DOSSIER · 13F-HR · Q1 2026

WJ Financial Advisors LLC

$124M in tracked AUM across 128 positions as of Q1 2026.

WF
CIK 0002095682 · last filed Mar 31, 2026
Total AUM
$124M
as of Q1 2026
Holdings
128
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

WJ Financial Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$7M17K5.8%
02
AAPL
APPLE INC
$5M22K4.4%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M10K3.8%
04
AMZN
AMAZON COM INC
$4M20K3.4%
05
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K3.2%
06
SCHX
SCHWAB STRATEGIC TR
$4M151K3.1%
07
CLM
CORNERSTONE STRATEGIC INVEST
$3M445K2.6%
08
PFF
ISHARES TR
$3M99K2.4%
09
TLT
ISHARES TR
$3M34K2.4%
10
SPHD
INVESCO EXCH TRADED FD TR II
$3M51K2.0%

Filing history

2026Q1Mar 31
$124M 10.3%
128 positionsView →
2025Q4Dec 31
$112M 133.5%
115 positionsView →
2025Q3Sep 30
$48M
53 positionsView →