WJ Interests
SUGAR LAND, TXfiles as WJ Interests, LLC
$259m in 22 US stocks at the end of 30 June 2026. The top 10 are 89.1% of the money. It changed about 17.3% of the portfolio this quarter.
Value
$259m
Stocks
22
Top 10 share
89.1%
Turnover
17.3%
What changed this quarter
New
Bought for the first time this quarter.
- Return StackedRSIT4.6% of the fund
- Pimco ETF TRSPLS2.4% of the fund
- WisdomTree U.S. InternationaNTSD1.1% of the fund
Added
Bought more of a stock they already held.
- Tidal Trust IIRSSB20.2% of the fund+5%
- American Centy ETF TRAVLV8.7% of the fund+38%
- Ishares TRTLT7.0% of the fund+18%
- Doubleline ETF TrustDSCO6.8% of the fund+16%
- Strategy SHSROMO6.2% of the fund+6%
- Schwab Strategic TRSCYB0.1% of the fund+2%
Cut
Sold some of their stake.
- Vanguard Intl Equity Index FVT14.6% of the fund-20%
- American Centy ETF TRAVEM7.8% of the fund-19%
- American Centy ETF TRAVUV7.7% of the fund-24%
- Wisdomtree TRNTSI5.5% of the fund-55%
- Wisdomtree TRNTSX4.4% of the fund-61%
- Tidal Trust IIRSSY1.1% of the fund-6%
- Pimco ETF TRMINT0.7% of the fund-44%
Sold out
Sold their entire stake.
- Return Stacked U.S.RSST-100%
Holdings
- Tidal Trust IIRSSB
- Share
- 20.2%
- Value
- $52m
- Shares
- 1,705,976
+5%
- Vanguard Intl Equity Index FVT
- Share
- 14.6%
- Value
- $38m
- Shares
- 241,990
-20%
- American Centy ETF TRAVLV
- Share
- 8.7%
- Value
- $22m
- Shares
- 246,306
+38%
- American Centy ETF TRAVEM
- Share
- 7.8%
- Value
- $20m
- Shares
- 210,237
-19%
- American Centy ETF TRAVUV
- Share
- 7.7%
- Value
- $20m
- Shares
- 159,324
-24%
- Ishares TRTLT
- Share
- 7.0%
- Value
- $18m
- Shares
- 208,859
+18%
- Doubleline ETF TrustDSCO
- Share
- 6.8%
- Value
- $18m
- Shares
- 707,494
+16%
- Strategy SHSROMO
- Share
- 6.2%
- Value
- $16m
- Shares
- 475,502
+6%
- Wisdomtree TRNTSI
- Share
- 5.5%
- Value
- $14m
- Shares
- 307,311
-55%
- Return StackedRSIT
- Share
- 4.6%
- Value
- $12m
- Shares
- 578,477
New
- Wisdomtree TRNTSX
- Share
- 4.4%
- Value
- $11m
- Shares
- 192,789
-61%
- Pimco ETF TRSPLS
- Share
- 2.4%
- Value
- $6m
- Shares
- 116,032
New
- Tidal Trust IIRSSY
- Share
- 1.1%
- Value
- $3m
- Shares
- 109,594
-6%
- WisdomTree U.S. InternationaNTSD
- Share
- 1.1%
- Value
- $3m
- Shares
- 59,221
New
- Pimco ETF TRMINT
- Share
- 0.7%
- Value
- $2m
- Shares
- 18,976
-44%
- Vanguard World FDVHT
- Share
- 0.2%
- Value
- $505,327
- Shares
- 1,690
Held
- Spdr Gold TRGLD
- Share
- 0.1%
- Value
- $322,333
- Shares
- 875
Held
- Schwab Strategic TRSCYB
- Share
- 0.1%
- Value
- $299,630
- Shares
- 11,445
+2%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Trust IIRSSB | 20.2% | $52m | 1,705,976 | +5% |
| Vanguard Intl Equity Index FVT | 14.6% | $38m | 241,990 | -20% |
| American Centy ETF TRAVLV | 8.7% | $22m | 246,306 | +38% |
| American Centy ETF TRAVEM | 7.8% | $20m | 210,237 | -19% |
| American Centy ETF TRAVUV | 7.7% | $20m | 159,324 | -24% |
| Ishares TRTLT | 7.0% | $18m | 208,859 | +18% |
| Doubleline ETF TrustDSCO | 6.8% | $18m | 707,494 | +16% |
| Strategy SHSROMO | 6.2% | $16m | 475,502 | +6% |
| Wisdomtree TRNTSI | 5.5% | $14m | 307,311 | -55% |
| Return StackedRSIT | 4.6% | $12m | 578,477 | New |
| Wisdomtree TRNTSX | 4.4% | $11m | 192,789 | -61% |
| Pimco ETF TRSPLS | 2.4% | $6m | 116,032 | New |
| Tidal Trust IIRSSY | 1.1% | $3m | 109,594 | -6% |
| WisdomTree U.S. InternationaNTSD | 1.1% | $3m | 59,221 | New |
| Pimco ETF TRMINT | 0.7% | $2m | 18,976 | -44% |
| JPMorgan ChaseJPM | 0.4% | $1m | 3,498 | Held |
| Vanguard World FDVHT | 0.2% | $505,327 | 1,690 | Held |
| International Business MachinesIBM | 0.2% | $411,129 | 1,462 | Held |
| Spdr Gold TRGLD | 0.1% | $322,333 | 875 | Held |
| Zions Bancorporation, National AssociationZION | 0.1% | $307,134 | 4,439 | Held |
| Schwab Strategic TRSCYB | 0.1% | $299,630 | 11,445 | +2% |
| MicrosoftMSFT | <0.1% | $210,010 | 563 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.9% since 30 June 2025.
Where the money is
Financial services0.6%
Technology0.2%
Other99.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.