WJ Interests

Latest statistics and disclosures from WJ Interests's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are RSSB, VT, NTSI, NTSX, AVUV, and represent 68.08% of WJ Interests's stock portfolio.
  • Added to shares of these 2 stocks: MINT, RSSY.
  • Reduced shares in these 10 stocks: VT, RSSB, NTSX, NTSI, AVEM, AVLV, AVUV, STEL, ROMO, WMT.
  • Sold out of its positions in AAPL, BNL, MSTR, STEL, TXN, WMT.
  • WJ Interests was a net seller of stock by $-18M.
  • WJ Interests has $232M in assets under management (AUM), dropping by -6.13%.
  • Central Index Key (CIK): 0001727642

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Portfolio Holdings for WJ Interests

WJ Interests holds 19 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 18.4 $43M -5% 1.5M 28.12
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 17.4 $40M -10% 286k 141.06
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Wisdomtree Tr Internationl Efi (NTSI) 12.6 $29M -5% 662k 44.09
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Wisdomtree Tr Us Efficient Cor (NTSX) 10.9 $25M -6% 464k 54.81
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.8 $20M -5% 200k 101.98
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American Centy Etf Tr Avantis Emgmkt (AVEM) 8.3 $19M -7% 251k 77.02
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.0 $14M 161k 87.16
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Strategy Newfound Reslv (ROMO) 5.8 $13M -5% 423k 31.76
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.6 $13M -9% 172k 75.77
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Tidal Trust Ii Return Stckd Us (RSST) 2.4 $5.6M -4% 197k 28.35
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.5 $3.5M +6% 35k 100.34
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Tidal Trust Ii Return Stacked U (RSSY) 0.9 $2.0M 104k 19.20
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JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.5k 322.22
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Vanguard World Health Car Etf (VHT) 0.2 $487k 1.7k 287.85
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International Business Machines (IBM) 0.2 $463k 1.6k 296.21
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Spdr Gold Tr Gold Shs (GLD) 0.1 $347k 875.00 396.31
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Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $296k 11k 26.42
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Microsoft Corporation (MSFT) 0.1 $272k -49% 563.00 483.62
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Zions Bancorporation (ZION) 0.1 $260k 4.4k 58.54
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Past Filings by WJ Interests

SEC 13F filings are viewable for WJ Interests going back to 2022