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WFA

WJ Financial Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 23.45%
This Fund
S&P 500
This Quarter Est. Return
+10.31%
1 Year Est. Return
+23.45%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$136M
AUM Growth
+$12.3M
Cap. Flow
+$4.16M
Cap. Flow %
3.05%
Top 10 Hldgs %
32.95%
Holding
142
New
14
Increased
37
Reduced
56
Closed
5

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$892K
2
SOXS icon
Direxion Daily Semiconductor Bear 3X ETF
SOXS
+$742K
3
DPZ icon
Domino's
DPZ
+$609K
4
META icon
Meta Platforms (Facebook)
META
+$445K
5
CLM icon
Cornerstone Strategic Value Fund
CLM
+$444K

Top Sells

Rank Stock Value
1
MDB icon
MongoDB
MDB
+$564K
2
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$398K
3
HON icon
Honeywell
HON
+$364K
4
D icon
Dominion Energy
D
+$265K
5
TSLL icon
Direxion Daily TSLA Bull 2X ETF
TSLL
+$258K

Sector Composition

Rank Sector Weight
1 Technology 10.96%
2 Financials 8.24%
3 Consumer Discretionary 5.99%
4 Consumer Staples 4.83%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
126
iShares S&P 500 Growth ETF
IVW
$75.9B
$205K 0.15%
+1,487
New +$196K
PFN
127
PIMCO Income Strategy Fund II
PFN
$687M
$203K 0.15%
28,481
-400
-1% -$2.78K
EFA icon
128
iShares MSCI EAFE ETF
EFA
$80.1B
$202K 0.15%
+1,946
New +$200K
LNG icon
129
Cheniere Energy
LNG
$58.2B
$202K 0.15%
845
– –
SOXS icon
130
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.35B
$202K 0.15%
+6,230
New +$742K
IBB icon
131
iShares Biotechnology ETF
IBB
$10.8B
$200K 0.15%
+1,054
New +$181K
FRMI
132
Fermi Inc
FRMI
$3.67B
$187K 0.14%
20,380
-700
-3% -$4.43K
CWK icon
133
Cushman & Wakefield Ltd
CWK
$3.44B
$149K 0.11%
+11,112
New +$149K
AMD icon
134
PUT
Advanced Micro Devices
AMD
$790B
$128K 0.09%
+30
New +$12.3K
GLO
135
Clough Global Opportunities Fund
GLO
$247M
$113K 0.08%
18,534
-2,714
-13% -$16K
ASPN icon
136
Aspen Aerogels
ASPN
$435M
$110K 0.08%
17,400
-46,545
-73% -$228K
MSTU
137
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$5.36B
$59.9K 0.04%
3,700
+200
+6% +$11K
D icon
138
Dominion Energy
D
$59B
– –
-4,281
Closed -$265K
MSTR icon
139
Strategy Inc
MSTR
$48.7B
– –
-1,605
Closed -$200K
SOXL icon
140
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$19.2B
– –
-8,300
Closed -$398K
TSLL icon
141
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.51B
– –
-21,200
Closed -$258K
XXRP
142
Teucrium 2x Long Daily XRP ETF
XXRP
$141M
– –
-3,635
Closed -$140K
2 3 4 5
6

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II
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RC
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KCA
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GBFP
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RIA
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RCWM
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WJ Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, WJ Financial Advisors held 142 positions worth $136M, up 9.9% from $124M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

WJ Financial Advisors deployed $4.16M of net new capital in Q2 2026, opening 14 new positions and adding to 37 existing holdings. Its largest new stake was Direxion Daily Semiconductor Bear 3X ETF: 6,230 shares worth $202K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was MongoDB, an estimated $564K trimmed.

  • WJ Financial Advisors's largest Q2 2026 buy was Direxion Daily Semiconductor Bear 3X ETF: 6,230 shares worth $202K.
  • WJ Financial Advisors added most to Berkshire Hathaway Class B in Q2 2026, an estimated $892K increase.
  • WJ Financial Advisors's biggest Q2 2026 reduction was MongoDB, cutting an estimated $564K.
  • WJ Financial Advisors fully exited Direxion Daily Semiconductor Bull 3X ETF in Q2 2026, selling an estimated $398K.
  • WJ Financial Advisors's ten largest holdings make up 33% of its $136M portfolio in Q2 2026.
  • WJ Financial Advisors opened 14 new positions and closed 5 in Q2 2026.
  • WJ Financial Advisors's portfolio value rose 9.9% quarter-over-quarter to $136M.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.