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 101–115 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| V | VISA INC | 724 | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| ARCO | ARCOS DORADOS HOLDINGS INC | 32K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 9K | $100K–$500K | SH |
| EWU | ISHARES TR | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 29K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 839 | $100K–$500K | SH |
| ASPN | ASPEN AEROGELS INC | 65K | $100K–$500K | SH |
| FRMI | FERMI INC | 21K | $100K–$500K | SH |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 22K | $100K–$500K | SH |