WJ Financial Advisors LLC ETF holdings
Killingworth, CT
Reported $61.6M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$61.6M
ETFs held
59
Change from prior quarter
+8.1%
With price moves
ETFs as a share of its 13F
45.3%
of $136.0M
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GLD | SPDR Gold Shares | $6.2M | 16,826 | +206 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.6M | 6,154 | +74 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $4.5M | 151,593 | +95 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $3.1M | 36,023 | +1,656 shares |
| PFF | iShares Preferred and Income Securities ETF | $3.0M | 97,889 | −950 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $2.7M | 74,090 | +625 shares |
| SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | $2.7M | 52,496 | +1,738 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $2.3M | 63,801 | −420 shares |
| SCHF | Schwab International Equity ETF | $2.2M | 80,807 | +1,675 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $2.2M | 48,714 | +816 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002095682. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WJ Financial Advisors LLC own?
WJ Financial Advisors LLC reported 59 ETF positions worth $61.6M in its Form 13F for June 30, 2026. The largest was GLD, at $6.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.