13F Insight
DOSSIER · 13F-HR · Q1 2026

WJ Financial Advisors LLC

WJ Financial's family office based in Omaha, NE — $124M in tracked AUM across 128 positions as of Q1 2026.

WF
WJ Financial·Omaha, NE·Family Office
CIK 0002095682 · last filed Mar 31, 2026
Total AUM
$124M
▲ 3.7%
vs prior
Holdings
128
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

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