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CIK: 0001727642
Total reported value
$259.4M
$259.4M
25 檔
64.5%
During the Q3 2025 filing period, WJ Interests, LLC (CIK: 0001727642) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $259.4M across 25 reported positions.
In Q3 2025, WJ Interests, LLC adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 18.30% | +3.18% | -5.86% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 17.78% | -1.34% | -9.34% | |
| 3 | NTSI | Wisdomtree International Eff | ETF-Other | 12.12% | -6.09% | -3.57% | |
| 4 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 10.82% | -5.50% | -15.36% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.55% | -1.28% | +13.70% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.21% | -0.17% | -7.78% | |
| 7 | ROMO | Strategy Shares Newfound/res | ETF-Other | 6.05% | +0.74% | +1.03% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.80% | +1.05% | — | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.53% | +3.12% | -21.94% | |
| 10 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.22% | -2.37% | EXIT | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.35% | -0.56% | +10.45% | |
| 12 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 0.84% | +0.09% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.04% | — | |
| 14 | STEL | Stellar Bancorp Inc | Stock-Other | 0.34% | — | +0.02% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | — | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | — | — | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | +0.02% | — | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 0.18% | +0.01% | — | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 0.15% | — | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.14% | — | — | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.13% | -0.02% | — | |
| 22 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.12% | +0.01% | — | |
| 23 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.11% | — | — | |
| 24 | ZION | Zions Bancorp NA | Stock-Financials | 0.10% | +0.02% | — | |
| 25 | MSTR | Strategy Inc | Stock-Tech | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +1.1% | +13.70% | Add |
| 2 | RSST | Return Stacked US Sm Ftr ETF | +0.9% | +11.64% | Add |
| 3 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | +0.3% | -5.86% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 5 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 6 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 7 | AVEM | Avantis Emerging Markets Eq | — | -7.78% | Trim |
| 8 | WMT | Walmart Inc | — | — | Unchanged |
| 9 | ZION | Zions Bancorp NA | — | — | Unchanged |
| 10 | MSTR | Strategy Inc | — | — | Unchanged |
| 11 | STEL | Stellar Bancorp Inc | 0% | +0.02% | Add |
| 12 | IBM | Intl Business Machines CORP | 0% | — | Trim |
| 13 | BNL | Broadstone Net Lease Inc | 0% | — | Unchanged |
| 14 | SCYB | Schwab High Yield Bond ETF | 0% | — | Unchanged |
| 15 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 16 | ROMO | Strategy Shares Newfound/res | -0.3% | +1.03% | Trim |
| 17 | MINT | Pimco Enhanced Short Maturit | -0.6% | +10.45% | Trim |
| 18 | NTSI | Wisdomtree International Eff | -1.1% | -3.57% | Trim |
| 19 | VT | Vanguard Tot World Stk ETF | -1.4% | -9.34% | Trim |
| 20 | AVLV | Avantis US Large Cap Value | -1.9% | -21.94% | Trim |
| 21 | NTSX | Wisdomtree US Efficient Core | -1.9% | -15.36% | Trim |
| 22 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 23 | RFIX | Simplify Bond Bull ETF | — | EXIT | Sold out |
| 24 | RSSY | Return Stacked US S&f Yd ETF | — | NEW | New buy |
| 25 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 26 | AAPL | Apple Inc | — | NEW | New buy |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 25 disclosed positions in Q3 2025.
During Q3 2025, WJ Interests, LLC's top holdings by market value included RSSB (18.3%)、VT (17.8%)、NTSI (12.1%). The largest single position, RSSB, represented 18.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSSB, VT, NTSI) accounted for 64.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
TLT
市值: $14.4M
Top Position Liquidated / Trimmed
RFIX
前期市值: $4.1M
In Q3 2025, WJ Interests, LLC made 18 total portfolio adjustments, initiating 4 new buys, adding to 3 positions, trimming 9 holdings, and fully liquidating 2 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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