WJ Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, WJ Financial Advisors LLC held in its portfolio 115 assets valued at $112,293,436 (i.e. $112.29M).
The most valuable assets in the portfolio included: SPDR GOLD TR ($6.25M), APPLE INC ($5.73M), and BERKSHIRE HATHAWAY INC DEL ($4.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WJ Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR GOLD TR | 15777 | 6252583 | GOLD SHS |
| APPLE INC | 21090 | 5733593 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9130 | 4589195 | CL B NEW |
| SCHWAB STRATEGIC TR | 152176 | 4095056 | US LRG CAP ETF |
| SPDR S&P 500 ETF TR | 5919 | 4035970 | TR UNIT |
| AMAZON COM INC | 17126 | 3953023 | COM |
| ISHARES TR | 36323 | 3165913 | 20 YR TR BD ETF |
| ISHARES TR | 95590 | 2959466 | PFD AND INCM SEC |
| ALPHABET INC | 7791 | 2444842 | CAP STK CL C |
| INVESCO EXCH TRADED FD TR II | 49543 | 2378042 | S&P500 HDL VOL |
| CORNERSTONE STRATEGIC INVEST | 263015 | 2198805 | COM |
| SCHWAB STRATEGIC TR | 69799 | 2098851 | US MID-CAP ETF |
| COSTCO WHSL CORP NEW | 2261 | 1949755 | COM |
| JPMORGAN CHASE & CO. | 5857 | 1887275 | COM |
| SELECT SECTOR SPDR TR | 43358 | 1850945 | STATE STREET UTI |
| VANGUARD WORLD FD | 2357 | 1776997 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 59997 | 1708711 | US SML CAP ETF |
| VANGUARD SCOTTSDALE FDS | 22306 | 1691917 | LG-TERM COR BD |
| KIMBERLY-CLARK CORP | 15523 | 1566144 | COM |
| SOUTHERN CO | 17718 | 1545031 | COM |
| SCHWAB STRATEGIC TR | 62511 | 1502764 | INTL EQTY ETF |
| MONGODB INC | 3527 | 1480247 | CL A |
| ISHARES SILVER TR | 21203 | 1365897 | ISHARES |
| SPDR S&P MIDCAP 400 ETF TR | 2236 | 1348934 | UTSER1 S&PDCRP |
| ROYCE SMALL CAP TRUST INC | 78525 | 1264253 | COM |
| MICROSOFT CORP | 2598 | 1256462 | COM |
| JOHNSON & JOHNSON | 6067 | 1255504 | COM |
| TORTOISE ENERGY INFRA CORP | 27913 | 1141642 | COM |
| COHEN & STEERS LTD DURATION | 53364 | 1129716 | COM |
| AES CORP | 76950 | 1103463 | COM |
| SELECT SECTOR SPDR TR | 7316 | 1053216 | STATE STREET TEC |
| ROYAL GOLD INC | 4544 | 1010086 | COM |
| KINDER MORGAN INC DEL | 35624 | 979299 | COM |
| SCHWAB STRATEGIC TR | 29869 | 978210 | EMRG MKTEQ ETF |
| VANGUARD SCOTTSDALE FDS | 10956 | 917565 | INT-TERM CORP |
| INVESCO QQQ TR | 1393 | 855799 | UNIT SER 1 |
| META PLATFORMS INC | 1263 | 833748 | CL A |
| BLACKROCK INC | 750 | 802755 | COM |
| CATERPILLAR INC | 1387 | 794571 | COM |
| SALESFORCE INC | 2987 | 791291 | COM |
| VANGUARD SCOTTSDALE FDS | 9525 | 759428 | SHRT TRM CORP BD |
| STARWOOD PPTY TR INC | 42125 | 758671 | COM |
| KEURIG DR PEPPER INC | 26950 | 754870 | COM |
| SCHWAB STRATEGIC TR | 32155 | 751451 | US AGGREGATE B |
| VANGUARD INDEX FDS | 2588 | 751089 | MID CAP ETF |
| GE AEROSPACE | 2390 | 736192 | COM NEW |
| ISHARES TR | 5188 | 732228 | SELECT DIVID ETF |
| ADVANCED MICRO DEVICES INC | 3307 | 708227 | COM |
| SELECT SECTOR SPDR TR | 8936 | 694125 | STATE STREET CON |
| VANGUARD INDEX FDS | 2657 | 685373 | SMALL CP ETF |
| PALANTIR TECHNOLOGIES INC | 3819 | 678827 | CL A |
| TRAVELERS COMPANIES INC | 2326 | 674680 | COM |
