DOSSIER · 13F-HR · Q2 2026

WJ Financial Advisors LLC

$136M in tracked AUM across 137 positions as of Q2 2026.

WF
CIK 0002095682 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
137
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WJ Financial Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$6M22K4.6%
02
GLD
SPDR GOLD TR
$6M17K4.6%
03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K4.3%
04
AMZN
AMAZON COM INC
$5M20K3.5%
05
SPY
STATE STR SPDR S&P 500 ETF T
$5M6K3.4%
06
SCHX
SCHWAB STRATEGIC TR
$4M152K3.3%
07
CLM
CORNERSTONE STRATEGIC INVEST
$4M504K2.8%
08
TLT
ISHARES TR
$3M36K2.3%
09
PFF
ISHARES TR
$3M98K2.2%
10
SCHM
SCHWAB STRATEGIC TR
$3M74K2.0%

Filing history

2026Q2Jun 30
$136M 9.9%
137 positionsView →
2026Q1Mar 31
$124M 10.3%
128 positionsView →
2025Q4Dec 31
$112M 133.5%
115 positionsView →
2025Q3Sep 30
$48M
53 positionsView →