WJ Interests, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WJ Interests, LLC 13F Holdings
CIK 0001727642
As of Sep 30, 2025, WJ Interests, LLC reported
25 positions worth $247.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| RETURN STACKED GLOBAL STOCKS & BONDS ETF | RSSB | — | 1,608,082 | $45.3M | 18.30% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 319,408 | $44.0M | 17.78% |
| WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | NTSI | — | 702,092 | $30.0M | 12.12% |
| WISDOMTREE US EFFICIENT CORE FUND | NTSX | — | 497,033 | $26.8M | 10.82% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 212,681 | $21.2M | 8.55% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 270,715 | $20.3M | 8.21% |
| STRATEGY SHS | ROMO | — | 445,734 |
|
5.0M6.05% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 160,592 |
4.4M | 5.80% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 189,504 |
3.7M | 5.53% |
| RETURN STACKED(R) US STOCKS & MANAGED FUTURES ETF | RSST | — | 207,308 | $5.5M | 2.22% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 33,243 | $3.3M | 1.35% |
| TIDAL TR II | RSSY | — | 103,757 | $2.1M | 0.84% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,498 |
.1M | 0.45% |
| STELLAR BANCORP INC | STEL | Financial Services | 27,511 | $834.7K | 0.34% |
| MICROSOFT CORP | MSFT | Technology | 1,115 | $577.5K | 0.23% |
| WALMART INC | WMT | Consumer Defensive | 4,800 | $494.7K | 0.20% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 1,562 | $440.7K | 0.18% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 1,690 | $438.7K | 0.18% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 2,018 | $370.8K | 0.15% |
| APPLE INC | AAPL | Technology | 1,390 | $353.9K | 0.14% |
| SPDR GOLD TRUST | GQ9 | — | 875 | $311.0K | 0.13% |
| SCHWAB STRATEGIC TR | SCYB | — | 11,215 | $299.8K | 0.12% |
| BROADSTONE NET LEASE INC | BNL | Real Estate | 15,864 | $283.5K | 0.11% |
| ZIONS BANCORPORATION NATIONAL ASSOCIATION | ZION | Financial Services | 4,439 | $251.2K | 0.10% |
| STRATEGY INC | MSTR | Technology | 750 | $241.7K | 0.10% |