WJ Financial Advisors LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Killingworth, CT
CIK
0002095682
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
115
112,293
GLD, AAPL, BRK-B, SCHX
13F-HR
2/2/2026
000209568226000001
Q3 2025
108
103,077
GLD, AAPL, BRK-B, SCHX
13F-HR
11/6/2025
000209568225000001