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WJ Financial Advisors

Latest statistics and disclosures from WJ Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002095682

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Positions held by WJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WJ Financial Advisors

WJ Financial Advisors holds 108 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	5.4	$5.6M	16k	355.47	View chart
Apple (AAPL)	5.3	$5.4M	21k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.3	$4.5M	8.9k	502.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.9	$4.0M	151k	26.34	View chart
Amazon (AMZN)	3.6	$3.8M	17k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.5	$3.6M	5.4k	666.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.2	$3.3M	37k	89.37	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.9	$2.9M	93k	31.62	View chart
Mongodb Cl A (MDB)	2.5	$2.6M	8.4k	310.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$2.0M	69k	29.64	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	2.0	$2.0M	41k	49.45	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$1.9M	8.0k	243.55	View chart
Costco Wholesale Corporation (COST)	1.8	$1.9M	2.0k	925.63	View chart
JPMorgan Chase & Co. (JPM)	1.8	$1.8M	5.9k	315.43	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$1.8M	2.4k	746.73	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.7	$1.8M	23k	77.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$1.7M	59k	27.90	View chart
Southern Company (SO)	1.6	$1.6M	17k	94.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$1.4M	59k	23.28	View chart
Microsoft Corporation (MSFT)	1.3	$1.3M	2.5k	517.96	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.2	$1.3M	15k	87.21	View chart
Cornerstone Strategic Value (CLM)	1.2	$1.2M	151k	8.28	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.2	$1.2M	2.1k	596.03	View chart
Johnson & Johnson (JNJ)	1.1	$1.2M	6.3k	185.41	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	1.1	$1.1M	53k	21.67	View chart
AES Corporation (AES)	1.1	$1.1M	84k	13.16	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	1.0	$1.0M	24k	43.09	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$1.0M	3.7k	281.85	View chart
Kinder Morgan (KMI)	1.0	$1.0M	36k	28.31	View chart
Sandstorm Gold Com New (SAND)	1.0	$1000k	80k	12.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.0	$995k	30k	33.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$952k	11k	84.11	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$903k	21k	42.37	View chart
Blackrock (BLK)	0.8	$874k	750.00	1165.87	View chart
Royce Value Trust (RVT)	0.8	$868k	54k	16.13	View chart
Netflix (NFLX)	0.8	$833k	695.00	1198.92	View chart
Meta Platforms Cl A (META)	0.8	$824k	1.1k	734.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$801k	34k	23.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$760k	2.6k	293.74	View chart
Keurig Dr Pepper (KDP)	0.7	$759k	30k	25.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$737k	5.2k	142.10	View chart
Ge Aerospace Com New (GE)	0.7	$719k	2.4k	300.82	View chart
Palantir Technologies Cl A (PLTR)	0.7	$715k	3.9k	182.42	View chart
salesforce (CRM)	0.7	$708k	3.0k	237.00	View chart
Agnc Invt Corp Com reit (AGNC)	0.7	$691k	71k	9.79	View chart
Pepsi (PEP)	0.7	$676k	4.8k	140.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$676k	2.7k	254.28	View chart
Caterpillar (CAT)	0.6	$662k	1.4k	477.15	View chart
Williams Companies (WMB)	0.6	$659k	10k	63.35	View chart
Travelers Companies (TRV)	0.6	$656k	2.3k	279.22	View chart
Synopsys (SNPS)	0.6	$642k	1.3k	493.39	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$621k	5.6k	110.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$617k	7.7k	79.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$611k	1.0k	600.42	View chart
Regeneron Pharmaceuticals (REGN)	0.6	$583k	1.0k	562.27	View chart
Advanced Micro Devices (AMD)	0.5	$565k	3.5k	161.79	View chart
Abbvie (ABBV)	0.5	$557k	2.4k	231.54	View chart
Enterprise Products Partners (EPD)	0.5	$529k	17k	31.27	View chart
Aercap Holdings Nv SHS (AER)	0.5	$518k	4.3k	121.00	View chart
Allete Com New (ALE)	0.5	$517k	7.8k	66.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$513k	3.7k	139.19	View chart
Ishares Msci Mexico Etf (EWW)	0.5	$502k	7.4k	68.21	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$495k	6.3k	78.37	View chart
Kimberly-Clark Corporation (KMB)	0.5	$492k	4.0k	124.34	View chart
Bank of America Corporation (BAC)	0.5	$492k	9.5k	51.59	View chart
Ge Vernova (GEV)	0.5	$483k	785.00	614.90	View chart
Starwood Property Trust (STWD)	0.4	$464k	24k	19.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$444k	664.00	669.30	View chart
Cava Group Ord (CAVA)	0.4	$437k	7.2k	60.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$429k	1.1k	378.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$426k	1.3k	328.17	View chart
Targa Res Corp (TRGP)	0.4	$395k	2.4k	167.54	View chart
Exxon Mobil Corporation (XOM)	0.4	$388k	3.4k	112.75	View chart
International Business Machines (IBM)	0.4	$386k	1.4k	282.16	View chart
Raytheon Technologies Corp (RTX)	0.4	$374k	2.2k	167.33	View chart
Ishares Msci Aust Etf (EWA)	0.4	$372k	14k	27.00	View chart
Abbott Laboratories (ABT)	0.4	$367k	2.7k	133.94	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.4	$364k	20k	17.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$359k	7.1k	50.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$351k	6.0k	58.85	View chart
Kenvue (KVUE)	0.3	$349k	22k	16.23	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$340k	13k	26.95	View chart
On Hldg Namen Akt A (ONON)	0.3	$315k	7.4k	42.35	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$308k	5.4k	56.86	View chart
Pfizer (PFE)	0.3	$297k	12k	25.48	View chart
Dominion Resources (D)	0.3	$295k	4.8k	61.17	View chart
EOG Resources (EOG)	0.3	$289k	2.6k	112.12	View chart
Procter & Gamble Company (PG)	0.3	$288k	1.9k	153.65	View chart
Kraft Heinz (KHC)	0.3	$287k	11k	26.04	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$286k	7.8k	36.69	View chart
Novo-nordisk A S Adr (NVO)	0.3	$286k	5.1k	55.49	View chart
UnitedHealth (UNH)	0.3	$279k	808.00	345.30	View chart
Chevron Corporation (CVX)	0.3	$274k	1.8k	155.29	View chart
Old Republic International Corporation (ORI)	0.3	$269k	6.3k	42.47	View chart
Nextera Energy (NEE)	0.3	$263k	3.5k	75.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$261k	4.4k	59.92	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$259k	2.0k	128.03	View chart
Medtronic SHS (MDT)	0.3	$259k	2.7k	95.24	View chart
Visa Com Cl A (V)	0.2	$247k	724.00	341.38	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$236k	2.1k	111.22	View chart
Pimco Income Strategy Fund II (PFN)	0.2	$234k	31k	7.59	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$225k	2.5k	89.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$224k	1.0k	215.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$214k	1.1k	186.51	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$213k	5.1k	41.97	View chart
Direxion Shs Etf Tr Daily Semiconduc (SOXS)	0.2	$177k	34k	5.17	View chart
Clough Global Opportunities Sh Ben Int (GLO)	0.1	$135k	24k	5.70	View chart
Sana Biotechnology (SANA)	0.0	$43k	12k	3.55	View chart

Past Filings by WJ Financial Advisors

SEC 13F filings are viewable for WJ Financial Advisors going back to 2025

WJ Financial Advisors 2025 Q3 filed Nov. 6, 2025

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