WJ Financial Advisors LLC: 13F holdings
CIK 20956822026Q2
| Positions | 137 |
|---|
| Reported value | $136.1m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 137 (+9 vs prior quarter) |
|---|
| Reported value | $136.1m (+9.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 21,601 | $6.3m | 4.6% |
| GLD SPDR GOLD TR | 16,826 | $6.2m | 4.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 11,747 | $5.9m | 4.3% |
| AMZN AMAZON COM INC | 20,265 | $4.8m | 3.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,154 | $4.6m | 3.4% |
| SCHX SCHWAB STRATEGIC TR | 151,593 | $4.5m | 3.3% |
| CLM CORNERSTONE STRATEGIC INVEST | 503,994 | $3.8m | 2.8% |
| TLT ISHARES TR | 36,023 | $3.1m | 2.3% |
| PFF ISHARES TR | 97,889 | $3.0m | 2.2% |
| SCHM SCHWAB STRATEGIC TR | 74,090 | $2.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095682")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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