEM
NEWMONT CORP COM
$12M112K2.8%
08
AAPL
APPLE INC
$12M46K2.8%
09
WMT
WALMART INC COM
$12M93K2.7%
10
AVGO
AVAGO TECHNOLOGIES LTD
$11M36K2.6%

Filing history

2026Q2Jun 30
$424M 0.0%
86 positionsView →
2026Q1Mar 31
$424M 0.2%
86 positionsView →
2025Q4Dec 31
$423M 0.8%
90 positionsView →
2025Q3Sep 30
$420M 4.5%
90 positionsView →
2025Q2Jun 30
$402M 18.6%
85 positionsLocked
2025Q1Mar 31
$339M 6.3%
85 positionsLocked
2024Q4Dec 31
$362M 3.6%
84 positionsLocked
2024Q3Sep 30
$349M 8.1%
84 positionsLocked
2024Q2Jun 30
$323M 7.8%
74 positionsLocked
2024Q1Mar 31
$299M 26.0%
77 positionsLocked
2023Q4Dec 31
$238M 9.5%
69 positionsLocked
2023Q3Sep 30
$217M 4.6%
65 positionsLocked
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