Wj Financial Advisors LLC Portfolio Holdings

Wj Financial Advisors LLC

  • $103 Billion
  • Q3 2025

Wj Financial Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $5.56B, Apple Inc. with a value of $5.43B, Berkshire Hathaway Inc Class B with a value of $4.48B, Schwab Strategic Tr Us Large C with a value of $3.98B, and Amazon Com Inc with a value of $3.76B.

Examining the 13F form we can see an increase of $103B in the current position value.

Wj Financial Advisors LLC is based out at Killingworth, CT

Below you can find more details about Wj Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Billion
ETFs: $47.7 Billion
Financial Services: $12.9 Billion
Technology: $12.4 Billion
Consumer Defensive: $4.4 Billion
Consumer Cyclical: $4.07 Billion
Healthcare: $3.84 Billion
Utilities: $3.82 Billion
Communication Services: $3.6 Billion
Other: $7.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$126B
$5.56 Billion 5.39% of portfolio
15,640
Q3 2025 New
$4.34T
$5.43 Billion 5.27% of portfolio
21,321
Q3 2025 New
$635B
$4.48 Billion 4.35% of portfolio
8,910
Q3 2025 New
$0
$3.98 Billion 3.86% of portfolio
150,912
Q3 2025 New
$2.48T
$3.76 Billion 3.65% of portfolio
17,116
Q3 2025 New
$0
$3.63 Billion 3.52% of portfolio
5,442
Q3 2025 New
$0
$3.26 Billion 3.17% of portfolio
36,505
Q3 2025 New
$0
$2.94 Billion 2.85% of portfolio
92,908
Q3 2025 New
$24.4B
$2.62 Billion 2.54% of portfolio
8,448
Q3 2025 New
$0
$2.05 Billion 1.99% of portfolio
69,148
Q3 2025 New
$0
$2.03 Billion 1.97% of portfolio
41,044
Q3 2025 New
$1.74T
$1.95 Billion 1.89% of portfolio
7,992
Q3 2025 New
$409B
$1.89 Billion 1.84% of portfolio
2,045
Q3 2025 New
$919B
$1.85 Billion 1.79% of portfolio
5,857
Q3 2025 New
$0
$1.76 Billion 1.71% of portfolio
2,357
Q3 2025 New
$0
$1.76 Billion 1.7% of portfolio
22,604
Q3 2025 New
$99B
$1.64 Billion 1.59% of portfolio
17,308
Q3 2025 New
$0
$1.37 Billion 1.33% of portfolio
58,831
Q3 2025 New
$3.71T
$1.31 Billion 1.28% of portfolio
2,538
Q3 2025 New
$0
$1.28 Billion 1.24% of portfolio
14,677
Q3 2025 New
$0
$1.24 Billion 1.21% of portfolio
2,086
Q3 2025 New
$0
$1.25 Billion 1.21% of portfolio
150,899
Q3 2025 New
$489B
$1.17 Billion 1.13% of portfolio
6,286
Q3 2025 New
$0
$1.14 Billion 1.11% of portfolio
52,714
Q3 2025 New
$9.48B
$1.11 Billion 1.07% of portfolio
84,010
Q3 2025 New
$0
$1.03 Billion 1.0% of portfolio
3,658
Q3 2025 New
$0
$1.03 Billion 1.0% of portfolio
24,001
Q3 2025 New
$58.7B
$1.01 Billion 0.98% of portfolio
35,595
Q3 2025 New
$3.61B
$1 Billion 0.97% of portfolio
79,869
Q3 2025 New
$0
$995 Million 0.97% of portfolio
29,809
Q3 2025 New
$0
$952 Million 0.92% of portfolio
11,317
Q3 2025 New
$22.8B
$903 Million 0.88% of portfolio
21,309
Q3 2025 New
Blackrock Inc
-
$874 Million 0.85% of portfolio
-
Q3 2025 New
$0
$868 Million 0.84% of portfolio
53,800
Q3 2025 New
$488B
$833 Million 0.81% of portfolio
695
Q3 2025 New
$1.43T
$824 Million 0.8% of portfolio
1,122
Q3 2025 New
$0
$801 Million 0.78% of portfolio
34,127
Q3 2025 New
$0
$760 Million 0.74% of portfolio
2,588
Q3 2025 New
$37.3B
$759 Million 0.74% of portfolio
29,750
Q3 2025 New
$0
$737 Million 0.72% of portfolio
5,188
Q3 2025 New
$334B
$719 Million 0.7% of portfolio
2,390
Q3 2025 New
$344B
$715 Million 0.69% of portfolio
3,919
Q3 2025 New
$239B
$708 Million 0.69% of portfolio
2,986
Q3 2025 New
$5.63B
$691 Million 0.67% of portfolio
70,579
Q3 2025 New
$0
$676 Million 0.66% of portfolio
2,657
Q3 2025 New
$195B
$676 Million 0.66% of portfolio
4,814
Q3 2025 New
$64.7B
$656 Million 0.64% of portfolio
2,349
Q3 2025 New
$301B
$662 Million 0.64% of portfolio
1,387
Q3 2025 New
$70.6B
$659 Million 0.64% of portfolio
10,398
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $103 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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