StockDriftsStockDriftsTop 20 WJ Interests, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSSB | TIDAL TRUST II | 20.23% | 1.71M | $52.5M | +4.56%(+74.36K) | $22.85(+36.65%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 14.64% | 242.0K | $38.0M | -19.54%(-58.77K) | $98.55(+63.79%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8.66% | 246.3K | $22.5M | +37.66%(+67.38K) | $62.24(+51.73%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 7.82% | 210.2K | $20.3M | -18.57%(-47.94K) | $54.94(+68.37%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.66% | 159.3K | $19.9M | -24.40%(-51.42K) | $84.57(+50.73%) | 2026-06-30 | |
| TLT | ISHARES TR | 6.96% | 208.9K | $18.0M | +17.74%(+31.47K) | $88.32(-6.72%) | 2026-06-30 | |
| DSCO | DOUBLELINE ETF TRUST | 6.8% | 707.5K | $17.6M | +15.61%(+95.52K) | $24.85(-0.48%) | 2026-06-30 | |
| ROMO | STRATEGY SHS | 6.19% | 475.5K | $16.1M | +5.54%(+24.98K) | $27.35(+27.43%) | 2026-06-30 | |
| NTSI | WISDOMTREE TR | 5.52% | 307.3K | $14.3M | -55.25%(-379.35K) | $32.93(+47.73%) | 2026-06-30 | |
| NTSX | WISDOMTREE TR | 4.39% | 192.8K | $11.4M | -60.97%(-301.21K) | $36.31(+66.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.09% | — | — | +54.67% |
| Top 20 Holdings Unweighted | +11.64% | +39.15% | — | — | +35.87% |
WJ Interests, LLC reports $259.36M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are RSSB (20.2%), VT (14.6%) and AVLV (8.7%). The top 20 holdings account for 94.35% of reported assets. Its disclosed equity book has returned +49.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track WJ Interests, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from WJ Interests, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727642). View WJ Interests, LLC’s 13F filings on SEC