WJ Financial Advisors LLC reported 71 positions worth $73.13M for the quarter ended Jun 30, 2026, up 7.9% on the prior quarter. It opened 5 new positions, added to 20, trimmed 33 and exited 2. Its largest holding is Apple Inc. at 8.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +1,856 | +18.8% | $928.72K | 8.04% |
| DPZ Dominos Pizza Inc | +1,850 | +96.3% | $547.67K | 1.53% |
| META Meta Platforms, Inc. | +727 | +55.7% | $409.54K | 1.57% |
| LULU lululemon athletica inc. | +3,234 | – | $369.26K | 0.505% |
| HONA Honeywell Aerospace Inc. | +1,594 | – | $352.40K | 0.482% |
| UAA Under Armour, Inc. | +48.7K | +57.1% | $311.14K | 1.17% |
| MRK Merck & Co., Inc. | +2,109 | – | $271.02K | 0.371% |
| NEE Nextera Energy Inc | +2,859 | +86.8% | $250.93K | 0.739% |
| MU Micron Technology Inc | +200 | – | $230.86K | 0.316% |
| CWK Cushman & Wakefield Ltd. | +11.1K | – | $148.79K | 0.203% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MDB MongoDB, Inc. | -1,881 | -25.4% | $631.83K | 2.54% |
| ASPN Aspen Aerogels Inc | -46.5K | -72.8% | $295.10K | 0.151% |
| CSCO Cisco Systems, Inc. | -2,368 | -27.6% | $278.15K | 1% |
| D Dominion Energy, Inc | -4,281 | -100.0% | $264.65K | Exited |
| MSTR Strategy Inc | -1,605 | -100.0% | $200.30K | Exited |
| AES Aes Corp | -10.5K | -13.7% | $153.56K | 1.32% |
| SLV iShares Silver Trust | -2,241 | -10.1% | $119.83K | 1.46% |
| AMD Advanced Micro Devices Inc | -192 | -5.8% | $111.53K | 2.48% |
| GOOG Alphabet Inc. | -294 | -3.8% | $103.88K | 3.58% |
| KDP Keurig Dr Pepper Inc. | -1,753 | -6.4% | $57.38K | 1.15% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 21.6K | $6.25M | 8.55% | +5 | +0.0% | Added | 0% |
| 2 | GLD Spdr Gold Trust | Financial Services | 16.8K | $6.20M | 8.48% | +206 | +1.2% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 11.7K | $5.88M | 8.04% | +1,856 | +18.8% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 20.3K | $4.83M | 6.6% | -4 | 0.0% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 7,400 | $2.61M | 3.58% | -294 | -3.8% | Reduced | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 7,517 | $2.46M | 3.36% | 0 | 0.0% | Unchanged | 0% |
| 7 | COST Costco Wholesale Corp | Consumer Staples | 2,397 | $2.24M | 3.07% | -4 | -0.2% | Reduced | 0% |
| 8 | KMB Kimberly Clark Corp | Consumer Staples | 17.4K | $1.91M | 2.62% | +650 | +3.9% | Added | 0.01% |
| 9 | MDB MongoDB, Inc. | Technology | 5,539 | $1.86M | 2.54% | -1,881 | -25.4% | Reduced | 0.01% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 3,128 | $1.82M | 2.48% | -192 | -5.8% | Reduced | 0% |
| 11 | SO Southern Co | Utilities | 18.8K | $1.80M | 2.46% | +629 | +3.5% | Added | 0% |
| 12 | MSFT Microsoft Corp | Technology | 4,594 | $1.71M | 2.34% | +117 | +2.6% | Added | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 6,069 | $1.54M | 2.11% | +16 | +0.3% | Added | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 1,370 | $1.46M | 1.99% | -20 | -1.4% | Reduced | 0% |
| 15 | KMI Kinder Morgan, Inc. | Energy | 40.1K | $1.28M | 1.75% | -79 | -0.2% | Reduced | 0% |
Tip. Select a row to see that position’s full history at WJ Financial Advisors.
As of its Q2 2026 13F filing, WJ Financial Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 8.5%, Spdr Gold Trust (GLD) at 8.5%, Berkshire Hathaway Inc (BRK-B) at 8.0%, Amazon Com Inc (AMZN) at 6.6%, Alphabet Inc. (GOOG) at 3.6% of the reported portfolio.
WJ Financial Advisors LLC reported a 13F portfolio worth $73.13M across 71 positions for Q2 2026. That is up 7.9% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($928.72K), Dominos Pizza Inc ($547.67K), Meta Platforms, Inc. ($409.54K). It opened 5 new positions.
Its largest sales by value were MongoDB, Inc. ($631.83K), Aspen Aerogels Inc ($295.10K), Cisco Systems, Inc. ($278.15K). It exited 2 positions entirely.
From the Form 13F-HR reports WJ Financial Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.