Q2 2026 13F · SEC CIK 2095682

WJ Financial Advisors LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.0M
Reported positions: 136
Holdings vs S&P 500, 3 yrs: —
Assets under management: $203.4M

WJ Financial Advisors LLC is a wealth manager that reported 136 positions worth $136.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Apple Inc (AAPL, 4.6%), Spdr Gold Tr (GLD, 4.6%), Berkshire Hathaway Inc Del (BRK-B, 4.3%).

WJ Financial Advisors LLC holdings largest 50 of 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

WJ Financial Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.6%	4.4%	21,601	+0.0%	$6.3M
GLDSpdr Gold Tr	4.6%	5.8%	16,826	+1.2%	$6.2M
BRK-BBerkshire Hathaway Inc Del	4.3%	3.8%	11,747	+18.8%	$5.9M
AMZNAmazon Com Inc	3.6%	3.4%	20,265	-0.0%	$4.8M
SPYState Str Spdr S&p 500 ETF T	3.4%	3.2%	6,154	+1.2%	$4.6M
SCHXSchwab Strategic Tr	3.3%	3.1%	151,593	+0.1%	$4.5M
CLMCornerstone Strategic Invest	2.8%	2.6%	503,994	+13.3%	$3.8M
TLTIshares Tr	2.3%	2.4%	36,023	+4.8%	$3.1M
PFFIshares Tr	2.2%	2.4%	97,889	-1.0%	$3.0M
SCHMSchwab Strategic Tr	2.0%	1.8%	74,090	+0.9%	$2.7M
SPHDInvesco Exch Traded Fd Tr II	2.0%	2.0%	52,496	+3.4%	$2.7M
GOOGAlphabet Inc	1.9%	1.8%	7,400	-3.8%	$2.6M
JPMJpmorgan Chase & Co	1.8%	1.8%	7,517	+0.0%	$2.5M
SCHASchwab Strategic Tr	1.7%	1.5%	63,801	-0.7%	$2.3M
COSTCostco Wholesale Corporation	1.6%	1.9%	2,397	-0.2%	$2.2M
SCHFSchwab Strategic Tr	1.6%	1.6%	80,807	+2.1%	$2.2M
XLUSelect Sector Spdr Tr	1.6%	1.8%	48,714	+1.7%	$2.2M
VGTVanguard World Fd	1.6%	1.3%	17,670	+652.6%	$2.1M
KMBKimberly-Clark Corp	1.4%	1.3%	17,435	+3.9%	$1.9M
MDBMongodb Inc	1.4%	1.5%	5,539	-25.4%	$1.9M
AMDAdvanced Micro Devices Inc	1.3%	—	3,128	—	$1.8M
SOSouthern Co	1.3%	1.4%	18,758	+3.5%	$1.8M
MSFTMicrosoft Corp	1.3%	1.3%	4,594	+2.6%	$1.7M
MDYState Str Spdr S&p Midcap 40	1.2%	1.1%	2,306	+0.0%	$1.6M
VCLTVanguard Long-Term Corporate Bond ETF	1.2%	1.3%	21,509	-3.2%	$1.6M
JNJJohnson & Johnson	1.1%	1.2%	6,069	+0.3%	$1.5M
CATCaterpillar Inc	1.1%	0.8%	1,370	-1.4%	$1.5M
LDPCohen & Steers Ltd Duration	1.0%	0.9%	65,947	+13.1%	$1.4M
RVTRoyce Small Cap Trust Inc Com	1.0%	1.0%	75,025	-2.6%	$1.4M
TYGTortoise Energy Infrstrctr C	1.0%	1.2%	31,301	+9.5%	$1.3M
XLKSelect Sector Spdr Tr	1.0%	0.8%	6,929	-5.3%	$1.3M
KMIKinder Morgan Inc Del	0.9%	1.1%	40,142	-0.2%	$1.3M
SCHESchwab Strategic Tr	0.9%	0.9%	33,909	-0.3%	$1.2M
METAMeta Platforms Inc	0.8%	0.6%	2,032	+55.7%	$1.1M
DPZDominos Pizza Inc	0.8%	—	3,771	—	$1.1M
VCITVanguard Scottsdale Fds	0.8%	0.7%	13,273	+19.9%	$1.1M
SLVIshares Silver Tr	0.8%	1.2%	19,970	-10.1%	$1.1M
QQQInvesco Qqq Tr	0.8%	0.6%	1,385	-0.2%	$1.0M
AESAES Corp	0.7%	0.9%	65,760	-13.7%	$964K
STWDStarwood Property Trust Inc.	0.7%	0.7%	58,352	+13.7%	$956K
VCSHVanguard Scottsdale Fds	0.7%	0.6%	11,907	+27.8%	$941K
GEGe Aerospace	0.6%	—	2,346	—	$877K
GEVGe Vernova Inc	0.6%	—	730	—	$858K
UAAUnder Armour Inc	0.6%	—	133,912	—	$856K
RGLDRoyal Gold Inc	0.6%	0.9%	4,269	-0.4%	$852K
KDPKeurig Dr Pepper Inc	0.6%	0.6%	25,630	-6.4%	$839K
VOVanguard Index Fds	0.6%	0.6%	10,352	+300.0%	$834K
VBVanguard Index Fds	0.6%	—	2,726	—	$826K
DVYIshares Tr	0.6%	0.6%	5,188	+0.0%	$811K
IJSIshares Tr	0.6%	—	5,657	—	$773K

What WJ Financial Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+652.6% shares
VO Vanguard Index Fds+300.0% shares
META Meta Platforms Inc+55.7% shares
VCSH Vanguard Scottsdale Fds+27.8% shares
VCIT Vanguard Scottsdale Fds+19.9% shares
BRK-B Berkshire Hathaway Inc Del+18.8% shares
STWD Starwood Property Trust Inc.+13.7% shares
CLM Cornerstone Strategic Invest+13.3% shares

Reduced

MDB Mongodb Inc-25.4% shares
AES AES Corp-13.7% shares
SLV Ishares Silver Tr-10.1% shares
KDP Keurig Dr Pepper Inc-6.4% shares
XLK Select Sector Spdr Tr-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$136.0M	136
Q1 2026	$123.8M	128
Q4 2025	$112.3M	115
Q3 2025	$103.1M	108

Questions about WJ Financial Advisors LLC's portfolio

What stocks does WJ Financial Advisors LLC own?

WJ Financial Advisors LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 136 positions worth $136.0M. The largest are Apple Inc (AAPL) at 4.6%, Spdr Gold Tr (GLD) at 4.6%, Berkshire Hathaway Inc Del (BRK-B) at 4.3%, Amazon Com Inc (AMZN) at 3.6% and State Str Spdr S&p 500 ETF T (SPY) at 3.4%.

What did WJ Financial Advisors LLC buy last quarter?

In Q2 2026, WJ Financial Advisors LLC added Vanguard World Fd (VGT) (+652.6% shares), Vanguard Index Fds (VO) (+300.0% shares) and Meta Platforms Inc (META) (+55.7% shares), compared with its Q1 2026 filing.

What did WJ Financial Advisors LLC sell last quarter?

In Q2 2026, WJ Financial Advisors LLC cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Williams Cos (WMB), cut from its top 50 Schwab Strategic Tr (SCHZ), Mongodb Inc (MDB) (-25.4% shares), AES Corp (AES) (-13.7% shares) and Ishares Silver Tr (SLV) (-10.1% shares), compared with its Q1 2026 filing.

When is WJ Financial Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. WJ Financial Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does WJ Financial Advisors LLC manage?

WJ Financial Advisors LLC reported $203.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.0M.