WJ Financial Advisors LLC
WJ Financial Advisors LLC reported 137 holdings worth US$136M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
WJ Financial Advisors LLC reported 137 holdings worth US$136M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 137
- Value as reported
- US$136M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,601 | US$6.25M | 4.6% |
| Berkshire Hathaway Inc. | 11,747 | US$5.88M | 4.3% |
| Amazon.com, Inc. | 20,265 | US$4.83M | 3.5% |
| Alphabet Inc (google) Class C | 7,316 | US$2.61M | 1.9% |
| Jp Morgan Chase & Co. | 7,517 | US$2.46M | 1.8% |
| Costco Wholesale Corporation | 2,397 | US$2.24M | 1.6% |
| Kimberly-clark Corporation | 17,435 | US$1.91M | 1.4% |
| Mongodb, Inc. | 5,539 | US$1.86M | 1.4% |
| Advanced Micro Devices Inc | 3,128 | US$1.82M | 1.3% |
| Southern Company (the) | 18,758 | US$1.8M | 1.3% |
| Microsoft Corp. | 4,594 | US$1.71M | 1.3% |
| Johnson & Johnson | 6,069 | US$1.54M | 1.1% |
| Caterpillar, Inc. | 1,370 | US$1.46M | 1.1% |
| Kinder Morgan, Inc. | 40,142 | US$1.28M | 0.94% |
| Meta Platforms, Inc. | 2,032 | US$1.14M | 0.84% |
| Domino's Pizza Inc | 3,771 | US$1.12M | 0.82% |
| The Aes Corporation | 65,760 | US$964K | 0.71% |
| Starwood Property Trust Inc. | 58,352 | US$956K | 0.70% |
| Ge Aerospace | 2,346 | US$877K | 0.64% |
| Ge Vernova Inc. | 730 | US$858K | 0.63% |
| Under Armour, Inc. | 134K | US$856K | 0.63% |
| Royal Gold, Inc. | 4,269 | US$852K | 0.63% |
| Keurig Dr Pepper Inc. | 25,630 | US$839K | 0.62% |
| The Travelers Companies, Inc. | 2,317 | US$765K | 0.56% |
| Williams Companies, Inc. (the) | 10,263 | US$763K | 0.56% |
| Palantir Technologies Inc. | 6,359 | US$742K | 0.54% |
| Cisco Systems, Inc. | 6,224 | US$731K | 0.54% |
| Blackrock, Inc. | 737 | US$709K | 0.52% |
| Salesforce, Inc. | 4,275 | US$670K | 0.49% |
| Bank Of America Corporation | 11,218 | US$639K | 0.47% |
| Enterprise Products Partners L.p. | 17,379 | US$639K | 0.47% |
| Abbvie Inc. | 2,390 | US$601K | 0.44% |
| Novo Nordisk A/s Class B | 12,400 | US$594K | 0.44% |
| Targa Resources, Inc. | 2,190 | US$587K | 0.43% |
| Pepsico, Inc. | 4,330 | US$586K | 0.43% |
| Netflix, Inc. | 8,061 | US$576K | 0.42% |
| Kenvue Inc. | 28,319 | US$541K | 0.40% |
| Nextera Energy, Inc. | 6,154 | US$540K | 0.40% |
| Regeneron Pharmaceuticals, Inc. | 865 | US$539K | 0.40% |
| Agnc Investment Corp. | 49,103 | US$535K | 0.39% |
| Rtx Corporation | 2,728 | US$518K | 0.38% |
| Synopsys, Inc. | 1,139 | US$508K | 0.37% |
| Cava Group, Inc. | 6,366 | US$500K | 0.37% |
| Exxon Mobil Corporation | 3,165 | US$433K | 0.32% |
| International Business Machines Corporation | 1,391 | US$391K | 0.29% |
| Lululemon Athletica Inc. | 3,234 | US$369K | 0.27% |
| Unitedhealth Group Incorporated | 831 | US$345K | 0.25% |
| Eog Resources, Inc. | 2,584 | US$335K | 0.25% |
| Chevron Corporation | 1,853 | US$307K | 0.23% |
| Zoetis Inc. | 4,027 | US$289K | 0.21% |
| Abbott Laboratories | 3,175 | US$288K | 0.21% |
| Merck & Company, Inc. | 2,109 | US$271K | 0.20% |
| Old Republic International Corporation | 6,336 | US$259K | 0.19% |
| Slr Investment Corp. | 20,481 | US$253K | 0.19% |
| Visa Inc. | 730 | US$250K | 0.18% |
| Procter & Gamble Company (the) | 1,660 | US$243K | 0.18% |
| Micron Technology, Inc. | 200 | US$231K | 0.17% |
| Arcos Dorados Holdings Inc. | 27,620 | US$223K | 0.16% |
| Pfizer, Inc. | 9,088 | US$219K | 0.16% |
| The Kraft Heinz Company | 9,105 | US$215K | 0.16% |
| Cheniere Energy, Inc. | 845 | US$202K | 0.15% |
| Fermi Inc. | 20,380 | US$187K | 0.14% |
| Cushman & Wakefield Ltd. | 11,112 | US$149K | 0.11% |
| Aspen Aerogels, Inc. | 17,400 | US$110K | 0.08% |
| Dominion Energy, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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