13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001727642
Total reported value
$277.8M
$277.8M
22 檔
55.1%
As reported in its official Q2 2026 Form 13F filing, WJ Interests, LLC's tracked investment portfolio stood at $277.8M with 22 total positions.
WJ Interests, LLC executed strategic sector rebalancing during Q2 2026, establishing 3 new positions while fully exiting 1 holdings and trimming 7 positions.
In terms of portfolio concentration, the top 5 core holdings (including RSSB, VT, AVLV) accounted for 55.1% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 20.23% | -1.74% | +4.56% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 14.64% | -0.63% | -19.54% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 8.66% | -0.27% | +37.66% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 7.82% | -0.46% | -18.57% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.66% | -0.68% | -24.40% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.96% | -0.96% | +17.74% | |
| 7 | DSCO | Doubleline Sec Credit ETF | ETF-Other | 6.80% | -0.34% | +15.61% | |
| 8 | ROMO | Strategy Shares Newfound/res | ETF-Other | 6.19% | -0.24% | +5.54% | |
| 9 | NTSI | Wisdomtree International Eff | ETF-Other | 5.52% | -0.53% | -55.25% | |
| 10 | ✓ | Stock-Other | 4.59% | +0.01% | — | ||
| 11 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 4.39% | -0.28% | -60.97% | |
| 12 | SPLS | Pimco US Stck Actv Bond ETF | ETF-Other | 2.43% | +0.17% | — | |
| 13 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 1.08% | -0.01% | -5.89% | |
| 14 | NTSD | Wisdomtree Eff Us+intl Eq Fd | ETF-Other | 1.05% | -0.02% | — | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.74% | +5.88% | -43.82% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | — | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 0.19% | — | — | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.04% | — | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | — | — | |
| 20 | ZION | Zions Bancorp NA | Stock-Financials | 0.12% | -0.02% | — | |
| 21 | SCYB | Schwab High Yield Bond ETF | ETF-High Yield | 0.12% | -0.02% | +2.05% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +4.6% | NEW | New buy | |
| 2 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | +3.2% | +4.56% | Add |
| 3 | AVLV | Avantis US Large Cap Value | +3.1% | +37.66% | Add |
| 4 | SPLS | Pimco US Stck Actv Bond ETF | +2.4% | NEW | New buy |
| 5 | NTSD | Wisdomtree Eff Us+intl Eq Fd | +1.1% | NEW | New buy |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +1.1% | +17.74% | Add |
| 7 | DSCO | Doubleline Sec Credit ETF | +1% | +15.61% | Add |
| 8 | ROMO | Strategy Shares Newfound/res | +0.7% | +5.54% | Add |
| 9 | RSSY | Return Stacked US S&f Yd ETF | +0.1% | -5.89% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 11 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 12 | ZION | Zions Bancorp NA | 0% | — | Unchanged |
| 13 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 14 | SCYB | Schwab High Yield Bond ETF | 0% | +2.05% | Add |
| 15 | MSFT | Microsoft CORP | — | — | Unchanged |
| 16 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 17 | AVEM | Avantis Emerging Markets Eq | -0.2% | -18.57% | Trim |
| 18 | MINT | Pimco Enhanced Short Maturit | -0.6% | -43.82% | Trim |
| 19 | AVUV | Avantis US Small Cap Value | -1.3% | -24.40% | Trim |
| 20 | VT | Vanguard Tot World Stk ETF | -1.3% | -19.54% | Trim |
| 21 | RSST | Return Stacked US Sm Ftr ETF | -2.4% | EXIT | Sold out |
| 22 | NTSX | Wisdomtree US Efficient Core | -5.5% | -60.97% | Trim |
| 23 | NTSI | Wisdomtree International Eff | -6.1% | -55.25% | Trim |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $277.8M across 22 disclosed positions in Q2 2026.
During Q2 2026, WJ Interests, LLC's top holdings by market value included RSSB (20.2%)、VT (14.6%)、AVLV (8.7%). The largest single position, RSSB, represented 20.2% 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.
Top New Position Initiated
市值: $11.9M
Top Position Liquidated / Trimmed
RSST
前期市值: $6.2M
In Q2 2026, WJ Interests, LLC made 17 total portfolio adjustments, initiating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.