WJ Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2025 108 103,077 GLD, AAPL, BRK-B, SCHX 13F-HR 11/6/2025 000209568225000001