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WJ Financial Advisors

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

Top 5 stock holdings are AAPL, GLD, BRK.B, AMZN, SPY, and represent 20.39% of WJ Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VGT, BRK.B, VO, DPZ, CLM, META, LULU, HON, HONA, UAA.
Started 15 new stock positions in VOO, LULU, IWD, CIBR, HONA, EFA, IBB, Advanced Micro Devices Inc put, SOXS, DFAT. IVW, MRK, CWK, MU, HON.
Reduced shares in these 10 stocks: Honeywell International, MDB, , ASPN, CSCO, , TSLL, MSTR, AES, XXRP.
Sold out of its positions in SOXL, TSLL, D, Honeywell International, XXRP, MSTR.
WJ Financial Advisors was a net buyer of stock by $6.2M.
WJ Financial Advisors has $136M in assets under management (AUM), dropping by 9.94%.
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 137 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.6	$6.3M		22k	289.36	View chart
Spdr Gold Tr Gold Shs (GLD)	4.6	$6.2M		17k	368.38	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	4.3	$5.9M	+18%	12k	500.39	View chart
Amazon (AMZN)	3.5	$4.8M		20k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.4	$4.6M		6.2k	746.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.3	$4.5M		152k	29.43	View chart
Cornerstone Strategic Value (CLM)	2.8	$3.8M	+13%	504k	7.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.3	$3.1M	+4%	36k	86.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.2	$3.0M		98k	30.49	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.0	$2.7M		74k	36.87	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	2.0	$2.7M	+3%	53k	50.84	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$2.6M	-3%	7.4k	353.33	View chart
JPMorgan Chase & Co. (JPM)	1.8	$2.5M		7.5k	327.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.7	$2.3M		64k	36.13	View chart
Costco Wholesale Corporation (COST)	1.6	$2.2M		2.4k	935.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$2.2M	+2%	81k	27.70	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	1.6	$2.2M		49k	45.34	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$2.1M	+652%	18k	119.52	View chart
Kimberly-Clark Corporation (KMB)	1.4	$1.9M	+3%	17k	109.77	View chart
Mongodb Cl A (MDB)	1.4	$1.9M	-25%	5.5k	335.90	View chart
Advanced Micro Devices (AMD)	1.3	$1.8M	-5%	3.1k	580.91	View chart
Southern Company (SO)	1.3	$1.8M	+3%	19k	95.71	View chart
Microsoft Corporation (MSFT)	1.3	$1.7M	+2%	4.6k	373.03	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.2	$1.6M		2.3k	703.34	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$1.6M	-3%	22k	75.25	View chart
Johnson & Johnson (JNJ)	1.1	$1.5M		6.1k	253.96	View chart
Caterpillar (CAT)	1.1	$1.5M		1.4k	1064.90	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	1.0	$1.4M	+13%	66k	21.16	View chart
Royce Value Trust (RVT)	1.0	$1.4M	-2%	75k	18.47	View chart
Tortoise Energy Infrastructure closed end funds (TYG)	1.0	$1.3M	+9%	31k	42.87	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.0	$1.3M	-5%	6.9k	190.51	View chart
Kinder Morgan (KMI)	0.9	$1.3M		40k	31.97	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.9	$1.2M		34k	36.26	View chart
Meta Platforms Cl A (META)	0.8	$1.1M	+55%	2.0k	563.32	View chart
Domino's Pizza (DPZ)	0.8	$1.1M	+96%	3.8k	296.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$1.1M	+19%	13k	82.65	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$1.1M	-10%	20k	53.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.0M		1.4k	736.46	View chart
AES Corporation (AES)	0.7	$964k	-13%	66k	14.66	View chart
Starwood Property Trust (STWD)	0.7	$956k	+13%	58k	16.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$941k	+27%	12k	79.03	View chart
Ge Aerospace Com New (GE)	0.6	$877k		2.3k	373.73	View chart
Ge Vernova (GEV)	0.6	$858k		730.00	1174.86	View chart
Under Armour Cl A (UAA)	0.6	$856k	+57%	134k	6.39	View chart
Royal Gold (RGLD)	0.6	$852k		4.3k	199.61	View chart
Keurig Dr Pepper (KDP)	0.6	$839k	-6%	26k	32.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$834k	+300%	10k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$826k		2.7k	303.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$811k		5.2k	156.30	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.6	$773k		5.7k	136.68	View chart
Travelers Companies (TRV)	0.6	$765k		2.3k	330.12	View chart
Williams Companies (WMB)	0.6	$763k		10k	74.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$756k		2.0k	370.04	View chart
Palantir Technologies Cl A (PLTR)	0.5	$742k	+6%	6.4k	116.67	View chart
Cisco Systems (CSCO)	0.5	$731k	-27%	6.2k	117.46	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$724k		31k	23.13	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.5	$719k		8.7k	83.07	View chart
Blackrock (BLK)	0.5	$709k		737.00	961.56	View chart
salesforce (CRM)	0.5	$670k		4.3k	156.66	View chart
Bank of America Corporation (BAC)	0.5	$639k		11k	56.98	View chart
Enterprise Products Partners (EPD)	0.5	$639k	+2%	17k	36.76	View chart
Aercap Holdings Nv SHS (AER)	0.4	$608k		4.2k	145.78	View chart
Abbvie (ABBV)	0.4	$601k		2.4k	251.64	View chart
Novo-nordisk A S Adr (NVO)	0.4	$595k		12k	47.94	View chart
Targa Res Corp (TRGP)	0.4	$587k	-2%	2.2k	268.14	View chart
