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WJ Interests, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001727642

$259.4M

disclosed book value

22

positions

20.2%

largest position share

Positions, as of 2026-06-30

top 22 of 22 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1RSSBTIDAL TRUST II1.7M$52.5M20.2%
2VTVANGUARD INTL EQUITY INDEX F241,990$38.0M14.6%
3AVLVAMERICAN CENTY ETF TR246,306$22.5M8.7%
4AVEMAMERICAN CENTY ETF TR210,237$20.3M7.8%
5AVUVAMERICAN CENTY ETF TR159,324$19.9M7.7%
6TLTISHARES TR208,859$18.0M7%
7DSCODOUBLELINE ETF TRUST707,494$17.6M6.8%
8ROMOSTRATEGY SHS475,502$16.1M6.2%
9NTSIWISDOMTREE TR307,311$14.3M5.5%
10RSITTIDAL TRUST II578,477$11.9M4.6%
11NTSXWISDOMTREE TR192,789$11.4M4.4%
12SPLSPIMCO ETF TR116,032$6.3M2.4%
13RSSYTIDAL TRUST II109,594$2.8M1.1%
14NTSDWISDOMTREE TR59,221$2.7M1.1%
15MINTPIMCO ETF TR18,976$1.9M0.7%
16JPMJPMORGAN CHASE & CO3,498$1.1M0.4%
17VHTVANGUARD WORLD FD1,690$505,3270.2%
18IBMINTERNATIONAL BUSINESS MACHS1,462$411,1290.2%
19GLDSPDR GOLD TR875$322,3330.1%
20ZIONZIONS BANCORPORATION NATL AS4,439$307,1340.1%
21SCYBSCHWAB STRATEGIC TR11,445$299,6300.1%
22MSFTMICROSOFT CORP563$210,0100.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.