WJ Financial Advisors LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$112.3M
Holdings
115
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GDXVANECK ETF TRUST | 3,055 | $262K | 0.23% | |
| 102 | VVISA INC | 724 | $253K | 0.23% | |
| 103 | TIPISHARES TR | 2,157 | $237K | 0.21% | |
| 104 | PGPROCTER AND GAMBLE CO | 1,638 | $234K | 0.21% | |
| 105 | ARCOARCOS DORADOS HOLDINGS INC | 31,620 | $232K | 0.21% | |
| 106 | KHCKRAFT HEINZ CO | 9,305 | $225K | 0.20% | |
| 107 | EWUISHARES TR | 5,085 | $223K | 0.20% | |
| 108 | XLESELECT SECTOR SPDR TR | 4,965 | $221K | 0.20% | |
| 109 | VTVVANGUARD INDEX FDS | 1,153 | $220K | 0.20% | |
| 110 | PFNPIMCO INCOME STRATEGY FD II | 28,881 | $216K | 0.19% | |
| 111 | MDTMEDTRONIC PLC | 2,183 | $209K | 0.19% | |
| 112 | IWMISHARES TR | 839 | $206K | 0.18% | |
| 113 | ASPNASPEN AEROGELS INC | 64,815 | $183K | 0.16% | |
| 114 | FRMIFERMI INC | 20,920 | $167K | 0.15% | |
| 115 | GLOCLOUGH GLOBAL OPPORTUNITIES | 21,691 | $122K | 0.11% |
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