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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EPD ENTERPRISE PRODS PARTNERS L 17,379.0 $639K 0.47% +452.0 +2.7% $36.76
62 AER AERCAP HOLDINGS NV Industrials 4,170.0 $608K 0.45% -100.0 -2.3% $145.78 +1.2%
63 ABBV ABBVIE INC Healthcare 2,390.0 $601K 0.44% -15.0 -0.6% $251.64 +1.5%
64 NVO NOVO-NORDISK A S Healthcare 12,400.0 $594K 0.44% +342.0 +2.8% $47.94 -4.9%
65 TRGP TARGA RES CORP Energy 2,190.0 $587K 0.43% -168.0 -7.1% $268.14 +7.3%
66 PEP PEPSICO INC Consumer Defensive 4,330.0 $586K 0.43% $135.39 +4.2%
67 NFLX NETFLIX INC. Communication Services 8,061.0 $576K 0.42% +1K +14.8% $71.40 +14.5%
68 XLV SELECT SECTOR SPDR TR 3,452.0 $548K 0.40% -100.0 -2.8% $158.64 +7.9%
69 KVUE KENVUE INC Consumer Defensive 28,319.0 $541K 0.40% -272.0 -0.9% $19.11 +0.3%
70 NEE NEXTERA ENERGY INC Utilities 6,154.0 $540K 0.40% +3K +87.1% $87.77 -6.8%
71 REGN REGENERON PHARMACEUTICALS Healthcare 865.0 $539K 0.40% $623.54 +27.4%
72 AGNC AGNC INVT CORP Real Estate 49,103.0 $535K 0.39% -6K -10.7% $10.90 +0.0%
73 RTX RTX CORPORATION Industrials 2,728.0 $518K 0.38% +495.0 +22.2% $189.73 +11.6%
74 EWW ISHARES INC 6,866.0 $517K 0.38% -250.0 -3.5% $75.27 +1.6%
75 SNPS SYNOPSYS INC Technology 1,139.0 $508K 0.37% -144.0 -11.2% $446.07 -0.8%
76 CAVA CAVA GROUP INC Consumer Cyclical 6,366.0 $500K 0.37% -656.0 -9.3% $78.48 -14.7%
77 VEA VANGUARD TAX-MANAGED FDS 7,009.0 $499K 0.37% +3K +60.3% $71.25 +2.5%
78 IVV ISHARES TR 659.0 $494K 0.36% $748.89 +3.2%
79 IWV ISHARES TR 1,118.0 $477K 0.35% -6.0 -0.5% $426.40 +2.6%
80 EWA ISHARES INC 16,185.0 $456K 0.34% +1K +9.6% $28.16 +6.5%
Page 4 of 7  ·  137 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%