§ 13F · FUND PROFILE
WJ Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $103M (13F)Positions · 108Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 17K | $7M | 5.8% | +5% |
| 2 | AAPL | APPLE INC | 22K | $5M | 4.4% | +2% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5M | 3.8% | +8% |
| 4 | AMZN | AMAZON COM INC | 20K | $4M | 3.4% | +18% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $4M | 3.2% | +3% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 151K | $4M | 3.1% | ±0% |
| 7 | CLM | CORNERSTONE STRATEGIC INVEST | 445K | $3M | 2.6% | +69% |
| 8 | PFF | ISHARES TR | 99K | $3M | 2.4% | +3% |
| 9 | TLT | ISHARES TR | 34K | $3M | 2.4% | −5% |
| 10 | SPHD | INVESCO EXCH TRADED FD TR II | 51K | $3M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WJ SIGNAL
AC read
WJ Financial Advisors LLC is a Other fund managing $103 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed