Wj Financial Advisors LLC Top Holdings and 13F Report (2026) About Wj Financial Advisors LLCInvestment ActivityWj Financial Advisors LLC has $123.84 million in total holdings as of March 31, 2026.Wj Financial Advisors LLC owns shares of 128 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 10.83% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Wj Financial Advisors LLC has purchased 115 new stocks and bought additional shares in 61 stocks.Wj Financial Advisors LLC sold shares of 39 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Gold Shares $7,151,420Apple $5,480,920Berkshire Hathaway $4,739,767Amazon.com $4,221,425SPDR S&P 500 ETF Trust $3,954,265 Largest New Holdings this Quarter 25754A201 - DOMINOS PIZZA INC $689,236 Holding904311107 - Under Armour $503,656 Holding98978V103 - Zoetis $477,568 Holding500767306 - KraneShares CSI China Internet ETF $445,498 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $397,653 Holding Largest Purchases this Quarter CORNERSTONE STRATEGIC INVEST 181,900 shares (about $1.32M)MongoDB 3,893 shares (about $952.89K)Microsoft 1,879 shares (about $695.56K)DOMINOS PIZZA INC 1,921 shares (about $689.24K)Amazon.com 3,143 shares (about $654.59K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 1,956 shares (about $169.57K)Royal Gold 256 shares (about $65.15K)GE VERNOVA INC 54 shares (about $47.14K)AGNC Investment 4,665 shares (about $46.79K)ExxonMobil 270 shares (about $45.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWj Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$7,151,420$362,734 ▲5.3%16,6205.8%FinanceAAPLApple$5,480,920$128,419 ▲2.4%21,5964.4%Computer and TechnologyBRK.BBerkshire Hathaway$4,739,767$364,671 ▲8.3%9,8913.8%FinanceAMZNAmazon.com$4,221,425$654,593 ▲18.4%20,2693.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,954,265$104,710 ▲2.7%6,0803.2%FinanceSCHXSchwab US Large-Cap ETF$3,884,409$17,384 ▼-0.4%151,4983.1%ETFCORNERSTONE STRATEGIC INVEST$3,238,978$1,324,231 ▲69.2%444,9152.6%COMPFFiShares Preferred and Income Securities ETF$2,996,798$98,510 ▲3.4%98,8392.4%ETFTLTiShares 20+ Year Treasury Bond ETF$2,979,275$169,566 ▼-5.4%34,3672.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,518,115$60,276 ▲2.5%50,7582.0%ETFCOSTCostco Wholesale$2,392,440$139,501 ▲6.2%2,4011.9%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$2,274,476$113,499 ▲5.3%73,4651.8%ETFJPMJPMorgan Chase & Co.$2,211,238$488,314 ▲28.3%7,5171.8%FinanceGOOGAlphabet$2,207,128$27,826 ▼-1.2%7,6941.8%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,198,033$208,340 ▲10.5%47,8981.8%ETFSCHFSchwab International Equity ETF$1,958,517$411,370 ▲26.6%79,1321.6%ETFSCHASchwab US Small-Cap ETF$1,867,558$122,835 ▲7.0%64,2211.5%ETFMDBMongoDB$1,816,193$952,889 ▲110.4%7,4201.5%Computer and TechnologySOSouthern$1,749,838$39,670 ▲2.3%18,1291.4%UtilitiesVCLTVanguard Long-Term Corporate Bond ETF$1,660,608$6,127 ▼-0.4%22,2241.3%ManufacturingMSFTMicrosoft$1,657,275$695,559 ▲72.3%4,4771.3%Computer and TechnologyVGTVanguard Information Technology ETF$1,637,968$6,278 ▼-0.4%2,3481.3%ETFKIMBERLY-CLARK CORP$1,619,206$121,742 ▲8.1%16,7851.3%COMSLViShares Silver Trust$1,513,458$68,685 ▲4.8%22,2111.2%ETFJNJJohnson & Johnson$1,479,543$3,422 ▼-0.2%6,0531.2%MedicalTYGTortoise Energy Infrastructure$1,424,763$33,300 ▲2.4%28,5811.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,422,249$43,173 ▲3.1%2,3061.1%ETFKMIKinder Morgan$1,348,618$154,138 ▲12.9%40,2211.1%EnergyRVTRoyce Small-Cap Trust$1,278,615$24,900 ▼-1.9%77,0251.0%FinanceLDPCohen & Steers Limited Duration Preferred and Income Fund$1,164,531$98,852 ▲9.3%58,3140.9%MiscellaneousSCHESchwab Emerging Markets Equity ETF$1,120,597$136,413 ▲13.9%34,0090.9%ETFRGLDRoyal Gold$1,091,253$65,149 ▼-5.6%4,2880.9%Basic MaterialsAESAES$1,074,151$10,074 ▼-0.9%76,2350.9%UtilitiesCATCaterpillar$984,759$2,125 ▲0.2%1,3900.8%IndustrialsXLKTechnology Select Sector SPDR Fund$972,2990.0%7,3160.