Wj Interests, LLC Top Holdings and 13F Report (2026) About Wj Interests, LLCInvestment ActivityWj Interests, LLC has $260.40 million in total holdings as of March 31, 2026.Wj Interests, LLC owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 10.87% of the portfolio was purchased this quarter.About 0.07% of the portfolio was sold this quarter.This quarter, Wj Interests, LLC has purchased 19 new stocks and bought additional shares in 11 stocks.Wj Interests, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Return Stacked Stock and Bond $44,396,410Vanguard Total World Stock ETF $41,600,633WisdomTree International Efficient Core Fund $30,219,939WisdomTree U.S. Efficient Core Fund $25,762,204Avantis U.S. Small Cap Value ETF $23,281,301 Largest New Holdings this Quarter 25861R881 - Doubleline Securitized Credit ETF $15,204,419 Holding Largest Purchases this Quarter Doubleline Securitized Credit ETF 611,971 shares (about $15.20M)Return Stacked Stock and Bond 107,386 shares (about $2.92M)Vanguard Total World Stock ETF 14,679 shares (about $2.03M)WisdomTree U.S. Efficient Core Fund 30,197 shares (about $1.57M)iShares 20+ Year Treasury Bond ETF 16,919 shares (about $1.47M) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 1,541 shares (about $154.98K)International Business Machines 100 shares (about $24.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWj Interests, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorReturn Stacked Stock and Bond$44,396,410$2,921,973 ▲7.0%1,631,62117.0%RSSBVTVanguard Total World Stock ETF$41,600,633$2,030,402 ▲5.1%300,75616.0%ETFNTSIWisdomTree International Efficient Core Fund$30,219,939$1,072,217 ▲3.7%686,66011.6%FinanceNTSXWisdomTree U.S. Efficient Core Fund$25,762,204$1,574,774 ▲6.5%494,0029.9%FinanceAVUVAvantis U.S. Small Cap Value ETF$23,281,301$1,188,882 ▲5.4%210,7478.9%ETFAVEMAvantis Emerging Markets Equity ETF$20,804,269$594,520 ▲2.9%258,1818.0%ETFTLTiShares 20+ Year Treasury Bond ETF$15,378,019$1,466,716 ▲10.5%177,3905.9%ETFDoubleline Securitized Credit ETF$15,204,419$15,204,419 ▲New Holding611,9715.8%DSCOAVLVAvantis U.S. Large Cap Value ETF$14,423,389$527,915 ▲3.8%178,9285.5%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$14,187,035$858,321 ▲6.4%450,5265.4%ManufacturingReturn Stacked US Stk and Managed Futures$6,180,424$602,251 ▲10.8%218,5442.4%RSSTMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,396,870$154,979 ▼-4.4%33,7761.3%ETFReturn Stacked US Stk & Futs Yld ETF$2,590,432$273,036 ▲11.8%116,4591.0%RSSYJPMJPMorgan Chase & Co.$1,028,9710.0%3,4980.4%FinanceVHTVanguard Health Care ETF$460,2370.0%1,6900.2%ETFGLDSPDR Gold Shares$376,5030.0%8750.1%FinanceIBMInternational Business Machines$354,374$24,239 ▼-6.4%1,4620.1%Computer and TechnologySchwab High Yield Bond ETF$291,5900.0%11,2150.1%SCYBZIONZions Bancorporation, N.A.$255,7750.0%4,4390.1%FinanceMSFTMicrosoft$208,4050.0%5630.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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