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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ZTS ZOETIS INC Healthcare 4,027.0 $289K 0.21% NEW $71.86 +7.6%
102 ABT ABBOTT LABORATORIES Healthcare 3,175.0 $288K 0.21% +437.0 +16.0% $90.74 +23.9%
103 VWO VANGUARD INTL EQUITY INDEX F 4,804.0 $287K 0.21% NEW $59.69 +1.8%
104 MRK MERCK & CO INC Healthcare 2,109.0 $271K 0.20% NEW $128.51 +15.4%
105 VGLT VANGUARD SCOTTSDALE FDS 4,807.0 $265K 0.20% -150.0 -3.0% $55.18 -3.6%
106 ORI OLD REP INTL CORP Financial Services 6,336.0 $259K 0.19% $40.92 +2.8%
107 ONON ON HLDG AG Consumer Cyclical 7,234.0 $256K 0.19% -199.0 -2.7% $35.42 -18.5%
108 IJT ISHARES TR 1,420.0 $254K 0.19% NEW $178.62 -4.2%
109 SLRC SLR INVESTMENT CORP Financial Services 20,481.0 $253K 0.19% +3K +17.8% $12.37 +1.2%
110 VTV VANGUARD INDEX FDS 1,160.0 $253K 0.19% +7.0 +0.6% $217.99 +3.4%
111 IWM ISHARES TR 841.0 $253K 0.19% $300.32 -1.5%
112 V VISA INC Financial Services 730.0 $250K 0.18% +6.0 +0.8% $343.09 +11.2%
113 PG PROCTER & GAMBLE CO Consumer Defensive 1,660.0 $243K 0.18% +22.0 +1.3% $146.64 -2.0%
114 TIP ISHARES TR 2,157.0 $236K 0.17% $109.43 -2.3%
115 VOO VANGUARD INDEX FDS 343.0 $236K 0.17% NEW $687.24 +2.9%
116 XLE SELECT SECTOR SPDR TR 4,434.0 $235K 0.17% -531.0 -10.7% $53.11 +18.0%
117 MU MICRON TECHNOLOGY INC Technology 200.0 $231K 0.17% NEW $1154.29 -19.2%
118 EWU ISHARES TR 4,985.0 $230K 0.17% -100.0 -2.0% $46.14 +5.2%
119 GDX VANECK ETF TRUST 3,005.0 $227K 0.17% -50.0 -1.6% $75.45 +32.1%
120 CIBR FIRST TR EXCHANGE-TRADED FD 2,490.0 $224K 0.16% NEW $89.84 +9.7%
Page 6 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%