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$915,712$9,103 ▲1.0%11,0660.7%ETFSTWDStarwood Property Trust$884,023$158,631 ▲21.9%51,3370.7%FinancePALANTIR TECHNOLOGIES INC$869,488$310,845 ▲55.6%5,9440.7%CL AQQQInvesco QQQ$801,192$2,886 ▼-0.4%1,3880.6%FinanceCRMSalesforce$800,260$242,673 ▲43.5%4,2870.6%Computer and TechnologyDVYiShares Select Dividend ETF$785,5080.0%5,1880.6%ETFNFLXNetflix$769,104$94,131 ▲13.9%7,9990.6%Consumer DiscretionaryWMBWilliams Companies$747,523$6,696 ▼-0.9%10,2710.6%EnergyMETAMeta Platforms$746,688$24,031 ▲3.3%1,3050.6%Computer and TechnologyVOVanguard Mid-Cap ETF$743,2220.0%2,5880.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$738,400$16,647 ▼-2.2%9,3150.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$736,760$9,868 ▼-1.3%31,7300.6%ETFHONHoneywell International$728,732$111,887 ▲18.1%3,2240.6%Multi-Sector ConglomeratesXLPConsumer Staples Select Sector SPDR Fund$721,116$11,478 ▼-1.6%8,7960.6%ETFKDPKeurig Dr Pepper$720,994$11,401 ▲1.6%27,3830.6%Consumer StaplesVBVanguard Small-Cap ETF$713,994$18,072 ▲2.6%2,7260.6%ETFBLACKROCK INC$703,972$17,311 ▼-2.4%7320.6%COMDOMINOS PIZZA INC$689,236$689,236 ▲New Holding1,9210.6%COMTRVTravelers Companies$676,406$2,042 ▼-0.3%2,3190.5%FinanceAMDAdvanced Micro Devices$675,388$2,645 ▲0.4%3,3200.5%Computer and TechnologyPEPPepsiCo$674,028$1,708 ▼-0.3%4,3400.5%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$670,073$4,738 ▲0.7%5,6570.5%ETFREGNRegeneron Pharmaceuticals$668,334$3,091 ▲0.5%8650.5%MedicalCSCOCisco Systems$666,653$1,629 ▲0.2%8,5920.5%Computer and TechnologyGEGE Aerospace$665,724$12,486 ▼-1.8%2,3460.5%AerospaceVTIVanguard Total Stock Market ETF$659,585$243,495 ▲58.5%2,0560.5%ETFEPDEnterprise Products Partners$640,139$378 ▼-0.1%16,9170.5%EnergyGE VERNOVA INC$638,090$47,137 ▼-6.9%7310.5%COMAERAercap$572,041$13,718 ▼-2.3%4,1700.5%TransportationTRGPTarga Resources$562,638$28,583 ▼-4.8%2,2440.5%EnergyBACBank of America$546,557$2,779 ▲0.5%11,2110.4%FinanceXOMExxonMobil$536,974$45,808 ▼-7.9%3,1650.4%EnergyEWWiShares MSCI Mexico ETF$532,327$3,009 ▼-0.6%7,0760.4%ETFRTXRTX$526,231$95,485 ▲22.2%2,7280.4%AerospaceCAVACAVA Group$526,174$41,906 ▼-7.4%6,5040.4%Retail/WholesaleABBVAbbVie$525,891$2,827 ▲0.5%2,4180.4%MedicalXLVHealth Care Select Sector SPDR Fund$517,767$2,932 ▼-0.6%3,5320.4%ETFAGNCAGNC Investment$504,989$46,790 ▼-8.5%50,3480.4%FinanceUAAUnder Armour$503,656$503,656 ▲New Holding85,2210.4%Consumer DiscretionaryKVUEKenvue$489,219$3,689 ▼-0.7%28,3770.4%Consumer StaplesZTSZoetis$477,568$477,568 ▲New Holding4,0400.4%MedicalSNPSSynopsys$476,965$31,718 ▼-6.2%1,2030.4%Computer and TechnologyNVONovo Nordisk A/S$458,456$15,325 ▲3.5%12,4750.4%MedicalEWAiShares MSCI Australia ETF$453,460$43,444 ▲10.6%16,3350.4%FinanceVEAVanguard FTSE Developed Markets ETF$448,911$168,670 ▲60.2%7,0050.4%ETFKWEBKraneShares CSI China Internet ETF$445,498$445,498 ▲New Holding15,6700.4%ManufacturingIVViShares Core S&P 500 ETF$430,4650.0%6590.3%ETFVNQVanguard Real Estate ETF$417,777$146,887 ▲54.2%4,7100.3%ETFIWViShares Russell 3000 ETF$416,6440.0%1,1240.3%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$397,653$397,653 ▲New Holding8,3000.3%ETFEOGEOG Resources$373,569$434 ▲0.1%2,5840.3%EnergySPROTT ASSET MANAGEMENT LP$372,2160.0%7,8000.3%PHYSICAL GOLD ANIEMGiShares Core MSCI Emerging Markets ETF$368,417$368,417 ▲New Holding5,2820.3%ETFCVXChevron$367,868$2,897 ▲0.8%1,7780.3%EnergyIBMInternational Business Machines$362,373$1,454 ▲0.4%1,4950.3%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$349,6000.0%6,9990.3%ManufacturingVIGVanguard Dividend Appreciation ETF$349,042$68,819 ▲24.6%1,6230.3%ETFSCHPSchwab U.S. TIPS ETF$346,329$12,932 ▲3.9%13,0150.3%ETFVGSHVanguard Short-Term Treasury ETF$324,3700.0%5,5410.3%ETFVNMVanEck Vietnam ETF$318,0710.0%18,3750.3%ETFDXJWisdomTree Japan Hedged Equity Fund$317,0010.0%1,9990.3%FinancePFEPfizer$312,340$12,805 ▲4.3%11,1230.3%MedicalNEENextEra Energy$306,040$557 ▲0.2%3,2950.2%UtilitiesSDYSPDR S&P Dividend ETF$305,5980.0%2,0940.2%ETFSLRCSLR Investment$298,950$50,085 ▲20.1%20,8910.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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