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Portfolio (Quarterly) Guide ↗

WJ Financial Advisors LLC

· CIK 0002095682
13F Portfolio $103M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 108 New
Page 1 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 15,640.0 $5.6M 5.39% NEW $355.47 +20.2%
2 AAPL APPLE INC Technology 21,321.0 $5.4M 5.27% NEW $254.63 +17.9%
3 BERKSHIRE HATHAWAY INC DEL 8,910.0 $4.5M 4.35% NEW $502.74
4 SCHX SCHWAB STRATEGIC TR 150,912.0 $4.0M 3.86% NEW $26.34 +10.3%
5 AMZN AMAZON COM INC Consumer Cyclical 17,116.0 $3.8M 3.65% NEW $219.57 +20.3%
6 SPY SPDR S&P 500 ETF TR Financial Services 5,442.0 $3.6M 3.52% NEW $666.24 +10.9%
7 TLT ISHARES TR 36,505.0 $3.3M 3.17% NEW $89.37 -6.4%
8 PFF ISHARES TR 92,908.0 $2.9M 2.85% NEW $31.62 -1.2%
9 MDB MONGODB INC Technology 8,448.0 $2.6M 2.54% NEW $310.38 -2.3%
10 SCHM SCHWAB STRATEGIC TR 69,148.0 $2.0M 1.99% NEW $29.64 +14.5%
11 SPHD INVESCO EXCH TRADED FD TR II 41,044.0 $2.0M 1.97% NEW $49.45 -0.7%
12 GOOG ALPHABET INC Communication Services 7,992.0 $1.9M 1.89% NEW $243.55 +63.1%
13 COST COSTCO WHSL CORP NEW Consumer Defensive 2,045.0 $1.9M 1.84% NEW $925.63 +12.5%
14 JPM JPMORGAN CHASE & CO. Financial Services 5,857.0 $1.8M 1.79% NEW $315.43 -4.9%
15 VGT VANGUARD WORLD FD 2,357.0 $1.8M 1.71% NEW $746.73 -84.8%
16 VCLT VANGUARD SCOTTSDALE FDS 22,604.0 $1.8M 1.70% NEW $77.65 -4.9%
17 SCHA SCHWAB STRATEGIC TR 59,301.0 $1.7M 1.60% NEW $27.90 +16.8%
18 SO SOUTHERN CO Utilities 17,308.0 $1.6M 1.59% NEW $94.77 -1.2%
19 SCHF SCHWAB STRATEGIC TR 58,831.0 $1.4M 1.33% NEW $23.28 +14.7%
20 MSFT MICROSOFT CORP Technology 2,538.0 $1.3M 1.27% NEW $517.96 -21.0%
Page 1 of 6  ·  108 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 33.6%
Technology 20.6%
Consumer Defensive 7.9%
Consumer Cyclical 7.5%
Healthcare 6.4%
Utilities 6.3%
Communication Services 6.0%
Energy 5.9%
Industrials 3.8%
Real Estate 1.9%