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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 59.02% of WJ Interests's stock portfolio.
Added to shares of these 9 stocks: Return Stacked International Stocks & Managed Futures Etf (+$12M), SPLS (+$6.3M), AVLV (+$6.1M), NTSD, TLT, DSCO, RSSB, ROMO, SCYB.
Started 3 new stock positions in NTSD, Return Stacked International Stocks & Managed Futures Etf, SPLS.
Reduced shares in these 8 stocks: NTSX (-$18M), NTSI (-$18M), VT (-$9.2M), AVUV (-$6.4M), RSST (-$6.2M), AVEM, MINT, RSSY.
Sold out of its position in RSST.
WJ Interests was a net seller of stock by $-28M.
WJ Interests has $259M in assets under management (AUM), dropping by -0.40%.
Central Index Key (CIK): 0001727642

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Portfolio Holdings for WJ Interests

WJ Interests holds 22 positions in its portfolio as reported in the June 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)	20.2	$53M	+4%	1.7M	30.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	14.6	$38M	-19%	242k	156.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.7	$23M	+37%	246k	91.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	7.8	$20M	-18%	210k	96.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.7	$20M	-24%	159k	124.76	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	7.0	$18M	+17%	209k	86.42	View chart
Doubleline Etf Trust Secur Cr Etf (DSCO)	6.8	$18M	+15%	708k	24.93	View chart
Strategy Newfound Reslv (ROMO)	6.2	$16M	+5%	476k	33.76	View chart
Wisdomtree Tr Internationl Efi (NTSI)	5.5	$14M	-55%	307k	46.60	View chart
Tidal Trust Ii Return Stacked	4.6	$12M	NEW	579k	20.56	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	4.4	$11M	-60%	193k	59.05	View chart
Pimco Etf Tr Us Stk Plus Ac (SPLS)	2.4	$6.3M	NEW	116k	54.27	View chart
Tidal Trust Ii Retu S Yiel Etf (RSSY)	1.1	$2.8M	-5%	110k	25.53	View chart
Wisdomtree Tr Effi U.s. Plu Fd (NTSD)	1.1	$2.7M	NEW	59k	46.11	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$1.9M	-43%	19k	100.81	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		3.5k	327.33	View chart
Vanguard World Health Car Etf (VHT)	0.2	$505k		1.7k	299.01	View chart
International Business Machines (IBM)	0.2	$411k		1.5k	281.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$322k		875.00	368.38	View chart
Zions Bancorporation (ZION)	0.1	$307k		4.4k	69.19	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.1	$300k	+2%	11k	26.18	View chart
Microsoft Corporation (MSFT)	0.1	$210k		563.00	373.02	View chart

Past Filings by WJ Interests

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

WJ Interests 2026 Q2 filed July 30, 2026
WJ Interests 2026 Q1 filed April 21, 2026
WJ Interests 2025 Q4 filed Jan. 26, 2026
WJ Interests 2025 Q3 filed Oct. 20, 2025
WJ Interests 2025 Q2 filed July 22, 2025
WJ Interests 2025 Q1 filed April 21, 2025
WJ Interests 2024 Q4 filed Feb. 4, 2025
WJ Interests 2024 Q3 filed Oct. 21, 2024
WJ Interests 2024 Q2 filed July 16, 2024
WJ Interests 2024 Q1 filed April 10, 2024
WJ Interests 2023 Q4 filed Jan. 17, 2024
WJ Interests 2023 Q3 filed Oct. 16, 2023
WJ Interests 2023 Q2 filed July 24, 2023
WJ Interests 2023 Q1 filed April 13, 2023
WJ Interests 2022 Q4 filed Jan. 19, 2023
WJ Interests 2022 Q3 filed Oct. 20, 2022

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