§ 13F · FUND PROFILE
WJ Interests, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $234M (13F)Positions · 23Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RSSB | Return Stacked Stock and Bond | 1.63M | $44M | 17.0% | +7% |
| 2 | VT | Vanguard Total World Stock | 301K | $42M | 16.0% | +5% |
| 3 | NTSI | WisdomTree Intl Efficient Core | 687K | $30M | 11.6% | +4% |
| 4 | NTSX | WisdomTree U.S. Efficient Core Fund | 494K | $26M | 9.9% | +7% |
| 5 | AVUV | Avantis US Small Value ETF | 211K | $23M | 8.9% | +5% |
| 6 | AVEM | Avantis Emerging Mkts | 258K | $21M | 8.0% | +3% |
| 7 | TLT | iShares Long Term Treasury Bond ETF | 177K | $15M | 5.9% | +11% |
| 8 | DSCO | Doubleline Securitized Credit ETF | 612K | $15M | 5.8% | NEW |
| 9 | AVLV | Avantis US Large Cap Value ETF | 179K | $14M | 5.5% | +4% |
| 10 | ROMO | Strat Shares Newfound/Resolve Momentum ETF | 451K | $14M | 5.4% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WJ SIGNAL
AC read
WJ Interests, LLC is a Other fund managing $234 million in assets. The fund runs a focused portfolio of just 23 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed