# EDGAR Filing Document

**Accession Number:** 0001801585
**File Stem:** 0001986152-25-000061
**Filing Date:** 2025-8
**Character Count:** 12886
**Document Hash:** 77fb2290a4a72c42a29e7dc9fa811a93
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001986152-25-000061.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001986152-25-000061

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMJ Financial Wealth Management
- **CENTRAL INDEX KEY:** 0001801585

**ORGANIZATION NAME:**
- **EIN:** 454695438
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19816
- **FILM NUMBER:** 251210280

**BUSINESS ADDRESS:**
- **STREET 1:** 44160 SCHOLAR PLAZA
- **STREET 2:** SUITE 490
- **CITY:** LEESBURG
- **STATE:** VA
- **ZIP:** 20176
- **BUSINESS PHONE:** 7034660477

**MAIL ADDRESS:**
- **STREET 1:** 44160 SCHOLAR PLAZA
- **STREET 2:** SUITE 490
- **CITY:** LEESBURG
- **STATE:** VA
- **ZIP:** 20176

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** AMJ Financial Wealth Management<br>**Address:** 44160 SCHOLAR PLAZA<br>SUITE 490<br>LEESBURG, VA 20176

**Form 13F File Number:** 028-19816

**CRD Number (if applicable):** 000162878

**SEC File Number (if applicable):** 801-113970

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:** Lindsay Marie Rider<br>**Title:** Compliance Consultant<br>**Phone:** 7209844071

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

Lindsay Marie Rider  Thornton, CO  08-13-2025<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:** 85

**Form 13F Information Table Value Total:** $401670269

      (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 |
| AMAZON.COM INC | Stock | 023135106 |  | 1596940 | 7279 | SH |  | SOLE | 0 | 5357 | 0 | 1922 |
| POWERSHARES QQQ TR | ETF | 46090E103 |  | 1172235 | 2125 | SH |  | SOLE | 0 | 1951 | 0 | 174 |
| OLD REP INTL CORP COM | Stock | 680223104 |  | 491763 | 12793 | SH |  | SOLE | 0 | 11649 | 0 | 1144 |
| SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | 78464A649 |  | 375168 | 14655 | SH |  | SOLE | 0 | 13630 | 0 | 1025 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 1001489 | 6556 | SH |  | SOLE | 0 | 6556 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 870675 | 5700 | SH | Put | SOLE | 0 | 5700 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 |  | 6450096 | 26560 | SH |  | SOLE | 0 | 24532 | 0 | 2028 |
| COSTCO WHOLESALE CORP | Stock | 22160K105 |  | 10142925 | 10246 | SH |  | SOLE | 0 | 9420 | 0 | 826 |
| GOLDMAN SACHS GROUP INC | Stock | 38141G104 |  | 13154242 | 18586 | SH |  | SOLE | 0 | 16607 | 0 | 1979 |
| MARRIOTT INTL INC | Stock | 571903202 |  | 264740 | 969 | SH |  | SOLE | 0 | 969 | 0 | 0 |
| CME GROUP INC COM | Stock | 12572Q105 |  | 212503 | 771 | SH |  | SOLE | 0 | 750 | 0 | 21 |
| NETFLIX COM INC | Stock | 64110L106 |  | 2834295 | 2117 | SH |  | SOLE | 0 | 1981 | 0 | 135 |
| MERCK  CO INC | Stock | 58933Y105 |  | 263365 | 3327 | SH |  | SOLE | 0 | 3327 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 467095 | 756 | SH |  | SOLE | 0 | 756 | 0 | 0 |
| CACI INTL INC CL A | Stock | 127190304 |  | 1841969 | 3864 | SH |  | SOLE | 0 | 3864 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 256026 | 1939 | SH |  | SOLE | 0 | 1939 | 0 | 0 |
| ISHARES MSCI EUROZONE ETF | ETF | 464286608 |  | 576071 | 9690 | SH |  | SOLE | 0 | 8212 | 0 | 1478 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 |  | 8444200 | 19305 | SH |  | SOLE | 0 | 18072 | 0 | 1233 |
| INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SH | ADR | 456788108 |  | 6194820 | 334313 | SH |  | SOLE | 0 | 304387 | 0 | 29926 |
| PROGRESSIVE CORP COM | Stock | 743315103 |  | 10927383 | 40948 | SH |  | SOLE | 0 | 37739 | 0 | 3209 |
| FISERV INC COM | Stock | 337738108 |  | 5974869 | 34655 | SH |  | SOLE | 0 | 31831 | 0 | 2824 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 |  | 11131528 | 123505 | SH |  | SOLE | 0 | 114417 | 0 | 9088 |
| NEWMONT CORP COM | Stock | 651639106 |  | 6928687 | 118927 | SH |  | SOLE | 0 | 107990 | 0 | 10937 |
| MICROSOFT | Stock | 594918104 |  | 11434958 | 22989 | SH |  | SOLE | 0 | 22106 | 0 | 883 |
| MICROSOFT | Stock | 594918104 |  | 4974100 | 10000 | SH | Put | SOLE | 0 | 10000 | 0 | 0 |
| MICROSOFT | Stock | 594918104 |  | 646633 | 1300 | SH | Put | SOLE | 0 | 1300 | 0 | 0 |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | 46138J791 |  | 4929581 | 252540 | SH |  | SOLE | 0 | 239593 | 0 | 12947 |
| COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 81369Y852 |  | 498044 | 4589 | SH |  | SOLE | 0 | 4076 | 0 | 513 |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | ETF | 98149E303 |  | 7168314 | 109407 | SH |  | SOLE | 0 | 99617 | 0 | 9789 |
| PGIM ULTRA SHORT BOND ETF | ETF | 69344A107 |  | 22289992 | 447950 | SH |  | SOLE | 0 | 414389 | 0 | 33561 |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | ETF | 46138J643 |  | 8864302 | 432616 | SH |  | SOLE | 0 | 394421 | 0 | 38195 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 |  | 4537800 | 19458 | SH |  | SOLE | 0 | 17366 | 0 | 2092 |
| CLOUDFLARE INC CL A COM | Stock | 18915M107 |  | 10141252 | 51786 | SH |  | SOLE | 0 | 48312 | 0 | 3474 |
| FINANCIAL SELECT SECTOR SPDR | ETF | 81369Y605 |  | 602464 | 11504 | SH |  | SOLE | 0 | 9859 | 0 | 1645 |
| PROSHARES S 500 EX-TECHNOLOGY ETF | ETF | 74347B557 |  | 268215 | 2799 | SH |  | SOLE | 0 | 2799 | 0 | 0 |
| ROYAL CARIBBEAN GROUP COM | Stock | V7780T103 |  | 2378925 | 7597 | SH |  | SOLE | 0 | 7222 | 0 | 375 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 942930 | 1660 | SH |  | SOLE | 0 | 1660 | 0 | 0 |
| TARGA RES CORP COM | Stock | 87612G101 |  | 3807826 | 21874 | SH |  | SOLE | 0 | 20196 | 0 | 1678 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 245040 | 314 | SH |  | SOLE | 0 | 172 | 0 | 142 |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | ETF | 46138J577 |  | 5887171 | 314822 | SH |  | SOLE | 0 | 291890 | 0 | 22932 |
| PROSHARES S TECHNOLOGY DIVIDEND ARISTOCRATS ETF | ETF | 74347G606 |  | 886342 | 10653 | SH |  | SOLE | 0 | 9803 | 0 | 850 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 446413106 |  | 7769700 | 32178 | SH |  | SOLE | 0 | 28952 | 0 | 3226 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 |  | 9620540 | 81530 | SH |  | SOLE | 0 | 77230 | 0 | 4300 |
