WJ Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cornerstone Strategic Value Fund
CLM
|
+$1.43M |
| 2 |
MongoDB
MDB
|
+$1.3M |
| 3 |
Microsoft
MSFT
|
+$786K |
| 4 |
Domino's
DPZ
|
+$758K |
| 5 |
Amazon
AMZN
|
+$692K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Medtronic
MDT
|
+$210K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$172K |
| 3 |
Royal Gold
RGLD
|
+$68K |
| 4 |
AGNC Investment
AGNC
|
+$51.6K |
| 5 |
GE Vernova
GEV
|
+$42.1K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.5% |
| 2 | Financials | 7.79% |
| 3 | Consumer Discretionary | 5.18% |
| 4 | Consumer Staples | 5.12% |
| 5 | Energy | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XXRP
126
Teucrium 2x Long Daily XRP ETF
XXRP
$162M
| $140K | 0.11% |
+3,635
| New | +$244K |
|
|
FRMI
127
Fermi Inc
FRMI
$3.85B
| $123K | 0.1% |
21,080
+160
| +0.8% | +$1.4K |
|
|
GLO
128
Clough Global Opportunities Fund
GLO
$246M
| $118K | 0.1% |
21,248
-443
| -2% | -$2.59K |
|
|
129
Medtronic
MDT
$117B
| – | – |
-2,183
| Closed | -$210K |
|
Similar funds
WJ Financial Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, WJ Financial Advisors held 129 positions worth $124M, up 10% from $112M the previous quarter. Its ten largest holdings account for 33% of the portfolio.
WJ Financial Advisors deployed $13.7M of net new capital in Q1 2026, opening 14 new positions and adding to 61 existing holdings. Its largest new stake was Domino's: 1,921 shares worth $689K.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 11% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was iShares 20+ Year Treasury Bond ETF, an estimated $172K trimmed.
- WJ Financial Advisors's largest Q1 2026 buy was Domino's: 1,921 shares worth $689K.
- WJ Financial Advisors added most to Cornerstone Strategic Value Fund in Q1 2026, an estimated $1.43M increase.
- WJ Financial Advisors's biggest Q1 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $172K.
- WJ Financial Advisors fully exited Medtronic in Q1 2026, selling an estimated $210K.
- WJ Financial Advisors's ten largest holdings make up 33% of its $124M portfolio in Q1 2026.
- WJ Financial Advisors opened 14 new positions and closed 1 in Q1 2026.
- WJ Financial Advisors's portfolio value rose 10% quarter-over-quarter to $124M.
Based on WJ Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.