WJ Interests, LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$260.4M

Reporting period: 2026-03-31 · Number of holdings: 20

WJ Interests, LLC disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $260.4M and a quarterly turnover rate of 11.7%.

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Personality snowflake

Concentration: 42.4
Portfolio Stability: 11.72
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 40
Sizing Uniformity: 89.14

Recent moves

Trim RSSB
+7.0%　$1.5M
Trim VT
+5.1%　$1.2M
Trim NTSX
+6.5%　$341.1K
Trim NTSI
+3.7%　$1.0M
Trim ROMO
+6.4%　$744.0K
Trim AVEM
+2.9%　$1.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	RSSB	Rtrn Stack Glbl Stk & Bd ETF	ETF-Other	17.05%	-1.39%	+7.05%
2	VT	Vanguard Tot World Stk ETF	ETF-Other	15.98%	-1.38%	+5.13%
3	NTSI	Wisdomtree International Eff	ETF-Other	11.61%	-0.95%	+3.68%
4	NTSX	Wisdomtree US Efficient Core	ETF-Other	9.89%	-1.05%	+6.51%
5	AVUV	Avantis US Small Cap Value	ETF-Small Cap	8.94%	+0.17%	+5.38%
6	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	7.99%	-0.32%	+2.94%
7	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	5.91%	-0.11%	+10.54%
8	DSCO	Doubleline Sec Credit ETF	ETF-Other	5.84%	+5.84%	NEW
9	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	5.54%	-0.08%	+3.80%
10	ROMO	Strategy Shares Newfound/res	ETF-Other	5.45%	-0.33%	+6.44%
11	RSST	Return Stacked US Sm Ftr ETF	ETF-Other	2.37%	-0.04%	+10.80%
12	MINT	Pimco Enhanced Short Maturit	ETF-Other	1.30%	-0.22%	-4.36%
13	RSSY	Return Stacked US S&f Yd ETF	ETF-Other	0.99%	+0.13%	+11.78%
14	JPM	Jpmorgan Chase & Co	Stock-Financials	0.40%	-0.08%	—
15	VHT	Vanguard Health Care ETF	ETF-Other	0.18%	-0.03%	—
16	GLD	Spdr Gold Shares	ETF-Commodities	0.14%	-0.01%	—
17	IBM	Intl Business Machines CORP	Stock-Tech	0.14%	-0.06%	-6.40%
18	SCYB	Schwab High Yield Bond ETF	ETF-High Yield	0.11%	-0.02%	—
19	ZION	Zions Bancorp NA	Stock-Financials	0.10%	-0.01%	—
20	MSFT	Microsoft CORP	Stock-Tech	0.08%	-0.04%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	20	$260.4M	12	1RSSB 2VT 3NTSI Top holdings2026-03-31 1.RSSB 2.VT 3.NTSI 4.NTSX 5.AVUV 6.AVEM 7.TLT 8.DSCO 9.AVLV 10.ROMO
2025-12-31	19	$232.4M	7	1RSSB 2VT 3NTSI Top holdings2025-12-31 1.RSSB 2.VT 3.NTSI 4.NTSX 5.AVUV 6.AVEM 7.TLT 8.ROMO 9.AVLV 10.RSST
2025-09-30	25	$247.6M	20	1RSSB 2VT 3NTSI Top holdings2025-09-30 1.RSSB 2.VT 3.NTSI 4.NTSX 5.AVUV 6.AVEM 7.ROMO 8.TLT 9.AVLV 10.RSST
2025-06-30	23	$233.8M	0	1VT 2RSSB 3NTSI Top holdings2025-06-30 1.VT 2.RSSB 3.NTSI 4.NTSX 5.AVEM 6.AVUV 7.AVLV 8.ROMO 9.RSST 10.RFIX
2025-03-31	23	$215.0M	0	1VT 2RSSB 3NTSI Top holdings2025-03-31 1.VT 2.RSSB 3.NTSI 4.NTSX 5.AVEM 6.AVUV 7.AVLV 8.ROMO 9.MINT 10.RFIX
2024-12-31	16	$207.3M	0	1NTSX 2VT 3RSSB Top holdings2024-12-31 1.NTSX 2.VT 3.RSSB 4.NTSI 5.AVUV 6.AVEM 7.AVLV 8.ROMO 9.RFIX 10.RSST
2024-09-30	21	$226.8M	0	1NTSX 2VT 3RSSB Top holdings2024-09-30 1.NTSX 2.VT 3.RSSB 4.NTSI 5.AVEM 6.AVUV 7.ROMO 8.AVLV 9.TYA 10.TUA
2024-06-30	15	$200.8M	0	1NTSX 2VT 3RSSB Top holdings2024-06-30 1.NTSX 2.VT 3.RSSB 4.NTSI 5.AVEM 6.ROMO 7.AVLV 8.AVUV 9.TYA 10.TUA
2024-03-31	12	$189.5M	0	1NTSX 2VT 3RSSB Top holdings2024-03-31 1.NTSX 2.VT 3.RSSB 4.NTSI 5.AVEM 6.ROMO 7.AVLV 8.AVUV 9.TYA 10.TUA
2023-12-31	12	$158.6M	0	1NTSX 2VT 3NTSI Top holdings2023-12-31 1.NTSX 2.VT 3.NTSI 4.ROMO 5.AVEM 6.AVLV 7.AVUV 8.TYA 9.RSSB 10.MINT
2023-09-30	16	$143.7M	0	1NTSX 2VT 3NTSI Top holdings2023-09-30 1.NTSX 2.VT 3.NTSI 4.ROMO 5.AVEM 6.TYA 7.AVUV 8.AVLV 9.MINT 10.STEL
2023-06-30	17	$151.7M	0	1NTSX 2VT 3NTSI Top holdings2023-06-30 1.NTSX 2.VT 3.NTSI 4.ROMO 5.AVEM 6.TYA 7.AVUV 8.AVLV 9.MINT 10.STEL
2023-03-31	10	$144.6M	0	1NTSX 2VT 3NTSI Top holdings2023-03-31 1.NTSX 2.VT 3.NTSI 4.ROMO 5.AVEM 6.TYA 7.AVUV 8.AVLV 9.MINT 10.MSFT
2022-12-31	70	$120.5M	0	1VT 2NTSX 3NTSI Top holdings2022-12-31 1.VT 2.NTSX 3.NTSI 4.ROMO 5.AVEM 6.TYA 7.AVLV 8.TOTL 9.NEAR 10.MINT
2022-09-30	10	$112.1M	0	1VT 2NTSX 3ROMO Top holdings2022-09-30 1.VT 2.NTSX 3.ROMO 4.NTSI 5.AVEM 6.TYA 7.SPD 8.82889N 9.MINT 10.MSFT
2022-06-30	17	$129.6M	0	1ROMO 2VT 3NTSX Top holdings2022-06-30 1.ROMO 2.VT 3.NTSX 4.MUB 5.NTSI 6.URTH 7.AVEM 8.SPD 9.MINT 10.TYA

