Sja Financial Advisory, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $145 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $23.4M, Ishares Core S&P 500 ETF with a value of $15.9M, Vanguard Bd Index Fd Inc Total with a value of $11.2M, Ishares S&P 500 Value ETF with a value of $10.9M, and Ishares S&P 500 Growth ETF with a value of $10.7M.
Examining the 13F form we can see an increase of $272K in the current position value, from $145M to 145M.
Below you can find more details about Sja Financial Advisory, LLC portfolio as well as his latest detailed transactions.
