StockDriftsStockDriftsTop 50 Wj Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.6% | 21.6K | $6.3M | +0.02%(+5) | $235.04(+28.60%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.56% | 16.8K | $6.2M | +1.24%(+206) | $335.44(+20.71%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.32% | 11.7K | $5.9M | +18.76%(+1.86K) | $486.06(+7.67%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.55% | 20.3K | $4.8M | -0.02%(-4) | $219.49(+21.77%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.38% | 6.2K | $4.6M | +1.22%(+74) | $645.70(+19.64%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.28% | 151.6K | $4.5M | +0.06%(+95) | $25.40(+20.11%) | 2026-06-30 | |
| CLM | CORNERSTONE STRATEGIC INVEST | 2.8% | 504.0K | $3.8M | +13.28%(+59.08K) | $7.98(-6.01%) | 2026-06-30 | |
| TLT | ISHARES TR | 2.29% | 36.0K | $3.1M | +4.82%(+1.66K) | $88.71(-7.44%) | 2026-06-30 | |
| PFF | ISHARES TR | 2.19% | 97.9K | $3.0M | -0.96%(-950) | $31.14(-1.18%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.01% | 74.1K | $2.7M | +0.85%(+625) | $28.98(+25.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.09% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.29% |
Wj Financial Advisors LLC reports $136.14M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.6%), GLD (4.6%) and BRK.B (4.3%). The top 20 holdings account for 49.61% of reported assets. Its disclosed equity book has returned +10.09% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wj Financial Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wj Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095682). View Wj Financial Advisors LLC’s 13F filings on SEC