Portfolio (Quarterly) Guide ↗

WJ Financial Advisors LLC

· CIK 0002095682

13F Portfolio $136M AUM 137 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 25 New 52 Added 44 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	2,729	$532K	0.47%	SOLD
2	D	DOMINION ENERGY INC	Utilities	4,565	$267K	0.24%	SOLD
3	MDT	MEDTRONIC PLC	Healthcare	2,183	$210K	0.19%	SOLD

Sector Allocation

Financial Services 35.0%

Technology 19.3%

Consumer Cyclical 10.6%

Consumer Defensive 8.5%

Healthcare 6.1%

Utilities 5.6%

Energy 5.1%

Industrials 4.6%

Communication Services 2.2%

Real Estate 1.9%