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 51–100 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 861 | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| IJS | ISHARES TR | 6K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 10K | $500K+ | SH |
| AER | AERCAP HOLDINGS NV | 4K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| SNPS | SYNOPSYS INC | 1K | $500K+ | SH |
| AGNC | AGNC INVT CORP | 55K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 17K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| GEV | GE VERNOVA INC | 785 | $500K+ | SH |
| EWW | ISHARES INC | 7K | $100K–$500K | SH |
| KVUE | KENVUE INC | 29K | $100K–$500K | SH |
| IVV | ISHARES TR | 659 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IWV | ISHARES TR | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| CAVA | CAVA GROUP INC | 7K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| EWA | ISHARES INC | 15K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 8K | $100K–$500K | SH |
| VNM | VANECK ETF TRUST | 18K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 7K | $100K–$500K | SH |
| ONON | ON HLDG AG | 7K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 6K | $100K–$500K | SH |
| DXJ | WISDOMTREE TR | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| EOG | EOG RES INC | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| SLRC | SLR INVESTMENT CORP | 17K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 5K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 808 | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |