Long-term investor
Wj Wealth Management, LLC @wjwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801674).
Record
- Tracked since 2025-06-30 (434 days), 144 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months +10.0% · 1 year +17.6% · all +17.6%
- Max drawdown -2.7% · Sharpe 0.95 · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGDV · 7.9% · long · since 2025-06-30
- JPST · 7.9% · long · since 2025-06-30
- FLXR · 6.0% · long · since 2025-06-30
- BINC · 5.0% · long · since 2025-06-30
- DFLV · 4.1% · long · since 2026-03-31
- SPMO · 4.0% · long · since 2025-06-30
- 46090E103 · 4.0% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- BAI · 3.6% · long · since 2026-06-30
- PWRD · 3.4% · long · since 2025-06-30
- JEMA · 3.1% · long · since 2026-03-31
- DTCR · 2.9% · long · since 2026-06-30