account_balance
Investment manager · 13F filer · SEC CIK 2095682
WJ Financial Advisors LLC
Reported value$136Mas of Jun 30, 2026
Positions136 13 new, 5 sold out
Top 10 weight33.0%AAPL alone is 5%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.6%
GLDSPDR Gold Trust
4.6%
BRK-BBerkshire Hathaway Inc
4.3%Added +19%
AMZNAmazon.com Inc
3.6%
SPYSPDR S&P 500 ETF Trust
3.4%
SCHXSchwab Strategic Tr
3.3%
CLMCornerstone Strategic Investment Fund, Inc.
2.8%Added +13%
TLTiShares Tr
2.3%Added +5%
PFFiShares Tr
2.2%
SCHMSchwab Strategic Tr
2.0%
SPHDInvesco Exch Traded Fd Tr II
2.0%Added +3%
GOOGAlphabet Inc.
1.9%Trimmed −4%
AAPLApple Inc.
4.6%
GLDSPDR Gold Trust
4.6%
BRK-BBerkshire Hathaway Inc
4.3%+19%
AMZNAmazon.com Inc
3.6%
SPYSPDR S&P 500 ETF Trust
3.4%
SCHXSchwab Strategic Tr
3.3%
CLMCornerstone Strategic Investment Fund, Inc.
2.8%+13%
TLTiShares Tr
2.3%
PFFiShares Tr
2.2%
SCHM2.0%
SPHD2.0%
GOOG1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.6% HeldGLD SPDR Gold Trust 4.6% HeldBRK-B Berkshire Hathaway Inc 4.3% Added +19%AMZN Amazon.com Inc 3.6% HeldSPY SPDR S&P 500 ETF Trust 3.4% Held
SCHX Schwab Strategic Tr 3.3% Held
CLM Cornerstone Strategic Investment Fund, Inc. 2.8% Added +13%TLT iShares Tr 2.3% Added +5%
PFF iShares Tr 2.2% Held
SCHM Schwab Strategic Tr 2.0% Held
SPHD Invesco Exch Traded Fd Tr II 2.0% Added +3%
GOOG Alphabet Inc. 1.9% Trimmed −4%What changed
Biggest moves since Mar 31, 2026
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