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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 27,620.0 $223K 0.16% -4K -12.7% $8.06 -0.7%
122 PFE PFIZER INC Healthcare 9,088.0 $219K 0.16% -2K -14.8% $24.08 +16.1%
123 KHC KRAFT HEINZ CO Consumer Defensive 9,105.0 $215K 0.16% -200.0 -2.1% $23.62 +8.8%
124 DFAT DIMENSIONAL ETF TRUST 3,074.0 $215K 0.16% NEW $69.90 +1.8%
125 IWD ISHARES TR 856.0 $208K 0.15% NEW $242.48 +6.5%
126 IVW ISHARES TR 1,487.0 $205K 0.15% NEW $137.53 +1.8%
127 PFN PIMCO INCOME STRATEGY FD II Financial Services 28,481.0 $203K 0.15% -400.0 -1.4% $7.13 -2.0%
128 EFA ISHARES TR 1,946.0 $202K 0.15% NEW $103.88 +3.7%
129 LNG CHENIERE ENERGY INC Energy 845.0 $202K 0.15% NEW $239.01 +18.1%
130 SOXS DIREXION SHARES ETF TRUST 62,300.0 $202K 0.15% NEW $3.24 +1437.7%
131 IBB ISHARES TR 1,054.0 $200K 0.15% NEW $190.19 +9.9%
132 FRMI FERMI INC Utilities 20,380.0 $187K 0.14% -540.0 -2.6% $9.16 -45.4%
133 CUSHMAN AND WAKEFIELD LTD 11,112.0 $149K 0.11% NEW $13.39
134 PUT ADVANCED MICRO DEVICES INC 30.0 $128K 0.09% NEW $4255.00
135 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 18,534.0 $113K 0.08% -3K -14.6% $6.12 -5.6%
136 ASPN ASPEN AEROGELS INC Industrials 17,400.0 $110K 0.08% -47K -73.2% $6.34 -22.2%
137 MSTU ETF OPPORTUNITIES TRUST 37,000.0 $60K 0.04% NEW $1.62 +1754.9%
Page 7 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%