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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAVA CAVA GROUP INC Consumer Cyclical 7,022.0 $412K 0.37% -207.0 -2.9% $58.69 +36.1%
22 VNM VANECK ETF TRUST 18,375.0 $351K 0.31% -2K -10.0% $19.08 +1.2%
23 VTIP VANGUARD MALVERN FDS 6,999.0 $346K 0.31% -100.0 -1.4% $49.46 +1.8%
24 SCHP SCHWAB STRATEGIC TR 12,529.0 $332K 0.30% -76.0 -0.6% $26.49 +0.6%
25 VGSH VANGUARD SCOTTSDALE FDS 5,541.0 $325K 0.29% -416.0 -7.0% $58.73 -0.9%
26 DXJ WISDOMTREE TR 1,999.0 $288K 0.26% -27.0 -1.3% $144.16 +17.9%
27 VGLT VANGUARD SCOTTSDALE FDS 4,957.0 $277K 0.25% -453.0 -8.4% $55.80 -4.1%
28 D DOMINION ENERGY INC Utilities 4,565.0 $267K 0.24% -260.0 -5.4% $58.59 +5.4%
29 PFE PFIZER INC Healthcare 10,667.0 $266K 0.24% -1K -8.6% $24.90 +1.7%
30 NEE NEXTERA ENERGY INC Utilities 3,289.0 $264K 0.23% -200.0 -5.7% $80.28 +16.3%
31 PG PROCTER AND GAMBLE CO Consumer Defensive 1,638.0 $235K 0.21% -238.0 -12.7% $143.31 -1.2%
32 KHC KRAFT HEINZ CO Consumer Defensive 9,305.0 $226K 0.20% -2K -15.6% $24.25 -5.5%
33 PFN PIMCO INCOME STRATEGY FD II Financial Services 28,881.0 $217K 0.19% -2K -6.5% $7.50 -9.3%
34 MDT MEDTRONIC PLC Healthcare 2,183.0 $210K 0.19% -537.0 -19.7% $96.06 -20.7%
35 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 21,691.0 $123K 0.11% -2K -8.1% $5.66 +4.4%
Page 2 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%