WJ Financial Advisors LLC
WJ Financial Advisors LLC reported 137 positions worth $136.1M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AAPL (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $6.3M | 4.59% | 21,601 | — | — | |
| ▸ 2 | GLD | SH | $6.2M | 4.55% | 16,826 | — | — | |
| ▸ 3 | BRK-B | SH | $5.9M | 4.32% | 11,747 | — | — | |
| ▸ 4 | AMZN | SH | $4.8M | 3.55% | 20,265 | — | — | |
| ▸ 5 | SPY | SH | $4.6M | 3.38% | 6,154 | — | — | |
| ▸ 6 | SCHX | SH | $4.5M | 3.28% | 151,593 | — | — | |
| ▸ 7 | CLM | SH | $3.8M | 2.80% | 503,994 | — | — | |
| ▸ 8 | TLT | SH | $3.1M | 2.29% | 36,023 | — | — | |
| ▸ 9 | PFF | SH | $3.0M | 2.19% | 97,889 | — | — | |
| ▸ 10 | SCHM | SH | $2.7M | 2.01% | 74,090 | — | — |
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Frequently Asked Questions
What stocks does WJ Financial Advisors LLC hold as of Q2 2026?
WJ Financial Advisors LLC reported 137 positions worth $136.1M in its Q2 2026 13F filing. Largest positions: AAPL (4.6%), GLD (4.6%), BRK-B (4.3%), AMZN (3.5%) and SPY (3.4%).
What did WJ Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WJ Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.