AMJ Financial Wealth Management
CIK 1801585
13F filing for Q2 2026・No. 4,333
- Holdings
- US$424.01M
- Quarter change
- US$0
- Entries
- 86
- Net bought (estimate)
- US$0
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 0
- Added 0
- Corporate actions 0
- Unchanged 83
Largest holdings
83 stocks worth US$422.23M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PULSPGIM ULTRA SHORT BOND ETFETF | Unchanged | 662,171 | US$32.78M | 7.76% |
| ISHARES 0-5 YEAR TIPS BOND ETFETF | Unchanged | 314,997 | US$32.58M | 7.72% |
| PWRQUANTA SVCS INC COMStock | Unchanged | 29,913 | US$16.42M | 3.89% |
| GLWCORNING INC COMStock | Unchanged | 115,562 | US$15.71M | 3.72% |
| AMATAPPLIED MATLS INC COMStock | Unchanged | 44,267 | US$15.13M | 3.58% |
| GSGOLDMAN SACHS GROUP INCStock | Unchanged | 15,744 | US$13.32M | 3.15% |
| NEMNEWMONT CORP COMStock | Unchanged | 111,606 | US$12.08M | 2.86% |
| AAPLAppleStock | Unchanged | 46,367 | US$11.77M | 2.79% |
| WMTWALMART INC COMStock | Unchanged | 92,639 | US$11.51M | 2.73% |
| AVGOBroadcomStock | Unchanged | 35,587 | US$11.01M | 2.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.