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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 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB STRATEGIC TR 62,511.0 $1.5M 1.34% +4K +6.3% $24.04 +11.8%
22 MDB MONGODB INC Technology 3,527.0 $1.5M 1.32% -5K -58.2% $419.69 -25.6%
23 SLV ISHARES SILVER TR Financial Services 21,203.0 $1.4M 1.22% $64.42 +8.6%
24 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,236.0 $1.3M 1.20% +150.0 +7.2% $603.28 +9.1%
25 RVT ROYCE SMALL CAP TRUST INC Financial Services 78,525.0 $1.3M 1.13% +25K +46.0% $16.10 +10.2%
26 MSFT MICROSOFT CORP Technology 2,598.0 $1.3M 1.12% +60.0 +2.4% $483.63 -12.8%
27 JNJ JOHNSON & JOHNSON Healthcare 6,067.0 $1.3M 1.12% -219.0 -3.5% $206.94 +9.6%
28 TYG TORTOISE ENERGY INFRA CORP Financial Services 27,913.0 $1.1M 1.02% +4K +16.3% $40.90 +14.7%
29 COHEN & STEERS LTD DURATION 53,364.0 $1.1M 1.01% +650.0 +1.2% $21.17
30 AES AES CORP Utilities 76,950.0 $1.1M 0.98% -7K -8.4% $14.34 +1.3%
31 XLK SELECT SECTOR SPDR TR 7,316.0 $1.1M 0.94% +4K +100.0% $143.96 +21.1%
32 RGLD ROYAL GOLD INC Basic Materials 4,544.0 $1.0M 0.90% NEW $222.29 +2.7%
33 KMI KINDER MORGAN INC DEL Energy 35,624.0 $979K 0.87% $27.49 +22.3%
34 SCHE SCHWAB STRATEGIC TR 29,869.0 $978K 0.87% $32.75 +8.4%
35 VCIT VANGUARD SCOTTSDALE FDS 10,956.0 $918K 0.82% -361.0 -3.2% $83.75 -2.2%
36 QQQ INVESCO QQQ TR Financial Services 1,393.0 $856K 0.76% +376.0 +37.0% $614.36 +14.9%
37 META META PLATFORMS INC Communication Services 1,263.0 $834K 0.74% +141.0 +12.6% $660.13 -7.0%
38 BLK BLACKROCK INC Financial Services 750.0 $803K 0.71% $1070.34 +1.1%
39 CAT CATERPILLAR INC Industrials 1,387.0 $795K 0.71% $572.87 +50.8%
40 CRM SALESFORCE INC Technology 2,987.0 $791K 0.70% $264.91 -34.5%
Page 2 of 6  ·  115 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%