WJ Wealth Management, LLC

RIA/Wealth

WJ Wealth Management, LLC is a RIA/Wealth based in Glendale, AZ led by Jeffry Reeves Jones, managing $234.6M across 95 long positions as of Q3 2025 with 70% ETF concentration and 54% concentrated in top 10 holdings.

OwnerJeffry Reeves Jones

Portfolio Value: $234.6M
Positions: 95
Top Holding: JPST at 7.99%
Last Reported: Q3 2025

Address18275 North 59th Avenue, B-112, Glendale, AZ, 85308, United States

Top Holdings

Largest long holdings in WJ Wealth Management, LLC's portfolio (53.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Ultra-Short Income JPST	ETF ETF	$18.7M	7.99%	-$5.5M Sold	— 369.3K shares	Q4 2024 Held for 11 months
2 FLXR TCW Flexible Income FLXR	Unknown Unknown	$17.6M	7.51%	+$8.6M Bought	— 442.3K shares	Q1 2025 Held for 8 months
3 CGDV Capital Group Dividend Value CGDV	ETF ETF	$17.2M	7.35%	-$3.1M Sold	— 404.3K shares	Q2 2023 Held for 2y 5m
4 BlackRock Flexible Income BINC	ETF ETF	$14.5M	6.19%	+$13.1M Bought	— 272.6K shares	Q3 2024 Held for 1y 2m
5 WINN Harbor Long-Term Growers WINN	ETF ETF	$12.5M	5.32%	-$5.8M Sold	— 385.8K shares	Q4 2023 Held for 1y 11m
6 Capital Group International Equity CGIE	ETF ETF	$11.0M	4.69%	-$811.7K Sold	— 321.9K shares	Q1 2025 Held for 8 months
7 Nvidia NVDA	Semiconductors Technology	$9.7M	4.12%	-$9.7M Sold	0.00% 47.8K shares	Q4 2019 Held for 5y 11m
8 Invesco S&P 500 Momentum SPMO	ETF ETF	$8.7M	3.72%	-$799.8K Sold	— 71.7K shares	Q4 2024 Held for 11 months
9 Invesco QQQ Trust QQQ	ETF ETF	$8.5M	3.64%	-$5.2M Sold	— 13.6K shares	Q4 2019 Held for 5y 11m
10 GLTR abrdn Physical Precious Metals Basket Shares GLTR	Unknown Unknown	$7.7M	3.30%	-$906.6K Sold	— 45.0K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WJ Wealth Management, LLC's latest filing

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Market Value

$234.6M

Prior: $316.8M

Q/Q Change

-25.93%

-$82.1M

Net Flows % of MV

-47.69%

Turnover Ratio

37.31%

New Purchases

8 stocks

$15.5M

Added To

6 stocks

+$26.2M

Sold Out Of

14 stocks

$34.5M

Reduced Holdings

66 stocks

-$119.1M

Increased Positions

Position	Shares Δ	Change
1 Capital Group Growth CGGR	New	0 → 150.8K +$6.8M
2 PYLD PIMCO Multi Sector Bond Active PYLD	New	0 → 168.8K +$4.5M
3 Simplify U.S. Equity PLUS GBTC SPBC	New	0 → 48.9K +$2.2M
4 JPLD JPMorgan Limited Duration Bond JPLD	New	0 → 12.4K +$651.1K
5 SPDR DoubleLine Total Return Tactical TOTL	New	0 → 12.6K +$513.2K

Decreased Positions

Position	Shares Δ	Change
1 BlackRock Ultra Short-Term Bond ICSH	Sold	218.4K → 0 −$11.1M
2 First Trust Morningstar Dividend Leaders Index Fund FDL	Sold	185.6K → 0 −$7.8M
3 WisdomTree U.S. Multifactor Fund USMF	Sold	108.9K → 0 −$5.6M
4 iShares iBonds Dec 2026 Term Corporate ETF IBDR	Sold	153.7K → 0 −$3.7M
5 iShares Short Treasury Bond SHV	Sold	12.2K → 0 −$1.3M