Holding changes this quarter

WJ Interests, LLC's most significant position changes for 2026-03-31: New buy: Doubleline Sec Credit ETF (DSCO); Add: Rtrn Stack Glbl Stk & Bd ETF (RSSB) — shares +7.05%; Add: Vanguard Tot World Stk ETF (VT) — shares +5.13%; Add: Wisdomtree US Efficient Core (NTSX) — shares +6.51%; Add: Wisdomtree International Eff (NTSI) — shares +3.68%.

Position changes disclosed by WJ Interests, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is WJ Interests, LLC and what type of investor is it?

WJ Interests, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $260.4M, spread across 20 disclosed positions.

What are WJ Interests, LLC's largest equity positions?

Based on the latest 13F filing, WJ Interests, LLC's top holdings by market value are: 1. Rtrn Stack Glbl Stk & Bd ETF (RSSB) — $44.4M (17.1%) 2. Vanguard Tot World Stk ETF (VT) — $41.6M (16.0%) 3. Wisdomtree International Eff (NTSI) — $30.2M (11.6%) 4. Wisdomtree US Efficient Core (NTSX) — $25.8M (9.9%) 5. Avantis US Small Cap Value (AVUV) — $23.3M (8.9%)

What changes did WJ Interests, LLC make in its most recent portfolio filing?

In the latest reported quarter, WJ Interests, LLC made 14 notable position adjustments: 1 new positions were initiated, 11 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Doubleline Sec Credit ETF (DSCO); Add: Rtrn Stack Glbl Stk & Bd ETF (RSSB) — shares +7.05%; Add: Vanguard Tot World Stk ETF (VT) — shares +5.13%; Add: Wisdomtree US Efficient Core (NTSX) — shares +6.51%; Add: Wisdomtree International Eff (NTSI) — shares +3.68%

What sectors does WJ Interests, LLC focus on?

WJ Interests, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 64.6% • Information Technology: 35.4%