AMJ Financial Wealth Management: 13F holdings
CIK 18015852026Q2
| Positions | 83 |
|---|---|
| Reported value | $424.0m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PULS PGIM ULTRA SHORT BOND ETF | 662,171 | $32.8m | 7.7% |
| STIP ISHARES 0-5 YEAR TIPS BOND ETF | 314,997 | $32.6m | 7.7% |
| PWR QUANTA SVCS INC COM | 29,913 | $16.4m | 3.9% |
| GLW CORNING INC COM | 115,562 | $15.7m | 3.7% |
| AMAT APPLIED MATLS INC COM | 44,267 | $15.1m | 3.6% |
| GS GOLDMAN SACHS GROUP INC | 15,744 | $13.3m | 3.1% |
| NEM NEWMONT CORP COM | 111,606 | $12.1m | 2.8% |
| AAPL APPLE INC | 46,367 | $11.8m | 2.8% |
| WMT WALMART INC COM | 92,639 | $11.5m | 2.7% |
| AVGO AVAGO TECHNOLOGIES LTD | 35,587 | $11.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801585")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.