§ 13F · FUND PROFILE
WJ Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $103.1T (13F)Positions · 108Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 16K | $6.3T | 5.6% | +1% |
| 2 | AAPL | APPLE INC | 21K | $5.7T | 5.1% | −1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4.6T | 4.1% | +2% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 152K | $4.1T | 3.6% | +1% |
| 5 | SPY | SPDR S&P 500 ETF TR | 6K | $4.0T | 3.6% | +9% |
| 6 | AMZN | AMAZON COM INC | 17K | $4.0T | 3.5% | ±0% |
| 7 | TLT | ISHARES TR | 36K | $3.2T | 2.8% | ±0% |
| 8 | PFF | ISHARES TR | 96K | $3.0T | 2.6% | +3% |
| 9 | GOOG | ALPHABET INC | 8K | $2.4T | 2.2% | −3% |
| 10 | SPHD | INVESCO EXCH TRADED FD TR II | 50K | $2.4T | 2.1% | +21% |
§ 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 $103077.2 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed