Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WJ Interests, LLC (CIK 1727642) reported $260.4M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSSB ($44.4M, 17.05%), VT ($41.6M, 15.98%), NTSI ($30.2M, 11.61%), NTSX ($25.8M, 9.89%), AVUV ($23.3M, 8.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSSB | Return Stacked Stock and Bond | $44.4M | 17.05% | 1.6M | Added |
| 2 | VT | Vanguard Total World Stock | $41.6M | 15.98% | 300,756 | Added |
| 3 | NTSI | WisdomTree Intl Efficient Core | $30.2M | 11.61% | 686,660 | Added |
| 4 | NTSX | WisdomTree U.S. Efficient Core Fund | $25.8M | 9.89% | 494,002 | Added |
| 5 | AVUV | Avantis US Small Value ETF | $23.3M | 8.94% | 210,747 | Added |
| 6 | AVEM | Avantis Emerging Mkts | $20.8M | 7.99% | 258,181 | Added |
| 7 | TLT | iShares Long Term Treasury Bond ETF | $15.4M | 5.91% | 177,390 | Added |
| 8 | DBND | Doubleline Securitized Credit ETF | $15.2M | 5.84% | 611,971 | New |
| 9 | AVLV | Avantis US Large Cap Value ETF | $14.4M | 5.54% | 178,928 | Added |
| 10 | ROMO | Strat Shares Newfound/Resolve Momentum ETF | $14.2M | 5.45% | 450,526 | Added |
| 11 | RSST | Return Stacked US Stk and Managed Futures | $6.2M | 2.37% | 218,544 | Added |
| 12 | MINT | PIMCO Enh Short Maturity | $3.4M | 1.30% | 33,776 | Trimmed |
| 13 | RSSY | Return Stacked US Stk & Futs Yld ETF | $2.6M | 0.99% | 116,459 | Added |
| 14 | JPM | JP Morgan | $1.0M | 0.40% | 3,498 | Hold |
| 15 | VHT | Vanguard Health Care ETF | $460,237 | 0.18% | 1,690 | Hold |
| 16 | IBM | IBM | $354,374 | 0.14% | 1,462 | Trimmed |
| 17 | GLD | SPDR Gold Trust | $376,503 | 0.14% | 875 | Hold |
| 18 | SCYB | Schwab High Yield Bond ETF | $291,590 | 0.11% | 11,215 | Hold |
| 19 | ZION | Zions Bancorp | $255,775 | 0.10% | 4,439 | Hold |
| 20 | MSFT | Microsoft | $208,405 | 0.08% | 563 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31