WJ Financial Advisors LLC
All 13F Filings
- Location
- Killingworth, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 136,140
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 137 | 136,140 | 13F-HR | WJ Financial Advisors LLC |
| Q1 2026 | 5/4/2026 | 128 | 123,835 | 13F-HR | WJ Financial Advisors LLC |
| Q4 2025 | 2/2/2026 | 115 | 112,293 | 13F-HR | WJ Financial Advisors LLC |
| Q3 2025 | 11/6/2025 | 108 | 103,077 | 13F-HR | WJ Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
128
(0.1% of total reported value)
· QoQ Δ:
+128
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 74.84 K | 55.0% | 7.432 K | 0 | 7.432 K |
| ETFs | 61.18 K | 45.0% | 4.748 K | 0 | 4.748 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
136,140
Holdings
137
QoQ value change ($000)
12,305
(9.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.