WJ Interests

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

  • Top 5 stock holdings are RSSB, VT, AVLV, AVEM, AVUV, and represent 55.23% of WJ Interests's stock portfolio.
  • Added to shares of these 10 stocks: MINT (+$17M), AVLV, SPLS, VT, RSSB, DSCO, AVEM, AVUV, PB, TLT.
  • Started 1 new stock position in PB.
  • Reduced shares in these 1 stock: NTSI.
  • WJ Interests was a net buyer of stock by $23M.
  • WJ Interests has $278M in assets under management (AUM), dropping by 7.10%.
  • Central Index Key (CIK): 0001727642

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Portfolio Holdings for WJ Interests

WJ Interests holds 23 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 18.5 $51M 1.7M 29.68
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 14.0 $39M 247k 157.85
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 8.4 $23M +4% 258k 90.44
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American Centy Etf Tr Avantis Emgmkt (AVEM) 7.4 $20M +3% 217k 94.02
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.0 $19M +3% 165k 117.77
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 6.6 $18M +864% 183k 100.55
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Doubleline Etf Trust Secur Cr Etf (DSCO) 6.5 $18M +4% 736k 24.39
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 6.0 $17M +2% 214k 77.78
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Strategy Newfound Reslv (ROMO) 5.9 $17M 484k 34.16
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Wisdomtree Tr Internationl Efi (NTSI) 5.0 $14M 302k 45.91
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Tidal Trust Ii Return Stacked 4.6 $13M 588k 21.72
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Wisdomtree Tr Us Effic Core Fd (NTSX) 4.1 $11M 195k 58.45
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Pimco Etf Tr Us Stk Plus Ac (SPLS) 2.6 $7.2M +12% 131k 55.04
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Tidal Trust Ii Retu S Yiel Etf (RSSY) 1.1 $3.0M +3% 114k 26.15
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Wisdomtree Tr Effi U.s. Plu Fd (NTSD) 1.0 $2.9M +3% 61k 46.88
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JPMorgan Chase & Co. (JPM) 0.4 $1.2M 3.5k 330.83
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Prosperity Bancshares (PB) 0.2 $540k NEW 8.1k 66.21
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Vanguard World Health Car Etf (VHT) 0.2 $534k 1.7k 316.08
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Spdr Gold Tr Gold Shs (GLD) 0.1 $333k 875.00 380.84
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International Business Machines (IBM) 0.1 $322k 1.5k 219.93
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Schwab Strategic Tr High Yiel Bd Etf (SCYB) 0.1 $289k 11k 25.24
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Microsoft Corporation (MSFT) 0.1 $289k 563.00 512.90
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Zions Bancorporation (ZION) 0.1 $278k 4.4k 62.65
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Past Filings by WJ Interests

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

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