WJ Financial Advisors LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title: Wallace Jones - Managing Member
Location: Killingworth, CT
Holdings as of: September 30, 2025
Value $: $103M
Num holdings: 108
Date filed: 11/6/2025, 04:58 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included GLD, AAPL, BRKB, SCHX, and AMZN.
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Wallace Jones	Managing Member	Killingworth, Connecticut	11/6/2025

Other Included Managers (2):

Num	Name	Location	File Number
1	Joseph Giaccone
2	Brandon LaChance