WJ Financial Advisors LLC

Q2 2026 13F Holdings

Location
Killingworth, CT
Holdings as of
6/30/2026
Value
$136M
Value excl. options
$136M
Num holdings
137
Date filed
8/13/2026
Form type
13F-HR
Prev filing
5/4/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type