WJ Financial Advisors LLC

Q2 2026 13F Detailed 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
SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q2 2026 to

Sym	Issuer Name	Cl	CUSIP	Value ($000)	% Excl. Options	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None

Num	Name	File Number
1	Joseph Giaccone
2	Brandon LaChance