WJ Financial Advisors
Latest statistics and disclosures from WJ Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, AAPL, BRK.B, AMZN, SPY, and represent 20.63% of WJ Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: CLM, MDB, MSFT, DPZ, AMZN, UAA, JPM, ZTS, KWEB, SCHF.
- Started 14 new stock positions in UAA, MSTR, ITOT, SOXL, DPZ, LNG, IEMG, IJT, KWEB, XXRP. VWO, TSLL, ZTS, MSTU.
- Reduced shares in these 10 stocks: MDT, TLT, RGLD, GEV, AGNC, XOM, CAVA, ARCO, SNPS, XLE.
- Sold out of its position in MDT.
- WJ Financial Advisors was a net buyer of stock by $12M.
- WJ Financial Advisors has $124M in assets under management (AUM), dropping by 10.28%.
- Central Index Key (CIK): 0002095682
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Portfolio Holdings for WJ Financial Advisors
WJ Financial Advisors holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 5.8 | $7.2M | +5% | 17k | 430.29 |
|
| Apple (AAPL) | 4.4 | $5.5M | +2% | 22k | 253.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $4.7M | +8% | 9.9k | 479.20 |
|
| Amazon (AMZN) | 3.4 | $4.2M | +18% | 20k | 208.27 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.2 | $4.0M | +2% | 6.1k | 650.37 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.1 | $3.9M | 152k | 25.64 |
|
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| Cornerstone Strategic Value (CLM) | 2.6 | $3.2M | +69% | 445k | 7.28 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 2.4 | $3.0M | +3% | 99k | 30.32 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.4 | $3.0M | -5% | 34k | 86.69 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 2.0 | $2.5M | +2% | 51k | 49.61 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $2.4M | +6% | 2.4k | 996.43 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.8 | $2.3M | +5% | 74k | 30.96 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $2.2M | +28% | 7.5k | 294.17 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.2M | 7.7k | 286.86 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.8 | $2.2M | +10% | 48k | 45.89 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.6 | $2.0M | +26% | 79k | 24.75 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $1.9M | +7% | 64k | 29.08 |
|
| Mongodb Cl A (MDB) | 1.5 | $1.8M | +110% | 7.4k | 244.77 |
|
| Southern Company (SO) | 1.4 | $1.7M | +2% | 18k | 96.52 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 1.3 | $1.7M | 22k | 74.72 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $1.7M | +72% | 4.5k | 370.18 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $1.6M | 2.3k | 697.60 |
|
|
| Kimberly-Clark Corporation (KMB) | 1.3 | $1.6M | +8% | 17k | 96.47 |
|
| Ishares Silver Tr Ishares (SLV) | 1.2 | $1.5M | +4% | 22k | 68.14 |
|
| Johnson & Johnson (JNJ) | 1.2 | $1.5M | 6.1k | 244.43 |
|
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 1.2 | $1.4M | +2% | 29k | 49.85 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.1 | $1.4M | +3% | 2.3k | 616.76 |
|
| Kinder Morgan (KMI) | 1.1 | $1.3M | +12% | 40k | 33.53 |
|
| Royce Value Trust (RVT) | 1.0 | $1.3M | 77k | 16.60 |
|
|
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.9 | $1.2M | +9% | 58k | 19.97 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.9 | $1.1M | +13% | 34k | 32.95 |
|
| Royal Gold (RGLD) | 0.9 | $1.1M | -5% | 4.3k | 254.49 |
|
| AES Corporation (AES) | 0.9 | $1.1M | 76k | 14.09 |
|
|
| Caterpillar (CAT) | 0.8 | $985k | 1.4k | 708.46 |
|
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $972k | 7.3k | 132.90 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $916k | 11k | 82.75 |
|
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| Starwood Property Trust (STWD) | 0.7 | $884k | +21% | 51k | 17.22 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $870k | +55% | 5.9k | 146.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $801k | 1.4k | 577.23 |
|
|
| salesforce (CRM) | 0.6 | $800k | +43% | 4.3k | 186.67 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.6 | $786k | 5.2k | 151.41 |
|
|
| Netflix (NFLX) | 0.6 | $769k | +13% | 8.0k | 96.15 |
|
| Williams Companies (WMB) | 0.6 | $748k | 10k | 72.78 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $747k | +3% | 1.3k | 572.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $743k | 2.6k | 287.18 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $738k | -2% | 9.3k | 79.27 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.6 | $737k | 32k | 23.22 |
|
|
| Honeywell International (HON) | 0.6 | $729k | +18% | 3.2k | 226.03 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.6 | $721k | 8.8k | 81.98 |
|
|
| Keurig Dr Pepper (KDP) | 0.6 | $721k | 27k | 26.33 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $714k | +2% | 2.7k | 261.92 |
|
| Blackrock (BLK) | 0.6 | $704k | -2% | 732.00 | 961.71 |
|
| Domino's Pizza (DPZ) | 0.6 | $689k | NEW | 1.9k | 358.79 |
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| Travelers Companies (TRV) | 0.5 | $676k | 2.3k | 291.68 |
|
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| Advanced Micro Devices (AMD) | 0.5 | $675k | 3.3k | 203.43 |
|
|
| Pepsi (PEP) | 0.5 | $674k | 4.3k | 155.31 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $670k | 5.7k | 118.45 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.5 | $668k | 865.00 | 772.64 |
|
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| Cisco Systems (CSCO) | 0.5 | $667k | 8.6k | 77.59 |
|
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| Ge Aerospace Com New (GE) | 0.5 | $666k | 2.3k | 283.77 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $660k | +58% | 2.1k | 320.81 |
|
| Enterprise Products Partners (EPD) | 0.5 | $640k | 17k | 37.84 |
|
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| Ge Vernova (GEV) | 0.5 | $638k | -6% | 731.00 | 872.90 |
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| Aercap Holdings Nv SHS (AER) | 0.5 | $572k | -2% | 4.2k | 137.18 |
|
| Targa Res Corp (TRGP) | 0.5 | $563k | -4% | 2.2k | 250.73 |
|
| Bank of America Corporation (BAC) | 0.4 | $547k | 11k | 48.75 |
