WJ Financial Advisors LLC

Other Low signal CIK 2095682
League rank
#1414
in Other · #5577 overall
Long book
$123.8M
Q1 2026
Positions
128
Top-10 weight
33%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
12%
of book per quarter

Strategy in plain words

auto-generated from filings

WJ Financial Advisors LLC is an institutional manager, running a $123.8M US long book across 128 positions.

The portfolio is moderately concentrated (top 10 ≈ 33% of the book). Turnover is modest: positions are typically held for years.

Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q3 2025
+4.4%
Q4 2025
-0.2%
Q1 2026
+9.5%

Sector allocation

No sector data

Long book by quarter

$103.1M
Q3 2025
$112.3M
Q4 2025
$123.8M
Q1 2026

What does WJ Financial own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 4, 2026128$123.8M canonicalSEC ↗
Q4 202513F-HRFeb 2, 2026115$112.3M canonicalSEC ↗
Q3 202513F-HRNov 6, 2025108$103.1M canonicalSEC ↗

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