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CIK: 0001727642
Total reported value
$259.4M
$259.4M
20 檔
63.7%
In Q1 2026, WJ Interests, LLC's U.S. equity holdings reached a combined market value of $259.4M, distributed across 20 disclosed stock positions.
In Q1 2026, WJ Interests, LLC displayed an active expansion posture, initiating 1 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 17.05% | +3.18% | +7.05% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 15.98% | -1.34% | +5.13% | |
| 3 | NTSI | Wisdomtree International Eff | ETF-Other | 11.61% | -6.09% | +3.68% | |
| 4 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 9.89% | -5.50% | +6.51% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.94% | -1.28% | +5.38% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 7.99% | -0.17% | +2.94% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.91% | +1.05% | +10.54% | |
| 8 | DSCO | Doubleline Sec Credit ETF | ETF-Other | 5.84% | +0.96% | — | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.54% | +3.12% | +3.80% | |
| 10 | ROMO | Strategy Shares Newfound/res | ETF-Other | 5.45% | +0.74% | +6.44% | |
| 11 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.37% | -2.37% | EXIT | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.30% | -0.56% | -4.36% | |
| 13 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 0.99% | +0.09% | +11.78% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | +0.04% | — | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 0.18% | +0.01% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | -0.02% | — | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | +0.02% | -6.40% | |
| 18 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.11% | +0.01% | — | |
| 19 | ZION | Zions Bancorp NA | Stock-Financials | 0.10% | +0.02% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.2% | +5.38% | Add |
| 2 | RSSY | Return Stacked US S&f Yd ETF | +0.1% | +11.78% | Add |
| 3 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 4 | ZION | Zions Bancorp NA | 0% | — | Unchanged |
| 5 | SCYB | Schwab High Yield Bond ETF | 0% | — | Unchanged |
| 6 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 7 | RSST | Return Stacked US Sm Ftr ETF | 0% | +10.80% | Add |
| 8 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 9 | IBM | Intl Business Machines CORP | -0.1% | -6.40% | Trim |
| 10 | AVLV | Avantis US Large Cap Value | -0.1% | +3.80% | Add |
| 11 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 12 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +10.54% | Add |
| 13 | MINT | Pimco Enhanced Short Maturit | -0.2% | -4.36% | Trim |
| 14 | AVEM | Avantis Emerging Markets Eq | -0.3% | +2.94% | Add |
| 15 | ROMO | Strategy Shares Newfound/res | -0.3% | +6.44% | Add |
| 16 | NTSI | Wisdomtree International Eff | -1% | +3.68% | Add |
| 17 | NTSX | Wisdomtree US Efficient Core | -1.1% | +6.51% | Add |
| 18 | VT | Vanguard Tot World Stk ETF | -1.4% | +5.13% | Add |
| 19 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | -1.4% | +7.05% | Add |
| 20 | DSCO | Doubleline Sec Credit ETF | — | NEW | New buy |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 20 disclosed positions in Q1 2026.
During Q1 2026, WJ Interests, LLC's top holdings by market value included RSSB (17.1%)、VT (16.0%)、NTSI (11.6%). The largest single position, RSSB, represented 17.1% 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 63.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DSCO
市值: $15.2M
Top Position Liquidated / Trimmed
MINT
前期市值: $3.5M
In Q1 2026, WJ Interests, LLC made 14 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 2 holdings, and fully liquidating 0 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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