WJ Financial Advisors LLC 13F Holdings
CIK 0002095682
As of Sep 30, 2025, WJ Financial Advisors LLC reported 108 positions worth
CIK 0002095682
As of Sep 30, 2025, WJ Financial Advisors LLC reported 108 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR GOLD TRUST | GQ9 | — | 15,640 | $5.6M | 5.39% |
| APPLE INC | AAPL | Technology | 21,321 | $5.4M | 5.27% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,910 | $4.5M | 4.35% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 150,912 | $4.0M | 3.86% |
| AMAZON.COM INC | AMZN | Equity | 17,116 | $3.8M | 3.65% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,442 | $3.6M | 3.52% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 36,505 | $3.3M | 3.17% |
| ISHARES PREFERRED & INCOME S | PFF | — | 92,908 | $2.9M | 2.85% |
| MONGODB INC | MDB | Technology | 8,448 | $2.6M | 2.54% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 69,148 | $2.0M | 1.99% |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | SPHD | — | 41,044 | $2.0M | 1.97% |
| ALPHABET INC | GOOG | Equity | 7,992 | .9M | 1.89% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2,045 | .9M | 1.84% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,857 | .8M | 1.79% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 2,357 | .8M | 1.71% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 22,604 | .8M | 1.70% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 59,301 | .7M | 1.61% |
| SOUTHERN CO | SO | Utilities | 17,308 | .6M | 1.59% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 58,831 | .4M | 1.33% |
| MICROSOFT CORP | MSFT | Technology | 2,538 | .3M | 1.28% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 14,677 | .3M | 1.24% |
| CORNERSTONE STRATEGIC INVESTMENT FUND INC | CLM | — | 150,899 | .2M | 1.21% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 2,086 | .2M | 1.21% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 6,286 | .2M | 1.13% |
| COHEN & STEERS LTD DURATION | — | — | 52,714 | .1M | 1.11% |