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CIK: 0001727642
Total reported value
$259.4M
$259.4M
23 檔
65.3%
At the close of Q2 2025, WJ Interests, LLC disclosed equity holdings valued at approximately $259.4M, spread across 23 reported holdings.
WJ Interests, LLC executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 7 positions.
In terms of portfolio concentration, the top 5 core holdings (including VT, RSSB, NTSI) accounted for 65.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 19.37% | -1.34% | -0.98% | |
| 2 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 19.15% | +3.18% | +3.61% | |
| 3 | NTSI | Wisdomtree International Eff | ETF-Other | 12.77% | -6.09% | -2.65% | |
| 4 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 12.57% | -5.50% | -2.77% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.61% | -0.17% | +0.10% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.29% | -1.28% | +1.97% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.08% | +3.12% | -0.89% | |
| 8 | ROMO | Strategy Shares Newfound/res | ETF-Other | 6.04% | +0.74% | -1.98% | |
| 9 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 1.85% | -2.37% | EXIT | |
| 10 | RFIX | Simplify Bond Bull ETF | ETF-Other | 1.63% | — | +3.12% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.29% | -0.56% | -28.39% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.04% | — | |
| 13 | STEL | Stellar Bancorp Inc | Stock-Other | 0.33% | — | +0.02% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | — | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | — | — | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | +0.02% | -8.12% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 0.18% | +0.01% | — | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 0.18% | — | — | |
| 19 | MSTR | Strategy Inc | Stock-Tech | 0.13% | — | — | |
| 20 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.13% | +0.01% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.02% | — | |
| 22 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.11% | — | — | |
| 23 | ZION | Zions Bancorp NA | Stock-Financials | 0.10% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | +1.2% | +3.61% | Add |
| 2 | RSST | Return Stacked US Sm Ftr ETF | +0.5% | +44.13% | Add |
| 3 | AVEM | Avantis Emerging Markets Eq | +0.4% | +0.10% | Add |
| 4 | VT | Vanguard Tot World Stk ETF | +0.2% | -0.98% | Trim |
| 5 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 7 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 8 | MSTR | Strategy Inc | 0% | — | Unchanged |
| 9 | WMT | Walmart Inc | — | — | Unchanged |
| 10 | IBM | Intl Business Machines CORP | — | -8.12% | Trim |
| 11 | ZION | Zions Bancorp NA | — | — | Unchanged |
| 12 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 13 | SCYB | Schwab High Yield Bond ETF | 0% | — | Unchanged |
| 14 | BNL | Broadstone Net Lease Inc | 0% | — | Unchanged |
| 15 | STEL | Stellar Bancorp Inc | 0% | +0.02% | Add |
| 16 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 17 | AVUV | Avantis US Small Cap Value | -0.2% | +1.97% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | EXIT | Sold out |
| 19 | NTSX | Wisdomtree US Efficient Core | -0.2% | -2.77% | Trim |
| 20 | RFIX | Simplify Bond Bull ETF | -0.3% | +3.12% | Add |
| 21 | ROMO | Strategy Shares Newfound/res | -0.3% | -1.98% | Trim |
| 22 | AVLV | Avantis US Large Cap Value | -0.4% | -0.89% | Trim |
| 23 | NTSI | Wisdomtree International Eff | -0.4% | -2.65% | Trim |
| 24 | MINT | Pimco Enhanced Short Maturit | -0.7% | -28.39% | Trim |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 23 disclosed positions in Q2 2025.
During Q2 2025, WJ Interests, LLC's top holdings by market value included VT (19.4%)、RSSB (19.1%)、NTSI (12.8%). The largest single position, VT, represented 19.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TXN
市值: $419.0K
Top Position Liquidated / Trimmed
BRK-B
前期市值: $321.9K
In Q2 2025, WJ Interests, LLC made 15 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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