CIK 2095682
WJ Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 16K | $1M+ | SH |
| AAPL | APPLE INC | 21K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 152K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| AMZN | AMAZON COM INC | 17K | $1M+ | SH |
| TLT | ISHARES TR | 36K | $1M+ | SH |
| PFF | ISHARES TR | 96K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 50K | $1M+ | SH |
| CLM | CORNERSTONE STRATEGIC INVEST | 263K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 70K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 43K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 60K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 22K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 16K | $1M+ | SH |
| SO | SOUTHERN CO | 18K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 63K | $1M+ | SH |
| MDB | MONGODB INC | 4K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 21K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 79K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| TYG | TORTOISE ENERGY INFRA CORP | 28K | $1M+ | SH |
| LDP | COHEN & STEERS LTD DURATION | 53K | $1M+ | SH |
| AES | AES CORP | 77K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| RGLD | ROYAL GOLD INC | 5K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 36K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 11K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| BLK | BLACKROCK INC | 750 | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC | 42K | $500K+ | SH |
| KDP | KEURIG DR PEPPER INC | 27K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 32K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 9K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |