WJ Financial Advisors
WJ Financial Advisors reported 136 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (4.6%), GLD (4.6%) and BRK.B (4.3%). Compared with Q1 2026, the fund opened new positions in LULU, HON and HONA, added to GLD, BRK.B and SPY, trimmed PFF, GOOG and SCHA and sold out of SOXL, D and TSLL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $6.3M | 4.6% | 22K | No change | 4 of 4 | |
| 2 |  GLD Spdr Gold TR | $6.2M | 4.6% | 17K | +206 (+1%) | 4 of 4 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $5.9M | 4.3% | 12K | +1,856 (+19%) | 4 of 4 | |
| 4 |  AMZN Amazon Com Inc | $4.8M | 3.5% | 20K | No change | 4 of 4 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $4.6M | 3.4% | 6,154 | +74 (+1%) | 4 of 4 | |
| 6 |  SCHX Schwab US Large Cap ETF | $4.5M | 3.3% | 152K | No change | 4 of 4 | |
| 7 |  CLM Cornerstone Strategic Invest | $3.8M | 2.8% | 504K | +59K (+13%) | 4 of 4 | |
| 8 |  TLT Ishares TR | $3.1M | 2.3% | 36K | +1,656 (+5%) | 4 of 4 | |
| 9 |  PFF Ishares TR | $3M | 2.2% | 98K | −950 (−1%) | 4 of 4 | |
| 10 |  SCHM Schwab Strategic TR | $2.7M | 2.0% | 74K | +625 (+1%) | 4 of 4 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $729K | 3,224 |
 SOXL Direxion Shs ETF TR | $398K | 8,300 |
 D Dominion Energy Inc | $265K | 4,281 |
 TSLL Direxion Daily Tsla Bull | $258K | 21K |
 MSTR Strategy Inc | $200K | 1,605 |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 AMD Advanced Micro Devices Inc | Put | $128K | 30 | +30 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WJ Financial Advisors 13F FAQ
What does WJ Financial Advisors own?
WJ Financial Advisors reported 136 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are AAPL (4.6%), GLD (4.6%) and BRK.B (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did WJ Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 35 added to, 51 trimmed and 6 sold out. New positions include LULU, HON and HONA. It sold all of SOXL, D and TSLL.
When will WJ Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is WJ Financial Advisors's portfolio worth?
The Q2 2026 filing reports $136M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.