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 63.46% of WJ Interests's stock portfolio.
  • Added to shares of these 10 stocks: DSCO (+$15M), RSSB, VT, NTSX, TLT, AVUV, NTSI, ROMO, RSST, AVEM.
  • Started 1 new stock position in DSCO.
  • Reduced shares in these 2 stocks: MINT, IBM.
  • WJ Interests was a net buyer of stock by $28M.
  • WJ Interests has $260M in assets under management (AUM), dropping by 12.04%.
  • Central Index Key (CIK): 0001727642

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Portfolio Holdings for WJ Interests

WJ Interests holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Return Stacked Stock and Bond RSSB (RSSB) 17.0 $44M +7% 1.6M 27.21
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Vanguard Total World VT (VT) 16.0 $42M +5% 301k 138.32
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WisdomTree Intl Efficient Core Ntsi (NTSI) 11.6 $30M +3% 687k 44.01
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WisdomTree U.S. Efficient Core Fund NTSX (NTSX) 9.9 $26M +6% 494k 52.15
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Avantis US Small Value ETF Avuv (AVUV) 8.9 $23M +5% 211k 110.47
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Avantis Emerging Mkts Avem (AVEM) 8.0 $21M +2% 258k 80.58
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iShares Long Term Treasury Bond ETF TLT (TLT) 5.9 $15M +10% 177k 86.69
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Doubleline Securitized Credit ETF Dsco (DSCO) 5.8 $15M NEW 612k 24.84
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Avantis US Large Cap Value ETF Avlv (AVLV) 5.5 $14M +3% 179k 80.61
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Strat Shares Newfound/Resolve Momentum ETF Romo (ROMO) 5.4 $14M +6% 451k 31.49
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Return Stacked US Stk and Managed Futures RSST (RSST) 2.4 $6.2M +10% 219k 28.28
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PIMCO Enh Short Maturity Mint (MINT) 1.3 $3.4M -4% 34k 100.57
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Return Stacked US Stk & Futs Yld ETF Rssy (RSSY) 1.0 $2.6M +11% 117k 22.24
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JP Morgan JPM (JPM) 0.4 $1.0M 3.5k 294.16
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Vanguard Health Care ETF VHT (VHT) 0.2 $460k 1.7k 272.33
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SPDR Gold Trust GLD (GLD) 0.1 $377k 875.00 430.29
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Ibm Ibm (IBM) 0.1 $354k -6% 1.5k 242.39
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Schwab High Yield Bond ETF Scyb (SCYB) 0.1 $292k 11k 26.00
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Zions Bancorp Zion (ZION) 0.1 $256k 4.4k 57.62
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Microsoft MSFT (MSFT) 0.1 $208k 563.00 370.17
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Past Filings by WJ Interests

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