WJ Interests, LLC

CIK 0001727642 · SUGAR LAND, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

WJ Interests, LLC reported 22 positions worth $259.4M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: RSSB (20.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$259.4M
2026 Q2
Positions
22
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.1%
Est. Net Flow (Q)
2026 Q2
10 / 22 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RSSBTIDAL TRUST IISH$52.5M20.23%1,705,976
2VTVANGUARD INTL EQUITY INDEX FSH$38.0M14.64%241,990
3AVLVAMERICAN CENTY ETF TRSH$22.5M8.66%246,306
4AVEMAMERICAN CENTY ETF TRSH$20.3M7.82%210,237
5AVUVAMERICAN CENTY ETF TRSH$19.9M7.66%159,324
6TLTISHARES TRSH$18.0M6.96%208,859
7DSCODOUBLELINE ETF TRUSTSH$17.6M6.80%707,494
8ROMOSTRATEGY SHSSH$16.1M6.19%475,502
9NTSIWISDOMTREE TRSH$14.3M5.52%307,311
10RSITTIDAL TRUST IISH$11.9M4.59%578,477

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WJ Interests, LLC hold as of Q2 2026?

WJ Interests, LLC reported 22 positions worth $259.4M in its Q2 2026 13F filing. Largest positions: RSSB (20.2%), VT (14.6%), AVLV (8.7%), AVEM (7.8%) and AVUV (7.7%).

What did WJ Interests, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WJ Interests, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.