DOSSIER · 13F-HR · Q1 2026
WJ Wealth Management, LLC
WJ Wealth's family office based in London, UK — $214M in tracked AUM across 70 positions as of Q1 2026.
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WJ Wealth·London, UK·Family Office
CIK 0001801674 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of WJ Wealth Management, LLC 13F Filing
Portfolio Overview
WJ Wealth Management, LLC reported a significant restructuring of its portfolio for the period ending September 30, 2025. The total portfolio value decreased sharply by 51.6%, dropping from $316.79M to $153.46M. This reduction is not solely attributable to market performance but is largely driven by a massive turnover in holdings. The manager reduced the total number of positions and executed a st...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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