Pepsi (PEP)	0.4	$586k		4.3k	135.39	View chart
Netflix (NFLX)	0.4	$576k		8.1k	71.40	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$548k	-2%	3.5k	158.64	View chart
Kenvue (KVUE)	0.4	$541k		28k	19.11	View chart
Nextera Energy (NEE)	0.4	$540k	+86%	6.2k	87.77	View chart
Regeneron Pharmaceuticals (REGN)	0.4	$539k		865.00	623.54	View chart
Agnc Invt Corp Com reit (AGNC)	0.4	$535k	-2%	49k	10.90	View chart
Raytheon Technologies Corp (RTX)	0.4	$518k		2.7k	189.73	View chart
Ishares Msci Mexico Etf (EWW)	0.4	$517k	-2%	6.9k	75.27	View chart
Synopsys (SNPS)	0.4	$508k	-5%	1.1k	446.07	View chart
Cava Group Ord (CAVA)	0.4	$500k	-2%	6.4k	78.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$499k		7.0k	71.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$494k		659.00	748.89	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$477k		1.1k	426.40	View chart
Ishares Msci Aust Etf (EWA)	0.3	$456k		16k	28.16	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$439k		5.3k	82.84	View chart
Exxon Mobil Corporation (XOM)	0.3	$433k		3.2k	136.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$425k	-6%	4.4k	96.43	View chart
International Business Machines (IBM)	0.3	$391k	-6%	1.4k	281.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$384k		1.6k	236.62	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.3	$380k		16k	24.47	View chart
Lululemon Athletica (LULU)	0.3	$369k	NEW	3.2k	114.18	View chart
Honeywell International (HON)	0.3	$357k	NEW	1.6k	223.90	View chart
Honeywell Aerospace (HONA)	0.3	$352k	NEW	1.6k	221.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$352k		7.0k	50.23	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$347k		2.0k	173.52	View chart
UnitedHealth (UNH)	0.3	$345k		831.00	415.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$342k		13k	26.50	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.2	$339k		18k	18.47	View chart
EOG Resources (EOG)	0.2	$335k		2.6k	129.73	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$319k		2.1k	152.18	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$314k		7.8k	40.23	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$312k	-3%	5.4k	58.20	View chart
Chevron Corporation (CVX)	0.2	$307k	+4%	1.9k	165.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$303k		1.8k	164.27	View chart
Zoetis Cl A (ZTS)	0.2	$289k		4.0k	71.86	View chart
Abbott Laboratories (ABT)	0.2	$288k	+15%	3.2k	90.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$287k		4.8k	59.69	View chart
Merck & Co (MRK)	0.2	$271k	NEW	2.1k	128.51	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$265k		4.8k	55.18	View chart
Old Republic International Corporation (ORI)	0.2	$259k		6.3k	40.92	View chart
On Hldg Namen Akt A (ONON)	0.2	$256k	+2%	7.2k	35.42	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$254k	-3%	1.4k	178.62	View chart
Solar Cap (SLRC)	0.2	$253k		21k	12.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$253k		1.2k	217.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$253k		841.00	300.32	View chart
Visa Com Cl A (V)	0.2	$251k		730.00	343.09	View chart
Procter & Gamble Company (PG)	0.2	$243k		1.7k	146.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$236k		2.2k	109.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$236k	NEW	343.00	687.24	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$236k		4.4k	53.11	View chart
Micron Technology (MU)	0.2	$231k	NEW	200.00	1154.29	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$230k		5.0k	46.14	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$227k		3.0k	75.45	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$224k	NEW	2.5k	89.84	View chart
Arcos Dorados Hldgs Shs Class -a - (ARCO)	0.2	$223k		28k	8.06	View chart
Pfizer (PFE)	0.2	$219k	-18%	9.1k	24.08	View chart
Kraft Heinz (KHC)	0.2	$215k		9.1k	23.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$215k	NEW	3.1k	69.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$208k	NEW	856.00	242.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$205k	NEW	1.5k	137.53	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$203k		29k	7.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$202k	NEW	1.9k	103.88	View chart
Cheniere Energy Com New (LNG)	0.1	$202k		845.00	239.01	View chart
Direxion Shares Etf Trust Dai Sem 3x Etf (SOXS)	0.1	$202k	NEW	62k	3.24	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$201k	NEW	1.1k	190.19	View chart
Fermi (FRMI)	0.1	$187k	-3%	20k	9.16	View chart
Cushman And Wakefield Common Shares (CWK)	0.1	$149k	NEW	11k	13.39	View chart
Advanced Micro Devices Put Put Option	0.1	$128k	NEW	30.00	4255.00	View chart
Clough Global Opportunities Sh Ben Int (GLO)	0.1	$113k	-12%	19k	6.12	View chart
Aspen Aerogels (ASPN)	0.1	$110k	-72%	17k	6.34	View chart
Etf Opportunities Trust T Re 2x Mstr Etf (MSTU)	0.0	$60k	+5%	37k	1.62	View chart

Past Filings by WJ Financial Advisors

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

WJ Financial Advisors 2026 Q2 filed Aug. 13, 2026
WJ Financial Advisors 2026 Q1 filed May 4, 2026
WJ Financial Advisors 2025 Q4 filed Feb. 2, 2026
WJ Financial Advisors 2025 Q3 filed Nov. 6, 2025

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