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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES INC 5,294.0 $439K 0.32% NEW $82.84 -1.2%
82 XOM EXXON MOBIL CORP Energy 3,165.0 $433K 0.32% -270.0 -7.9% $136.72 +14.6%
83 VNQ VANGUARD INDEX FDS 4,412.0 $425K 0.31% +1K +44.5% $96.43 +0.8%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 1,391.0 $391K 0.29% -98.0 -6.6% $281.21 -16.2%
85 VIG VANGUARD SPECIALIZED FUNDS 1,623.0 $384K 0.28% +320.0 +24.6% $236.62 +2.7%
86 KWEB KRANESHARES TRUST 15,540.0 $380K 0.28% NEW $24.47 +7.6%
87 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,234.0 $369K 0.27% NEW $114.18 +5.8%
88 HONEYWELL INTL INC 1,594.0 $357K 0.26% NEW $223.90
89 HONEYWELL AEROSPACE INC 1,594.0 $352K 0.26% NEW $221.08
90 VTIP VANGUARD MALVERN FDS 6,999.0 $352K 0.26% $50.23 -1.2%
91 DXJ WISDOMTREE TR 1,999.0 $347K 0.26% $173.52 +3.8%
92 UNH UNITEDHEALTH GROUP INC Healthcare 831.0 $345K 0.25% +23.0 +2.9% $415.63 -5.5%
93 SCHP SCHWAB STRATEGIC TR 12,915.0 $342K 0.25% +386.0 +3.1% $26.50 -2.2%
94 VNM VANECK ETF TRUST 18,375.0 $339K 0.25% $18.47 -1.6%
95 EOG EOG RES INC Energy 2,584.0 $335K 0.25% $129.73 +10.5%
96 SDY SPDR SERIES TRUST 2,094.0 $319K 0.23% $152.18 +3.5%
97 CEF SPROTT ASSET MANAGEMENT LP Financial Services 7,800.0 $314K 0.23% $40.23 +13.2%
98 VGSH VANGUARD SCOTTSDALE FDS 5,356.0 $312K 0.23% -185.0 -3.3% $58.20 -0.3%
99 CVX CHEVRON CORPORATION Energy 1,853.0 $307K 0.23% +89.0 +5.0% $165.76 +21.8%
100 ITOT ISHARES TR 1,847.0 $303K 0.22% NEW $164.27 +2.6%
Page 5 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%