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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	SANDSTORM GOLD LTD	—	79,869	$1000K	0.97%	SOLD
2	—	ALLETE INC	—	7,778	$516K	0.50%	SOLD
3	—	DIREXION SHS ETF TR	—	34,300	$177K	0.17%	SOLD
4	SANA	SANA BIOTECHNOLOGY INC	Healthcare	12,000	$43K	0.04%	SOLD

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%