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WJ Financial Advisors LLC 13F holdings

Filed 2026-08-13 · WJ Financial Advisors LLC · 137 positions · $136.1M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC21.6K$6.3M4.6%
GLDSPDR GOLD TR16.8K$6.2M4.6%
BRK-BBERKSHIRE HATHAWAY INC DEL11.7K$5.9M4.3%
AMZNAMAZON COM INC20.3K$4.8M3.5%
SPYSTATE STR SPDR S&P 500 ETF T6.2K$4.6M3.4%
SCHXSCHWAB STRATEGIC TR151.6K$4.5M3.3%
CLMCORNERSTONE STRATEGIC INVEST504.0K$3.8M2.8%
TLTISHARES TR36.0K$3.1M2.3%
PFFISHARES TR97.9K$3.0M2.2%
SCHMSCHWAB STRATEGIC TR74.1K$2.7M2.0%
SPHDINVESCO EXCH TRADED FD TR II52.5K$2.7M2.0%
GOOGALPHABET INC7.4K$2.6M1.9%
JPMJPMORGAN CHASE & CO7.5K$2.5M1.8%
SCHASCHWAB STRATEGIC TR63.8K$2.3M1.7%
COSTCOSTCO WHOLESALE CORPORATION2.4K$2.2M1.6%
SCHFSCHWAB STRATEGIC TR80.8K$2.2M1.6%
XLUSELECT SECTOR SPDR TR48.7K$2.2M1.6%
VGTVANGUARD WORLD FD17.7K$2.1M1.6%
KMBKIMBERLY-CLARK CORP17.4K$1.9M1.4%
MDBMONGODB INC5.5K$1.9M1.4%
AMDADVANCED MICRO DEVICES INC3.1K$1.8M1.3%
SOSOUTHERN CO18.8K$1.8M1.3%
MSFTMICROSOFT CORP4.6K$1.7M1.3%
MDYSTATE STR SPDR S&P MIDCAP 402.3K$1.6M1.2%
VCLTVANGUARD SCOTTSDALE FDS21.5K$1.6M1.2%
JNJJOHNSON & JOHNSON6.1K$1.5M1.1%
CATCATERPILLAR INC1.4K$1.5M1.1%
LDPCOHEN & STEERS LTD DURATION65.9K$1.4M1.0%
RVTROYCE SMALL CAP TRUST INC75.0K$1.4M1.0%
TYGTORTOISE ENERGY INFRSTRCTR C31.3K$1.3M1.0%
XLKSELECT SECTOR SPDR TR6.9K$1.3M1.0%
KMIKINDER MORGAN INC DEL40.1K$1.3M0.9%
SCHESCHWAB STRATEGIC TR33.9K$1.2M0.9%
METAMETA PLATFORMS INC2.0K$1.1M0.8%
DPZDOMINOS PIZZA INC3.8K$1.1M0.8%
VCITVANGUARD SCOTTSDALE FDS13.3K$1.1M0.8%
SLVISHARES SILVER TR20.0K$1.1M0.8%
QQQINVESCO QQQ TR1.4K$1.0M0.7%
AESAES CORP65.8K$964,0420.7%
STWDSTARWOOD PPTY TR INC58.4K$955,8060.7%
VCSHVANGUARD SCOTTSDALE FDS11.9K$941,0100.7%
GEGE AEROSPACE2.3K$876,7710.6%
GEVGE VERNOVA INC730$857,6480.6%
UAAUNDER ARMOUR INC133.9K$855,6980.6%
RGLDROYAL GOLD INC4.3K$852,1350.6%
KDPKEURIG DR PEPPER INC25.6K$838,8700.6%
VOVANGUARD INDEX FDS10.4K$834,0610.6%
VBVANGUARD INDEX FDS2.7K$826,3050.6%
DVYISHARES TR5.2K$810,8770.6%
IJSISHARES TR5.7K$773,2040.6%
TRVTRAVELERS COMPANIES INC2.3K$764,8880.6%
WMBWILLIAMS COS INC10.3K$762,9510.6%
VTIVANGUARD INDEX FDS2.0K$755,6220.6%
PLTRPALANTIR TECHNOLOGIES INC6.4K$741,9050.5%
CSCOCISCO SYS INC6.2K$731,0710.5%
SCHZSCHWAB STRATEGIC TR31.3K$723,7270.5%
XLPSELECT SECTOR SPDR TR8.7K$718,7140.5%
BLKBLACKROCK INC737$708,6700.5%
CRMSALESFORCE INC4.3K$669,7320.5%
BACBANK OF AMER CORP11.2K$639,1830.5%
Top Fund Holdings
13F
Top Fund Holdings

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