Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WJ Interests, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WJ Interests, LLC (CIK 1727642) reported $259.4M across 22 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSSB ($52.5M, 20.23%), VT ($38.0M, 14.64%), AVLV ($22.5M, 8.66%), AVEM ($20.3M, 7.82%), AVUV ($19.9M, 7.66%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RSSBTIDAL TRUST II$52.5M20.23%1.7MAdded
2VTVANGUARD INTL EQUITY INDEX F$38.0M14.64%241,990Trimmed
3AVLVAMERICAN CENTY ETF TR$22.5M8.66%246,306Added
4AVEMAMERICAN CENTY ETF TR$20.3M7.82%210,237Trimmed
5AVUVAMERICAN CENTY ETF TR$19.9M7.66%159,324Trimmed
6TLTISHARES TR$18.0M6.96%208,859Added
7DSCODOUBLELINE ETF TRUST$17.6M6.80%707,494Added
8ROMOSTRATEGY SHS$16.1M6.19%475,502Added
9NTSIWISDOMTREE TR$14.3M5.52%307,311Trimmed
10RSITTIDAL TRUST II$11.9M4.59%578,477New
11NTSXWISDOMTREE TR$11.4M4.39%192,789Trimmed
12SPLSPIMCO ETF TR$6.3M2.43%116,032New
13RSSYTIDAL TRUST II$2.8M1.08%109,594Trimmed
14NTSDWISDOMTREE TR$2.7M1.05%59,221New
15MINTPIMCO ETF TR$1.9M0.74%18,976Trimmed
16JPMJPMORGAN CHASE & CO$1.1M0.44%3,498Hold
17VHTVANGUARD WORLD FD$505,3270.19%1,690Hold
18IBMINTERNATIONAL BUSINESS MACHS$411,1290.16%1,462Hold
19ZIONZIONS BANCORPORATION NATL AS$307,1340.12%4,439Hold
20GLDSPDR GOLD TR$322,3330.12%875Hold
21SCYBSCHWAB STRATEGIC TR$299,6300.12%11,445Added
22MSFTMICROSOFT CORP$210,0100.08%563Hold
23RSSTReturn Stacked US Stk and Managed Futures$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30