StockDriftsStockDriftsTop 21 Wj Interests LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSSB | TIDAL TRUST II | 18.49% | 1.73M | $51.3M | +1.40%(+23.85K) | $22.96(+29.73%) | 2026-09-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 14.01% | 246.6K | $38.9M | +1.89%(+4.58K) | $99.64(+57.67%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 8.39% | 257.7K | $23.3M | +4.61%(+11.37K) | $63.50(+46.41%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 7.36% | 217.4K | $20.4M | +3.41%(+7.17K) | $56.27(+58.94%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.98% | 164.7K | $19.4M | +3.37%(+5.38K) | $85.77(+39.54%) | 2026-09-30 | |
| MINT | PIMCO ETF TR | 6.62% | 183.0K | $18.4M | +864.33%(+164.02K) | $100.66(-0.14%) | 2026-09-30 | |
| DSCO | DOUBLELINE ETF TRUST | 6.46% | 736.0K | $18.0M | +4.03%(+28.51K) | $24.84(-2.02%) | 2026-09-30 | |
| TLT | ISHARES TR | 6% | 214.2K | $16.7M | +2.54%(+5.30K) | $88.17(-9.88%) | 2026-09-30 | |
| ROMO | STRATEGY SHS | 5.95% | 483.8K | $16.5M | +1.75%(+8.32K) | $27.46(+23.59%) | 2026-09-30 | |
| NTSI | WISDOMTREE TR | 4.99% | 301.7K | $13.8M | -1.84%(-5.65K) | $32.93(+39.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.20% | +52.87% | — | — | +51.13% |
| Top 20 Holdings Unweighted | +12.38% | +41.94% | — | — | +35.26% |
Wj Interests LLC reports $277.77M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are RSSB (18.5%), VT (14.0%) and AVLV (8.4%). The top 20 holdings account for 94.27% of reported assets. Its disclosed equity book has returned +52.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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