← Every investor
WJ Interests, LLC Portfolio
$277.8M across 23 positions as of 2026-09-30, with 85% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| TIDAL TRUST II | $51.3M | 18.5% | 1,729,825 |
| VTVanguard Total World Stock Index ETF | $38.9M | 14.0% | 246,565 |
| AVLVAvantis U.S. Large Cap Value ETF | $23.3M | 8.4% | 257,673 |
| AVEMAvantis Emerging Markets Equity ETF | $20.4M | 7.4% | 217,405 |
| AVUVAvantis U.S. Small Cap Value ETF | $19.4M | 7.0% | 164,701 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $18.4M | 6.6% | 182,992 |
| DOUBLELINE ETF TRUST | $18M | 6.5% | 736,003 |
| TLTiShares 20+ Year Treasury Bond ETF | $16.7M | 6.0% | 214,163 |
| STRATEGY SHS | $16.5M | 5.9% | 483,827 |
| WISDOMTREE TR | $13.8M | 5.0% | 301,661 |
| TIDAL TRUST II | $12.8M | 4.6% | 588,123 |
| WISDOMTREE TR | $11.4M | 4.1% | 195,199 |
| PIMCO ETF TR | $7.2M | 2.6% | 130,989 |
| TIDAL TRUST II | $3M | 1.1% | 113,572 |
| WISDOMTREE TR | $2.9M | 1.0% | 61,210 |
| JPMJPMorgan Chase & Co | $1.2M | 0.4% | 3,498 |
| PBProsperity Bancshares, Inc | $539.5K | 0.2% | 8,148 |
| VHTVanguard Health Care ETF | $534.2K | 0.2% | 1,690 |
| GLDSPDR Gold Shares | $333.2K | 0.1% | 875 |
| IBMInternational Business Machines Corp | $321.5K | 0.1% | 1,462 |
| SCHWAB STRATEGIC TR | $288.9K | 0.1% | 11,445 |
| MSFTMicrosoft Corp | $288.8K | 0.1% | 563 |
| ZIONZions Bancorporation NA | $278.1K | 0.1% | 4,439 |
Quarter ending 2026-09-30.
Follow WJ Interests, LLC by email
WJ Interests, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.