Long-term investor
Wj Financial Advisors LLC @wjfinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095682).
Record
- Tracked since 2025-09-30 (353 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days +5.6% · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.6% · long · since 2025-09-30
- GLD · 4.6% · long · since 2025-09-30
- BRK-B · 4.3% · long · since 2025-09-30
- AMZN · 3.5% · long · since 2025-09-30
- SPY · 3.4% · long · since 2025-09-30
- SCHX · 3.3% · long · since 2025-09-30
- CLM · 2.8% · long · since 2025-09-30
- TLT · 2.3% · long · since 2025-09-30
- PFF · 2.2% · long · since 2025-09-30
- SCHM · 2.0% · long · since 2025-09-30
- SPHD · 2.0% · long · since 2025-09-30
- GOOG · 1.9% · long · since 2025-09-30