Institutional Fund
Amj Financial Wealth Management
Leesburg, VACIK 18015855 filings on record
Portfolio Value
$422.23M
Q1 2026
Holdings
83
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+1.4%
from $416.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pgim ETF Tr7.8%
- Ishares Tr7.7%
- Quanta Svcs Inc3.9%
- Corning Inc3.7%
- Applied Matls Inc3.6%
- Goldman Sachs Group Inc3.2%
- Other70.2%
Portfolio Holdings
83 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pgim ETF Tr | 662.2K | $32.78M | 7.8% | +148.2K | Added |
| 2 | Ishares Tr | 315.0K | $32.58M | 7.7% | +315.0K | New |
| 3 | Quanta Svcs Inc | 29.9K | $16.42M | 3.9% | +192 | Added |
| 4 | Corning Inc | 115.6K | $15.71M | 3.7% | +12.7K | Added |
| 5 | Applied Matls Inc | 44.3K | $15.13M | 3.6% | +240 | Added |
| 6 | Goldman Sachs Group Inc | 15.7K | $13.32M | 3.2% | +261 | Added |
| 7 | Newmont Corp | 111.6K | $12.08M | 2.9% | +4.5K | Added |
| 8 | Apple Inc | 46.4K | $11.77M | 2.8% | +12.0K | Added |
| 9 | Walmart Inc | 92.6K | $11.51M | 2.7% | +6.3K | Added |
| 10 | Broadcom Inc | 35.6K | $11.01M | 2.6% | −34 | Reduced |
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