WJ Financial Advisors LLC
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.6ptsvs SPY
Invested
$52.2B
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GQ9
SPDR GOLD TR
Q1 2026: Increased +5.3% (15.8k → 16.6k shares)
5.8%
02
$AAPL
APPLE INC
Q1 2026: Increased +2.4% (21.1k → 21.6k shares)
4.4%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +8.3% (9.1k → 9.9k shares)
3.8%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +18.4% (17.1k → 20.3k shares)
3.4%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +2.7% (5.9k → 6.1k shares)
3.2%
06
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: New position (152.2k shares)
3.1%
07
$CLM
CORNERSTONE STRATEGIC INVEST
Q1 2026: Increased +69.2% (263.0k → 444.9k shares)
2.6%
08
$PFF
ISHARES TR
Q1 2026: Increased +3.4% (95.6k → 98.8k shares)
2.4%
09
$TLT
ISHARES TR
Q1 2026: Sold 5.4% (36.3k → 34.4k shares)
2.4%
10
$SPHD
INVESCO EXCH TRADED FD TR II
Q1 2026: Increased +2.5% (49.5k → 50.8k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.