13F Filings History of WJ Financial Advisors LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$112,293,436
Signature - Title
Wallace Jones - Managing Member
Location
Killingworth, CT
Summary
This page shows a list of all the recent 13F filings made by WJ Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WJ Financial Advisors LLC reported 115 stock holdings with total value $112,293,436 as of Q4 2025. Top holdings included GLD, AAPL, BRKB, SCHX, and SPY.

Notify me when WJ Financial Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $112,293,436 +$12,393,086 -$5,083,704 +$7,309,382 GLD, AAPL, BRKB, SCHX, SPY 13F-HR 02 Feb 2026, 13:15
Q3 2025 108 $103,077,194 $0 $0 $0 GLD, AAPL, BRKB, SCHX, AMZN 13F-HR 06 Nov 2025, 16:58