WJ Financial Advisors LLCValueConcentrated trader

CIK: 0002095682 | KILLINGWORTH, CT

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	137	$136.1M	2026-08-13	SEC ↗
Q1 2026	13F-HR	128	$123.8M	2026-05-04	SEC ↗
Q4 2025	13F-HR	115	$112.3M	2026-02-02	SEC ↗
Q3 2025	13F-HR	108	$103.1M	2025-11-06	SEC ↗