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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
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFN PIMCO INCOME STRATEGY FD II Financial Services 28,481.0 $203K 0.15% -400.0 -1.4% $7.13 -2.0%
42 FRMI FERMI INC Utilities 20,380.0 $187K 0.14% -540.0 -2.6% $9.16 -45.4%
43 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 18,534.0 $113K 0.08% -3K -14.6% $6.12 -5.6%
44 ASPN ASPEN AEROGELS INC Industrials 17,400.0 $110K 0.08% -47K -73.2% $6.34 -22.2%
Page 3 of 3  ·  44 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 35.0%
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%