| REGENERON PHARMACEUTICALS | 861 | 664580 | COM |
| CISCO SYS INC | 8571 | 660224 | COM |
| NETFLIX INC | 7020 | 658195 | COM |
| ISHARES TR | 5617 | 638765 | SP SMCP600VL ETF |
| PEPSICO INC | 4351 | 624490 | COM |
| WILLIAMS COS INC | 10363 | 622920 | COM |
| AERCAP HOLDINGS NV | 4270 | 613855 | SHS |
| NOVO-NORDISK A S | 12058 | 613511 | ADR |
| BANK AMERICA CORP | 11154 | 613497 | COM |
| SYNOPSYS INC | 1283 | 602651 | COM |
| AGNC INVT CORP | 55013 | 589738 | COM |
| SELECT SECTOR SPDR TR | 3552 | 549778 | STATE STREET HEA |
| ABBVIE INC | 2405 | 549518 | COM |
| ENTERPRISE PRODS PARTNERS L | 16927 | 542680 | COM |
| HONEYWELL INTL INC | 2729 | 532401 | COM |
| GE VERNOVA INC | 785 | 513052 | COM |
| ISHARES INC | 7116 | 493352 | MSCI MEXICO ETF |
| KENVUE INC | 28591 | 493195 | COM |
| ISHARES TR | 659 | 451375 | CORE S&P500 ETF |
| INTERNATIONAL BUSINESS MACHS | 1489 | 441057 | COM |
| TARGA RES CORP | 2358 | 435051 | COM |
| VANGUARD INDEX FDS | 1297 | 434845 | TOTAL STK MKT |
| ISHARES TR | 1124 | 434819 | RUSSELL 3000 ETF |
| EXXON MOBIL CORP | 3435 | 413368 | COM |
| CAVA GROUP INC | 7022 | 412121 | COM |
| RTX CORPORATION | 2233 | 409532 | COM |
| ISHARES INC | 14770 | 386826 | MSCI AUST ETF |
| SPROTT ASSET MANAGEMENT LP | 7800 | 357240 | PHYSICAL GOLD AN |
| VANECK ETF TRUST | 18375 | 350595 | VANECK VIETNAM |
| VANGUARD MALVERN FDS | 6999 | 346171 | STRM INFPROIDX |
| ON HLDG AG | 7433 | 345486 | NAMEN AKT A |
| ABBOTT LABS | 2738 | 343044 | COM |
| SCHWAB STRATEGIC TR | 12529 | 331893 | US TIPS ETF |
| VANGUARD SCOTTSDALE FDS | 5541 | 325423 | SHORT TERM TREAS |
| SPDR SERIES TRUST | 2094 | 291401 | STATE STREET SPD |
| OLD REP INTL CORP | 6336 | 289175 | COM |
| WISDOMTREE TR | 1999 | 288176 | JAPN HEDGE EQT |
| VANGUARD SPECIALIZED FUNDS | 1303 | 286373 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 4957 | 276601 | LONG TERM TREAS |
| VANGUARD TAX-MANAGED FDS | 4373 | 273201 | VAN FTSE DEV MKT |
| EOG RES INC | 2581 | 271031 | COM |
| VANGUARD INDEX FDS | 3054 | 270248 | REAL ESTATE ETF |
| SLR INVESTMENT CORP | 17391 | 268865 | COM |
| CHEVRON CORP NEW | 1764 | 268851 | COM |
| DOMINION ENERGY INC | 4565 | 267463 | COM |
| UNITEDHEALTH GROUP INC | 808 | 266729 | COM |
| PFIZER INC | 10667 | 265614 | COM |
| NEXTERA ENERGY INC | 3289 | 264041 | COM |
| VANECK ETF TRUST | 3055 | 262027 | GOLD MINERS ETF |
| VISA INC | 724 | 253914 | COM CL A |
| ISHARES TR | 2157 | 237076 | TIPS BD ETF |
| PROCTER AND GAMBLE CO | 1638 | 234742 | COM |
| ARCOS DORADOS HOLDINGS INC | 31620 | 232091 | SHS CLASS -A - |
| KRAFT HEINZ CO | 9305 | 225646 | COM |
| ISHARES TR | 5085 | 223638 | MSCI UK ETF NEW |
| SELECT SECTOR SPDR TR | 4965 | 221986 | STATE STREET ENE |
| VANGUARD INDEX FDS | 1153 | 220125 | VALUE ETF |
| PIMCO INCOME STRATEGY FD II | 28881 | 216606 | COM |
| MEDTRONIC PLC | 2183 | 209699 | SHS |
| ISHARES TR | 839 | 206617 | RUSSELL 2000 ETF |
| ASPEN AEROGELS INC | 64815 | 183426 | COM |
| FERMI INC | 20920 | 167360 | COM |
| CLOUGH GLOBAL OPPORTUNITIES | 21691 | 122769 | SH BEN INT |
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