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Portfolio (Quarterly) Guide ↗

WJ Financial Advisors LLC

· CIK 0002095682
13F Portfolio $112M AUM 115 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 35 Added 35 Reduced 4 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 15,777.0 $6.3M 5.57% +137.0 +0.9% $396.31 +7.8%
2 BERKSHIRE HATHAWAY INC DEL 9,130.0 $4.6M 4.09% +220.0 +2.5% $502.65
3 SCHX SCHWAB STRATEGIC TR 152,176.0 $4.1M 3.65% +1K +0.8% $26.91 +7.9%
4 SPY SPDR S&P 500 ETF TR Financial Services 5,919.0 $4.0M 3.59% +477.0 +8.8% $681.87 +8.4%
5 PFF ISHARES TR 95,590.0 $3.0M 2.63% +3K +2.9% $30.96 +0.9%
6 SPHD INVESCO EXCH TRADED FD TR II 49,543.0 $2.4M 2.12% +8K +20.7% $48.00 +2.3%
7 CLM CORNERSTONE STRATEGIC INVEST Financial Services 263,015.0 $2.2M 1.96% +112K +74.3% $8.36 -9.4%
8 SCHM SCHWAB STRATEGIC TR 69,799.0 $2.1M 1.87% +651.0 +0.9% $30.07 +12.9%
9 COST COSTCO WHSL CORP NEW Consumer Defensive 2,261.0 $1.9M 1.74% +216.0 +10.6% $862.34 +20.7%
10 XLU SELECT SECTOR SPDR TR 43,358.0 $1.9M 1.65% +29K +195.4% $42.69 +2.8%
11 SCHA SCHWAB STRATEGIC TR 59,997.0 $1.7M 1.52% +696.0 +1.2% $28.48 +14.4%
12 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,523.0 $1.6M 1.40% +12K +292.3% $100.89 -4.2%
13 SO SOUTHERN CO Utilities 17,718.0 $1.5M 1.38% +410.0 +2.4% $87.20 +7.4%
14 SCHF SCHWAB STRATEGIC TR 62,511.0 $1.5M 1.34% +4K +6.3% $24.04 +11.1%
15 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,236.0 $1.3M 1.20% +150.0 +7.2% $603.28 +9.3%
16 RVT ROYCE SMALL CAP TRUST INC Financial Services 78,525.0 $1.3M 1.13% +25K +46.0% $16.10 +11.9%
17 MSFT MICROSOFT CORP Technology 2,598.0 $1.3M 1.12% +60.0 +2.4% $483.63 -15.3%
18 TYG TORTOISE ENERGY INFRA CORP Financial Services 27,913.0 $1.1M 1.02% +4K +16.3% $40.90 +14.6%
19 COHEN & STEERS LTD DURATION 53,364.0 $1.1M 1.01% +650.0 +1.2% $21.17
20 XLK SELECT SECTOR SPDR TR 7,316.0 $1.1M 0.94% +4K +100.0% $143.96 +22.5%
Page 1 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.1%
Technology 18.1%
Consumer Defensive 8.6%
Consumer Cyclical 7.2%
Healthcare 6.1%
Communication Services 5.8%
Utilities 5.7%
Energy 5.2%
Industrials 4.8%
Real Estate 2.0%