Holdings
WJ Financial Advisors LLC
As of Jun 30, 2026, WJ Financial Advisors LLC reported 64 positions worth US$64M. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,601 | US$6.25M | +5 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 11,747 | US$5.88M | +1,856 | Jun 30, 2026 |
| Amazon.com, Inc. | 20,265 | US$4.83M | −4 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,316 | US$2.61M | −359 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,517 | US$2.46M | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 2,397 | US$2.24M | −4 | Jun 30, 2026 |
| Kimberly-clark Corporation | 17,435 | US$1.91M | +650 | Jun 30, 2026 |
| Mongodb, Inc. | 5,539 | US$1.86M | −1,881 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 3,128 | US$1.82M | −192 | Jun 30, 2026 |
| Southern Company (the) | 18,758 | US$1.8M | +629 | Jun 30, 2026 |