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Latest AMJ Financial Wealth Management Stock Portfolio

$424Million | No. of Holdings #83

About AMJ Financial Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, AMJ Financial Wealth Management reported an equity portfolio of $424 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of AMJ Financial Wealth Management are PAB, AMPS, PWR. The fund has invested 7.7% of it's portfolio in PGIM ULTRA SHORT BOND ETF and 7.7% of portfolio in ISHARES 0-5 YEAR TIPS BOND ETF. <br><br>
AMJ Financial Wealth Management Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$424Million
  as of Aug 10, 2026

AMJ Financial Wealth Management Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by AMJ Financial Wealth Management

Additions

No additions were made to existing positions by AMJ Financial Wealth Management

Reductions

None of the existing positions were reduced by AMJ Financial Wealth Management

Sold off

None of the stocks were completely sold off by AMJ Financial Wealth Management

Sector Distribution

  • Technology
  • Others
  • Industrials
  • Utilities
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Basic Materials
  • Energy
  • Consumer Defensive
Sector%
Technology25.8
Others24
Industrials14.4
Utilities7.7
Communication Services7.5
Consumer Cyclical6.6
Financial Services3.9
Basic Materials3.4
Energy3.1
Consumer Defensive3.1

Market Cap. Distribution

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP36
MEGA-CAP35.3
UNALLOCATED24
MID-CAP4.7

Stocks belong to which Index?

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.2
Others29.7
RUSSELL 200012.1
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

AMJ Financial Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of AMJ Financial Wealth Management

$422.23MTotal Value
83.00Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of AMJ Financial Wealth Management, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 5-10 Year Investment Grade Corporate Bond Etf

Ishares 5-10 Year Investment Grade Corporate Bond Etf

AAXJ
AMJ Financial Wealth Management's holding in Ishares 5-10 Year Investment Grade Corporate Bond Etf over time
2.35%187,237
$9.96M
2.35%
unchanged 0 percentunchanged
ACWV
Ishares Msci Eurozone Etf

Ishares Msci Eurozone Etf

ACWV
AMJ Financial Wealth Management's holding in Ishares Msci Eurozone Etf over time
0.13%9,007
$564.2K
0.13%
unchanged 0 percentunchanged
AGNG
Global X U.S. Infrastructure Development Etf

Global X U.S. Infrastructure Development Etf

AGNG
AMJ Financial Wealth Management's holding in Global X U.S. Infrastructure Development Etf over time
0.14%11,636
$591.2K
0.14%
unchanged 0 percentunchanged
ALTS
Proshares S&P 500 Ex-Technology Etf

Proshares S&P 500 Ex-Technology Etf

ALTS
AMJ Financial Wealth Management's holding in Proshares S&P 500 Ex-Technology Etf over time
0.1%4,094
$414.8K
0.1%
unchanged 0 percentunchanged
ANEW
Proshares S&P Technology Dividend Aristocrats Etf

Proshares S&P Technology Dividend Aristocrats Etf

ANEW
AMJ Financial Wealth Management's holding in Proshares S&P Technology Dividend Aristocrats Etf over time
0.23%11,294
$956.7K
0.23%
unchanged 0 percentunchanged
AOA
Ishares Msci Europe Financials Etf

Ishares Msci Europe Financials Etf

AOA
AMJ Financial Wealth Management's holding in Ishares Msci Europe Financials Etf over time
0.07%8,214
$286.3K
0.07%
unchanged 0 percentunchanged
BAB
Invesco Nasdaq 100 Etf

Invesco Nasdaq 100 Etf

BAB
AMJ Financial Wealth Management's holding in Invesco Nasdaq 100 Etf over time
0.06%1,040
$247.1K
0.06%
unchanged 0 percentunchanged
BIL
State Street Spdr Portfolio S&P 500 Growth Etf

State Street Spdr Portfolio S&P 500 Growth Etf

BIL
AMJ Financial Wealth Management's holding in State Street Spdr Portfolio S&P 500 Growth Etf over time
0.35%15,187
$1.49M
0.35%
unchanged 0 percentunchanged
BIL
State Street Spdr Portfolio S&P 500 Etf

State Street Spdr Portfolio S&P 500 Etf

BIL
AMJ Financial Wealth Management's holding in State Street Spdr Portfolio S&P 500 Etf over time
0.24%13,305
$1.02M
0.24%
unchanged 0 percentunchanged
BIL
State Street Spdr Portfolio Aggregate Bond Etf

State Street Spdr Portfolio Aggregate Bond Etf

BIL
AMJ Financial Wealth Management's holding in State Street Spdr Portfolio Aggregate Bond Etf over time
0.09%15,389
$394.3K
0.09%
unchanged 0 percentunchanged
BSAE
Invesco Bulletshares 2031 Corporate Bond Etf

Invesco Bulletshares 2031 Corporate Bond Etf

BSAE
AMJ Financial Wealth Management's holding in Invesco Bulletshares 2031 Corporate Bond Etf over time
2.42%622,503
$10.25M
2.42%
unchanged 0 percentunchanged
BSAE
Invesco Bulletshares 2028 Corporate Bond Etf

Invesco Bulletshares 2028 Corporate Bond Etf

BSAE
AMJ Financial Wealth Management's holding in Invesco Bulletshares 2028 Corporate Bond Etf over time
2.16%449,382
$9.18M
2.16%
unchanged 0 percentunchanged