|
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| Exxon Mobil Corporation (XOM) | 0.4 | $537k | -7% | 3.2k | 169.66 |
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| Ishares Msci Mexico Etf (EWW) | 0.4 | $532k | 7.1k | 75.23 |
|
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| Raytheon Technologies Corp (RTX) | 0.4 | $526k | +22% | 2.7k | 192.90 |
|
| Cava Group Ord (CAVA) | 0.4 | $526k | -7% | 6.5k | 80.90 |
|
| Abbvie (ABBV) | 0.4 | $526k | 2.4k | 217.49 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $518k | 3.5k | 146.59 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.4 | $505k | -8% | 50k | 10.03 |
|
| Under Armour Cl A (UAA) | 0.4 | $504k | NEW | 85k | 5.91 |
|
| Kenvue (KVUE) | 0.4 | $489k | 28k | 17.24 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $478k | NEW | 4.0k | 118.21 |
|
| Synopsys (SNPS) | 0.4 | $477k | -6% | 1.2k | 396.48 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $459k | +3% | 13k | 36.75 |
|
| Ishares Msci Aust Etf (EWA) | 0.4 | $454k | +10% | 16k | 27.76 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $449k | +60% | 7.0k | 64.08 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.4 | $446k | NEW | 16k | 28.43 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $431k | 659.00 | 653.21 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $418k | +54% | 4.7k | 88.70 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $417k | 1.1k | 370.68 |
|
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| Direxion Shares Etf Trust Daily Semiconduc (SOXL) | 0.3 | $398k | NEW | 8.3k | 47.91 |
|
| EOG Resources (EOG) | 0.3 | $374k | 2.6k | 144.57 |
|
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| Sprott Asset Management Physical Gold An (CEF) | 0.3 | $372k | 7.8k | 47.72 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $368k | NEW | 5.3k | 69.75 |
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| Chevron Corporation (CVX) | 0.3 | $368k | 1.8k | 206.90 |
|
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| International Business Machines (IBM) | 0.3 | $362k | 1.5k | 242.39 |
|
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $350k | 7.0k | 49.95 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $349k | +24% | 1.6k | 215.06 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $346k | +3% | 13k | 26.61 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $324k | 5.5k | 58.54 |
|
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| Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.3 | $318k | 18k | 17.31 |
|
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $317k | 2.0k | 158.58 |
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| Pfizer (PFE) | 0.3 | $312k | +4% | 11k | 28.08 |
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| Nextera Energy (NEE) | 0.2 | $306k | 3.3k | 92.88 |
|
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $306k | 2.1k | 145.94 |
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| Solar Cap (SLRC) | 0.2 | $299k | +20% | 21k | 14.31 |
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| Abbott Laboratories (ABT) | 0.2 | $283k | 2.8k | 102.67 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $276k | 3.0k | 91.77 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $273k | -10% | 4.5k | 61.27 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $266k | -3% | 4.8k | 55.35 |
|
| Dominion Resources (D) | 0.2 | $265k | -6% | 4.3k | 61.82 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $263k | NEW | 1.8k | 142.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $260k | NEW | 4.8k | 54.05 |
|
| Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL) | 0.2 | $258k | NEW | 21k | 12.15 |
|
| Old Republic International Corporation (ORI) | 0.2 | $253k | 6.3k | 39.90 |
|
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| On Hldg Namen Akt A (ONON) | 0.2 | $240k | -4% | 7.1k | 34.02 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $240k | NEW | 845.00 | 283.76 |
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| Procter & Gamble Company (PG) | 0.2 | $240k | 1.7k | 144.44 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $238k | 2.2k | 110.36 |
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| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 0.2 | $228k | -12% | 28k | 8.25 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.2 | $227k | 5.0k | 45.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $227k | 1.2k | 196.14 |
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| UnitedHealth (UNH) | 0.2 | $225k | +3% | 833.00 | 270.59 |
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| Visa Com Cl A (V) | 0.2 | $221k | 730.00 | 302.24 |
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| Aspen Aerogels (ASPN) | 0.2 | $219k | 64k | 3.42 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $213k | NEW | 1.5k | 144.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $208k | 840.00 | 247.97 |
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| Kraft Heinz (KHC) | 0.2 | $205k | -2% | 9.1k | 22.49 |
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| Strategy Cl A New (MSTR) | 0.2 | $200k | NEW | 1.6k | 124.80 |
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| Pimco Income Strategy Fund II (PFN) | 0.2 | $199k | 29k | 6.89 |
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| Etf Opportunities Trust T-rex 2x Long Ms (MSTU) | 0.1 | $149k | NEW | 35k | 4.25 |
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| Listed Fds Tr Teucrium 2x Long (XXRP) | 0.1 | $140k | NEW | 36k | 3.84 |
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| Fermi (FRMI) | 0.1 | $123k | 21k | 5.84 |
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| Clough Global Opportunities Sh Ben Int (GLO) | 0.1 | $118k | -2% | 21k | 5.57 |
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Past Filings by WJ Financial Advisors
SEC 13F filings are viewable for WJ Financial Advisors going back to 2025
- 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