# EDGAR Filing Document

**Accession Number:** 0001801674
**File Stem:** 0001085146-23-001396
**Filing Date:** 2023-2
**Character Count:** 8934
**Document Hash:** 4866229ec1db55aa32ea3cb57301538c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-001396.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001085146-23-001396

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230215

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WJ Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001801674
- **IRS NUMBER:** 464225334
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19724
- **FILM NUMBER:** 23634262

**BUSINESS ADDRESS:**
- **STREET 1:** 18275 NORTH 59TH AVENUE B-112
- **CITY:** GLENDALE
- **STATE:** AZ
- **ZIP:** 85308
- **BUSINESS PHONE:** 6029421321

**MAIL ADDRESS:**
- **STREET 1:** 18275 NORTH 59TH AVENUE B-112
- **CITY:** GLENDALE
- **STATE:** AZ
- **ZIP:** 85308

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WJ Wealth Management LLC<br>**Address:** 18275 NORTH 59TH AVENUE B-112<br>GLENDALE, AZ 85308

**Form 13F File Number:** 028-19724

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffry R. Jones<br>**Title:** Chief Compliance Officer<br>**Phone:** 602-300-1750

**Signature, Place, and Date of Signing:**

/s/ Jeffry R. Jones  Glendale, AZ  02-15-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 54

**Form 13F Information Table Value Total:** $172265790

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 841161 | 9480 | SH |  | SOLE |  | 0 | 0 | 9480 |
| AMAZON COM INC | COM | 023135106 |  | 1530480 | 18220 | SH |  | SOLE |  | 0 | 0 | 18220 |
| APPLE INC | COM | 037833100 |  | 1704684 | 13120 | SH |  | SOLE |  | 0 | 0 | 13120 |
| BOEING CO | COM | 097023105 |  | 1703742 | 8944 | SH |  | SOLE |  | 2570 | 0 | 6374 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 281205 | 616 | SH |  | SOLE |  | 0 | 0 | 616 |
| DISNEY WALT CO | COM | 254687106 |  | 269328 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 412226 | 5500 | SH |  | SOLE |  | 0 | 0 | 5500 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 527428 | 2126 | SH |  | SOLE |  | 0 | 0 | 2126 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 233871 | 2792 | SH |  | SOLE |  | 0 | 0 | 2792 |
| GENERAL MLS INC | COM | 370334104 |  | 961256 | 11464 | SH |  | SOLE |  | 0 | 0 | 11464 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1432266 | 6684 | SH |  | SOLE |  | 1500 | 0 | 5184 |
| INVESCO ACTIVELY MANAGED ETF | VAR RATE INVT | 46090A879 |  | 973423 | 39394 | SH |  | SOLE |  | 0 | 0 | 39394 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 303526 | 4750 | SH |  | SOLE |  | 0 | 0 | 4750 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 531784 | 12086 | SH |  | SOLE |  | 0 | 0 | 12086 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 10875467 | 40840 | SH |  | SOLE |  | 501 | 0 | 40339 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 227276 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 11054547 | 106049 | SH |  | SOLE |  | 0 | 0 | 106049 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1278057 | 15071 | SH |  | SOLE |  | 0 | 0 | 15071 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 13881006 | 196532 | SH |  | SOLE |  | 0 | 0 | 196532 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3431083 | 8930 | SH |  | SOLE |  | 0 | 0 | 8930 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 455414 | 1780 | SH |  | SOLE |  | 0 | 0 | 1780 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 11643984 | 231354 | SH |  | SOLE |  | 0 | 0 | 231354 |
| ISHARES TR | IBONDS DEC 25 | 46435U432 |  | 2252973 | 85437 | SH |  | SOLE |  | 0 | 0 | 85437 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 1545676 | 61312 | SH |  | SOLE |  | 0 | 0 | 61312 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 9215939 | 378946 | SH |  | SOLE |  | 0 | 0 | 378946 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 256017 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 8970913 | 180068 | SH |  | SOLE |  | 0 | 0 | 180068 |
| ISHARES TR | MSCI USA ESG SLC | 464288802 |  | 518946 | 6304 | SH |  | SOLE |  | 0 | 0 | 6304 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 244423 | 3390 | SH |  | SOLE |  | 0 | 0 | 3390 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 333902 | 2930 | SH |  | SOLE |  | 0 | 0 | 2930 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 349982 | 2902 | SH |  | SOLE |  | 0 | 0 | 2902 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 2483503 | 23818 | SH |  | SOLE |  | 0 | 0 | 23818 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 12293296 | 243867 | SH |  | SOLE |  | 0 | 0 | 243867 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 8634378 | 42580 | SH |  | SOLE |  | 0 | 0 | 42580 |
| ISHARES TR | US CONSUM DISCRE | 464287580 |  | 471628 | 8280 | SH |  | SOLE |  | 0 | 0 | 8280 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 238960 | 4850 | SH |  | SOLE |  | 0 | 0 | 4850 |
| KROGER CO | COM | 501044101 |  | 357532 | 8020 | SH |  | SOLE |  | 0 | 0 | 8020 |
| LILLY ELI  CO | COM | 532457108 |  | 219504 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 432340 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| MICROSOFT CORP | COM | 594918104 |  | 1101734 | 4594 | SH |  | SOLE |  | 0 | 0 | 4594 |
| MSCI INC | COM | 55354G100 |  | 279102 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| NETFLIX INC | COM | 64110L106 |  | 516040 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 971245 | 6646 | SH |  | SOLE |  | 0 | 0 | 6646 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 535746 | 2080 | SH |  | SOLE |  | 0 | 0 | 2080 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 9409466 | 107575 | SH |  | SOLE |  | 0 | 0 | 107575 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 8890854 | 65446 | SH |  | SOLE |  | 0 | 0 | 65446 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2813536 | 7357 | SH |  | SOLE |  | 0 | 0 | 7357 |
| SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 |  | 974035 | 9810 | SH |  | SOLE |  | 0 | 0 | 9810 |
| SPDR SER TR | BLOOMBERG INVT | 78468R200 |  | 11238892 | 369821 | SH |  | SOLE |  | 0 | 0 | 369821 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 235125 | 4972 | SH |  | SOLE |  | 135 | 0 | 4837 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 |  | 470964 | 16030 | SH |  | SOLE |  | 0 | 0 | 16030 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 2298254 | 59096 | SH |  | SOLE |  | 0 | 0 | 59096 |
| WISDOMTREE TR | US HIGH DIVIDEND | 97717W208 |  | 12495524 | 145197 | SH |  | SOLE |  | 0 | 0 | 145197 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 6662147 | 110375 | SH |  | SOLE |  | 0 | 0 | 110375 |

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