Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WJ Financial Advisors LLC (CIK 2095682) reported $136.1M across 136 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($6.3M, 4.59%), GLD ($6.2M, 4.55%), BRKB ($5.9M, 4.32%), AMZN ($4.8M, 3.55%), SPY ($4.6M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.3M | 4.59% | 21,601 | Added |
| 2 | GLD | SPDR GOLD TR | $6.2M | 4.55% | 16,826 | Added |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.9M | 4.32% | 11,747 | Added |
| 4 | AMZN | AMAZON COM INC | $4.8M | 3.55% | 20,265 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 3.38% | 6,154 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 3.28% | 151,593 | Added |
| 7 | CLM | CORNERSTONE STRATEGIC INVEST | $3.8M | 2.80% | 503,994 | Added |
| 8 | TLT | ISHARES TR | $3.1M | 2.29% | 36,023 | Added |
| 9 | PFF | ISHARES TR | $3.0M | 2.19% | 97,889 | Trimmed |
| 10 | SCHM | SCHWAB STRATEGIC TR | $2.7M | 2.01% | 74,090 | Added |
| 11 | SPHD | INVESCO EXCH TRADED FD TR II | $2.7M | 1.96% | 52,496 | Added |
| 12 | GOOG | ALPHABET INC | $2.6M | 1.92% | 7,400 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.81% | 7,517 | Hold |
| 14 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 1.69% | 63,801 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $2.2M | 1.65% | 2,397 | Trimmed |
| 16 | SCHF | SCHWAB STRATEGIC TR | $2.2M | 1.64% | 80,807 | Added |
| 17 | XLU | SELECT SECTOR SPDR TR | $2.2M | 1.62% | 48,714 | Added |
| 18 | VGT | VANGUARD WORLD FD | $2.1M | 1.55% | 17,670 | Added |
| 19 | KMB | KIMBERLY-CLARK CORP | $1.9M | 1.41% | 17,435 | Added |
| 20 | MDB | MONGODB INC | $1.9M | 1.37% | 5,539 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $1.8M | 1.33% | 3,128 | Trimmed |
| 22 | SO | SOUTHERN CO | $1.8M | 1.32% | 18,758 | Added |
| 23 | MSFT | MICROSOFT CORP | $1.7M | 1.26% | 4,594 | Added |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.6M | 1.19% | 2,306 | Hold |
| 25 | VCLT | VANGUARD SCOTTSDALE FDS | $1.6M | 1.19% | 21,509 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30