Institutions / WJ Financial Advisors LLC
WJ Financial Advisors LLC
CIK 2095682 · Institution · as of Dec 31, 2025
Portfolio value
$112.29M
Positions
115
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Gold Tr | $6.25M | 5.6% |
| Apple Inc. | $5.73M | 5.1% |
| Warren E. Buffett | $4.59M | 4.1% |
| Schwab Strategic Tr | $4.10M | 3.6% |
| SPDR S&P 500 ETF Tr | $4.04M | 3.6% |
| Amazon.com Inc | $3.95M | 3.5% |
| iShares MSCI UAE ETF | $3.17M | 2.8% |
| iShares Tr | $2.96M | 2.6% |
| Alphabet Inc. | $2.44M | 2.2% |
| Invesco Exch Traded Fd Tr II | $2.38M | 2.1% |
| Cornerstone Strategic Invest | $2.20M | 2.0% |
| Schwab Strategic Tr | $2.10M | 1.9% |
| Costco Wholesale Corp /New | $1.95M | 1.7% |
| JPMorgan Chase & Co | $1.89M | 1.7% |
| Select Sector SPDR Tr | $1.85M | 1.6% |
| Vanguard World Fd | $1.78M | 1.6% |
| Schwab Strategic Tr | $1.71M | 1.5% |
| Vanguard Scottsdale Fds | $1.69M | 1.5% |
| Kimberly Clark Corp | $1.57M | 1.4% |
| Southern Co | $1.55M | 1.4% |
| Schwab Strategic Tr | $1.50M | 1.3% |
| MongoDB, Inc. | $1.48M | 1.3% |
| iShares Silver Tr | $1.37M | 1.2% |
| SPDR S&P Midcap 400 ETF Tr | $1.35M | 1.2% |
| Royce Small-Cap Trust, Inc.RVT | $1.26M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.