Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $6.3M | 4.6% | |
| GLDSpdr Gold Tr | $6.2M | 4.6% | +1.2% |
| BRK/BBerkshire Hathaway Inc Del | $5.9M | 4.3% | +18.8% |
| AMZNAmazon Com Inc | $4.8M | 3.6% | |
| SPYState Str Spdr S&p 500 Etf T | $4.6M | 3.4% | +1.2% |
| SCHXSchwab Strategic Tr | $4.5M | 3.3% | |
| CLMCornerstone Strategic Invest | $3.8M | 2.8% | +13.3% |
| TLTIshares Tr | $3.1M | 2.3% | +4.8% |
| PFFIshares Tr | $3.0M | 2.2% | |
| SCHMSchwab Strategic Tr | $2.7M | 2.0% | |
| SPHDInvesco Exch Traded Fd Tr II | $2.7M | 2.0% | +3.4% |
| GOOGAlphabet Inc | $2.6M | 1.9% | −3.8% |
| JPMJpmorgan Chase & Co | $2.5M | 1.8% | |
| SCHASchwab Strategic Tr | $2.3M | 1.7% | |
| COSTCostco Wholesale Corporation | $2.2M | 1.6% | |
| SCHFSchwab Strategic Tr | $2.2M | 1.6% | +2.1% |
| XLUSelect Sector Spdr Tr | $2.2M | 1.6% | +1.7% |
| VGTVanguard World Fd | $2.1M | 1.6% | −5.9% |
| KMBKimberly-clark Corp | $1.9M | 1.4% | +3.9% |
| MDBMongodb Inc | $1.9M | 1.4% | −25.4% |
| AMDAdvanced Micro Devices Inc | $1.8M | 1.3% | −5.8% |
| SOSouthern Co | $1.8M | 1.3% | +3.5% |
| MSFTMicrosoft Corp | $1.7M | 1.3% | +2.6% |
| MDYState Str Spdr S&p Midcap 40 | $1.6M | 1.2% | |
| VCLTVanguard Scottsdale Fds | $1.6M | 1.2% | −3.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $1.8M |
| CATCaterpillar Inc | September 30, 2025 | +123.2% | $1.5M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $2.6M |
| JNJJohnson & Johnson | September 30, 2025 | +37.0% | $1.5M |
| XLKSelect Sector Spdr Tr | September 30, 2025 | +35.2% | $1.3M |
| SCHASchwab Strategic Tr | September 30, 2025 | +29.5% | $2.3M |
| VGTVanguard World Fd | September 30, 2025 | +28.1% | $2.1M |
| SLVIshares Silver Tr | September 30, 2025 | +26.2% | $1.1M |
| SCHMSchwab Strategic Tr | September 30, 2025 | +24.4% | $2.7M |
| QQQInvesco Qqq Tr | September 30, 2025 | +22.7% | $1.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $729K
- SOXLDirexion Shares Etf Trust was $398K
- DDominion Energy Inc was $265K
- TSLLDirexion Shares Etf Trust was $258K
- MSTRStrategy Inc was $200K
- Listed Fds TrCUSIP 53656G191 was $140K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.8% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WJ Financial Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2095682&type=13F-HR&dateb=&owner=include&count=40CIK 2095682
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2095682/000209568226000003/Filed August 13, 2026 · accession 0002095682-26-000003