WJ Financial Advisors LLC - Portfolio overview

WJ Financial Advisors LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 5.68%
2. AAPL - APPLE INC, 4.36%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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