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 $123.8M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($7.2M, 5.77%), AAPL ($5.5M, 4.43%), BRK/B ($4.7M, 3.83%), AMZN ($4.2M, 3.41%), SPY ($4.0M, 3.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $7.2M | 5.77% | 16,620 | Added |
| 2 | AAPL | APPLE INC | $5.5M | 4.43% | 21,596 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 3.83% | 9,891 | Added |
| 4 | AMZN | AMAZON COM INC | $4.2M | 3.41% | 20,269 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 3.19% | 6,080 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $3.9M | 3.14% | 151,498 | Trimmed |
| 7 | CLM | CORNERSTONE STRATEGIC INVEST | $3.2M | 2.62% | 444,915 | Added |
| 8 | PFF | ISHARES TR | $3.0M | 2.42% | 98,839 | Added |
| 9 | TLT | ISHARES TR | $3.0M | 2.41% | 34,367 | Trimmed |
| 10 | SPHD | INVESCO EXCH TRADED FD TR II | $2.5M | 2.03% | 50,758 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $2.4M | 1.93% | 2,401 | Added |
| 12 | SCHM | SCHWAB STRATEGIC TR | $2.3M | 1.84% | 73,465 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.79% | 7,517 | Added |
| 14 | GOOG | ALPHABET INC | $2.2M | 1.78% | 7,694 | Trimmed |
| 15 | XLU | SELECT SECTOR SPDR TR | $2.2M | 1.77% | 47,898 | Added |
| 16 | SCHF | SCHWAB STRATEGIC TR | $2.0M | 1.58% | 79,132 | Added |
| 17 | SCHA | SCHWAB STRATEGIC TR | $1.9M | 1.51% | 64,221 | Added |
| 18 | MDB | MONGODB INC | $1.8M | 1.47% | 7,420 | Added |
| 19 | SO | SOUTHERN CO | $1.7M | 1.41% | 18,129 | Added |
| 20 | VCLT | VANGUARD SCOTTSDALE FDS | $1.7M | 1.34% | 22,224 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.7M | 1.34% | 4,477 | Added |
| 22 | VGT | VANGUARD WORLD FD | $1.6M | 1.32% | 2,348 | Trimmed |
| 23 | KMB | KIMBERLY-CLARK CORP | $1.6M | 1.31% | 16,785 | Added |
| 24 | SLV | ISHARES SILVER TR | $1.5M | 1.22% | 22,211 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.19% | 6,053 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31