WJ Financial Advisors LLC
•CIK: 2095682•Filing: Q4 2025
**WJ Financial Advisors LLC** manages $112M across a diversified portfolio of 115 positions. The firm maintains significant exposure to mega-cap technology and consumer staples, highlighted by top holdings in GQ9 ($6.3M) and AAPL ($5.7M). Notable allocations include substantial positions in BRK/B ($4.6M), SCHX ($4.1M), and SPY ($4.0M). This structure suggests a core focus on established market leaders and broad market indices.
Total AUM
$112.3M
QoQ Performance
+8.9%
Positions
87
Top 10 Concentration
35.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GQ9
AAPL
GQ95.6%
AAPL5.1%
BRK/B4.1%
SCHX3.6%
SPY3.6%
AMZN3.5%
TLT2.8%
PFF2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.5%
Technology11.5%
Financial7.3%
Consumer5.3%
ETF4.0%
Healthcare2.6%
Industrial2.2%
Utilities1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑40 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025