§ 13F · FUND PROFILE
WJ Financial Advisors LLC.
AUM · $136M (13F)Positions · 137Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 22K | $6M | 4.6% | ±0% |
| 2 | GLD | SPDR GOLD TR | 17K | $6M | 4.6% | +1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6M | 4.3% | +19% |
| 4 | AMZN | AMAZON COM INC | 20K | $5M | 3.5% | ±0% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $5M | 3.4% | +1% |
| 6 | SCHX | SCHWAB STRATEGIC TR | 152K | $4M | 3.3% | ±0% |
| 7 | CLM | CORNERSTONE STRATEGIC INVEST | 504K | $4M | 2.8% | +13% |
| 8 | TLT | ISHARES TR | 36K | $3M | 2.3% | +5% |
| 9 | PFF | ISHARES TR | 98K | $3M | 2.2% | −1% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 74K | $3M | 2.0% | +1% |
§ 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 $136 million in assets. The fund runs a portfolio of 137 positions.
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