Wj Interests, Llc Portfolio Stock Holdings
Wj Interests, Llc disclosed 20 stock positions valued at approximately $260.4 million in its latest SEC 13F filing. The largest holdings include Vanguard Total World Stock, WisdomTree Intl Efficient Core, and WisdomTree U.S. Efficient Core Fund. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $260.4M
Holdings by Sector
Wj Interests, Llc Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total World Stock | VT | Other | 15.98% | 300,756 | +14,679 | +5.13% | $41,600,633 |
| WisdomTree Intl Efficient Core | NTSI | Other | 11.61% | 686,660 | +24,363 | +3.68% | $30,219,939 |
| WisdomTree U.S. Efficient Core Fund | NTSX | Other | 9.89% | 494,002 | +30,197 | +6.51% | $25,762,204 |
| Avantis US Small Value ETF | AVUV | Other | 8.94% | 210,747 | +10,762 | +5.38% | $23,281,301 |
| Avantis Emerging Mkts | AVEM | Other | 7.99% | 258,181 | +7,378 | +2.94% | $20,804,269 |
| iShares Long Term Treasury Bond ETF | TLT | Other | 5.91% | 177,390 | +16,919 | +10.54% | $15,378,019 |
| Avantis US Large Cap Value ETF | AVLV | Other | 5.54% | 178,928 | +6,549 | +3.80% | $14,423,389 |
| Return Stacked US Stk and Managed Futures | RSST | Other | 2.37% | 218,544 | +21,296 | +10.80% | $6,180,424 |
| PIMCO Enh Short Maturity | MINT | Other | 1.30% | 33,776 | -1,541 | -4.36% | $3,396,870 |
| JP Morgan | JPM | Financial Services | 0.40% | 3,498 | - | - | $1,028,971 |
| Vanguard Health Care ETF | VHT | Other | 0.18% | 1,690 | - | - | $460,237 |
| SPDR Gold Trust | GLD | Other | 0.14% | 875 | - | - | $376,503 |
| IBM | IBM | Technology | 0.14% | 1,462 | -100 | -6.40% | $354,374 |
| Schwab High Yield Bond ETF | SCYB | Other | 0.11% | 11,215 | - | - | $291,590 |
| Zions Bancorp | ZION | Financial Services | 0.10% | 4,439 | - | - | $255,775 |
| Microsoft | MSFT | Technology | 0.08% | 563 | - | - | $208,405 |