| QUANTA SVCS INC COM | Stock | 74762E102 |  | 10769987 | 28486 | SH |  | SOLE | 0 | 26050 | 0 | 2436 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | ETF | 464287481 |  | 1090580 | 7864 | SH |  | SOLE | 0 | 7124 | 0 | 740 |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | ETF | 46138J460 |  | 7874384 | 469272 | SH |  | SOLE | 0 | 434681 | 0 | 34591 |
| ISHARES MSCI EUROPE FINANCIALS ETF | ETF | 464289180 |  | 257278 | 8134 | SH |  | SOLE | 0 | 7863 | 0 | 271 |
| BRINKER INTL INC COM | Stock | 109641100 |  | 13095925 | 72622 | SH |  | SOLE | 0 | 67347 | 0 | 5275 |
| BRINKER INTL INC COM | Stock | 109641100 |  | 180330 | 1000 | SH | Put | SOLE | 0 | 1000 | 0 | 0 |
| VISA INC | Stock | 92826C839 |  | 8018094 | 22583 | SH |  | SOLE | 0 | 20472 | 0 | 2111 |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | ETF | 46138J429 |  | 9981426 | 603837 | SH |  | SOLE | 0 | 575705 | 0 | 28132 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 13488595 | 18275 | SH |  | SOLE | 0 | 16856 | 0 | 1419 |
| FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | ETF | 337345102 |  | 427575 | 2009 | SH |  | SOLE | 0 | 1833 | 0 | 176 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 |  | 300944 | 2579 | SH |  | SOLE | 0 | 1077 | 0 | 1502 |
| AVAGO TECHNOLOGIES LTD | Stock | 11135F101 |  | 10568697 | 38341 | SH |  | SOLE | 0 | 36155 | 0 | 2186 |
| HSBC HLDGS PLC SPON ADR NEW | ADR | 404280406 |  | 3781928 | 62213 | SH |  | SOLE | 0 | 57488 | 0 | 4725 |
| ACCENTURE LTD BERMUDA CL A | Stock | G1151C101 |  | 526943 | 1763 | SH |  | SOLE | 0 | 1763 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 8214058 | 51991 | SH |  | SOLE | 0 | 45508 | 0 | 6483 |
| HEICO CORP NEW COM | Stock | 422806109 |  | 11552160 | 35220 | SH |  | SOLE | 0 | 31598 | 0 | 3622 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 368719 | 1262 | SH |  | SOLE | 0 | 1262 | 0 | 0 |
| NEWS CORP NEW CL A | Stock | 65249B109 |  | 404103 | 13597 | SH |  | SOLE | 0 | 13142 | 0 | 455 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 3315183 | 12880 | SH |  | SOLE | 0 | 12077 | 0 | 803 |
| SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 78468R101 |  | 631156 | 21549 | SH |  | SOLE | 0 | 12559 | 0 | 8989 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 |  | 266572 | 634 | SH |  | SOLE | 0 | 12 | 0 | 622 |
| VEEVA SYS INC CL A COM | Stock | 922475108 |  | 9999242 | 34722 | SH |  | SOLE | 0 | 31622 | 0 | 3100 |
| ONEOK INC NEW COM | Stock | 682680103 |  | 2608446 | 31955 | SH |  | SOLE | 0 | 29333 | 0 | 2621 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 840449 | 2899 | SH |  | SOLE | 0 | 2620 | 0 | 279 |
| HARTFORD FINL SVCS GROUP INC | Stock | 416515104 |  | 10703007 | 84362 | SH |  | SOLE | 0 | 77443 | 0 | 6919 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288638 |  | 9070597 | 170212 | SH |  | SOLE | 0 | 156852 | 0 | 13360 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 11244629 | 91057 | SH |  | SOLE | 0 | 82505 | 0 | 8552 |
| WALMART INC COM | Stock | 931142103 |  | 5512543 | 56377 | SH |  | SOLE | 0 | 51579 | 0 | 4798 |
| INTL BUSINESS MACHINES | Stock | 459200101 |  | 1011685 | 3432 | SH |  | SOLE | 0 | 3233 | 0 | 199 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 9210801 | 50313 | SH |  | SOLE | 0 | 46456 | 0 | 3857 |
| ARISTA NETWORKS INC COM SHS | Stock | 040413205 |  | 5853155 | 57210 | SH |  | SOLE | 0 | 53236 | 0 | 3974 |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | ETF | 464287580 |  | 343061 | 3443 | SH |  | SOLE | 0 | 3261 | 0 | 182 |
| SPDR PORTFOLIO S 500 ETF | ETF | 78464A854 |  | 928033 | 12767 | SH |  | SOLE | 0 | 11911 | 0 | 856 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 687206 | 1925 | SH |  | SOLE | 0 | 1699 | 0 | 226 |
| PLANET FITNESS INC CL A | Stock | 72703H101 |  | 1075233 | 9860 | SH |  | SOLE | 0 | 9668 | 0 | 192 |
| SPDR PORTFOLIO S 500 GROWTH ETF | ETF | 78464A409 |  | 1715665 | 17999 | SH |  | SOLE | 0 | 16411 | 0 | 1588 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 388296 | 3602 | SH |  | SOLE | 0 | 3583 | 0 | 19 |
| SAP AKTIENGESELLSCHAFT ADR | ADR | 803054204 |  | 11714540 | 38522 | SH |  | SOLE | 0 | 35558 | 0 | 2964 |
| NASDAQ STK MKT INC | Stock | 631103108 |  | 12322523 | 137805 | SH |  | SOLE | 0 | 127010 | 0 | 10795 |
| APPLE INC | Stock | 037833100 |  | 1157458 | 5641 | SH |  | SOLE | 0 | 5641 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 395220 | 3187 | SH |  | SOLE | 0 | 3187 | 0 | 0 |
| ISHARES TR RUSSELL 1000 INDEX ETF | ETF | 464287622 |  | 306632 | 903 | SH |  | SOLE | 0 | 903 | 0 | 0 |

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